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36 results found

  1. Automatically generated request ID

    25 votes
    Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab » Universal Application  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  2. Do not send Grant Notify email when a grant is unposted

    32 votes
    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  3. Don't notify advisor any grant adjustments

    42 votes
    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  4. Fund Advisor Bulk Edits

    37 votes
    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  5. FA Donation notifications should include tribute information

    73 votes
    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  6. Send auto email to FA's with unsubmitted grants in cart

    31 votes
    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  7. Wealth search third party software to integrate with CSuite

    18 votes
    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  8. Add Profile Fund Category to Fund Advisor Fund Custom Report

    32 votes
    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  9. Unique URLs to Easily Share Reports

    17 votes
    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    hstone@columbusfoundation.org shared this idea  · 

  10. Favorite Custom Reports

    49 votes
    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  11. Show Steward Active/Inactive Status in System Configuration Steward List

    15 votes
    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  12. Batch Donation Notify and Grant Notify Emails

    28 votes
    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    hstone@columbusfoundation.org shared this idea  · 

  13. fund advisor portal grant notification-advisor specific

    40 votes
    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  14. Statement Type Option for No Statements

    25 votes
    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  15. Create ability to attach files to a note

    105 votes
    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  16. Ability to edit Profile Fund Link categories versus deleting and relinking

    39 votes
    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    An error occurred while saving the comment
    hstone@columbusfoundation.org commented  · 

    It would be great to be able to change a Profile Fund Category by simply selecting a new category from the table, rather than having to unlink the profile from the fund then re-link the profile and fund with the new category.

    hstone@columbusfoundation.org supported this idea  · 
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