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8 results found

  1. Mobile application for Fund Advisor Portal

    36 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Robert Gines supported this idea  · 
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    Robert Gines commented  · 

    Great idea! Move into the digital world! Support our advisors' requests.

  2. tribute

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Robert Gines commented  · 

    What a great idea! I support this.

  3. aallieri@cfpbmc.org

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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  4. Auto-Populate Names

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Robert Gines commented  · 

    This is a great idea. I like to see the system automatically update fields that are so obvious, which saves time. Of course if there's any exceptions to handle, the user can easily do those manually. Please approve and implement this request.

  5. aallieri@cfpbmc.org

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Robert Gines supported this idea  · 
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    Robert Gines commented  · 

    Put it back please

  6. task due date

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Robert Gines shared this idea  · 

  7. aallieri@cfpbmc.org

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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  8. Last Donation Date does not reflect accurate last gift date

    117 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Robert Gines commented  · 

    This needs to be corrected, it affects important reports and actions