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  1. 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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    Lee O. commented  · 

    Once grants are entered, the donor has no way to edit them without having to contact us.
    We previously used Donor Central and it gave donors the option to "edit" (which actually walked them through re-entering the grant but with the org info and description and amount prepopulated). Can we give donors the ability to edit their grant request, so long as it has not been imported?

    Lee O. supported this idea  · 

  2. donor history

    10 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Lee O. supported this idea  ·