Settings and activity

98 results found

1. Add Salutation as a Required Field to Checkout

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Nov 6, 2024

2. CommunitySuite Upcoming Releases Page should have a link to the product roadmap

   4 votes

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   The link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.

   Julie supported this idea  ·  Oct 29, 2024

3. List cart - change button names

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Oct 29, 2024

4. Masking Anonymous Profiles

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Oct 24, 2024

5. fund beneficiary

   6 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Julie commented  ·  Oct 24, 2024  ·  Edit…  ·  Delete…

   Please log all significant changes, including this one!

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   Julie supported this idea  ·  Oct 24, 2024

6. portal style

   8 votes

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   0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

   
   

   Julie supported this idea  ·  Oct 16, 2024

7. Add Proxy Information in System Log when Login As is used - Audit Purposes

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Oct 16, 2024

8. Reports Permission: Full Access & De-Linking Scheduling Reports

   9 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Sep 13, 2024

9. Restructure Portal Left Hand Menu Options

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 30, 2024

10. Revise the CSuite login page

    • 

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie commented  ·  Aug 30, 2024  ·  Edit…  ·  Delete…

    Yes please. This is not just an inconvenience for internal users but also for donors and fundholders when they log on to the portal.

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    Julie supported this idea  ·  Aug 29, 2024

11. Send Login email does not function. Please make Login Info tab able to edit.

    2 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Julie commented  ·  Aug 28, 2024  ·  Edit…  ·  Delete…

    I think this is a permissions issue. Please vote here: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48765095-create-fund-advisor-login-for-legacy-portal-from

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12. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 22, 2024

13. Reporting for multiple objects at once

    11 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 9, 2024

14. New Login Screen - Default to PIN

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 7, 2024

15. Last Donation Date does not reflect accurate last gift date

    102 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 6, 2024

16. Date Range for Donation and Grants Tab - New Portal

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 30, 2024

17. Collapse/Expand Files

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 17, 2024

18. Accessing note types via Notes section

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 16, 2024

19. Custom fields available to sync when merging profiles

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 16, 2024

20. Fund Log - track all changes made under Relationship tab

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 9, 2024