634 search results
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Check/Uncheck All in Data Sets · Proposed Idea
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how accounts appear during data entry · Archived
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Access to campaign (event) data by Fund Advisors · Archived
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Grant request notification for staff - add more data to email · Proposed Idea
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Profile Merge should include all fields · Proposed Idea
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Donors dashboard - add drilldown to profiles in data · Implemented
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Stripe duplicates · Implemented
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Secure option to obtain ACH information · Under Consideration
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Google Data Studio Integration · Proposed Idea
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Docusign Integration · Under Consideration
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Detailed general ledger report · Implemented
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Sandbox Sync Date · Implemented
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Don't leave a space in letter if no data in the template field · Archived
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Option for Applicant to "Abandon" a Request · Implemented
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Export data from Other tab in donor portal · Implemented
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Allow fund advisors to run fund statements on portal · Planned
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Adding the follow-up report due date as a data field for reports. · Archived
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Change Fund Group at a Point in Time · Proposed Idea
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Show "date last modified" in workflow list for draft LOIs, applications, and followups · Proposed Idea
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Data Visualization/Customizable Dashboards · Under Consideration