Settings and activity

5 results found

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

   80 votes

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   5 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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   Daniel Hare supported this idea  ·  Mar 11, 2025

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

   1 vote

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   0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Edit…  ·  Delete…  ·  Admin →
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   Daniel Hare shared this idea  ·  Mar 11, 2025

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

   114 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Daniel Hare supported this idea  ·  Mar 6, 2025

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

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   60 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Daniel Hare supported this idea  ·  Feb 18, 2025

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

   238 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Daniel Hare commented  ·  Feb 18, 2025  ·  Edit…  ·  Delete…

   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

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   Daniel Hare supported this idea  ·  Feb 18, 2025