Settings and activity

50 results found

1. Household Donations on Donor Portal

   30 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Nov 19, 2024

2. Customize Fund Advisor portal

   4 votes

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

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

   Michelle Eberly supported this idea  ·  Oct 14, 2024

3. Fund Advisors Field for Grants

   2 votes

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   0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  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  ·  Oct 14, 2024

4. Board Portal Option

   28 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Oct 8, 2024

5. Indicate Required fields on Grant Request form

   16 votes

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

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

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Oct 1, 2024

7. New Login Screen - Default to PIN

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Aug 7, 2024

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

   7 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Jul 3, 2024

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  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Jul 1, 2024

10. Link the Contact Person field on NonProfit designation to the Contact Field on Organization profile

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Jul 1, 2024

11. Restrict organizations from creating or accessing a donor portal dashboard.

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Jul 1, 2024

12. Grant Letter Email Subject

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Jul 1, 2024

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

    33 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Michelle Eberly supported this idea  ·  Jun 27, 2024

14. FA Donation notifications should include tribute information

    65 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Jun 27, 2024

15. Edit grant type and grant advisor in an existing recurring grant

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  May 28, 2024

16. 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  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  May 9, 2024

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

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  May 9, 2024

18. Profile Type descriptions

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Apr 5, 2024

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

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Mar 15, 2024

20. Deceased profiles linked to opportunities

    11 votes

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

    
    

    Michelle Eberly supported this idea  ·  Mar 7, 2024