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19 results found

  1. Household opportunities should show on Individual profiles

    56 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  2. Opportunity Pop Up Notification

    27 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  3. Opportunity Task Workflow

    42 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  4. Change Fund Group at a Point in Time

    86 votes

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    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Curtis Shifflett commented  · 

    We continue to have issues with this. Any chance this will get another look? Group and subgroup would be great.

    Curtis Shifflett supported this idea  · 

  5. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Curtis Shifflett supported this idea  · 

  6. Fund Advisor: Make Password visible

    53 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  7. Log for Online Grant Requests Before Creating the Grant

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Curtis Shifflett commented  · 

    Can we also include the user name if a staff person is using a proxy login? Currently, it shows that the donor is making the request. There are times when the donor asks us during a meeting to enter the grant but they are not, in fact, entering the grant, a staff person is.

    Curtis Shifflett supported this idea  · 

  8. Opportunity Tasks Notes Need to Show Up on the Fund

    33 votes

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    3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  9. Make Opportunity Type Inactive

    27 votes

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  10. notes by date

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  11. Adding prospect profile reports and incorporating prospect research fields

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  12. CC and BCC E-mail to attach donor correspondence

    25 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  13. Donor Contact

    23 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  14. Sandbox Permissions

    25 votes

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    4 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  15. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    35 votes

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    2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  16. 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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    Curtis Shifflett supported this idea  · 

  17. Parent-subsidiary relationships

    10 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  18. Column View for ALL financial reports

    24 votes

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    0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  19. Link internal grant to opportunity

    14 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Curtis Shifflett supported this idea  ·