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10 results found

  1. ACH payments

    5 votes

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    Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab » Payments  ·  Admin →
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    Jackie Law commented  · 

    Yesterday I realized that we should not have been clicking "pay" in the voucher, but following the exact same procedure we do for paper checks and choose Electronic instead. Thank you SO much @EmmaBourgeois

    Jackie Law shared this idea  · 

  2. Public Fund Name

    11 votes

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    9 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Jackie Law commented  · 

    Please add additional fields to tribute letters (IMO and IHO) specifically Public Name of Fund which is already available for Gift and Grant. Tribute letter field is still limited to the original "funit_name".

    Jackie Law supported this idea  · 

  3. Separate overdue Follow Ups from "Drafts" section on open requests dashboard

    82 votes

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    Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Jackie Law supported this idea  · 

  4. Folders for Reports

    109 votes

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

  5. Donation Advisor Salutation please add tax receipt template fields.

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Jackie Law shared this idea  · 

  6. Add Fund Steward as a field for grant letter templates

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Jackie Law supported this idea  · 

  7. Use organization domain for email communications

    101 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jackie Law commented  · 

    Can we also submit this to IDea LAb for SLM and GLM?

    Jackie Law supported this idea  · 

  8. Login As --Removes user's existing login

    270 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jackie Law supported this idea  · 

  9. Portal: ACH Option

    149 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jackie Law supported this idea  · 

  10. Update Time Stamps - Re-submitted Follow Ups

    31 votes

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    1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Jackie Law supported this idea  ·