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9 results found

  1. Don't notify advisor any grant adjustments

    40 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Cheryl Caskey supported this idea  · 

  2. Fund Advisor: Make Password visible

    53 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Cheryl Caskey supported this idea  · 

  3. Search by check number

    24 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Cheryl Caskey supported this idea  · 

  4. Multifund Donation - Multiple Donation Types

    15 votes

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    2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Cheryl Caskey supported this idea  · 

  5. Increase character count in grant description field

    20 votes

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

  6. Recognize soft credits on donor profiles

    30 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Cheryl Caskey commented  · 

    It would be great if when adding a person/business/org as a soft credit to a donation record that it appeared on the original donor record as well as appear in the fund holder's portal as a field just like they see donation advisor. Otherwise, the soft credit only seems to appear on the donation record in Csuite, but not in anything that the donor or fund holder could see.

    Cheryl Caskey supported this idea  · 

  7. Fiscal Sponsorships/Sponsored Orgs

    29 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Cheryl Caskey supported this idea  · 

  8. Accidental duplicate donations by donors

    29 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Cheryl Caskey supported this idea  · 

  9. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    81 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Cheryl Caskey supported this idea  ·