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74 results found

  1. Don't notify advisor any grant adjustments

    42 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Marsha Lewis supported this idea  · 

  2. Household opportunities should show on Individual profiles

    60 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Marsha Lewis supported this idea  · 

  3. Envelope Printing Incorrectly for DAF Donations

    43 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Marsha Lewis commented  · 

    This is a constant issue for our organization as well, it causes a lot of extra time when doing the acknowledgment letters and envelopes.

  4. Last Donation Date does not reflect accurate last gift date

    110 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Marsha Lewis supported this idea  · 

  5. Refunds

    17 votes

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    5 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Marsha Lewis commented  · 

    I also agree with this idea, it is challenging to continue normal operations when we are not able to process refunds or cancellations of grants where the original check has not yet been reconciled and it is very confusing to our scholarship team to see that there has been a refund when finance cannot enter it right away. Often, we have several scholarship payments made on one check so it takes the University some time to deposit the check but they send the refund right away when they realize that a student's account is overpaid.

    Marsha Lewis supported this idea  · 

  6. New profile change - updating addresses

    18 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Marsha Lewis supported this idea  · 

  7. Check Approval Batch Total

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Marsha Lewis supported this idea  · 

  8. edit voucher description

    19 votes

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    1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Marsha Lewis supported this idea  · 

  9. Add back Campaign Profile Filters!

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Marsha Lewis supported this idea  · 

  10. Preferred Contact Profile Field

    32 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Marsha Lewis supported this idea  · 

  11. pledge promise

    15 votes

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    1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Marsha Lewis supported this idea  · 

  12. new profile

    30 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Marsha Lewis supported this idea  · 

  13. On Hold Grants

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Marsha Lewis supported this idea  · 

  14. chat box

    23 votes

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    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Marsha Lewis supported this idea  · 

  15. new checks - total for all checks and each batch

    28 votes

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    3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Marsha Lewis supported this idea  · 

  16. online donations creating new profiles each time

    59 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Marsha Lewis supported this idea  · 

  17. Profile changes (ex: name, address) should not update historical information.

    55 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Marsha Lewis supported this idea  · 

  18. Fund statements: Need school name in Grantee section

    149 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Marsha Lewis supported this idea  · 

  19. investment strategy: option set a dollar amount

    18 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Marsha Lewis supported this idea  · 

  20. Admin Fees: choose more than one donation type for an Admin Fee

    22 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Marsha Lewis supported this idea  · 
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