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Settings and activity

46 results found

  1. Grant "in process"

    20 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  2. Optional Grant Letter: Proposed Idea

    18 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. supported this idea  · 

  3. Fund Advisor: Make Password visible

    46 votes

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

  4. Rename Unsubmitted Grant Requests to Grant Cart

    37 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  5. Closed Funds should appear in Red in Relationships tab

    77 votes

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

  6. Master Fund- Attachments & linking notes

    11 votes

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

  7. Make "Grant Requests" Header Editable in Grant Catalog

    12 votes

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

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

    10 votes

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

  9. Ability to Edit Grant Catalog Alert Message in Recommend A Grant tab

    11 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  10. Separate the closing of the last period of the year from the closing of the year

    50 votes

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    7 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Jillian P. supported this idea  · 

  11. Fund Advisor Portal Enhancements Please

    149 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jillian P. supported this idea  · 
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    Jillian P. commented  · 

    I agree. It would be great if they could enter more than one grant at a time and could receive an email that confirmed their grants were submitted (not just that we have paid them).

  12. Notifications to Fund Advisor when Documents Are Uploaded in Donor Portal

    31 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  13. Log for Online Grant Requests Before Creating the Grant

    23 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. supported this idea  · 

  14. Custom Reports: Multiple Filters

    107 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jillian P. supported this idea  · 

  15. Recurring Donation - give donors option to end or change amount on portal

    142 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Jillian P. supported this idea  · 

  16. Grant Letters - Need Ability to Customize Process & Edit Letters

    40 votes

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

  17. Advisor Portal - Option to view activity by year

    28 votes

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

  18. display grant letter templates in grant record

    24 votes

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

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

    28 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jillian P. supported this idea  · 

  20. Profiles: required fields - visually display which fields

    30 votes

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