Settings and activity

100 results found

1. Display age based on birthday

   2 votes

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   0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Julie supported this idea  ·  Jan 17, 2025

2. Display Age on an Individual Profile

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jan 17, 2025

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

   6 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

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

   13 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

5. 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

6. Fix Mobile View for Portal

   7 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie commented  ·  Dec 23, 2024  ·  Edit…  ·  Delete…

   After seeing this post I checked the new fund portal (which we have on our Sandbox but not Live yet) on my iPhone and saw the same thing. Overlapping text and clunky layout. PLEASE make the layout of the new portal functional for mobile before we roll out the new fund portal to our live site.

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   Julie supported this idea  ·  Dec 23, 2024

7. 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  ·  Dec 19, 2024

8. birthday - option to not include year

   97 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Dec 19, 2024

9. Login As --Removes user's existing login

   78 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Dec 19, 2024
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   Julie commented  ·  Dec 19, 2024  ·  Edit…  ·  Delete…

   Yes, please let us proxy as the external portal user without logging us out of our internal view of C Suite and have the log indicate that the user was logged in as a proxy.

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10. Fund Public name to be used in the Fund Advisor Portal

    3 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Dec 19, 2024

11. 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

12. Masking Anonymous Profiles

    11 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

13. 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

14. portal style

    11 votes

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    1 comment  ·  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

15. 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

16. 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

17. Restructure Portal Left Hand Menu Options

    6 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

18. Revise the CSuite login page

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    8 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

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

    3 votes

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    Proposed Idea  ·  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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20. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    11 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