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42 results found

  1. aallieri@cfpbmc.org

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anne Allieri shared this idea  · 

  2. aallieri@cfpbmc.org

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anne Allieri shared this idea  · 

  3. Portal: ACH Option

    119 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anne Allieri supported this idea  · 

  4. aallieri@cfpbmc.org

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anne Allieri shared this idea  · 

  5. background

    20 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anne Allieri supported this idea  · 

  6. aallieri@cfpbmc.org

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anne Allieri shared this idea  · 

  7. pbassil@cfpbmc.org

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Anne Allieri supported this idea  · 

  8. pbassil@cfpbmc.org

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anne Allieri supported this idea  · 

  9. aallieri@cfpbmc.org

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anne Allieri shared this idea  · 

  10. pbassil@cfpbmc.org

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Anne Allieri supported this idea  · 

  11. Auto-populate 'Service Area' using the list of Cities/States defined for each Service Area

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anne Allieri shared this idea  · 

  12. Two individuals from the household are listed together in a single row

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Anne Allieri supported this idea  · 

  13. aallieri@cfpbmc.org

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anne Allieri shared this idea  · 

  14. Mark a couple of note types as sticky ones

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Anne Allieri supported this idea  · 

  15. Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Anne Allieri shared this idea  · 

  16. aallieri@cfpbmc.org

    6 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Anne Allieri shared this idea  · 

  17. Grant Approver: Easier way to create new approver

    34 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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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  · 

  18. Add option to bulk delete emails and phone #'s from specific type of profile

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anne Allieri shared this idea  · 

  19. Add Ability to Bulk Delete Email Addresses and Phone #'s from specific profile types.

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Anne Allieri shared this idea  · 

  20. Portal: Change Profile Content Area

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anne Allieri supported this idea  · 
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