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24 results found

  1. New Portal - Grant Request History Export to show Advisor Name field

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Mark Bejcek shared this idea  · 

  2. Allow Multiple Files to be Uploaded to a Single File Upload Question

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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    Mark Bejcek shared this idea  · 

  3. Portal: Include advised donations in "My Donations" tab

    13 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Mark Bejcek supported this idea  · 

  4. Auto-Populate a Student's SSN from a follow-up form to their User Profile

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mark Bejcek supported this idea  · 

  5. Pledge Section/Table in the Fund Statement Template

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Mark Bejcek shared this idea  · 

  6. Add the Grant Funding table for Grant Catalog Grants to the Grant (Award) Letter

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Mark Bejcek shared this idea  · 

  7. Auto-Format Dates and Phone Numbers for Profile Imports and Bulk Updates

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mark Bejcek commented  · 

    It would also be helpful if CSuite enforced formatting the same way for all date fields when inputting them into the fields in CSuite directly.

    Mark Bejcek shared this idea  · 

  8. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Mark Bejcek supported this idea  · 

  9. Fiscal Sponsor Field on Grantee Designation to Auto-Populate on Grants

    6 votes

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

  10. Grant Request Bucket - checkboxes for requests to create grants

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Mark Bejcek commented  · 

    When processing fund advisor grant requests within the Grants > Request bucket, the Create All Requests option simply just converts every single request in that bucket to a grant.

    Instead, it would be better to have the option to checkbox which grants we would like to move forward (similar to the Send to GLM or Set Award Letter Needed functionality in other buckets).

    This would allow us to process similar grant requests with one another instead of having them split up when creating all, which causes confusion.

    Mark Bejcek supported this idea  · 

  11. All in One Master Report

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Mark Bejcek shared this idea  · 

  12. All Bulk Update Files Consolidated into a Single Bulk Update File

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mark Bejcek shared this idea  · 

  13. Automatic Emails for Opportunities using Stages as Triggers

    9 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Mark Bejcek shared this idea  · 

  14. URL for newsletter campaign

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Mark Bejcek supported this idea  · 

  15. Auto Tax Receipt and Event Ticket Receipt based on Donation Amount

    3 votes

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

  16. 990 Division Checkbox Filter

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Mark Bejcek shared this idea  · 

  17. Link the Contact Person field on NonProfit designation to the Contact Field on Organization profile

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mark Bejcek shared this idea  · 

  18. Print Envelopes as a Word Document

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Mark Bejcek shared this idea  · 

  19. Online_donation_email_body

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Mark Bejcek supported this idea  · 

  20. Due date for evaluations

    74 votes

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    1 comment  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Mark Bejcek supported this idea  · 
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