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6 results found

  1. % Probability Field within Opportunities

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Erin Holcomb supported this idea  · 

  2. widget

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Erin Holcomb shared this idea  · 

  3. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Erin Holcomb commented  · 

    We have this same issue as almost all of our Tax Receipts are uploaded files. We even created a Tax Receipt category for uploaded files. I would love it if they could create an If/Then code for this so "If there is a file uploaded to Tax Receipts, it would show that file for the donor rather than the automated one."

    Erin Holcomb supported this idea  · 

  4. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    72 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Erin Holcomb supported this idea  · 

  5. Simplify/Merge the Grant Request screens

    103 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Erin Holcomb supported this idea  · 

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

    234 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Erin Holcomb supported this idea  ·