Joscelyn Rowe

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  1. donor portal year-to-date totals

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  2. Mark a single email address as "do not email".

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  3. Don't leave a space in letter if no data in the template field

    9 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  4. Date Stamp Fund Advisor First Logs In

    7 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Planned  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    In the Fund Advisor table, there is now a Last Login column to help manage this process. If the column titled Password is blank, the Fund Advisor has not created their account yet.

    Stay tuned for a Feature Release on 9/1. Soon there will be a Fund Advisor Log similar to an Internal User log.

    Joscelyn Rowe supported this idea  · 

  5. notes by date

    7 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  6. Show Tribute Information on Fund Portal Without Having to Export

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  7. Can you please give us the option to mark Organizations as Inactive?

    19 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  8. Connect Tributes to Profiles

    12 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  9. provide an option to print labels for only fund advisors receiving paper fund statements.

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  10. portal access when donor hasn't set password

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  11. Creating a new profile

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  12. fund advisor portal grant notification-advisor specific

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  13. Recurring Donations Communication to Donors

    22 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  14. Make Notes on Behalf of Someone Else

    12 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  15. Organization of attached files

    126 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  16. RSVP Count in Campaigns

    26 votes

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    2 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe shared this idea  · 

  17. Make "invited campaigns" visible for profile types beyond donors.

    39 votes

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    4 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  18. Donation ID

    8 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  19. Customizable Fields for Online Donations

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 

  20. Print grant letters for checks only and email grant letters for electronic grants only

    31 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Joscelyn Rowe supported this idea  · 
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