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101 results found

  1. Mobile application for Fund Advisor Portal

    39 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Paul Tomkins supported this idea  · 

  2. Janinne@glcfoundation.org

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Paul Tomkins supported this idea  · 

  3. Totals on Fund History

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Paul Tomkins supported this idea  · 

  4. add approved by to the posted journal entries report

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Paul Tomkins supported this idea  · 

  5. Batch Process Manual Fees

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Paul Tomkins supported this idea  · 

  6. Edit calculate date of manual fees

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Paul Tomkins supported this idea  · 

  7. Add $500 distribution round

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Paul Tomkins shared this idea  · 

  8. Archive closed bank accounts

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Paul Tomkins supported this idea  · 

  9. Total in Till for Other Payments

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Paul Tomkins supported this idea  · 

  10. aallieri@cfpbmc.org

    6 votes

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

  11. Donation Notification Delay

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Paul Tomkins commented  · 

    Especially for internal donations - when the internal donation is created is not necessarily when the due diligence of the internal grant has been completed and the grant has been approved and "paid"

    Paul Tomkins supported this idea  · 

  12. Dark Mode

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Paul Tomkins supported this idea  · 

  13. URL, QR Code export for Giving Hub via custom reporting

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Paul Tomkins supported this idea  · 

  14. User Experience for "ADD" Button & Basket

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Admin →
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    Paul Tomkins commented  · 

    Agree with these comments. We have a grant catalog open for one grantee as part of a match that we're fundraising for, and wanted to show the normal grant catalog page with the total raised, but were worried about donors not being able to navigate to their cart etc. so we just linked in our marketing and website to the direct grant catalog grant for people to donate to as it automatically takes folks to their cart after adding an amount and hitting donate.

    Paul Tomkins supported this idea  · 

  15. Copy Note to an Opportunity

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Paul Tomkins supported this idea  · 

  16. Grant catalog simplicity requests

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Admin →
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    Paul Tomkins shared this idea  · 

  17. Grant Catalog Catagories

    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Admin →
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    Paul Tomkins commented  · 

    Agree. We are doing a grant catalog right now for one grant request and the category section is unnecessary.

    Paul Tomkins supported this idea  · 

  18. Improve Scheduled Report Frequency

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Paul Tomkins supported this idea  · 

  19. Add More Fields to the Account Custom Report

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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  20. Make a way to encrypt fund statements from CSuite.

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Paul Tomkins supported this idea  · 
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