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6 results found

  1. online donations creating new profiles each time

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Danielle Germanowski supported this idea  · 

  2. Bulk Edit - Payment schedule date and grant date

    31 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Danielle Germanowski commented  · 

    Yes, I just had to quick schedule 12 payments for 150 grants and there's too much room for error for me to skip a grant in the list, or for me to click copy instead of schedule (which I did twice and ended up with duplicate grants I had to delete).

    Danielle Germanowski supported this idea  · 

  3. 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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    Danielle Germanowski shared this idea  · 

  4. Log for Online Grant Requests Before Creating the Grant

    38 votes

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    Planned  ·  8 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Danielle Germanowski supported this idea  · 

  5. Viewing all notes for a Household profile and any members

    20 votes

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

  6. If Then logic custom reports

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Danielle Germanowski supported this idea  ·