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7 results found

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

    97 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Dawn Townsend commented  · 

    Our team would benefit from including profile Opportunities in the "add note to CSuite" integration.

    Dawn Townsend supported this idea  · 

  2. Add Secondary Steward to Profiles/Funds

    22 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Dawn Townsend commented  · 

    We experience the same - profiles with more than one fund and fund steward.

    Dawn Townsend supported this idea  · 

  3. portal grant request

    42 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Dawn Townsend commented  · 

    This would greatly improve our fundholder experience.

    Dawn Townsend supported this idea  · 

  4. Linking funds

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Dawn Townsend commented  · 

    We also have families and agencies who have multiple funds with us and we would like to be able multiple funds to a single opportunity.

    Dawn Townsend supported this idea  · 

  5. Fund Advisor Portal - Prompt to Confirm before Grant Request is Deleted or Cancelled

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Dawn Townsend commented  · 

    Without a confirmation prompt when canceling a grant, it will be very easy for fundholders to inadvertently cancel their requests.

    Dawn Townsend supported this idea  · 

  6. Total Contributions and Total Grants

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Dawn Townsend commented  · 

    We agree that Total Contributions and Total Grants should be customizable.

    Dawn Townsend supported this idea  · 

  7. Add Email address "Other Detail" to a reporting object.

    43 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Dawn Townsend commented  · 

    This one field (which already exists, but is not in a reporting object) has the possibility to give our Marketing & Communications Team far more control over our email communication distribution lists.

    Dawn Townsend supported this idea  ·