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13 results found

  1. Grant notify details needed

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Stephanie Jones shared this idea  · 

  2. Recurring Grant: Calendar End Date Option

    28 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Stephanie Jones supported this idea  · 

  3. Total needed for Grants filtered by date

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Stephanie Jones shared this idea  · 

  4. Recurring grants

    11 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Stephanie Jones shared this idea  · 
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    Stephanie Jones commented  · 

    Can a tab be added in the donor portal for “recurring grants” for easy access instead of the donor having to scroll to the end of the Grantee Summary section on the “grants” tab?

  5. Recurring Grants- Voucher Date

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Stephanie Jones supported this idea  · 

  6. Add Details under Recurring Grants on Donor Portal

    36 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Stephanie Jones commented  · 

    Moving our donors from a portal where they had the ability to see and modify all details for recurring grants to a view only option, was certainly unexpected. Not only is it a view only option but a limited view i.e. no description, no expiration date, next occurrence date, etc.

    Stephanie Jones supported this idea  · 

  7. Fund Advisor Portal Enhancements Please

    149 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Stephanie Jones commented  · 

    This is month 3 since switching our donors to the new portal and a lot of the feedback is that we have taken our technology backwards instead of forward. They feel more limited and frustrated with the overall navigation of the portal compared to what we were using before. This is certainly not a good look.

    Stephanie Jones supported this idea  · 

  8. View Grantee Address While Creating the Grant

    24 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Stephanie Jones supported this idea  · 
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    Stephanie Jones commented  · 

    When donors login to make a grant recommendation, they are unable to verify/confirm the mailing address as only the City and State appears. This is a huge problem for our clients as often they are given specific instruction on where to send their donations.

  9. Recurring Donations - Allow Donors to Edit

    26 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Stephanie Jones supported this idea  · 

  10. Linking profiles to funds- multiple links at a time

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Stephanie Jones supported this idea  · 

  11. Secure option to obtain ACH information

    147 votes

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    Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Stephanie Jones supported this idea  · 

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

    142 votes

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

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

    133 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Stephanie Jones supported this idea  ·