Reid DiRenzo

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  1. 67 votes

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    Reid DiRenzo commented  · 

    Agreed. The new file category organization is nice, but a major goal for the Hartford Foundation Development Team is for fund advisors to see a nice clean donor portal with folders. We thought with the latest release notes and referencing the how-to that this was possible and it was disappointing to find out this was not the case : (

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    Reid DiRenzo commented  · 

    I agree this would be super helpful. After three years of having CSuite and uploading letters some funds have well over 100 documents that are unmanageable for them to find. I also agree that we should be able to edit the file name after the fact. There could be a typo or we could have changed how we label files. It makes it hard for consistency reasons to have not delete a file, then reupload and rename.

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  2. 2 votes

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  3. 20 votes

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  4. 10 votes

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  5. 3 votes

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    Reid DiRenzo commented  · 

    This would be extremely helpful to import internal transfer grants. As well as adding the ability to bulk upload attachments to the grant imports as they often share the same backup.

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  6. 3 votes

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    Reid DiRenzo commented  · 

    They implemented this, but the grant advisor doesn't carry over. It also annoying that you have to change the grant date and payment schedule date. It doesn't just populate today's date.

  7. 6 votes

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  8. 7 votes

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    Reid DiRenzo commented  · 

    This would be very helpful. Especially when donors use the portal, the date the grant submitted does not align with our payment chart dates, so it has to be changed manually ever time. As it currently stands.

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  9. 6 votes

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  10. 26 votes

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  11. 6 votes

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  12. 20 votes

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  13. 16 votes

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  14. 28 votes

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  15. 16 votes

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  16. 26 votes

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  17. 13 votes

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    Reid DiRenzo commented  · 

    Agree - We have donors ask this all the time.

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