Settings and activity

24 results found

1. hide donation amount column

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver shared this idea  ·  Dec 6, 2024

2. Fund Public name to be used in the Fund Advisor Portal

   3 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver shared this idea  ·  Dec 6, 2024

3. Create Grant Request - Enhancement Option to Rename the Button

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Dec 6, 2024

4. Create Unique Crant Catalog based on Fund Advisor's interest

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Dec 6, 2024

5. Filtering in portal reports

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Dec 6, 2024

6. Display investment activity and fees by fund on fund advisor portal

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   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Dec 6, 2024

7. Fund Advisor Portal: ability to show asset balances

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Dec 6, 2024

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

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Dec 6, 2024

9. Portal: update breadcrumbs when tab names are changed

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Dec 6, 2024

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

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

11. Option to display image on fund in giving hub

    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation 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?

    Holly Weaver supported this idea  ·  Dec 6, 2024

12. Show $0.00 Spendable Balance

    22 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

13. board portal

    187 votes

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

    
    

    Holly Weaver supported this idea  ·  Dec 6, 2024

14. Closed Funds - Displaying Activity on the Portal

    26 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

15. Household Donations on Donor Portal

    42 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

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

    78 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

17. Visual Presentations Using Charts (with GL data)

    9 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

18. Enhance Budgeting Tools - Scenarios, Forecasts

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

19. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    27 votes

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

    
    

    Holly Weaver supported this idea  ·  Oct 9, 2024

20. email - integration with Outlook

    77 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Oct 9, 2024