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13 results found

  1. Statement Type Option for No Statements

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Cindy Hoffman supported this idea  · 

  2. File Organization in Donor Portal

    97 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Cindy Hoffman commented  · 

    Yes, the files section has the potential to get very cluttered and not having this function is prohibitive to us to implement it robustly.

    Cindy Hoffman supported this idea  · 

  3. 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  ·  Admin →
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    Cindy Hoffman commented  · 

    It would also be helpful to group files by the internal category. We have a several different types of files to share and the files list is getting rather cluttered!

    Cindy Hoffman supported this idea  · 

  4. Bulk update grant approver

    15 votes

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    3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Cindy Hoffman commented  · 

    I see one option to "bulk" update grant approvers was implemented a while ago, but I would like to see an option to run a custom report and set the grant approver similar to the fund or profile steward. While the current way allows me to select a grant approver and click the fund, when you are doing this for 300 funds and adding multiple grant approvers as backups, this isn't the more efficient way to get the job done.

    Cindy Hoffman supported this idea  · 

  5. Additional Campaign Reports needed

    17 votes

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    3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Cindy Hoffman supported this idea  · 

  6. Fiscal Sponsorships/Sponsored Orgs

    24 votes

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    4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Cindy Hoffman commented  · 

    This is also disrupting business at our foundation. We would like to see the CSuite grant fields change to better align with how we are paying grants. It is confusing for staff and does not mirror the setup for Parent/Child relationships on the profile level.

    Suggesting "sponsored org" gets replaced with Payee or something similar.

    Cindy Hoffman supported this idea  · 

  7. board portal

    160 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Cindy Hoffman supported this idea  · 

  8. Fund Advisor: Make Password visible

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Cindy Hoffman supported this idea  · 

  9. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

    60 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Cindy Hoffman supported this idea  · 

  10. Fund Advisor Portal Enhancements Please

    148 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Cindy Hoffman supported this idea  · 

  11. Fund statements

    127 votes

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    Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Cindy Hoffman supported this idea  · 

  12. 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  ·  Admin →
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    Cindy Hoffman supported this idea  · 

  13. Recurring Donation - give donors option to end or change amount on portal

    140 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Cindy Hoffman supported this idea  ·