Settings and activity

5 results found

1. Add an internal switch to interfund grant in portal

   19 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   [Not Provided] commented  ·  Nov 6, 2024  ·  Edit…  ·  Delete…

   Excellent idea.

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   [Not Provided] supported this idea  ·  Nov 6, 2024

2. Pledge Section/Table in the Fund Statement Template

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   [Not Provided] supported this idea  ·  Oct 18, 2024

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

   102 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   [Not Provided] supported this idea  ·  Apr 17, 2024

4. FA Donation notifications should include tribute information

   65 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   [Not Provided] supported this idea  ·  Apr 17, 2024

5. Add a receipt interval to the recurring donation setup

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   [Not Provided] commented  ·  Mar 22, 2024  ·  Edit…  ·  Delete…

   Please provide a field/choice for donors setting up their recurring donation on portal to select whether or not they would like a monthly or yearly receipt (year-end). Or at least let us do it on the back end if they donor requests it. I have marked the donor in their profile 'Do not mail', and even made a note, but you do not see these when their recurring donation posts.

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   [Not Provided] supported this idea  ·  Mar 22, 2024