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14 results found

  1. manual fund statements

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Erin Holcomb supported this idea  · 

  2. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    32 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Erin Holcomb supported this idea  · 

  3. Attach a file to fund statements

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Erin Holcomb supported this idea  · 

  4. Add Secondary Steward to Profiles/Funds

    31 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Erin Holcomb commented  · 

    As Mary said below, this is what we need!

    Erin Holcomb supported this idea  · 

  5. portal grant request

    59 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Erin Holcomb supported this idea  · 

  6. Full System Audit Trail / User Activity Logs should be mandatory

    52 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Erin Holcomb supported this idea  · 
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    Erin Holcomb commented  · 

    This would also allow to see moves management and stage progression in Opportunities, as well as its extremely important to add reporting for this.

  7. Custom Grant Fields available in portal

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Erin Holcomb commented  · 

    This would be extremely helpful!

    Erin Holcomb supported this idea  · 

  8. Use organization domain for email communications

    89 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Erin Holcomb supported this idea  · 

  9. Randomly Assign Evaluators

    27 votes

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    6 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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    Erin Holcomb supported this idea  · 

  10. % Probability Field within Opportunities

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Erin Holcomb commented  · 

    This would be extremely helpful!

    Erin Holcomb supported this idea  · 

  11. widget

    3 votes

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

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

    28 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  · 

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

    96 votes

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

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

    269 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Erin Holcomb supported this idea  ·