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25 results found

  1. Fund Advisor Bulk Edits

    37 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  2. Batch Donation Notify and Grant Notify Emails

    28 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  3. Develop Login Report that also shows Profiles logging in with PIN

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  4. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    36 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  5. FA Donation notifications should include tribute information

    72 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  6. Expand capability of "add note to CSuite" Outlook integration

    38 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

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

    23 votes

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    4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  8. Change opportunities to the engagement tab

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  9. Multiple Opportunity Beneficiaries

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  10. Change Grantee in Grant Request to internal fund

    56 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  11. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  12. Formatting for "Amount" fields in all Content areas

    43 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  13. Candid/GuideStar Grants Report

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michael Elfenbaum shared this idea  · 

  14. Fund Log - track all changes made under Relationship tab

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  15. Multiple Advisors on one grant

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michael Elfenbaum shared this idea  · 

  16. Don't notify advisor any grant adjustments

    42 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michael Elfenbaum shared this idea  · 

  17. grant notification to grantees - have two default emails

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michael Elfenbaum shared this idea  · 

  18. Fund statements: Need school name in Grantee section

    148 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Michael Elfenbaum supported this idea  · 

  19. internal grant upload

    48 votes

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    10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  20. Docusign Integration

    131 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Michael Elfenbaum supported this idea  · 
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