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  1. Evaluators able to view follow-ups

    3 votes

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    1 comment  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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    Talitha Costello commented  · 

    We do a similar thing; we download them all and put them in GLM's shared documents for review, but it would be really nice for the evaluators to be able to view them themselves.

    Talitha Costello supported this idea  · 

  2. Donor Portal Financials - Only Allow Reporting on Closed Periods

    101 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Talitha Costello supported this idea  · 

  3. Custom Field on Notes

    41 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Talitha Costello commented  · 

    CSuite is very note-friendly. It is easy to add a lot of notes to a lot of areas of the database. This is wonderful, but, as the original poster pointed out, there are times when it would be useful to be able to filter by more than "Who made the note?", "What kind of record is the note attached to?", "What is the note type?", "Did we do a good job using consistent key words?", etc.

    If we could make custom fields on notes, then each organization could workshop some new options for note sorting for themselves.

    Talitha Costello supported this idea  · 

  4. Recurring Grants - New Interval

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Talitha Costello shared this idea  · 

  5. Custom Sort Order for Checks & Letters

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Talitha Costello commented  · 

    It would be nice to enable the ability to choose the sorting order for grant check/document printing.

    It is wonderful that the letters and checks print in the same order, but it would be more useful if they were sorted by fund first and organization second.

    I realize our process probably doesn't match everyone's, so being able to toggle that sort order on and off would let people choose what sorting is preferable.

    Talitha Costello supported this idea  ·