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122 results found

  1. Listing of Funds on the portal - use public name field

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Julie supported this idea  · 

  2. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

    60 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Julie supported this idea  · 
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    Julie commented  · 

    We're running into challenges with people who have access to the Fund Portal (for example people who receive statements for Designated or Field of Interest Funds) being confused by the fact that C Suite lists them as "Fund Advisors" on the Fund Portal when they don't have advisory privileges.

    I'd suggest calling it the Fund Portal - it's about access to the fund, not necessarily donations. Not everyone who has access to the fund is a Donor. Most importantly though, please update the label at the top from Fund Advisor to something like Fund Access.

    I created an additional Idea Lab post about this label here: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46988734-change-label-for-fund-advisor-on-portal-not-ev

  3. FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor

    23 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Julie shared this idea  · 

  4. Grant "in process"

    20 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Julie supported this idea  · 

  5. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    132 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Julie supported this idea  · 
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    Julie commented  · 

    Please make sure to vote and comment here as well: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/44718337-one-log-in-across-foundant-platforms

  6. Multiple contacts for Organizations

    39 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie supported this idea  · 

  7. Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes

    19 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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  8. Closed Funds should appear in Red in Relationships tab

    71 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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  9. chat box

    21 votes

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    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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  10. Pronoun field on donation forms

    19 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donation Portal  ·  Admin →
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  11. display grant letter templates in grant record

    24 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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  12. payment date

    22 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Julie commented  · 

    The field that is currently labeled "Payment Date" should be Voucher Date and the Field labeled "Check Date" should be relabeled as "Payment Date"

    Check doesn't make sense when payments are done electronically.

    Julie supported this idea  · 

  13. Recurring gift receipts

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Julie supported this idea  · 

  14. Recurring Donations - Allow Donors to Edit

    24 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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  15. new profile

    26 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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  16. Opportunity Task Workflow

    30 votes

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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  17. Please consider the term "Portal Access" rather than "Fund Advisor" as a "Designation"

    16 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Julie commented  · 

    Agree. Maybe Fund Portal Access?

  18. Allow editing a custom report name, description or sharing without having to save as a different report

    22 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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  19. Profile changes (ex: name, address) should not update historical information.

    48 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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  20. Hide donation amounts on fund statements if fund is marked to hide amounts

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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