Settings and activity
119 results found
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16 votes
An error occurred while saving the comment 
Susie Lotreck
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5 votesSusie Lotreck
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3 votesSusie Lotreck
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6 votesSusie Lotreck
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6 votesSusie Lotreck
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8 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Susie Lotreck
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16 votesProposed Idea · 14 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Susie Lotreck
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5 votes
An error occurred while saving the comment Susie Lotreck
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Could we get this idea implemented in Q2?
Susie Lotreck
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14 votesSusie Lotreck
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11 votesSusie Lotreck
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5 votesSusie Lotreck
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27 votesSusie Lotreck
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24 votesSusie Lotreck
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3 votesSusie Lotreck
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5 votesSusie Lotreck
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5 votes
An error occurred while saving the comment Susie Lotreck
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Agreed! The note published today indicates the setting is controlled by the individual user but that is not the case. My team asked me to turn it off right away.
Susie Lotreck
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19 votes
An error occurred while saving the comment Susie Lotreck
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Font is very hard to read. The general consensus from our team is a strong dislike for the new look. Where have folks been providing feedback? I must have missed seeing idea posts on this!
Susie Lotreck
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85 votesUnder Consideration · 12 comments · CommunitySuite Idea Lab » Grants, Grantees, Grant Types · Admin →
An error occurred while saving the comment Susie Lotreck
commented
Additionally, please add Payment Date field to the "Create Grant" screen. It can be optional, similar to the Decision Date field.
An error occurred while saving the comment Susie Lotreck
commented
Please add this option to the grants area menu, between "Edit Decision Date" and "Set Grant Type" (see attached image for reference).
Why This Matters:
From an accounting perspective, the grant date drives when the expense is posted to the GL. However, grants are scheduled for payment on a future date.. not the same date as a grant date. Currently, we have manually edit the payment date grant when it is created grant by grant. There is not an option to enter a payment date when a grant is created.A bulk edit option is critically needed as it would save significant time and make it most efficient for pulling grant payment files to submit to the finance department.
Susie Lotreck
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3 votesSusie Lotreck
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42 votesSusie Lotreck
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Every other area of the portal—Contributions, Grants, and Fund Statements—already sorts newest-to-oldest by default. Why should Files be the exception? Aligning this tab with the rest of the system would make the experience consistent, professional, and intuitive. This is a small change that would save time and improve usability for our donor portal users. Please vote if you agree!