Settings and activity

28 results found

1. Option to rename "login" button for Portal

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   33 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation 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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   Curtis Shifflett supported this idea  ·  Apr 24, 2025

2. Ability to edit Profile Fund Link categories versus deleting and relinking

   47 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Curtis Shifflett supported this idea  ·  Apr 24, 2025

3. Fund Advisor Options - Donations and Grants Emails

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Curtis Shifflett supported this idea  ·  Apr 24, 2025

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

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   57 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Curtis Shifflett supported this idea  ·  Apr 24, 2025

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

   99 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Curtis Shifflett supported this idea  ·  Apr 24, 2025

6. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   68 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Curtis Shifflett supported this idea  ·  Apr 24, 2025

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

   231 votes

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   Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Curtis Shifflett commented  ·  Apr 24, 2025  ·  Edit…  ·  Delete…

   This is a serious speedbump when assisting others, in addition to being a major annoyance.

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   Curtis Shifflett supported this idea  ·  Apr 24, 2025

8. Custom Reports: Opportunity Tasks & Notes

   103 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Curtis Shifflett supported this idea  ·  Apr 24, 2025

9. opportunities

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Curtis Shifflett supported this idea  ·  Mar 21, 2025

10. Deceased profiles linked to opportunities

    16 votes

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

    
    

    Curtis Shifflett supported this idea  ·  Mar 21, 2025

11. Change profile on opportunity

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Curtis Shifflett supported this idea  ·  Mar 21, 2025

12. Assign existing profile note to an opportunity

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Curtis Shifflett supported this idea  ·  Mar 21, 2025

13. Ability to search for opportunities using global search and adding an opportunities search bar

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Curtis Shifflett supported this idea  ·  Mar 21, 2025

14. Household opportunities should show on Individual profiles

    64 votes

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

    
    

    Curtis Shifflett supported this idea  ·  Mar 21, 2025

15. Opportunity should show on Fund Profile

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Curtis Shifflett supported this idea  ·  Mar 21, 2025

16. Opportunity bulk import improvement

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Curtis Shifflett supported this idea  ·  Mar 21, 2025

17. The Ability to Toggle Public Facing Contact Information for Fund Stewards

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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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    Curtis Shifflett commented  ·  Mar 21, 2025  ·  Edit…  ·  Delete…

    Good idea! This will help us limit phishing attacks while also making sure our donors who are viewing their funds have ready access to direct contact information.

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    Curtis Shifflett supported this idea  ·  Mar 21, 2025

18. Opportunity Task Workflow

    51 votes

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

    
    

    Curtis Shifflett supported this idea  ·  Mar 7, 2024

19. Change Fund Group at a Point in Time

    94 votes

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

    
    

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    Curtis Shifflett commented  ·  Nov 1, 2023  ·  Edit…  ·  Delete…

    We continue to have issues with this. Any chance this will get another look? Group and subgroup would be great.

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    Curtis Shifflett supported this idea  ·  Nov 1, 2023

20. Log for Online Grant Requests Before Creating the Grant

    38 votes

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    Planned  ·  8 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Curtis Shifflett commented  ·  May 11, 2023  ·  Edit…  ·  Delete…

    Can we also include the user name if a staff person is using a proxy login? Currently, it shows that the donor is making the request. There are times when the donor asks us during a meeting to enter the grant but they are not, in fact, entering the grant, a staff person is.

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    Curtis Shifflett supported this idea  ·  May 11, 2023