Settings and activity
24 results found
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22 votesBritt Ramroop supported this idea ·
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8 votes
We plan to display Grantee Summary, Grant History and Grant Requests on different pages with the upcoming Fund Advisor Portal enhancements.
Britt Ramroop supported this idea · -
7 votesBritt Ramroop supported this idea ·
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20 votesBritt Ramroop supported this idea ·
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30 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Britt Ramroop supported this idea ·
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43 votesBritt Ramroop supported this idea ·
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21 votes
An error occurred while saving the comment Britt Ramroop supported this idea · -
27 votesBritt Ramroop supported this idea ·
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54 votesBritt Ramroop supported this idea ·
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55 votesBritt Ramroop supported this idea ·
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34 votesBritt Ramroop supported this idea ·
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24 votesBritt Ramroop shared this idea ·
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29 votes
An error occurred while saving the comment Britt Ramroop commentedI really would like to see bulk edit capabilities on the Fund Advisor page. We can currently set all or nothing which in theory is nice, but I have fund advisors with different permissions. So if I turn them all off to do what needs to be done, they don't "restore" when I turn them back on. Which means then I have to back through every single fund advisor who didn't have permission for notifications turned on to begin with and turn them all off again. (which is a very time consuming endeavor)
Britt Ramroop supported this idea · -
38 votesBritt Ramroop supported this idea ·
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35 votesBritt Ramroop supported this idea ·
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17 votesBritt Ramroop shared this idea ·
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58 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Britt Ramroop supported this idea ·
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26 votesBritt Ramroop supported this idea ·
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10 votes
An error occurred while saving the comment Britt Ramroop commentedWould like a better, bolder, way to see recurring grants through fund advisor portal. Currently fund advisors can only see if their recurring grants listed on the Grant Request Tab and if they scroll to the bottom. Honestly, they are going to look at the Grants tab, not Grants Request tab for that information. Any recurring grant that we set administratively doesn't appear at all in their portal which is causing confusion as to whether or not we've done what was asked of us. There is also no way to review from the fund advisor portal, the details of the request. So if they want to see how many requests are left they don't know. We love having the option for recurring grants but it would be very helpful for our fund advisors to see, to help remind, what they actually set up.
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46 votesBritt Ramroop supported this idea ·
When individuals sign up for Campaign ticket events it would be really nice if there was an option for them to add the organization they are with. More times than not they are NOT signing up as an organization because it is them as the individual coming but we'd like to be able to also capture the organization they are associated with. It would still be an individual profile that is created but then the "work organization" field on the individual profile is what we are missing.