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31 results found

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

    169 votes

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    Proposed Idea  ·  28 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 
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    Jillian P. commented  · 

    Agreed with everything previously shared. Please revisit the way this was designed.

  2. Column Spacing for Fund Statement List on Portal

    25 votes

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    2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  3. Fund Advisor Portal - make Fund Steward email address a hyperlink

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  4. Grant letter template

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Jillian P. shared this idea  · 

  5. Add Additional Fields to Grant Request in Portal

    10 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  6. Portal: Display donor mailing label or recognition name instead of name

    41 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  7. Add Profile ID to Profile Type Report

    1 vote

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Profile Type can be added as a column to a profile report OR from profile types in the profile left menu, select the profile type id, then list profiles.

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    Jillian P. commented  · 

    Holly, I'd like to be able to get a total count of profiles associated to each profile type, in one report. I understand I can click into each profile type, list profiles, and export for a count, but we have 430 Profile Types. Also, adding profile type to a profile report, lists all the profile types in one column, so with that format, I'm unable to create a pivot table one exported to Excel.

    Are there other ways I could achieve a count per profile type? Thanks!

    Jillian P. shared this idea  · 

  8. Opportunity Tasks Notes Need to Show Up on the Fund

    34 votes

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    3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jillian P. commented  · 

    Would love for this to be addressed. The prompt on the note within the task states that if a fund is selected, the note will be visible when viewing the fund, but it is not functioning that way. We use TASKS within the OPPORTUNITY for our moves management. Having the ability to share a note to a fund that is attached to a task would streamline the process and would make internal communications between donor engagement and development much more efficient.

    Jillian P. supported this idea  · 

  9. Add the Grant Funding table for Grant Catalog Grants to the Grant (Award) Letter

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Jillian P. supported this idea  · 

  10. fund statement permissions

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Jillian P. shared this idea  · 

  11. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    27 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Jillian P. supported this idea  · 

  12. Grant- post by payment option

    37 votes

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    10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. commented  · 

    It would be so helpful to have this functionality!

    Jillian P. supported this idea  · 

  13. 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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    Jillian P. supported this idea  · 

  14. Create ability to attach files to a note

    105 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jillian P. supported this idea  · 

  15. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    65 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jillian P. supported this idea  · 

  16. Fund Advisor Bulk Edits

    37 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jillian P. supported this idea  · 

  17. Statement Type Option for No Statements

    25 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jillian P. supported this idea  · 

  18. On Hold Grants

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. supported this idea  · 

  19. Grant document attachment: Option to set to no grant document by fund or fund group

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. supported this idea  · 

  20. Evaluator User Role Should Be Customizable by Process or Permissions

    11 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Jillian P. supported this idea  · 
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