Settings and activity

35 results found

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

   57 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org supported this idea  ·  Apr 10, 2025

2. Merge Templates: Field Codes for Evaluation Forms

   13 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   hstone@columbusfoundation.org supported this idea  ·  Apr 2, 2025

3. Make "Choose an Account to View" the Portal Landing Page for Users with Multiple Accounts

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   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org shared this idea  ·  Mar 19, 2025

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

   41 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org supported this idea  ·  Mar 19, 2025

5. Quotation marks mess up letter formatting in PDF conversion

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org supported this idea  ·  Mar 12, 2025

6. Export donor and fund advisor data in grants tab - grantee portal

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org supported this idea  ·  Feb 5, 2025

7. For Profiles that are flagged Do not Mail

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org supported this idea  ·  Nov 21, 2024

8. Bring back the option for archived campaign to show on a profile!

   19 votes

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   3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

   hstone@columbusfoundation.org supported this idea  ·  Nov 21, 2024

9. Capacity to tag additional profiles in notes

   18 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org supported this idea  ·  Nov 21, 2024

10. Household opportunities should show on Individual profiles

    62 votes

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

    
    

    hstone@columbusfoundation.org supported this idea  ·  Nov 21, 2024

11. Deceased profiles linked to opportunities

    15 votes

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

    
    

    hstone@columbusfoundation.org supported this idea  ·  Nov 21, 2024

12. Grant History

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  ·  Oct 30, 2024

13. Create new Campaign “Choose Profiles” option to “Add individuals not household profiles”

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org shared this idea  ·  Oct 28, 2024

14. Donor Portal > Scholarship Tab > Export >>>Add 3 columns: Grant ID, Payment Date, Recipient Name

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  ·  Oct 10, 2024

15. Add payment instructions field to scholarships (Sship ID) that will show on check letters

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  ·  Oct 10, 2024

16. Allow Foundation staff to hide an ACTIVE organization in the donor portal.

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  ·  Oct 10, 2024

17. Manager Evaluations

    10 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  ·  Oct 3, 2024

18. Add "Primary" Fund Advisor as Reportable Field

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    25 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org shared this idea  ·  Oct 3, 2024

19. Allow edits to password reset email for fund advisor portal

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  ·  Sep 23, 2024

20. Automatically generated request ID

    28 votes

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    Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  ·  Aug 13, 2024