Settings and activity

17 results found

1. payment date

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   0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  Apr 8, 2025

2. Clear grant requests from fund advisor carts without proxying in as the advisor

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Tori Hart commented  ·  Mar 19, 2025  ·  Edit…  ·  Delete…

   We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.

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   Tori Hart shared this idea  ·  Mar 19, 2025

3. scholarship

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  Mar 12, 2025

4. scholarship

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   0 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  Mar 12, 2025

5. Upload Ids - Expand Report Types

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  Mar 6, 2025

6. User Reporting Permissions

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  Mar 6, 2025

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

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   Proposed Idea  ·  29 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  Feb 12, 2025

8. Export List Views - Pledges Specifically

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  Jan 30, 2025

9. Bring back sold amount option for tax receipts

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  Jan 29, 2025

10. Bring back sold amount option for tax receipts

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  Jan 29, 2025

11. custom report check date field

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Jan 29, 2025

12. Household opportunities should show on Individual profiles

    59 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

    
    

    Tori Hart supported this idea  ·  Jan 28, 2025

13. Fund Advisor Tab Options Default

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Jan 28, 2025

14. Abandoned Cart Email: Option to select who to send email to

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Jan 28, 2025

15. Public Name for Internal Grant Funds

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  Jan 21, 2025

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

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Jan 15, 2025

17. Fund Advisor Portal: ability to show asset balances

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Oct 24, 2024