Jamie Gurholt

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  1. Grant Catalog Amount Field instead of Donate Button

    7 votes

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  2. Create a template for invoices

    34 votes

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  3. Customize Envelope Template

    18 votes

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  4. Improve Mobile Interface

    7 votes

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    Jamie Gurholt commented  · 

    We have the issue where our portal header overlaps language in the vertical (not horizontal) mobile view. So, when a donor is ready to complete the gift ("check out"), the button is apparently hovering over another and takes the donor to a different page entirely. We had no idea of the problem prior to the phone call from a frustrated donor. Hoping we can get the coding fixed. Has anyone else experience this problem??

    Jamie Gurholt supported this idea  · 

  5. Bulk upload profile types

    5 votes

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  6. Salutation Field for Fundholder Portal Registration Email

    9 votes

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    Jamie Gurholt commented  · 

    This is the same issue for online donations!

    Jamie Gurholt supported this idea  · 

  7. Provide Advisor Salutation field in Thank You templates

    11 votes

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  8. Email tax receipts templates

    9 votes

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  9. filename of tax receipt letter

    41 votes

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  10. Easy enhancement(s) to left side menu

    7 votes

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  11. Reports to Include Zero Amount Lines

    11 votes

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  12. export

    10 votes

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  13. Create account / subaccount without having to save and edit

    6 votes

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  14. tasks

    16 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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    Jamie Gurholt commented  · 

    I definitely agree about the last statement! Thank you for posting!

    Jamie Gurholt supported this idea  · 

  15. Tax Receipt Templates - First name field for salutation

    10 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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    Jamie Gurholt commented  · 

    We are experiencing the same issue - thank you for posting!

    Jamie Gurholt supported this idea  · 

  16. Bulk edit for fund advisor statement preferences: paper vs email

    6 votes

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  17. Public Securities Donations To Multiple Funds

    18 votes

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    2 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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