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11 results found

  1. Grant Letters - Need Ability to Customize Process & Edit Letters

    38 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Dawn Watson commented  · 

    We are also running into problems where we have competitive grants that are pushed from GLM. Due to availability of fields, we want to generate letters from GLM and not CSuite. We have a template in Csuite for Designated and DAF fund grants but because there is only one template, CSuite is generating this letter for all grants regardless of type, which we then have to through and manually delete from grant record, which is alot of extra unnecessary work. We could leave them on the grant record but that creates confusion on the record as to what was sent and what what was not sent.

    Having the ability to turn off the need for a grant letter even if it was by fund in CSuite, would save us from unecessary work.

    Dawn Watson supported this idea  · 

  2. Grants Bucket - New Bucket - Additional Column

    7 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Dawn Watson supported this idea  · 

  3. Numbers Formatting

    17 votes

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    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Dawn Watson supported this idea  · 

  4. Color code outward facing fields

    55 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Dawn Watson supported this idea  · 

  5. Custom Reports: Multiple Filters

    106 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Dawn Watson supported this idea  · 

  6. board portal

    160 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Dawn Watson supported this idea  · 

  7. Would be great to have some visual indication on the home page that there are things to look at in our various buckets.

    35 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Dawn Watson supported this idea  · 

  8. Profiles: required fields - visually display which fields

    30 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Dawn Watson supported this idea  · 

  9. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    71 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Dawn Watson supported this idea  · 

  10. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Dawn Watson supported this idea  · 

  11. File Organization in Donor Portal

    99 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Dawn Watson supported this idea  ·