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  1. grant request ein

    19 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Caitlin Cluck commented  · 

    We have this need as well. We use the notes field to capture this but then we also have fund advisors who need to actually put a note in. It would be nice to have an EIN specific section and then a notes section for additional information.

    Caitlin Cluck supported this idea  · 

  2. Batch Create Merge Docs AND Attach to Request

    12 votes

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    Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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    Caitlin Cluck supported this idea  · 

  3. Two contacts assigned to grant applications.

    149 votes

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    Feedback Needed  ·  22 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Caitlin Cluck supported this idea  ·