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8 results found

  1. Auto-creation of profiles from event checkout, and online donations, is challenging our ability to maintain the integrity of our database.

    15 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Liz Paulhus supported this idea  · 
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    Liz Paulhus commented  · 

    Yes, we are trying to use the Campaign function more, but the profile mess that is being left for a staff member to clean up after each event is turning us off from wanting to use Campaigns. Duplicates, spelling errors, etc. I strongly support this!

  2. Donor Portal Financials - Only Allow Reporting on Closed Periods

    104 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Liz Paulhus supported this idea  · 

  3. Separate "hide description" for Donations vs Grants

    13 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Liz Paulhus shared this idea  · 

  4. Fund Advisor Options - Donations and Grants Emails

    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Liz Paulhus supported this idea  · 

  5. File Categories and "sticky" function in the new portal to organize fundholder files

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Liz Paulhus shared this idea  · 

  6. Portal: Display donor mailing label or recognition name instead of name

    62 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Liz Paulhus supported this idea  · 

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

    246 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Liz Paulhus supported this idea  · 

  8. set distribution amount

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Liz Paulhus commented  · 

    We have some older fund agreements that specify a $ amount instead of a % to be distributed. Having the ability to set a distribution type as a $ amount would be great so that we don't have a few funds that still require manual calculations.

    Liz Paulhus supported this idea  ·