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53 results found

  1. account transfer

    5 votes

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

  2. Recognize soft credits on donor profiles

    40 votes

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    Proposed Idea  ·  7 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  · 

  3. Additional contacts

    46 votes

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

  4. multiple reminder emails

    57 votes

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

  5. 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

    54 votes

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

  6. update templates versus delete templates

    59 votes

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

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

    76 votes

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

  8. Grant Request Amount on Application Packet

    99 votes

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    Proposed Idea  ·  9 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sally Gillespie supported this idea  · 

  9. Summary report for individual reviewers

    115 votes

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

  10. birthday - option to not include year

    116 votes

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

  11. Household opportunities should show on Individual profiles

    64 votes

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

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

    28 votes

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

  13. Link Tasks to the Stages in Opportunities

    33 votes

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

  14. Apply Page Process Customization

    10 votes

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

  15. sort column on process manager page

    10 votes

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

  16. Folders for Reports

    106 votes

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    Planned  ·  11 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Sally Gillespie supported this idea  · 

  17. evaluation score -

    11 votes

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

  18. Merge Templates: Field Codes for Evaluation Forms

    13 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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    Sally Gillespie supported this idea  · 

  19. Batch Evaluator Packets

    22 votes

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    5 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Sally Gillespie supported this idea  · 

  20. Add # of Gifts field to Profile reports

    44 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Sally Gillespie supported this idea  · 
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