Settings and activity

39 results found

1. Donor Portal suggestion to increase visibility of Create Grant Request

   15 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  May 6, 2025

2. profiles: display relationship and engagement tab numbers

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   69 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Feb 18, 2025

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

   64 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Feb 18, 2025

4. Indicate required fields with an asterisk

   108 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Feb 18, 2025

5. Include attachments from emails when using the new Outlook Integration.

   21 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Feb 18, 2025

6. grant minimums by fund group

   19 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Feb 10, 2025

7. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   46 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Jan 27, 2025

8. portal style

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   1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

   
   

   Laurel Shulman supported this idea  ·  Oct 9, 2024

9. default text in content

   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Laurel Shulman shared this idea  ·  Oct 7, 2024

10. Bulk Upload Ids for grant records

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Oct 4, 2024
    Laurel Shulman shared this idea  ·  Oct 3, 2024

11. Donor Portal Logout Page

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurel Shulman commented  ·  Sep 26, 2024  ·  Edit…  ·  Delete…

    +1! The logout option is pretty hidden and I suspect our fundholders will easily miss it. Being able to customize where it lives would be helpful, especially if that included the option to add to to the menu bar on the fund summary page.

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    Laurel Shulman supported this idea  ·  Sep 26, 2024

12. Syncing a Csuite campaign into an already existing Mailchimp tag

    35 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Jun 7, 2024

13. Add Profile Fund Category to Fund Advisor Fund Custom Report

    34 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Jan 9, 2024

14. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    66 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Laurel Shulman supported this idea  ·  Nov 7, 2023

15. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    31 votes

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

    
    

    Laurel Shulman supported this idea  ·  May 22, 2023

16. grant type guidestar

    51 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Laurel Shulman commented  ·  Apr 11, 2023  ·  Edit…  ·  Delete…

    When it comes to NTEE codes, our organiation only uses the letter (and not the letter number combination). Would it be possible to make this a settings option on grantee profiles so that it would not require us to redo all our grant type interest codes?

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    Laurel Shulman supported this idea  ·  Apr 11, 2023

17. Custom Reports: Opportunity Tasks & Notes

    111 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Oct 31, 2022

18. Collaborator Receive Emails

    33 votes

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    6 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Laurel Shulman supported this idea  ·  Aug 16, 2022

19. Navigation - Add Save option to left side menu

    51 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Aug 25, 2020