Settings and activity

22 results found

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

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Aug 25, 2025

2. Donor Portal Financials - Only Allow Reporting on Closed Periods

   105 votes

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

3. Custom Reports: Opportunity Tasks & Notes

   111 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Jun 17, 2025

4. Portal: ACH Option

   121 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

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

   60 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

6. Fund Advisor Options - Donations and Grants Emails

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   40 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

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

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   64 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Apr 17, 2025

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

   83 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

9. 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

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

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    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

11. Indicate required fields with an asterisk

    106 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

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

    249 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Mar 6, 2025

13. fund balance on fund history page

    31 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

14. email - integration with Outlook

    87 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

15. birthday - option to not include year

    116 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

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

    117 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

17. Household opportunities should show on Individual profiles

    64 votes

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    4 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

18. Add # of Gifts field to Profile reports

    44 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

    
    

    Christy supported this idea  ·  Jun 30, 2023

19. Add option to create a letter from a profile

    47 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Christy supported this idea  ·  Jun 30, 2023

20. Linking profiles to funds- multiple links at a time

    59 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  May 4, 2023