Settings and activity

46 results found

1. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

   24 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 27, 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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   Anonymous supported this idea  ·  Feb 27, 2025

3. 1099 - Add Mailing Address to Report

   54 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 27, 2025

4. 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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   Anonymous supported this idea  ·  Feb 27, 2025

5. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 6, 2025

6. Profile Duplicates- Lower Percentage Match

   9 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 6, 2025

7. Public Name for Internal Grant Funds

   15 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 6, 2025

8. Reports: Freeze the column headers

   56 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 6, 2025

9. Formatting for "Amount" fields in all Content areas

   89 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 6, 2025

10. 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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    An error occurred while saving the comment
    Anonymous commented  ·  Feb 6, 2025  ·  Edit…  ·  Delete…

    Agree with other comments

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    Anonymous supported this idea  ·  Feb 6, 2025

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

    42 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Anonymous commented  ·  Feb 6, 2025  ·  Edit…  ·  Delete…

    I think this is critical. You should be able to edit emails that are sent out. Especially when the canned email is confusing.

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    Anonymous supported this idea  ·  Feb 6, 2025

12. 990 Division Checkbox Filter

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Anonymous commented  ·  Jul 9, 2024  ·  Edit…  ·  Delete…

    We have a noncomponent fund, and because I can't filter it out, I must run a report with all divisions, then run one for the noncomponent fund and modify the first report by reducing it by the second report. It would be much more efficient to filter the report by division.

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    Anonymous supported this idea  ·  Jul 9, 2024

13. Profile changes (ex: name, address) should not update historical information.

    53 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

    
    

    Anonymous supported this idea  ·  Aug 2, 2023

14. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

    26 votes

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    3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Anonymous supported this idea  ·  May 4, 2023

15. Navigation - Add Save option to left side menu

    51 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jun 8, 2022

16. Admin Fee Report/Audit Support

    33 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jun 8, 2022

17. Multiple contacts for Organizations

    45 votes

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

    
    

    Anonymous supported this idea  ·  Jun 8, 2022

18. investment strategy: option set a dollar amount

    19 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jun 8, 2022

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

    46 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jun 8, 2022

20. Admin Fee Edit

    37 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Anonymous supported this idea  ·  Jun 8, 2022