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36 results found

  1. Change Grantee in Grant Request to internal fund

    55 votes

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

  2. Household Donations on Donor Portal

    42 votes

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

  3. Customize Fund Advisor portal

    4 votes

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

  4. 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  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) 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  · 

  5. Indicate Required fields on Grant Request form

    24 votes

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

  6. 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  · 

  7. 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  · 

  8. 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  · 

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

    31 votes

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

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

    34 votes

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

  11. FA Donation notifications should include tribute information

    70 votes

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

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

    13 votes

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

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

    18 votes

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

  14. 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  · 

  15. birthday - option to not include year

    97 votes

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

  16. Bulk Delete Profiles from Campaign

    39 votes

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

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

    30 votes

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

  18. Pay Email Address for EFT Grant Notifications

    52 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  · 

  19. Fund statements: Need school name in Grantee section

    148 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Michelle Eberly supported this idea  · 

  20. grant notification to grantees - have two default emails

    19 votes

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