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90 results found

  1. New Quick Reference Guide - Allow Users to Edit/Customize

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Eyerusalem Gehringer commented  · 

    It would also be great if we could have our custom fields and descriptions to show up on the quick reference so that those are explained on the same page.

    Eyerusalem Gehringer supported this idea  · 

  2. "Send Login Email" from Profile Login Info

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  3. Fund Advisor Tracking Options

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  4. When copying a fund, provide an option to copy the templates

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Eyerusalem Gehringer shared this idea  · 

  5. Upload IDs - Legacy Profile Code

    5 votes

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

  6. Import Org Roles

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  7. Record photo covers file type

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  8. Update Other Profiles Function

    4 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Eyerusalem Gehringer commented  · 

    This does pop up for me, but only if I have already done address validation and I'm changing something like the address type. Otherwise, the address validation pops up, I make my choice, and it goes back to the profile. In an ideal world, both address validation and then updating the other profiles would both show up. This would also update more profiles at once with address validation.

    Eyerusalem Gehringer supported this idea  · 

  9. More Relative Date options: Yesterday and Today

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Eyerusalem Gehringer shared this idea  · 

  10. Ability to Import Recurring Grants

    7 votes

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

  11. Improve Fund Advisor Portal Edit Recurring Grants Options

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Eyerusalem Gehringer shared this idea  · 

  12. Flag Duplicate Addresses

    25 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  13. Implement a "foldering" system for processes, forms, and email templates

    70 votes

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    4 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  14. Add Donation URL/Link to Fund Profile

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  15. Fund Imports: Giving Hub

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  16. Add closed funds to fund advisor designation

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Eyerusalem Gehringer shared this idea  · 

  17. Grant Request created from guidestar should show address in CSuite when processing grant requests, not just grantee name, and profile matche

    1 vote

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

  18. Bulk set donor designation

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Eyerusalem Gehringer shared this idea  · 

  19. Fund Advisor Portal - make Fund Steward email address a hyperlink

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  20. Clear grant requests from fund advisor carts without proxying in as the advisor

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Eyerusalem Gehringer commented  · 

    This would be great - we have set up an internal policy on how many outreach attempts we make and when we clear the cart. It would be great to remove it on the back end and have that record rather than logging in as the advisor.

    Eyerusalem Gehringer supported this idea  · 
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