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Settings and activity

7 results found

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

    261 votes

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    Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    spencer butler commented  · 

    This really needs to be fixed. Being on the phone with donors who are already frustrated and telling them to wait while you log back in is absolutely ridiculous. It is poor customer service on your part that this has not been updated, especially given how many of us are truly irritated every single time this is required.

    spencer butler supported this idea  · 

  2. Grant Notify for Internal Grants

    33 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    spencer butler supported this idea  · 

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

    22 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    spencer butler supported this idea  · 

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

    69 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    spencer butler supported this idea  · 

  5. 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.

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

    34 votes

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

  7. email - integration with Outlook

    88 votes

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