Settings and activity
42 results found
-
6 votes
Anne Allieri
shared this idea
·
-
4 votesAnne Allieri
supported this idea
·
-
8 votesAnne Allieri
shared this idea
·
-
7 votesAnne Allieri
shared this idea
·
-
34 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
shared this idea
·
-
6 votesAnne Allieri
shared this idea
·
-
2 votesAnne Allieri
shared this idea
·
-
19 votesAnne Allieri
supported this idea
·
-
15 votesAnne Allieri
shared this idea
·
-
6 votesAnne Allieri
shared this idea
·
-
15 votesAnne Allieri
shared this idea
·
-
21 votesAnne Allieri
shared this idea
·
-
114 votesAnne Allieri
supported this idea
·
-
28 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
supported this idea
·
-
62 votesAnne Allieri
shared this idea
·
-
14 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
shared this idea
·
-
11 votesAnne Allieri
shared this idea
·
-
9 votesAnne Allieri
supported this idea
·
-
17 votesAnne Allieri
shared this idea
·
-
13 votes
An error occurred while saving the comment Anne Allieri
commented
Allow for the addition of custom fields on the Grantee tab of the profile so we may add additional Grant Types to reflect multiple NTEE Codes defined for the Grantee on GuideStar.
An error occurred while saving the comment Anne Allieri
commented
Allow custom fields to be added to the Grantee Designation tab on a profile.
Anne Allieri
supported this idea
·
Remove closed funds from the fund checklist when assigning grant approvers!