Settings and activity
39 results found
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11 votes
Anne Allieri
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32 votes
An error occurred while saving the comment An error occurred while saving the comment 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.
An error occurred while saving the comment 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
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6 votesAnne Allieri
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2 votesAnne Allieri
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9 votesAnne Allieri
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11 votesAnne Allieri
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13 votesAnne Allieri
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6 votesAnne Allieri
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5 votesAnne Allieri
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35 votesAnne Allieri
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12 votesAnne Allieri
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19 votesAnne Allieri
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9 votesAnne Allieri
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77 votesAnne Allieri
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29 votes
An error occurred while saving the comment 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
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25 votes
An error occurred while saving the comment Anne Allieri
commented
Ability to post the Pledge total amount to the Opportunity so the Opportunity balance is reduced by the Pledge total amount.
An error occurred while saving the comment 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
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49 votesAnne Allieri
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42 votesAnne Allieri
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13 votes
An error occurred while saving the comment Anne Allieri
commented
Another option is to add a field for another level of 'County' so we can indicate if 'South Palm Beach County', 'North Palm Beach County', etc.
Anne Allieri
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13 votesAnne Allieri
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Remove closed funds from the fund checklist when assigning grant approvers!