Settings and activity

27 results found

1. Portal: ACH Option

   71 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Apr 29, 2025

2. Ability to edit Profile Fund Link categories versus deleting and relinking

   45 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Apr 17, 2025

3. Fund Advisor Options - Donations and Grants Emails

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   38 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Apr 17, 2025

4. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

   50 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Apr 17, 2025

5. Simplify/Merge the Grant Request screens

   96 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Mar 27, 2025

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

   58 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Mar 27, 2025

7. Ability to Split Internal Grants into Multiple Funds

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Christy shared this idea  ·  Mar 13, 2025

8. Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Christy commented  ·  Mar 10, 2025  ·  Edit…  ·  Delete…

   It would be beneficial to allow the "Redirect Legacy Fund Advisor Portal" option to direct users to the username and password login page (?userpass=1) rather than the email login page. This would help maintain continuity for fund advisors who are accustomed to the previous login experience, especially those who have bookmarked the old link. It would be great to implement this as either the default behavior when enabling the redirect or as a configurable option, providing flexibility based on user preferences.

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   Christy supported this idea  ·  Mar 10, 2025

9. Indicate required fields with an asterisk

   87 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Mar 6, 2025

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

    215 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Mar 6, 2025

11. Grant Catalog Request Fields - Make Optional

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Feb 28, 2025

12. fund balance on fund history page

    30 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  May 16, 2024

13. Opportunity should show on Fund Profile

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  May 16, 2024

14. 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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    Christy supported this idea  ·  May 16, 2024

15. email - integration with Outlook

    85 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  May 16, 2024

16. birthday - option to not include year

    110 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  May 16, 2024

17. Allow notes to be added to closed funds

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Jan 23, 2024

18. Last Donation Date does not reflect accurate last gift date

    111 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Jan 23, 2024

19. 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

    
    

    Christy supported this idea  ·  Jan 12, 2024

20. Donations: change fund

    64 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Jul 11, 2023