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25 results found

  1. Tribute Donation_letter Template Fields - add lowercase or name only options

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Wanda Willis supported this idea  · 

  2. History of Fund Advisors for a Fund

    43 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Wanda Willis supported this idea  · 

  3. List Carts Report

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Wanda Willis supported this idea  · 

  4. Board Portal Option

    28 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Wanda Willis supported this idea  · 

  5. birthday - option to not include year

    90 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Wanda Willis supported this idea  · 

  6. Ticket Purchasing: Multiple Ticket Types option on one screen

    48 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Wanda Willis supported this idea  · 

  7. "Back End" Affiliate/SO Fund Advisor Portal Styling

    18 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Wanda Willis commented  · 

    This would be great to have. We'd like our affiliate orgs to be properly identified as well!

    Wanda Willis supported this idea  · 

  8. default text in content

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Wanda Willis supported this idea  · 

  9. Household Donations on Donor Portal

    30 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Wanda Willis supported this idea  · 

  10. Portal: update breadcrumbs when tab names are changed

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Wanda Willis supported this idea  · 

  11. Portal: Include advised donations in "My Donations" tab

    13 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Wanda Willis supported this idea  · 

  12. I would like to group the promoted funds by fund type like the legacy donation protal.

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Wanda Willis supported this idea  · 

  13. Send auto email to FA's with unsubmitted grants in cart

    29 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Wanda Willis commented  · 

    This would be a great stewardship feature to add! Currently, we look at this cart item page weekly and send out emails manually if a FA has a grant unsubmitted.

    Wanda Willis supported this idea  · 

  14. FA Donation notifications should include tribute information

    65 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Wanda Willis supported this idea  · 

  15. Primary Contact Field in Reports

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Wanda Willis commented  · 

    Org contact name is different than primary contact for an organization. Org contact is on the org profile while primary contact is a whole separate profile that is linked to the org. I want to be able to pull the profile marked as primary contact to the org which does not seem to be a reportable field from what I have found.

    Wanda Willis shared this idea  · 

  16. Opportunity Task Workflow

    42 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Wanda Willis supported this idea  · 

  17. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    63 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Wanda Willis supported this idea  · 

  18. Last Donation Date does not reflect accurate last gift date

    102 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Wanda Willis supported this idea  · 

  19. Secure option to obtain ACH information

    176 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Wanda Willis commented  · 

    This would save us so much time!

    Wanda Willis supported this idea  · 

  20. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    25 votes

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    2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Wanda Willis supported this idea  · 
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