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124 results found

  1. Opening a DAF

    12 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Michelle Schneider commented  · 

    Sounds like it might be complicated, but I love the idea

    Michelle Schneider supported this idea  · 

  2. Allow Multiple File Attachments when Creating a Voucher

    52 votes

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

  3. profiles: display relationship and engagement tab numbers

    70 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michelle Schneider supported this idea  · 

  4. Recurring Alerts on Home Menu

    103 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michelle Schneider supported this idea  · 

  5. fund advisor portal grant notification-advisor specific

    43 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michelle Schneider commented  · 

    A family office would like a notification be sent to the primary advisor on the fund when a grant request is submitted. They do not need the primary advisor to approve the grant. The email would simply be a notification that it was done.

    Is there a way to send the advisor request confirmation email to both the fund advisor who submitted the grant request AND the primary advisor if different?

    Michelle Schneider supported this idea  · 

  6. Fund Created Field - not a date stamp

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Michelle Schneider supported this idea  · 

  7. Grant description field should be larger so it can be viewed without scrolling

    26 votes

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

  8. Unique URLs to Easily Share Reports

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michelle Schneider supported this idea  · 

  9. Indicate required fields with an asterisk

    111 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Michelle Schneider supported this idea  · 

  10. Syncing a Csuite campaign into an already existing Mailchimp tag

    35 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michelle Schneider supported this idea  · 

  11. Add Email address "Other Detail" to a reporting object.

    43 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michelle Schneider supported this idea  · 

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

    39 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michelle Schneider supported this idea  · 

  13. fund balance on fund history page

    31 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Michelle Schneider supported this idea  · 

  14. Multiple Email Options for Communications

    36 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Michelle Schneider supported this idea  · 

  15. Grant Approver: Easier way to create new approver

    34 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Michelle Schneider supported this idea  · 

  16. Tributes sent - should be in the logs for the profile receiving the notification

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Michelle Schneider supported this idea  · 

  17. 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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    Michelle Schneider supported this idea  · 
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    Michelle Schneider commented  · 

    It would be helpful to include the tribute name in the email that is sent to a Fund Advisor when a donation is made to their fund.

    Specifically, we would like to see the same information that is listed in the cart on the donation portal. When someone makes a donation and includes tribute details, in the cart, you show the following information:

    "Donation to fund :: (fund name)
    Tribute: In Memory/Honor of (tribute name) / Notify: (notify name)"

    This would ease a great deal of the processing we currently do to provide this tribute information to fund advisors.

  18. 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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    Michelle Schneider supported this idea  · 

  19. Organization's name in event ticket

    61 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michelle Schneider supported this idea  · 

  20. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    67 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michelle Schneider supported this idea  · 
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