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12 results found

  1. Candid Search in Portal

    7 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Tori Calvert supported this idea  · 
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    Tori Calvert commented  · 

    I support a setting that allows us to control this. We prefer the opposite (for Foundation results to appear first), but currently the Candid results are appearing by default.

  2. Grant Catalog Request Fields - Make Optional

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Admin →
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    Tori Calvert supported this idea  · 

  3. Ability to Modify Wording on Giving Hub

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Admin →
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    Tori Calvert supported this idea  · 

  4. grant catalog

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Tori Calvert commented  · 

    We would really like to have this functionality! I imagined this would be one of the benefits of the new portal access - to allow grantees to log in and see the donations that are being received during a campaign or giving challenge through the grant catalog. But it isn't currently possible. If they could see and export the Donation Report for their pending grant, that would be awesome.

    Tori Calvert supported this idea  · 

  5. 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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    Tori Calvert supported this idea  · 

  6. New Portal tutorial for outside users

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Tori Calvert supported this idea  · 

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

    41 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Tori Calvert supported this idea  · 

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

    207 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Tori Calvert supported this idea  · 

  9. Log for Online Grant Requests Before Creating the Grant

    37 votes

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    Planned  ·  8 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Tori Calvert supported this idea  · 

  10. sort email templates

    49 votes

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    3 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Tori Calvert supported this idea  · 

  11. board portal

    198 votes

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    10 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Tori Calvert supported this idea  · 

  12. Fiscal Sponsorships/Sponsored Orgs

    31 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Tori Calvert commented  · 

    This setup is very confusing (sponsored org). Our grants with this situation were migrated so the actual sponsored org is the grantee and the sponsoring org is the "sponsored org" - even though the sponsored org ? says it should be the sponsored entity. I see why this was migrated in this way, but we decided to change the method going forward and use the field as it is described (grantee is the registered nonprofit, and sponsored org is the organization being sponsored.

    However, in most of these cases, we want to mail the grant check and letter to the sponsored org, while paying the check to the registered nonprofit. There is not a way to set the grant up to do that, and we currently have to make notes in the record and then change it manually at the letter/envelope stage.

    I thought I had a semi-solution, in which we could create a grant letter template that would use the mailing address for the sponsored org. BUT that is not possible because the sponsored org address fields are not available for the grant letters.

    Could those fields be added to the grant letter fields? Or better yet, can we have an option just like the "Pay Sponsored Org" on the grant record for "Mail to Sponsored Org"?

    Tori Calvert supported this idea  ·