507 search results
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Preview mode warning · Archived
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Create account / subaccount without having to save and edit · Archived
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Allow users to have their own personal dashboard that tracks stats relevant to their role. · Implemented
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Public Securities Reports · Implemented
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Custom Reporting: Portal Edit Report · Proposed Idea
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Stripe duplicates · Implemented
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Profile Merge should include all fields · Implemented
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Followup Deadlines Issues · Archived
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Build out Note reporting. · Implemented
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Merge duplicate users · Archived
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Grant refund reporting · Implemented
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Donation Receipt Email · Implemented
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Allow for Copy + Paste or Import in Tables
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Fund Advisor Permissions for Email/Phone - Advisor Option - not System Wide · Archived
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Suggested text for fields to reduce donor error · Implemented
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'Archive' button in GLM reports?
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Allow fund advisors to run fund statements on portal · Implemented
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SubFunds Listed on Statements · Archived
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donor portal · Archived
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Table Option in Email Content · Archived