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7 results found

  1. Create Grant Request - Enhancement Option to Rename the Button

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    spencer butler supported this idea  · 

  2. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    58 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    spencer butler supported this idea  · 

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

    234 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    spencer butler supported this idea  · 

  4. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    16 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    spencer butler supported this idea  · 
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    spencer butler commented  · 

    It should NOT require two staff members to provide logon access to new fund advisors.

  5. Add Profile Fund Category to Fund Advisor Fund Custom Report

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    spencer butler supported this idea  · 

  6. One Log In Across Foundant Platforms

    224 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    spencer butler supported this idea  · 

  7. email - integration with Outlook

    86 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    spencer butler supported this idea  ·