Settings and activity

61 results found

1. donation & grant advisor - populate one should populate the other on interfund grants

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Missy Belles shared this idea  ·  Jan 17, 2025

2. New Portal tutorial for outside users

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Missy Belles shared this idea  ·  Nov 15, 2024

3. Filtering in portal reports

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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

4. 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

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

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

6. Indicate required fields with an asterisk

   63 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  Nov 8, 2024

7. Masking Anonymous Profiles

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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

8. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   44 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  Nov 8, 2024

9. Add Rich Text Editor for Fund Detail Summary

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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

10. Portal: Customize or Options for Home Page

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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. 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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    Missy Belles supported this idea  ·  Nov 8, 2024

12. grant request button

    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

13. 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

14. Grant Catalog in Left Menu of new Portal

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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

15. 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

16. Filter by TOTAL Donations in Donor Report

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    25 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Missy Belles supported this idea  ·  Nov 8, 2024

17. Giving Hub Customization - Radio Buttons

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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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    12 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

    10 votes

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