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6 results found

  1. Implement a "foldering" system for processes, forms, and email templates

    57 votes

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    3 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Admin →
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    Daniel Hare supported this idea  · 

  2. Advisor or Household "Roll Up" in Donor Reporting

    1 vote

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    0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Daniel Hare shared this idea  · 

  3. Grant Letters - Need Ability to Customize Process & Edit Letters

    69 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Daniel Hare supported this idea  · 

  4. Last Donation Date does not reflect accurate last gift date

    111 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Daniel Hare supported this idea  · 

  5. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    50 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Daniel Hare supported this idea  · 

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

    215 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Daniel Hare commented  · 

    Hoping this gets fixed before it goes live...

    With this problem, even setting up the portal in the sandbox or live is a real pain

    Daniel Hare supported this idea  ·