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14 results found

  1. Allow a Beneficiary to assign a grant advisor to all future grants

    10 votes

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

  2. grant minimums by fund group

    16 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jill Wright commented  · 

    This would be so helpful as we work to meet our customer's needs - while honoring our internal guidelines.

    Jill Wright supported this idea  · 

  3. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

    44 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jill Wright commented  · 

    We need this expanded capability in order to serve the needs of our customers. The current limited options make it difficult to accommodate their valid requests.

    Jill Wright supported this idea  · 

  4. Log for Online Grant Requests Before Creating the Grant

    33 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jill Wright commented  · 

    It is very important for us to be able to track changes made during this process. This will give an audit trail for requests that helps to protect the integrity of our work.

    Jill Wright supported this idea  · 

  5. Recurring Alerts on Home Menu

    93 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jill Wright supported this idea  · 

  6. add a team member to fund steward

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jill Wright supported this idea  · 

  7. birthday - option to not include year

    105 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jill Wright supported this idea  · 

  8. Donor Portal Logout Page

    26 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jill Wright supported this idea  · 

  9. Bulk Upload Ids for grant records

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jill Wright supported this idea  · 

  10. Syncing a Csuite campaign into an already existing Mailchimp tag

    28 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Jill Wright supported this idea  · 

  11. Add ability to link Opportunity to a Profile that served as a referral

    32 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Jill Wright supported this idea  · 

  12. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    64 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jill Wright commented  · 

    This would be very helpful for donor engagement purposes.

    Jill Wright supported this idea  · 

  13. Custom Field permission by record type

    29 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Jill Wright commented  · 

    Organizations can operate so much more efficiently with detailed security options. All or nothing options are too limiting. Top tier CRMs should offer great customization with this,

    Jill Wright supported this idea  · 

  14. Sandbox Permissions

    26 votes

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    4 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Jill Wright commented  · 

    This would be so helpful for new users and for our system admin.

    Jill Wright supported this idea  ·