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  1. 1 vote

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    Anne Allieri shared this idea  · 
  2. 32 votes

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    Anne Allieri commented  · 

    Remove closed funds from the fund checklist when assigning grant approvers!

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    Anne Allieri commented  · 

    Add the ability to bulk add, or bulk replace, a grant approver to a group of funds based on fund type. This functionality can be added to Reports> Bulk Action or Funds> Grant Approvers. It is tedious when staff leave to manually assign the funds they are grant approvers on to someone else.

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    Anne Allieri commented  · 

    When adding grant approvers by selecting 'Grant Approvers' then 'Select Approvers', a list of all the funds appear. Add the ability to filter on a fund 'group' and add a checkbox where can indicate 'select all' to easily add one grant approver to many funds within a fund group.

    Anne Allieri shared this idea  · 
  3. 6 votes

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    Anne Allieri shared this idea  · 
  4. 2 votes

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    Anne Allieri shared this idea  · 
  5. 9 votes

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    Anne Allieri supported this idea  · 
  6. 11 votes

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    Anne Allieri supported this idea  · 
  7. 13 votes

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    Anne Allieri shared this idea  · 
  8. 8 votes

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    Anne Allieri shared this idea  · 
  9. 6 votes

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    Anne Allieri shared this idea  · 
  10. 5 votes

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    Anne Allieri shared this idea  · 
  11. 35 votes

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    Anne Allieri supported this idea  · 
  12. 12 votes

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    Anne Allieri shared this idea  · 
  13. 18 votes

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    Anne Allieri shared this idea  · 
  14. 8 votes

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    Anne Allieri shared this idea  · 
  15. 75 votes

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    Anne Allieri supported this idea  · 
  16. 28 votes

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    Anne Allieri commented  · 

    being able to add custom fields to notes is critical to our ability to report on data requested by our CEO one of which is defining fields to indicate each staff person who attended a particular meeting.

    Anne Allieri supported this idea  · 
  17. 8 votes

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    Proposed Idea  ·  Holly Spitz responded

    This content area accepts html, so inserting a hard break in the text would solve this problem today. The code for a break is <br>.

    Anne Allieri shared this idea  · 
  18. 25 votes

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    Anne Allieri commented  · 

    Ability to post the Pledge total amount to the Opportunity so the Opportunity balance is reduced by the Pledge total amount.

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    Anne Allieri commented  · 

    Add the ability to link a Pledge to an Opportunity. This will allow the Opportunity to show as realized with a balance of $0.

    Anne Allieri supported this idea  · 
  19. 49 votes

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    Anne Allieri supported this idea  · 
  20. 39 votes

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    Anne Allieri shared this idea  · 
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