Settings and activity
196 results found
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2 votes
Michelle Schneider
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23 votes
An error occurred while saving the comment Michelle Schneider
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40 votesMichelle Schneider
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An error occurred while saving the comment Michelle Schneider
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It would be helpful to include the tribute name in the email that is sent to a Fund Advisor when a donation is made to their fund.
Specifically, we would like to see the same information that is listed in the cart on the donation portal. When someone makes a donation and includes tribute details, in the cart, you show the following information:
"Donation to fund :: (fund name)
Tribute: In Memory/Honor of (tribute name) / Notify: (notify name)"This would ease a great deal of the processing we currently do to provide this tribute information to fund advisors.
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31 votesMichelle Schneider
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2 votesMichelle Schneider
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23 votes
An error occurred while saving the comment Michelle Schneider
commented
Agree with the struggle that Stan expressed. Also think this pairs nicely with the idea of not requiring an invoice to "sell" a free ticket in the backend -
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/47318660-do-not-require-an-invoice-to-sell-a-0-00-free-tMichelle Schneider
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4 votesMichelle Schneider
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2 votesMichelle Schneider
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4 votesMichelle Schneider
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10 votesMichelle Schneider
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5 votesMichelle Schneider
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27 votesMichelle Schneider
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2 votesMichelle Schneider
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4 votesMichelle Schneider
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56 votesMichelle Schneider
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11 votesMichelle Schneider
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4 votesMichelle Schneider
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10 votesMichelle Schneider
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15 votes
An error occurred while saving the comment Michelle Schneider
commented
Holly - I believe the request is for the donor to see the options before they click on the search button.
We would also like to see the street address in the search results so that the donor can be sure they are selecting the correct location when there are multiple locations for the same grantee.
An error occurred while saving the comment Michelle Schneider
commented
We would also like to see the street address included in the search results. This is particularly helpful when organizations have multiple locations or have very similar names and work in the same city.
Michelle Schneider
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2 votesMichelle Schneider
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This would save us so much time as we export notes and send them to fund holders each month.
One enhancement we would like to also have you consider... Is there any chance you could allow us to filter the type of notes that appear on the portal?
For example, our staff add notes to the donation that have to do with internal processing and we would prefer are not seen by the fund advisor.