Settings and activity

22 results found

1. Recognize soft credits on donor profiles

   40 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Joshua McCloud supported this idea  ·  Jul 24, 2025

2. Filtered Fund Lists (with URL)

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Joshua McCloud supported this idea  ·  Jun 16, 2025

3. New Quick Tips / Quick Reference Guide Update - Please Make Optional!

   14 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Joshua McCloud supported this idea  ·  May 27, 2025

4. Add unique id attributes to the body element for each page in the Portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Joshua McCloud shared this idea  ·  Apr 3, 2025

5. 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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   Joshua McCloud supported this idea  ·  Mar 17, 2025

6. Fix the Grants > Grant Summary table search function in the Portal

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Joshua McCloud shared this idea  ·  Mar 14, 2025

7. Custom Grant Fields available in portal

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Joshua McCloud supported this idea  ·  Mar 13, 2025

8. Page Titles Reflect Navigation & Tab Changes

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Joshua McCloud supported this idea  ·  Mar 7, 2025

9. Upload Ids - Expand Report Types

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Joshua McCloud supported this idea  ·  Mar 7, 2025

10. Live Credit Card Fee Calculation

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    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Joshua McCloud supported this idea  ·  Mar 6, 2025

11. Add classes to fund cards to distinguish promoted funds from advised funds

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    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Joshua McCloud shared this idea  ·  Mar 6, 2025

12. android

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Styles  ·  Delete…  ·  Admin →
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    Joshua McCloud supported this idea  ·  Feb 17, 2025

13. Custom Field Groups to organize custom fields

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Joshua McCloud supported this idea  ·  Oct 29, 2024

14. Dedupe by address and also by "similar" name.

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Joshua McCloud supported this idea  ·  Oct 3, 2024

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

    248 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Joshua McCloud supported this idea  ·  Sep 25, 2024

16. 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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    Joshua McCloud supported this idea  ·  Aug 22, 2024

17. online donations creating new profiles each time

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Joshua McCloud supported this idea  ·  Apr 19, 2024

18. Profile changes (ex: name, address) should not update historical information.

    53 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Joshua McCloud supported this idea  ·  Apr 19, 2024

19. Combine credit card fees with the donation amount

    120 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Joshua McCloud supported this idea  ·  Apr 19, 2024

20. board portal

    204 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Joshua McCloud supported this idea  ·  Apr 19, 2024