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CommunitySuite Idea Lab

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104 results found

  1. one check for all of fund advisor columns

    one check for all of the fund advisor columns

    1 vote

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    Proposed Idea  ·  0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Admin →
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  2. Advisor portal invoice notes

    It would be nice if our fund advisors could access the notes to their invoices rather than waiting for us to send a report. They need to match the invoice to their records and the profile paying doesn’t always agree and they need to see the information captured in the notes.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Admin →
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  3. User Portal / Dashboard

    Be able to email / text an invite to campaign from a profile and/or campaign and when registered, not create a new profile. Ideally, have a user portal experience like the fund advisors. This would create ability to see donations, campaigns, ticket purchases, etc.

    1 vote

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    Under Consideration  ·  0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Admin →
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  4. Reclassify Grant Distribution Requests from Fund Advisors

    Some of our Funds are Fiscal Sponorships and we'd like to use the Fund Advisor Portal for them to submit vendor payment or reimbursement requests. At the moment, their only option is a grant distribution request and there is no way to copy or reclassify the grant w/o manually re-entering the info.

    1 vote

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    Planned  ·  0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Admin →
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