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Settings and activity

34 results found

  1. Auto-populate all emails into Grant Email Award letters

    15 votes

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    3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kelly Knoke supported this idea  · 

  2. Send or print grant letters in bulk, not just by check batch

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kelly Knoke supported this idea  · 

  3. On Hold Grants

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kelly Knoke supported this idea  · 

  4. grant type guidestar

    46 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kelly Knoke supported this idea  · 

  5. Display default payment type when entering grant

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kelly Knoke supported this idea  · 

  6. Create a Transaction using the Fund ID instead of Fund Name

    19 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Kelly Knoke commented  · 

    When creating a donation it's unusual that you cannot type the Fund ID to bring up the fund name but rather the fund name. The same situation in bringing GLM grants over to C Suite and setting the Fund - cannot do it by ID but only by name.

    Kelly Knoke supported this idea  · 

  7. Make Opportunity Type Inactive

    27 votes

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Kelly Knoke supported this idea  · 

  8. Opportunity Pop Up Notification

    27 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Kelly Knoke supported this idea  · 

  9. inactive users - remove from assign to task list

    26 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Kelly Knoke supported this idea  · 

  10. export task notes

    13 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Kelly Knoke supported this idea  · 

  11. Opportunity Task Workflow

    43 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Kelly Knoke supported this idea  · 

  12. Task Email Reminder to include task description

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Kelly Knoke supported this idea  · 

  13. display future year's spendable amount on fund statement

    33 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Kelly Knoke supported this idea  · 

  14. Spendable distributions scheduling

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Kelly Knoke supported this idea  · 

  15. Bank reconcile - approvals and log

    128 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Kelly Knoke supported this idea  · 

  16. new checks - total for all checks and each batch

    27 votes

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    3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Kelly Knoke supported this idea  · 

  17. Add Profile Fund Category to Fund Advisor Fund Custom Report

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Kelly Knoke supported this idea  · 

  18. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Kelly Knoke supported this idea  · 

  19. Fund statements - sort by fund advisor or fund

    30 votes

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    6 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Kelly Knoke supported this idea  · 

  20. Do not send Grant Notify email when a grant is unposted

    32 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Kelly Knoke supported this idea  · 
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