Settings and activity

41 results found

1. Portal: ACH Option

   79 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 29, 2025

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

   41 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. Simplify/Merge the Grant Request screens

   98 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Apr 3, 2025

4. Selected left navigation tab to stay a different color

   67 votes

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

5. Hide Contact Information for Show Student Data on Portal

   33 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

6. Grant Catalog in Left Menu of new Portal

   42 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Apr 3, 2025

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

   62 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

8. 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

9. Verify Donations are Linked to a Pledge

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   14 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

10. 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

11. 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

12. Add Salutation as a Required Field to Checkout

    23 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

13. birthday - option to not include year

    114 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

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

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    55 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

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

    46 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

16. Recurring Alerts on Home Menu

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    101 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

17. Indicate required fields with an asterisk

    92 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

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

    222 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Feb 4, 2025

19. 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

20. Font styling needs to be added to CSS

    9 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