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  1. 7 votes

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    Eyerusalem Gehringer shared this idea  · 
  2. 25 votes

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    Eyerusalem Gehringer supported this idea  · 
  3. 13 votes

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    Eyerusalem Gehringer supported this idea  · 
  4. 4 votes

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    Eyerusalem Gehringer supported this idea  · 
  5. 11 votes

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    An error occurred while saving the comment
    Eyerusalem Gehringer commented  · 

    The login log is a tool we leverage when troubleshooting and it is important that we have the full picture of them logging in.

    Eyerusalem Gehringer supported this idea  · 
  6. 4 votes

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    Eyerusalem Gehringer shared this idea  · 
  7. 68 votes

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    Eyerusalem Gehringer commented  · 

    I think this is a great suggestion as it makes it worthwhile to see if there is information there rather than having to click between tabs.

    Eyerusalem Gehringer supported this idea  · 
  8. 20 votes

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    Eyerusalem Gehringer supported this idea  · 
  9. 4 votes

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    Proposed Idea  ·  Holly Spitz responded

    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 shared this idea  · 
  10. 5 votes

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    Eyerusalem Gehringer shared this idea  · 
  11. 138 votes

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    Eyerusalem Gehringer supported this idea  · 
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    Eyerusalem Gehringer commented  · 

    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.

  12. 1 vote

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    Eyerusalem Gehringer shared this idea  · 
  13. 42 votes

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    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 supported this idea  · 
  14. 47 votes

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    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 supported this idea  · 
  15. 4 votes

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    Eyerusalem Gehringer shared this idea  · 
  16. 42 votes

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    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 supported this idea  · 
  17. 3 votes

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    Eyerusalem Gehringer shared this idea  · 
  18. 215 votes

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    Eyerusalem Gehringer supported this idea  · 
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    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.

  19. 17 votes

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    Eyerusalem Gehringer shared this idea  · 
  20. 12 votes

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    Proposed Idea  ·  Holly Spitz responded

    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 supported this idea  ·