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68 results found

  1. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

    23 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner commented  · 

    I didn't know this was happening on the new giving hub as I assumed having donate off would prevent it from occurring. Thanks for bringing it up!

    Anna Wagner supported this idea  · 

  2. Additional Color Style Selections, please!

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner shared this idea  · 

  3. Hide Contact Information for Show Student Data on Portal

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner supported this idea  · 

  4. Allow Grant Catalog content to be customized

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner supported this idea  · 

  5. Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner supported this idea  · 

  6. Add Proxy Information in System Log when Login As is used - Audit Purposes

    8 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Anna Wagner commented  · 

    Totally agree!

    Anna Wagner supported this idea  · 

  7. Profile Permissions: Separate "Manage Login Info" from "Login As"

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Anna Wagner supported this idea  · 

  8. View Only permission option for Log In As in New Portal

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Anna Wagner supported this idea  · 

  9. Add the 'Log' Menu item to every screen that has data on it.

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Anna Wagner supported this idea  · 

  10. Ability to Modify Wording on Giving Hub

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Admin →
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    Anna Wagner shared this idea  · 

  11. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    40 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Anna Wagner shared this idea  · 

  12. Grant Catalog in Left Menu of new Portal

    33 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner commented  · 

    If you all can't/don't want to add it to the left menu, could we include it with the grant request tab at the very least?

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    Anna Wagner commented  · 

    This would be great! We are just starting to use the grant catalog with the new portal to promote matching opportunities for some of our funds or specific endowments we want to build. It would be wonderful to have it more easily accessible on the left menu. It's definitely buried where it currently is.

    Anna Wagner supported this idea  · 

  13. Toggle off closed accounts in bank reconcile

    26 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Anna Wagner commented  · 

    Agreed, some of these are VERY old from when we transitioned financial systems to Foundant. Maybe have an option on the side to view a list of closed accounts instead of listing them with the open accounts?

    Anna Wagner supported this idea  · 

  14. Unwanted Updates to Bank Reconcile

    18 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Anna Wagner supported this idea  · 

  15. Scholarship Directory (Similar to Nonprofit Directory)

    73 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Anna Wagner supported this idea  · 

  16. Fund Advisor - Student Data

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner commented  · 

    When drilling down into a scholarship, we've found that donors could click on a school/grantee's name which then pulls up a "School" page. This "School" page lists all of our information about the school on their profile, such as phone numbers, email addresses etc. We don't want to share that detailed level of information with our donors. Normal grants simply list the grantee name, and does not allow additional "drilling down" into our profile data.

    Could the additional drilling down for scholarship/school contact data be either removed so that it matches the grant access or added as a toggle? We're concerned about the privacy of some of the information, as it has always been internal until now.

    Anna Wagner shared this idea  · 

  17. Allow Profile Edit on a Per Designation Basis

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner supported this idea  · 

  18. Selected left navigation tab to stay a different color

    48 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner supported this idea  · 

  19. Portal: staff approval option for profile edits

    24 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner supported this idea  · 

  20. Ability to Rename "Other Foundation Funds"

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner supported this idea  · 
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