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49 results found

  1. Select Share Document [Yes/No] when uploading a file

    24 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Sally Weldon supported this idea  · 

  2. Add Profile Fund Category to Fund Advisor Fund Custom Report

    34 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Sally Weldon commented  · 

    and these other fields too- basically if we can enter data into a field please have it available on the custom report menu:
    Scholarships
    Last Login Date
    Request Confirmation Email

    Sally Weldon supported this idea  · 
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    Sally Weldon commented  · 

    We have to use access reports to combine the two files based on the profile ID concatenated with the fund id and an underscore between them as the join fields. Maybe engineering can do something similar with the database reporting. And while they are at it they can add the additional tab fields to both this report and the Fund Advisor custom reporting. Split Interest, Voucher, Invoice, and Donate .

  3. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    48 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Sally Weldon supported this idea  · 

  4. Multiple contacts for Organizations

    46 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sally Weldon supported this idea  · 

  5. Docusign Integration

    145 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Sally Weldon supported this idea  · 

  6. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Sally Weldon supported this idea  · 

  7. Scholarship communication with applicants via text

    91 votes

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    Feedback Needed  ·  35 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Sally Weldon commented  · 

    "I would say we probably send anywhere between 1000-2000 messages to students. 2000 seems high but because we represent such a large service area, a lot of my messages are reminders of deadlines and to let students know they need to check their emails. "- Lezette Parks, Scholarship Officer CFWNC - uses Smarter Select to process Scholarship apps - because of the texting capability.

  8. Navigation - Add Save option to left side menu

    51 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Sally Weldon supported this idea  · 

  9. Customization of the Organizational Information Form

    10 votes

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    4 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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    Sally Weldon supported this idea  · 
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