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27 results found

  1. Grant Award Letter Email

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Rio Wofford shared this idea  · 

  2. Opportunity Assignment

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Rio Wofford shared this idea  · 

  3. Opportunity Tasks

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Rio Wofford shared this idea  · 

  4. Opportunity Beneficiary Profile

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Rio Wofford shared this idea  · 

  5. Opportunity Stage Adjustment

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Rio Wofford shared this idea  · 

  6. Data Vis - Binning

    3 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Rio Wofford shared this idea  · 

  7. Tax Receipt Template in Donation Reporting

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Rio Wofford supported this idea  · 

  8. Donor Portal should display only posted donations

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Rio Wofford supported this idea  · 

  9. Add "Item Dates" to Tax Receipt Fields

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Rio Wofford shared this idea  · 

  10. Add "Item Dates" to Tax Receipt Fields

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Rio Wofford shared this idea  · 

  11. Bulk Edit Fund Statements by Fund Type

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Rio Wofford supported this idea  · 

  12. manual fund statements

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Rio Wofford shared this idea  · 

  13. Public Name for Internal Grant Funds

    15 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Rio Wofford commented  · 

    As a general rule, if the Fund Name populates in Template Field Lists, it would be nice also to have the Public Fund Name listed as an option.

    Thank you, Team!

    Rio Wofford supported this idea  · 

  14. Grant Award Summary

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Rio Wofford shared this idea  · 

  15. Fund Statement Grants

    2 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Rio Wofford shared this idea  · 

  16. Profile Payment Item custom report

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Rio Wofford supported this idea  · 

  17. Duplicate Issue -- Accents

    20 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rio Wofford commented  · 

    Within the Duplicates option, any duplicate profiles that have accents or umlauts are not able to be deduplicated from the current workflow being:

    Profiles>Duplicates> then clicking the accented name.

    In lieu of returning a page where you can merge the profiles, you get a yellow warning that says "Not Found". Therefore, foundations with more individuals/names with accented names are not able to fully use the dedupe functions.

    Rio Wofford shared this idea  · 

  18. Add Yearly-Tax Receipt to Portal in Files or Statements

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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  19. Historical Donations - Editing the Donation Comment

    17 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Rio Wofford commented  · 

    Since you can't edit a donation comment, the edit button shouldn't show at all. But I agree, if it does show, it needs to show a normal warning message similar to:

    "Sorry, you cannot edit a donation comment on a historical donation."

    Thank you, Angela!

    Rio Wofford supported this idea  · 

  20. Comparative balance sheets with the ability to input comparative date

    2 votes

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    1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Rio Wofford commented  · 

    I believe this is meant for Csuite Idealab.

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