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54 results found

  1. FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor

    23 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Sally Weldon supported this idea  · 

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

    26 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reports  ·  Admin →
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    Sally Weldon commented  · 

    and these other fields too- basically if we can enter data into a field please have it available on the custom report menu:
    Scholarships
    Last Login Date
    Request Confirmation Email

    Sally Weldon supported this idea  · 
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    Sally Weldon commented  · 

    We have to use access reports to combine the two files based on the profile ID concatenated with the fund id and an underscore between them as the join fields. Maybe engineering can do something similar with the database reporting. And while they are at it they can add the additional tab fields to both this report and the Fund Advisor custom reporting. Split Interest, Voucher, Invoice, and Donate .

  3. grant letter templates

    24 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Sally Weldon commented  · 

    A blank field for Grant Letter Template is awkward, it indicates there is nothing there. The field being populated by the template assigned to the fund would be a better workflow and help the data entry process.

    Sally Weldon supported this idea  · 

  4. New profile change - updating addresses

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sally Weldon supported this idea  · 

  5. payment date

    22 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Sally Weldon supported this idea  · 

  6. Please bring back the switch to electronic function on cheques

    22 votes

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    4 comments  ·  CommunitySuite Idea Lab » Checks/Bank Reconcile  ·  Admin →
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    Sally Weldon supported this idea  · 
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    Sally Weldon commented  · 

    Support should never ask us to post a system flaw on idea lab, but they do a lot. It isn't good customer support. There should be a portal to enter system issues (fields missing from custom reports, a function gone that used to be there, a process that is not working). I have no idea if we use could use this function but as a support of your first line "I'm not sure why support has asked me to post this on ideal lab..." I support it!

  7. Add Permission to View ACH Details in Profiles

    34 votes

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    4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sally Weldon commented  · 

    Please, like SSN, ACH settings should allow a restricted group to display.

    Sally Weldon supported this idea  · 

  8. Profile Merge should include all fields

    78 votes

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    5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sally Weldon supported this idea  · 

  9. Recurring Donation - give donors option to end or change amount on portal

    139 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Donors/Donation Portal  ·  Admin →
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    Sally Weldon supported this idea  · 

  10. Allow editing a custom report name, description or sharing without having to save as a different report

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reports  ·  Admin →
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    Sally Weldon shared this idea  · 

  11. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    15 votes

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    3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sally Weldon supported this idea  · 

  12. Separate Unlink Fund Profile from Delete Profile Permission

    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Permissions  ·  Admin →
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    Sally Weldon supported this idea  · 

  13. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    36 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Sally Weldon supported this idea  · 

  14. Cumulative donation field option for custom reporting

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reports  ·  Admin →
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    Sally Weldon supported this idea  · 

  15. Custom Reports: Multiple Filters

    103 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reports  ·  Admin →
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    Sally Weldon commented  · 

    check out the "edit" feature in custom reports, it has a toggle to make the report criteria all "or - could help - not sure what your report group is and the selections you want to make.

    Sally Weldon supported this idea  · 

  16. Available to Grant in Fund Advisor Portal Should Not Show a Negative Number

    4 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Sally Weldon supported this idea  · 

  17. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    71 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials  ·  Admin →
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    Sally Weldon supported this idea  · 

  18. Multiple contacts for Organizations

    39 votes

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    6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Sally Weldon supported this idea  · 

  19. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    34 votes

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    2 comments  ·  CommunitySuite Idea Lab » Financials  ·  Admin →
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    Sally Weldon supported this idea  · 

  20. DAF Payout % Report

    34 votes

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    0 comments  ·  CommunitySuite Idea Lab » Financials  ·  Admin →
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    Sally Weldon supported this idea  · 
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