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13 results found

  1. Multiple emails for grant letters

    12 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Derica Reed supported this idea  · 

  2. Assign Learning Center Courses to Specific Users

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Derica Reed supported this idea  · 

  3. Login As --Removes user's existing login

    249 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Derica Reed supported this idea  · 

  4. Add File Upload to ACH/Bank Info Section in Portal

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Derica Reed shared this idea  · 

  5. Portal: ACH Option

    122 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Derica Reed supported this idea  · 

  6. Add filters to grant document bucket

    9 votes

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

  7. Provide the option to show grant payment activity on fund statements.

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Derica Reed shared this idea  · 

  8. profiles: display relationship and engagement tab numbers

    69 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Derica Reed supported this idea  · 

  9. Recurring Alerts on Home Menu

    103 votes

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

  10. Add multiple payment types and banking information to profiles

    22 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Derica Reed commented  · 

    This is so important. Our last financial platform had this feature and it worked great for us. Since moving to CSuite we are forced to continuously change the information or add new profiles which becomes difficult to manage. This would be a great feature to add.

    Derica Reed supported this idea  · 
    Derica Reed shared this idea  · 

  11. Link opportunity to a pledge

    27 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Derica Reed shared this idea  · 

  12. Automated Workflows for Donor Stewardship

    25 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Derica Reed commented  · 

    I agree that a workflow designer would be amazing! This feature exist in many of the CRMs and applications that I have used before. I think this would be especially helpful when creating new profiles. Profile creation is a multistep process for us and this feature would improve our data integrity.

    Derica Reed supported this idea  · 

  13. Recognize soft credits on donor profiles

    40 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Derica Reed shared this idea  ·