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10 results found

  1. grant minimums by fund group

    18 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  · 

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

    46 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  · 

  3. Recurring Alerts on Home Menu

    104 votes

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

  4. add a team member to fund steward

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jill Wright supported this idea  · 

  5. birthday - option to not include year

    115 votes

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

  6. Donor Portal Logout Page

    28 votes

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

  7. Bulk Upload Ids for grant records

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jill Wright supported this idea  · 

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

    30 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Jill Wright supported this idea  · 

  9. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    66 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  · 

  10. 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  ·