Settings and activity

110 results found

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

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   73 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Eberly commented  ·  Apr 1, 2025  ·  Edit…  ·  Delete…

   In the new Portal, when a fund advisor is making a grant recommendation under the 'Choosing from a Previous Grantee or Fund' option, can you add a drop-down arrow in white boxes so that the advisor knows to click in the box for a drop-down list?

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   Michelle Eberly supported this idea  ·  Jan 22, 2025

2. Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?

   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  ·  Apr 1, 2025

3. Option to rename "login" button for Portal

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   35 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Apr 1, 2025

4. Ability to edit Profile Fund Link categories versus deleting and relinking

   64 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Apr 1, 2025

5. 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

   26 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Apr 1, 2025

6. Column Spacing for Fund Statement List on Portal

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Apr 1, 2025

7. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   103 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Apr 1, 2025

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

   91 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Apr 1, 2025

9. Indicate required fields with an asterisk

   119 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Mar 17, 2025

10. Portal: staff approval option for profile edits

    25 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Mar 17, 2025

11. Portal: Display donor mailing label or recognition name instead of name

    66 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Mar 17, 2025

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

    268 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Mar 17, 2025

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

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Jan 22, 2025

14. Customize Fund Advisor portal

    4 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  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  ·  Oct 14, 2024

15. Fund Advisors Field for Grants

    3 votes

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

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

    9 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

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

    33 votes

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    3 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Michelle Eberly supported this idea  ·  Jul 1, 2024

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

    38 votes

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

19. FA Donation notifications should include tribute information

    90 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Jun 27, 2024

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

    43 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  May 9, 2024