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71 results found

  1. Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?

    15 votes

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

  2. New Portal: Grants listed in Make a Grant Request

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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  3. Include Nick Name and Birth Name Fields in Profile Search Results

    16 votes

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

  4. New Portal FUND SUMMARY Recent Grants - 20 displayed only

    9 votes

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

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

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Julie supported this idea  · 

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

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Julie supported this idea  · 

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

    106 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Julie supported this idea  · 

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

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Julie supported this idea  · 

  9. Fund Advisor Options - Donations and Grants Emails

    41 votes

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

  10. Ability to Rename "Other Foundation Funds"

    9 votes

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

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

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

    89 votes

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

  12. Candid Search in Portal

    13 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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  13. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    65 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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  14. Create Grant Request - Enhancement Option to Rename the Button

    22 votes

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

  15. Display age based on birthday

    7 votes

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

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

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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  17. Portal: Display donor mailing label or recognition name instead of name

    64 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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  18. Add Salutation as a Required Field to Checkout

    31 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  · 

  19. birthday - option to not include year

    116 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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  20. Login As --Removes user's existing login

    251 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Julie supported this idea  · 
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    Julie commented  · 

    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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