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8 results found

  1. Fund statements

    127 votes

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    Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Betsy Covington commented  · 

    Huge improvement!

    Betsy Covington supported this idea  · 

  2. File Organization in Donor Portal

    97 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Betsy Covington commented  · 

    The files section gets so messy! And it makes donors scroll through all of the documents to find what they want. For bonus points, it’d be great if the document name could be customized in Files; what shows is what the file is named on our system drives, which often isn’t really front-facing.

    Betsy Covington supported this idea  · 

  3. board portal

    160 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Betsy Covington supported this idea  · 

  4. Recurring Donation - give donors option to end or change amount on portal

    140 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Betsy Covington supported this idea  · 

  5. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    132 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Betsy Covington supported this idea  · 

  6. Combine credit card fees with the donation amount

    104 votes

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    5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Betsy Covington supported this idea  · 

  7. Warning message if revenue share will push a fund underwater.

    30 votes

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    1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Betsy Covington supported this idea  · 

  8. Bulk Edit - Payment schedule date and grant date

    26 votes

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    4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Betsy Covington commented  · 

    Super-important for those busy times of the year!