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32 results found

  1. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    45 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Loriel Grigsby commented  · 

    Being able to shift-click and select multiple check boxes across all of CSuite would be nice. I'm try to make my workflow more efficient and eliminate the amount of clicks. It doesn't make sense that this feature is limited to certain areas of the site, especially since it's a fairly common keyboard shortcut.

    Loriel Grigsby supported this idea  · 

  2. Multiple Email Options for Communications

    26 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  3. Numbers Formatting

    19 votes

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    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  4. Docusign Integration

    131 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  5. stripe total line

    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Loriel Grigsby commented  · 

    I agree! I have posted this idea before but it was archived because of low engagement.

    Loriel Grigsby supported this idea  · 

  6. Batch Voucher Total in Grants Area

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Loriel Grigsby shared this idea  · 

  7. voucher grants

    24 votes

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    2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  8. Check Approval Batch Total

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  9. Grants On Hold In More Buckets - Approval & Voucher

    37 votes

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    6 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  10. Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  11. AP voucher line order should stay in order of entry

    36 votes

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    2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  12. Payment Contact Name

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  13. Bi weekly internal for recurring voucher

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  14. Login As --Removes user's existing login

    131 votes

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    Proposed Idea  ·  22 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Loriel Grigsby supported this idea  · 

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

    31 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Loriel Grigsby supported this idea  · 
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    Loriel Grigsby commented  · 

    This would be very helpful. I just realized today that I could check unsubmitted grants in carts and had to send 5 emails to folks to check if they wanted to move forward with this process.

  16. Household Donations on Donor Portal

    58 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Loriel Grigsby shared this idea  · 

  17. Grant document attachment: Option to set to no grant document by fund or fund group

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  18. Edit a Pledge

    17 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  19. Recognize soft credits on donor profiles

    34 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Loriel Grigsby commented  · 

    Strongly agree! It would be nice if these showed up just like advised donations.

    Loriel Grigsby supported this idea  · 

  20. Allow Multiple File Attachments when Creating a Voucher

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Loriel Grigsby supported this idea  · 
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