Settings and activity

89 results found

1. Clear grant requests from fund advisor carts without proxying in as the advisor

   9 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Mar 26, 2025

2. Fund Advisor Portal - make Fund Steward email address a hyperlink

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   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Mar 17, 2025

3. Accept Combination of $ and , entered in Grant Request Amount on Portal

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   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Mar 17, 2025

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

   16 votes

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

5. Include Nick Name and Birth Name Fields in Profile Search Results

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 26, 2025

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

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   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 21, 2025

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

   28 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 18, 2025

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

   26 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 18, 2025

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

   111 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 14, 2025

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

    16 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 14, 2025

11. Fund Advisor Options - Donations and Grants Emails

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    41 votes

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

12. Ability to Rename "Other Foundation Funds"

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    9 votes

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    Proposed Idea  ·  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

    Save Submitting...

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

    91 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

14. Candid Search in Portal

    13 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 31, 2025

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

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 22, 2025

16. Display age based on birthday

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 17, 2025

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

    12 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

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

    66 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 9, 2025

19. Add Salutation as a Required Field to Checkout

    33 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

20. birthday - option to not include year

    119 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