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25 results found

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

    270 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Michael Wiley supported this idea  · 

  2. Grant Confirmation Email: Grantee EIN

    6 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  · 

  3. Grant Letter: Grantee Contact

    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  · 

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

    24 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Michael Wiley shared this idea  · 

  5. Grant Confirmation Email: Fund Advisor Salutation

    7 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  · 
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