Settings and activity

112 results found

1. Portal: Increase character limit on fund name box

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie commented  ·  Feb 18, 2025  ·  Edit…  ·  Delete…

   This was supposed to have been fixed as of July. Is it still cutting off fund names? https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48603575-full-fund-name-should-be-visible-on-fund-portal

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2. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

   3 votes

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   0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 18, 2025

3. Add the 'Log' Menu item to every screen that has data on it.

   10 votes

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   1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 18, 2025

4. Simplify/Merge the Grant Request screens

   33 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 14, 2025

5. Update Manual Fund Statements to only allow you select through a closed time period

   23 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 14, 2025

6. Donor Portal Financials - Only Allow Reporting on Closed Periods

   34 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 14, 2025

7. Limit Profiles that can Login to the New Portal

   12 votes

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   5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie commented  ·  Feb 14, 2025  ·  Edit…  ·  Delete…

   Yes! This is going to be a significant issue for grantees that think they're logging into GLM and Board Members who think they're logging into the secure section of our website.

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   Julie supported this idea  ·  Feb 14, 2025

8. Profile Permissions: Separate "Manage Login Info" from "Login As"

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 14, 2025

9. Fund Advisor Options - Donations and Grants Emails

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   25 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 14, 2025

10. Ability to Rename "Other Foundation Funds"

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    5 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie commented  ·  Feb 12, 2025  ·  Edit…  ·  Delete…

    Please vote here: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/49362116-new-portal-add-grant-to-another-foundation-fund

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11. Formatting for "Amount" fields in all Content areas

    42 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 3, 2025

12. Selected left navigation tab to stay a different color

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 3, 2025

13. Candid Search in Portal

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 31, 2025

14. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    19 votes

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    0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie shared this idea  ·  Jan 22, 2025

15. Create Grant Request - Enhancement Option to Rename the Button

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 22, 2025

16. Grant Letter emails should be included in an organization's email history!

    15 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 22, 2025
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    Julie commented  ·  Oct 19, 2023  ·  Edit…  ·  Delete…

    We really need a way to track email bounces for grant letters. There is currently no way to know if the grantee received the information which is essential to ensure any grant requirements were communicated to them.

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    Julie commented  ·  Sep 19, 2023  ·  Edit…  ·  Delete…

    This is even more important for us now that we've switched to almost all electronic funds transfers.

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17. Display age based on birthday

    6 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 17, 2025

18. Select users to share custom reports with instead of sharing with everyone

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 9, 2025

19. Portal: Display donor mailing label or recognition name instead of name

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 9, 2025

20. Login Log for GLM

    32 votes

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    Proposed Idea  ·  2 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 9, 2025