Settings and activity

65 results found

1. Is it Nickname (Profile field label) or Nick Name (Reporting field label)?

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie Dowell shared this idea  ·  Mar 20, 2025

2. Include the new nickname field on org profiles

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell shared this idea  ·  Mar 20, 2025

3. Custom Grant Fields available in portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Julie Dowell shared this idea  ·  Mar 13, 2025

4. Reports: Change Label field to Mailing Label

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Mar 12, 2025

5. Filtering should include nulls/blanks unless the filter is to exclude it

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Mar 12, 2025

6. Select users to share custom reports with instead of sharing with everyone

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Mar 12, 2025

7. Portal: staff approval option for profile edits

   24 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Feb 12, 2025

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

   79 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Feb 12, 2025

9. Pop-up Communications for Fund Advisors that show in the Portal

   39 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Feb 12, 2025

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

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    Proposed Idea  ·  31 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Julie Dowell commented  ·  Feb 12, 2025  ·  Edit…  ·  Delete…

    This is a nightmare for our staff trying to help fund advisors and donors. Please go back to how it was in the old portal.

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    Julie Dowell supported this idea  ·  Feb 12, 2025

11. proxy new portal

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie Dowell shared this idea  ·  Feb 11, 2025

12. Set both a default email tax receipt and print tax receipt templates by fund

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Julie Dowell shared this idea  ·  Oct 10, 2024

13. Navigation - Add Save option to left side menu

    51 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

    
    

    Julie Dowell supported this idea  ·  Oct 3, 2024

14. assign check template by fund

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Julie Dowell shared this idea  ·  Oct 3, 2024

15. board portal

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

    
    

    Julie Dowell supported this idea  ·  Apr 25, 2024

16. Create ability to attach files to a note

    106 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 25, 2024

17. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 25, 2024

18. Ticket Purchaser & Guests In One Spot

    25 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

19. Custom Additional Fields for Tickets in Event Campaigns

    38 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

20. Campaigns Without Tickets for Online Donations

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024