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12 results found

  1. Import Profile Fund Relationships in Bulk

    2 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jacquie Klotzbach commented  · 

    This would create significant efficiencies - profile fund relationships are our checkpoint against which we verify we have our fund advisors and portal privileges accurately entered. It is very time consuming have to set these up one by one!!

    Jacquie Klotzbach supported this idea  · 

  2. Ability to edit Profile Fund Link categories versus deleting and relinking

    63 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Jacquie Klotzbach supported this idea  · 

  3. Fund Advisor Options - Donations and Grants Emails

    41 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jacquie Klotzbach supported this idea  · 

  4. Indicate required fields with an asterisk

    111 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jacquie Klotzbach supported this idea  · 

  5. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    70 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jacquie Klotzbach supported this idea  · 

  6. Increase Character Count of Evaluator Description

    1 vote

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Jacquie Klotzbach shared this idea  · 

  7. Custom Fields on Scholarships

    17 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Jacquie Klotzbach shared this idea  · 

  8. Custom Fields on Scholarships

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Admin →
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    Jacquie Klotzbach shared this idea  · 

  9. Hide Contact Information for Show Student Data on Portal

    36 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jacquie Klotzbach shared this idea  · 

  10. online donations creating new profiles each time

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Jacquie Klotzbach supported this idea  · 

  11. Reports: Freeze the column headers

    57 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jacquie Klotzbach supported this idea  · 

  12. birthday - option to not include year

    119 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jacquie Klotzbach supported this idea  ·