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Settings and activity

10 results found

  1. Require Primary Advisor Approval

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Sarah Grant supported this idea  · 

  2. manual fund statements

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Sarah Grant supported this idea  · 

  3. Recurring Grants: Edit Amount

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Sarah Grant supported this idea  · 

  4. Grant Notify for Internal Grants

    28 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Sarah Grant supported this idea  · 

  5. reoccurring donation

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Sarah Grant shared this idea  · 

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

    84 votes

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

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

    249 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Sarah Grant supported this idea  · 

  8. Use organization domain for email communications

    48 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Sarah Grant supported this idea  · 

  9. Portal: ACH Option

    123 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Sarah Grant supported this idea  · 

  10. Use organization domain for email communications

    51 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Sarah Grant supported this idea  ·