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7 results found

  1. Primary email for grant letters

    10 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Madison Mussell commented  · 

    Agreed, this idea is critical! Could also be used for Fund Advisors who use one email for their tax receipts and another for Fund-related documents (statements, etc) without having to have two separate profiles for the same person to achieve the same result. Please implement this idea!!

  2. Bulk Updating/Linking Donation IDs to a Fundraising Campaign

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Madison Mussell supported this idea  · 

  3. Multiple emails for grant letters

    22 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Madison Mussell shared this idea  · 

  4. FA Donation notifications should include tribute information

    82 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Madison Mussell shared this idea  · 

  5. Tribute bucket shows number of tributes needing to be sent in parentheses

    34 votes

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    10 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Madison Mussell supported this idea  · 

  6. Household opportunities should show on Individual profiles

    65 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Madison Mussell shared this idea  · 

  7. display future year's spendable amount on fund statement

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Madison Mussell supported this idea  · 
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    Madison Mussell commented  · 

    It would be helpful if year-end/Q4 statements had a field to show the new spendable balance for the following year, along with the existing field showing the remainder of the spendable balance as of the statement end date.

    Example, Q4 statement could show spendable balance as $100 remaining at December 31, 2022, and new spendable balance calculation of $2,000 for 2023 as of January 1.