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  1. Grant Confirmation Email: Grantee EIN

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Michael Wiley commented  · 

    The Advisor_request_confirm_email_body content (https://...fcsuite.com/erp/owner/content/editcontent?code=advisorrequestconfirmemailbody) contains a mergefield, {{guidestar_ein}}, that populates with the grantee's EIN only when the grantee was selected through a Candid search. Can a merge field be added that instead references the EIN on the grantee's CSuite profile so that it would populate even when the Advisor selects a previous grantee?

    Michael Wiley shared this idea  · 

  2. Grant Letter: Grantee Contact

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Michael Wiley shared this idea  · 

  3. Giving Hub link for guest Donations to Funds marked Private

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Michael Wiley shared this idea  · 

  4. Grant Confirmation Email: Fund Advisor Salutation

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Michael Wiley shared this idea  ·