Settings and activity
48 results found
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17 votes
Eyerusalem Gehringer
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4 votes
The link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.
Eyerusalem Gehringer
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1 voteEyerusalem Gehringer
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131 votesEyerusalem Gehringer
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1 voteEyerusalem Gehringer
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41 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
I agree, IDs are unique and allow for reduced errors. Having consistency to search for IDs and names, and having the IDs displayed would increase accuracy and reduce the need to double check if we are on the right record.
Eyerusalem Gehringer
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45 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
This is an interesting idea - allowing more flexibility and options to do payments will be great especially working with more tech minded individuals.
Eyerusalem Gehringer
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3 votesEyerusalem Gehringer
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30 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
This would be a great communication tool. Communication teams are limited in what they can put in front of donor's eyes and this would be great to include. Especially if there was one for the first time they log in.
Eyerusalem Gehringer
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56 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
This would be a huge value add and is how we would prefer to see household donations. Switching profiles from the individuals to the household is a lot of clicks and requires us to do a lot of customer support and explaining. If a donor could see all the donations from the household as well as their individual profile would be fantastic.
Another way for the portal - is if fund advisors can see all the donations for the fund. Right now they can see the donation ID and details - but not the tax receipt. So seeing both the donation and the tax receipt.
Eyerusalem Gehringer
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2 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Eyerusalem Gehringer
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126 votesEyerusalem Gehringer
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An error occurred while saving the comment Eyerusalem Gehringer
commented
I have been testing the new portal out and it is incredibly challenging to proxy as a a fund advisor and try to double check information in the backend only to find I need to log out again. This will make customer service challenging as Jennifer stated, as often we are trying to reference information in both sides.
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15 votesEyerusalem Gehringer
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54 votesEyerusalem Gehringer
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An error occurred while saving the comment Eyerusalem Gehringer
commented
Please also make the password visible when entering it on logging in, not just on reset. I've attached an example from Wells Fargo. This is a common quality of life button on many banking or popular websites that would make the user experience on the fund advisor portal improved.
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12 votes
A rich text editor was released on 9/12/2024. Here is the release note:
Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.
Eyerusalem Gehringer
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12 votesEyerusalem Gehringer
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18 votesEyerusalem Gehringer
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28 votesEyerusalem Gehringer
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21 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
Agreed, it would be great, especially for enforcing formatting to ensure the custom field is always in number format. I'd really like to use the report counting/total/etc that it can do with existing numeric fields.
Eyerusalem Gehringer
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27 votesEyerusalem Gehringer
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This is great, but I would emphasize that it would be great to be a true integration and not limited to the powerforms. I think that GLM/SLM has that true integration but some vendors say they have an integration and it is only limited to the powerforms and for the complexity of agreements we would want it to not be limited to that as the forms have a lot of room for error and high waste of envelopes.