Settings and activity

34 results found

1. Option to rename "login" button for Portal

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   30 votes

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   Proposed Idea  ·  1 comment  ·  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

   43 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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   32 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

   38 votes

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   Proposed Idea  ·  2 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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   Curtis Shifflett supported this idea  ·  Apr 24, 2025

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

   81 votes

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

6. Selected left navigation tab to stay a different color

   49 votes

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

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

   41 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

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

   194 votes

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   Proposed Idea  ·  32 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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   An error occurred while saving the comment
   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

9. Custom Reports: Opportunity Tasks & Notes

   78 votes

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

10. 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

11. Deceased profiles linked to opportunities

    14 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

12. 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

13. Assign existing profile note to an opportunity

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

    5 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

15. Household opportunities should show on Individual profiles

    60 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

16. Opportunity should show on Fund Profile

    19 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

17. Opportunity bulk import improvement

    36 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Curtis Shifflett supported this idea  ·  Mar 21, 2025

18. 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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    Not at all You must login first! Important You must login first! Critical You must login first!

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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

19. Opportunity Pop Up Notification

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    28 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 7, 2024

20. Opportunity Task Workflow

    44 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