Settings and activity

27 results found

1. Add CSuite Fund Name to GLM Csuite field options

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   0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Edit…  ·  Delete…  ·  Admin →
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   Tiffany Caron shared this idea  ·  Nov 6, 2024

2. Masking Anonymous Profiles

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Tiffany Caron commented  ·  Oct 16, 2024  ·  Edit…  ·  Delete…

   The masking of anonymous would also need to carry over into Reporting. Those marked as Anonymous and masked would not be named (also not include email/address details) on any Reports unless they are being generated by those with access but only if unmasking is done beforehand or approved.

   Possible solutions:
   1. Requiring a passcode to unlock the Anonymous details.
   2. Having a separate and unique permission specifically for this.

   Save Submitting...
   Tiffany Caron supported this idea  ·  Oct 16, 2024

3. Portal: staff approval option for profile edits

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Tiffany Caron supported this idea  ·  Oct 7, 2024

4. Portal: Fund Advisors - abiity to hide/show donor information by fund

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Tiffany Caron supported this idea  ·  Oct 7, 2024

5. "Logout" button design and position in Csuite

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Tiffany Caron supported this idea  ·  Oct 7, 2024

6. Board Portal Option

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Tiffany Caron supported this idea  ·  Oct 7, 2024

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

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Tiffany Caron supported this idea  ·  Oct 7, 2024

8. Allow Fund Advisors who are Staff Members to update the Contact Preferences

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Tiffany Caron shared this idea  ·  Oct 7, 2024

9. Ability to Bulk Export Evaluations

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   Tiffany Caron shared this idea  ·  Jun 4, 2024

10. Batch Create Merge letters from Approval Buckets

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    0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    This workflow today can be completed from Request and Decision. 

    
    

    -sammie

    Tiffany Caron shared this idea  ·  Jun 4, 2024

11. guest email

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Tiffany Caron supported this idea  ·  May 13, 2024

12. Grant Letters - Need Ability to Customize Process & Edit Letters

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    6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Tiffany Caron supported this idea  ·  Apr 26, 2024

13. On Hold Grants

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Tiffany Caron supported this idea  ·  Apr 26, 2024

14. Copied grants - please make default grant & payment date the new grant date

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Tiffany Caron supported this idea  ·  Apr 26, 2024

15. Fund Balance Check on Grant Posting

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Tiffany Caron supported this idea  ·  Apr 26, 2024

16. Same Beneficiary, Different Purpose

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Tiffany Caron supported this idea  ·  Apr 26, 2024

17. Fund Anniversary/Upcoming Anniversary Reporting Functionality

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

    
    

    Tiffany Caron supported this idea  ·  Apr 25, 2024

18. Create ability to attach files to a note

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Tiffany Caron supported this idea  ·  Apr 25, 2024

19. Add KPI tab to profiles

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Tiffany Caron shared this idea  ·  Apr 2, 2024

20. Add Qualified Donee row/option

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Tiffany Caron shared this idea  ·  Apr 2, 2024