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34 results found

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

    33 votes

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

  2. Don't notify advisor any grant adjustments

    43 votes

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

  3. Fund Advisor Bulk Edits

    37 votes

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

  4. FA Donation notifications should include tribute information

    73 votes

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

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

    32 votes

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

  6. Wealth search third party software to integrate with CSuite

    18 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

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

    32 votes

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

  8. Unique URLs to Easily Share Reports

    18 votes

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

  9. Favorite Custom Reports

    49 votes

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

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

    15 votes

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

  11. Batch Donation Notify and Grant Notify Emails

    29 votes

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

  12. fund advisor portal grant notification-advisor specific

    41 votes

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

  13. Statement Type Option for No Statements

    25 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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  14. Ability to edit Profile Fund Link categories versus deleting and relinking

    45 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    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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