Skip to content
← IDEA LAB

Settings and activity

24 results found

  1. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    33 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Ashley Taylor supported this idea  · 

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

    30 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    9 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Ashley Taylor commented  · 

    It is confusing that the other sections show when there is a new item, but the Tribute section does not. It can be difficult to know when a new tribute has been added. It would be helpful if the Tribute bucket could show when a new tribute is added and how many have not been sent yet.

    Ashley Taylor supported this idea  · 

  3. Fund statements: Need school name in Grantee section

    147 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    Ashley Taylor supported this idea  · 

  4. Add back Campaign Profile Filters!

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Ashley Taylor supported this idea  · 
2 Next →