Settings and activity

77 results found

1. Candid Search in Portal

   13 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  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 31, 2025

2. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

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   70 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie shared this idea  ·  Jan 22, 2025

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

   22 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

4. 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

5. 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

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

   66 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jan 9, 2025

7. Add Salutation as a Required Field to Checkout

   32 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

   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

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

   267 votes

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   Proposed Idea  ·  40 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 beneficiary

    8 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

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

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Oct 16, 2024

12. Revise the CSuite login page

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    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  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 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

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

    16 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 22, 2024

15. Reporting for multiple objects at once

    16 votes

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

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

    117 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

17. Collapse/Expand Files

    7 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. Custom fields available to sync when merging profiles

    12 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

19. Reports: Freeze the column headers

    57 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jun 26, 2024

20. Multiple Advisors on one grant

    22 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Mar 25, 2024