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6 results found

  1. Fund Advisors Field for Grants

    3 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is the following fund setting that populates a drop down box when a Fund Advisor requests a grant. This is would require the household to be an advisor - you do not need to give them fund access:


    • Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors.
    • This does not need to be selected to have more than one fund advisor setup on a fund.


    Meagan Niese supported this idea  · 

  2. Allow Fund Advisors to set recurring grant requests by % of spendable

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Meagan Niese shared this idea  · 

  3. Household opportunities should show on Individual profiles

    65 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Meagan Niese supported this idea  · 

  4. birthday - option to not include year

    115 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Meagan Niese supported this idea  · 

  5. Impact Investing: revenue share

    18 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Meagan Niese supported this idea  · 

  6. Impact Investing

    18 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Meagan Niese supported this idea  ·