Settings and activity
31 results found
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33 votes
An error occurred while saving the comment 
Jillian P.
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5 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Jillian P.
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46 votesJillian P.
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An error occurred while saving the comment Jillian P.
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Agreed with everything previously shared. Please revisit the way this was designed.
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3 votesJillian P.
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18 votesJillian P.
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36 votes
An error occurred while saving the comment Jillian P.
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It would be so helpful to have this functionality!
Jillian P.
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40 votesJillian P.
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89 votesJillian P.
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63 votesJillian P.
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1 voteJillian P.
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9 votesJillian P.
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7 votes
An error occurred while saving the comment Jillian P.
commented
This is a huge hinderance for many of our advisors. It also creates wild inefficiencies when processing grants. We have several funds that are configured to require primary advisor approval and those same funds have a primary advisor that submits many grants. In order to create a grant from the recommendation of that advisor, I have to change the setting on that fund every time. This is flawed functionality and needs addressing asap.
Jillian P.
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35 votesJillian P.
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20 votesJillian P.
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21 votesJillian P.
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27 votesJillian P.
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53 votesJillian P.
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81 votesJillian P.
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12 votesJillian P.
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11 votesJillian P.
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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.