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8 results found

  1. Donor Portal Financials - Only Allow Reporting on Closed Periods

    90 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Marty Bongfeldt supported this idea  · 

  2. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    49 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Marty Bongfeldt supported this idea  · 

  3. Login As --Removes user's existing login

    209 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Marty Bongfeldt supported this idea  · 

  4. Notes: Collapse list to show most recent with ability to show all

    55 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Marty Bongfeldt supported this idea  · 
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    Marty Bongfeldt commented  · 

    We would like to see the body of the note have a "collapse" feature - so that long notes do not make it difficult to scan all notes in that profile. If you allowed for the first 50-100 characters to show, then had a collapse feature (such as a "more" button or an "expand/collapse" button) then the entire string of notes would be a uniform size with enough "preview" visible to understand the gist of the note and its content.

  5. Grant document attachment: Option to set to no grant document by fund or fund group

    27 votes

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

  6. Recurring Grants - New Interval

    13 votes

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

  7. Don't notify advisor any grant adjustments

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Marty Bongfeldt supported this idea  · 

  8. Create ability to attach files to a note

    108 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Marty Bongfeldt supported this idea  ·