Settings and activity

207 results found

1. Event Ticket Field Labels

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

2. Public Securities: Add back preview button on sale

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

3. Allow option to update/not update synced profile fields between GLM and CSuite

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

4. Candid/GuideStar Grants Report

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   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 7, 2024

5. Edit Profile Payments

   18 votes

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   4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Madison Leighty supported this idea  ·  Oct 29, 2024

6. portal style

   8 votes

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   0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

   
   

   Madison Leighty supported this idea  ·  Oct 22, 2024

7. aallieri@cfpbmc.org

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 22, 2024

8. Closed Funds - Displaying Activity on the Portal

   23 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 22, 2024

9. Automatically Populate Grantee Contact on Internal Grants

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 22, 2024

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

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

11. Pledge Section/Table in the Fund Statement Template

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

12. Portal: update breadcrumbs when tab names are changed

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

13. Indicate required fields with an asterisk

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

14. fund beneficiary - option for $ amount

    3 votes

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    0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Because fund beneficiaries require a percentage, most foundations with fixed dollar grants will create a recurring grant that is processed prior to spendable grants.

    Madison Leighty supported this idea  ·  Oct 22, 2024

15. Recurring Donations & Tributes

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

16. Option to display image on fund in giving hub

    11 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    In Portal Options>Giving Hub Settings> select edit. There is an option to display fund image. If an image is on a fund record it will display. I assume this request is for the Portal?

    Madison Leighty supported this idea  ·  Oct 22, 2024

17. Add an internal switch to interfund grant in portal

    21 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

18. Bring back sold_amount option for tax receipts.

    6 votes

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    3 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

19. Fund Design - Permission for adding fund images and description(s)

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

20. portal access: details on pages that profiles are viewing

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024