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4 results found

  1. bank investments integration

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Sarah Paone supported this idea  · 

  2. Combine credit card fees with the donation amount

    104 votes

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    5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Sarah Paone supported this idea  · 

  3. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    67 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Sarah Paone commented  · 

    Would love for fund advisors to be able to make changes/cancel their scheduled recurring grants from the fund advisor portal. We have many fund holders who call our office wanting to make a change online themselves to their recurring grants and are disappointed when we tell them that we have to make those changes for them from our side of the system.

    Sarah Paone supported this idea  · 

  4. Add Details under Recurring Grants on Donor Portal

    36 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Sarah Paone supported this idea  ·