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  1. Multiple emails for grant letters

    5 votes

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

  2. FA Donation notifications should include tribute information

    75 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Madison Mussell shared this idea  · 

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

    32 votes

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

  4. Household opportunities should show on Individual profiles

    65 votes

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

  5. Option for household changes to populate individual profiles linked to household

    31 votes

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

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

    37 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.