Settings and activity

38 results found

1. Portal: ACH Option

   110 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Shelly Jones supported this idea  ·  Apr 29, 2025

2. Attached files sorted most recent at the top (or options to select sort).

   42 votes

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   4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Shelly Jones supported this idea  ·  Apr 15, 2025

3. Hide Contact Information for Show Student Data on Portal

   36 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Apr 3, 2025

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

   78 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Apr 3, 2025

5. Fix Sort Order on Files Tab for Affiliates

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Apr 3, 2025

6. Verify Donations are Linked to a Pledge

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   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Mar 24, 2025

7. RevShare by Fund Group AND Import Internal Grants

   12 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Mar 19, 2025

8. Fund Advisor Options - Donations and Grants Emails

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Feb 14, 2025

9. Add Salutation as a Required Field to Checkout

   27 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Feb 4, 2025

10. birthday - option to not include year

    115 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Feb 4, 2025

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

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    61 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Feb 4, 2025

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

    60 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Feb 4, 2025

13. Recurring Alerts on Home Menu

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    103 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Feb 4, 2025

14. Indicate required fields with an asterisk

    104 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Feb 4, 2025

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

    241 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Feb 4, 2025

16. Recognition Name - How do you want to be recognized

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    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Shelly Jones shared this idea  ·  Feb 4, 2025

17. Font styling needs to be added to CSS

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Jan 14, 2025

18. 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.

    Shelly Jones supported this idea  ·  Jan 14, 2025

19. Revise the CSuite login page

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    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Jan 14, 2025

20. ApplePay, PayPal, Venmo integration

    53 votes

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    3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Shelly Jones supported this idea  ·  Jan 14, 2025