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50 results found

  1. Balance Swap - Edit Amounts

    46 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Sally Gillespie commented  · 

    Agree with the comments made by Shana South and Savannah. Both would make a huge difference

    Sally Gillespie supported this idea  · 

  2. Export Balance Swap

    15 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Sally Gillespie supported this idea  · 

  3. Financial Views

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Sally Gillespie supported this idea  · 

  4. account transfer

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Sally Gillespie shared this idea  · 

  5. Recognize soft credits on donor profiles

    32 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Sally Gillespie commented  · 

    It would be ideal if soft credits could be listed under the profile's donor record in a similar manner to how Advised donations show up. It is critical that we be able to see an individual's or household's entire donor footprint when looking at their profile record

    Sally Gillespie supported this idea  · 

  6. Additional contacts

    44 votes

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    4 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sally Gillespie supported this idea  · 

  7. multiple reminder emails

    48 votes

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    Planned  ·  2 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Sally Gillespie supported this idea  · 

  8. Is there a way to give an organization a warning when they log in to apply for another grant cycle that they have an outstanding follow up f

    53 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sally Gillespie supported this idea  · 

  9. update templates versus delete templates

    56 votes

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    Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sally Gillespie supported this idea  · 

  10. Make "Other" option on Checkbox questions fillable

    68 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sally Gillespie supported this idea  · 

  11. Differentiate between applicant-abandoned and administrator-abandoned applications

    71 votes

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    2 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Admin →
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    Sally Gillespie supported this idea  · 

  12. Due date for evaluations

    75 votes

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    1 comment  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Sally Gillespie supported this idea  · 

  13. Grant Request Amount on Application Packet

    95 votes

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    Proposed Idea  ·  8 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sally Gillespie supported this idea  · 

  14. Summary report for individual reviewers

    105 votes

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    Under Consideration  ·  14 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Sally Gillespie supported this idea  · 

  15. birthday - option to not include year

    97 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sally Gillespie supported this idea  · 

  16. Show Steward Active/Inactive Status in System Configuration Steward List

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sally Gillespie supported this idea  · 

  17. Household opportunities should show on Individual profiles

    57 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Sally Gillespie supported this idea  · 

  18. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sally Gillespie supported this idea  · 

  19. Link Tasks to the Stages in Opportunities

    23 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Sally Gillespie supported this idea  · 

  20. Apply Page Process Customization

    9 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sally Gillespie supported this idea  · 
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