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38 results found

  1. New Fund Advisor Portal Grant Request Style

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Michelle Eberly supported this idea  · 

  2. Abandoned Cart Email: Option to select who to send email to

    16 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michelle Eberly supported this idea  · 

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

    19 votes

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    0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Michelle Eberly supported this idea  · 

  4. Change Grantee in Grant Request to internal fund

    56 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michelle Eberly supported this idea  · 

  5. Household Donations on Donor Portal

    58 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Michelle Eberly supported this idea  · 

  6. Customize Fund Advisor portal

    4 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Note: Files can be uploaded and submitted with a grant request through the portal.

    Michelle Eberly supported this idea  · 

  7. Fund Advisors Field for Grants

    2 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is the following fund setting that populates a drop down box when a Fund Advisor requests a grant. This is would require the household to be an advisor - you do not need to give them fund access:


    • Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors.
    • This does not need to be selected to have more than one fund advisor setup on a fund.


    Michelle Eberly supported this idea  · 

  8. Allow changes to Recognition Name field and description shown during online donation checkout

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Michelle Eberly supported this idea  · 

  9. New Login Screen - Default to PIN

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Michelle Eberly supported this idea  · 

  10. PROBLEM: There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primar

    8 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Michelle Eberly supported this idea  · 

  11. SLM/GLM ability for Applicants to Chat with Foundation staff

    33 votes

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    3 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Michelle Eberly supported this idea  · 

  12. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    36 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michelle Eberly supported this idea  · 

  13. FA Donation notifications should include tribute information

    72 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michelle Eberly supported this idea  · 

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

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michelle Eberly supported this idea  · 

  15. Grant description field should be larger so it can be viewed without scrolling

    18 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michelle Eberly supported this idea  · 

  16. Deceased profiles linked to opportunities

    12 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Michelle Eberly supported this idea  · 

  17. birthday - option to not include year

    105 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michelle Eberly supported this idea  · 

  18. Bulk Delete Profiles from Campaign

    42 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michelle Eberly supported this idea  · 

  19. Send auto email to FA's with unsubmitted grants in cart

    31 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michelle Eberly supported this idea  · 

  20. Pay Email Address for EFT Grant Notifications

    53 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Michelle Eberly commented  · 

    I like this idea but it would be nice to have the option to select a second email address. I use the cc box to enter my email address so that a copy of the email is sent to me. That way, I have a record of the email should be any questions in the future as to when the email was sent.

    Michelle Eberly supported this idea  · 
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