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87 results found

  1. Summit April 20th: CSuite API - Feedback

    2 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Julie commented  · 

    I really hope Foundant will prioritize fixing some of the security/audit issues such as logging user activity and identifying when someone performs an action while proxying in as another user before focusing on more add ons.
    https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/51086887-full-system-audit-trail-user-activity-logs-shoul

    https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/51063934-create-view-only-proxy-login-as-permission

  2. Summit April 20th: AI Connector

    1 vote

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Julie commented  · 

    I really hope Foundant will prioritize fixing some of the security issues such as logging user activity and identifying when someone performs an action while proxying in as another user before focusing on more add ons. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/51086887-full-system-audit-trail-user-activity-logs-shoul
    https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/51063934-create-view-only-proxy-login-as-permission

  3. The new design on the fund advisor page and security page are difficult to read

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Julie supported this idea  · 

  4. Hyperlinks to Reports

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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  5. Recurring Grants Need to Populate in the Request Window Automatically Whenever they Come Due

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Julie supported this idea  · 

  6. Closed Funds - indicate in search results that fund is closed When you search in the general search box, add "(Closed)" after the fund name,

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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  7. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    72 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Julie commented  · 

    Any updates on this request? It's still only available as "Previous Grantee or Fund" which doesn't make sense if the Fund Advisor hasn't previously granted to the Fund.

    Julie shared this idea  · 

  8. Opportunity Notes - Make Custom Field(s) reportable

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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  9. Recurring Grants

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Julie supported this idea  · 

  10. Create VIEW ONLY proxy / "login as" permission

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Julie supported this idea  · 

  11. Full System Audit Trail / User Activity Logs should be mandatory

    66 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Julie supported this idea  · 

  12. salutation

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Julie supported this idea  · 

  13. Expand Character Limit for "Fund Beneficiary Grantees/Funds" Description Field

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Julie supported this idea  · 

  14. New Look Navigation Top Menu

    21 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Styles  ·  Admin →
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  15. Legal Terms for Grant Requests Submitted through the Giving Hub

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Julie commented  · 

    We have that language in content in Grant Request Submit Footer. It says "by submitting this request we attest..."

  16. shiny new look

    5 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Julie supported this idea  · 

  17. shiny new look

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Julie supported this idea  · 

  18. Top Navigation Bar

    23 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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  19. Add "Primary" Fund Advisor as Reportable Field

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Julie commented  · 

    If C Suite is going to require that one Advisor be marked primary even though multiple people may have equal advisory privileges and we don't want to have to have one identified as primary, then at least we should be able to pull a report on it.

    Julie supported this idea  · 

  20. Ability to select the same beneficiary more than once when configuring percentages (Same Beneficiary, Different Purpose)

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Julie supported this idea  · 
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