Settings and activity

197 results found

1. Donor portal - change voucher list to sort by date

   8 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  September 08, 2022

2. Files on the Fund Advisor portal should be able to be sorted in descending order

   11 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  September 08, 2022

3. Fund Advisor Portal: Vender Payments/Vouchers

   20 votes

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   Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  September 01, 2022

4. Change "no-reply@fcsuite.com" to Default Email Reply To

   39 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  August 26, 2022

5. Numbers Formatting

   17 votes

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   2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Michelle Schneider supported this idea  ·  August 26, 2022

6. Attached files sorted most recent at the top (or options to select sort).

   39 votes

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

   
   

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   Michelle Schneider commented  ·  August 26, 2022  ·  Edit…  ·  Delete…

   Perhaps even more useful would be the ability to sort by description name or date.

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   Michelle Schneider supported this idea  ·  August 26, 2022

7. Add Profile Fund Category to Fund Advisor Fund Custom Report

   26 votes

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   2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Michelle Schneider shared this idea  ·  August 26, 2022

8. Donor/Fund Advisor Portal Donate Tab

   31 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  August 26, 2022  ·  Edit…  ·  Delete…

   Great idea! This would be very helpful in serving our donor's needs.

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   Michelle Schneider supported this idea  ·  August 26, 2022

9. Allow Fund Advisors to See Household Receipts

   55 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  August 26, 2022

10. Fund Advisor: Make Password visible

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  August 04, 2022

11. Customize grant letters before emailing

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  July 29, 2022

12. Portal Styling Support with Classes

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    16 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider shared this idea  ·  July 25, 2022

13. Donor portal view multipayment grants

    24 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  July 25, 2022

14. Financials: fund balance (show $0 balance funds)

    25 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  July 25, 2022

15. Add Details under Recurring Grants on Donor Portal

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    36 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  July 14, 2022
    Michelle Schneider shared this idea  ·  July 13, 2022

16. Add ability to link Opportunity to a Profile that served as a referral

    29 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

    
    

    Michelle Schneider shared this idea  ·  July 13, 2022

17. File Organization in Donor Portal

    99 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michelle Schneider supported this idea  ·  July 13, 2022

18. Please allow us to Turn Off Recurring Grants in Fund Holder Portal

    13 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  July 13, 2022

19. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    67 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  July 13, 2022

20. Recurring Grant Letter

    11 votes

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

    
    

    Michelle Schneider supported this idea  ·  July 13, 2022