Archive Templates
Since it is not currently possible to see how many grants are associated to a template, and you cannot delete a template that has grants 'attached' to one, it would be super helpful to be able to archive old grant templates so they don't appear when assigning templates to a new fund.
Jillian P.
shared this idea
Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Emily Hannon commented
I agree with both Jillian and Sara's previous comments. This would be a great feature to help organize templates!
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Jillian P.
commented
I have been able to consolidate many of our templates as I've been using Csuite longer and learned more, and it would be helpful to archive the templates that are no longer being utilized for various reasons.
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Sara
commented
It would be really helpful if you could archive any of the templates.
I'm looking to archive the tax receipt templates so that I can maintain the history of what letters are attached to old donations.