Settings and activity

71 results found

1. New Portal tutorial for outside users

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Missy Belles shared this idea  ·  Nov 15, 2024

2. Filtering in portal reports

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  Nov 8, 2024

3. I would like to group the promoted funds by fund type like the legacy donation protal.

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  Nov 8, 2024

4. Portal: Include advised donations in "My Donations" tab

   13 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  Nov 8, 2024

5. Indicate required fields with an asterisk

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  Nov 8, 2024

6. Masking Anonymous Profiles

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  Nov 8, 2024

7. fund beneficiary - option for $ amount

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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.

   Missy Belles supported this idea  ·  Nov 8, 2024

8. Add Rich Text Editor for Fund Detail Summary

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  Nov 8, 2024

9. Portal: Customize or Options for Home Page

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   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  Nov 8, 2024

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

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    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Nov 8, 2024

11. grant request button

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Nov 8, 2024

12. It would be helpful if anonymous grants were marked in red.

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Nov 8, 2024

13. Grant Catalog in Left Menu of new Portal

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Nov 8, 2024

14. 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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    Missy Belles supported this idea  ·  Nov 8, 2024

15. Year end tax receipts certain dollar amount filter

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    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Nov 8, 2024

16. List cart - change button names

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Nov 8, 2024

17. Giving Hub Customization - Radio Buttons

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Nov 8, 2024

18. Reports: Add county field to profile reports/filters

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Nov 8, 2024

19. Allow Grant Catalog content to be customized

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    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Nov 8, 2024

20. Develop Login Report that also shows Profiles logging in with PIN

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Nov 8, 2024