Settings and activity

33 results found

1. Grant Letter: Grantee Contact

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Emily Walsh supported this idea  ·  Dec 16, 2024

2. Grant Confirmation Email: Grantee EIN

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Emily Walsh supported this idea  ·  Dec 16, 2024

3. Link opportunity to a pledge

   25 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Emily Walsh supported this idea  ·  Dec 16, 2024

4. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

   26 votes

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Emily Walsh supported this idea  ·  Dec 16, 2024

5. Last Donation Date does not reflect accurate last gift date

   110 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Emily Walsh supported this idea  ·  Dec 16, 2024

6. Custom Reports: Opportunity Tasks & Notes

   78 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Emily Walsh supported this idea  ·  Dec 16, 2024

7. birthday - option to not include year

   109 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Emily Walsh supported this idea  ·  Dec 16, 2024

8. FA Donation notifications should include tribute information

   73 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Emily Walsh supported this idea  ·  Dec 16, 2024

9. Opportunity bulk import improvement

   36 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Emily Walsh supported this idea  ·  Dec 16, 2024

10. Change Grantee in Grant Request to internal fund

    58 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Emily Walsh supported this idea  ·  Dec 16, 2024

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

    198 votes

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    Proposed Idea  ·  33 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Emily Walsh supported this idea  ·  Dec 16, 2024

12. Grant Confirmation Email: Fund Advisor Salutation

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Emily Walsh supported this idea  ·  Dec 16, 2024

13. Add ability to view grants in a tab on the fund page

    15 votes

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    4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    From the left side menu of the Fund, their is a history option.  From that screen, you can select the Grant amount and get a historical list of all the grants.  There is also an option in reports to display all grants.  Select reports, grants, then the relative date of all.

    Emily Walsh supported this idea  ·  Oct 2, 2024