645 search results
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Make Donations Edit, Create, and Delete permissions more granular · Archived
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fundholder portal - appearance of fund advisor name · Planned
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Ability to filter, search or export data on the Universe Request tab under Eligibility Center · Archived
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mobile · Archived
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Include "Date Submitted" as a column when exporting data · Implemented
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Dashboards: Customize dates based on Fiscal Year · Implemented
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Search or filter in CRM- retain results when navigating away from and returning to page · Implemented
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Table-Style Questions: Ability to apply regular expressions (REGEX) to a field in the table · Under Consideration
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Universal app confirmation page · Proposed Idea
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Attachment Renames: Audit Trail · Archived
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Fund Advisor Portal: Ability to Sort the Fund Statements by Column Headings · Planned
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YTD contributions and grants on fund statement · Archived
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Merge Document data - for total scholarships paid · Archived
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Export/Import Custom Report Selections · Archived
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Integrate with an analytics platform, Tableau or another · Archived
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Develop an Accurate Donor Report (related to Stripe duplicate issues) · Implemented
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Batch Deactivate Users · Archived
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delete processes · Archived
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Track how many grants and grant amount requested by each donor advisors to a fund · Implemented
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payable · Implemented