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Settings and activity

30 results found

  1. Donation/events check out page: remove option to donate/ register as organization

    3 votes

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    1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    You should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.

    Frannie Powers supported this idea  · 

  2. Portal: staff approval option for profile edits

    25 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Frannie Powers supported this idea  · 

  3. salutation/mailing label auto fill

    24 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frannie Powers supported this idea  · 

  4. Multiple contacts for Organizations

    45 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frannie Powers supported this idea  · 

  5. Add Permission to View ACH Details in Profiles

    40 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frannie Powers commented  · 

    This would be so much more efficient for double checking. We currently have a process that involves Jotform, the bank website, and Foundant and if we could cut the Jotform step out it would speed up the process.

    Frannie Powers supported this idea  · 

  6. board portal

    200 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Frannie Powers commented  · 

    Please create a designation/tab for Board Members. We would like to have a way to connect with our Board members in ways other than email. We could share documents and we would love to be able to collect electronic votes. We currently do this via email, but would love to do this through the portal.

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    Frannie Powers commented  · 

    With the new Portal options it seems like a Board Member designation would be an easy addition.

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    Frannie Powers commented  · 

    We have been researching options for this. It would be great to be able to collect electronic votes.

    Frannie Powers supported this idea  · 

  7. birthday - option to not include year

    110 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frannie Powers supported this idea  · 

  8. Batch attach file to grant

    21 votes

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

  9. bulk upload

    18 votes

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

  10. Tribute bucket shows number of tributes needing to be sent in parentheses

    32 votes

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    9 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Frannie Powers supported this idea  · 
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