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10 results found

  1. Allow edits to password reset email for fund advisor portal

    42 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Andrea Cook supported this idea  · 

  2. Bulk Edit - Payment schedule date and grant date

    85 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Andrea Cook supported this idea  · 

  3. Automatically Post Recurring Donations

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Andrea Cook commented  · 

    Very much needed for efficiency. Autopay is not a new concept - please consider.

    Andrea Cook supported this idea  · 

  4. Primary Contact Field in Reports

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Andrea Cook supported this idea  · 

  5. Portal: ACH Option

    132 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Andrea Cook commented  · 

    .

    Andrea Cook supported this idea  · 

  6. Nonprofit Directory Visual Experience

    11 votes

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    4 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Admin →
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    Andrea Cook commented  · 

    .

    Andrea Cook supported this idea  · 

  7. 1099 - Add Mailing Address to Report

    54 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Andrea Cook supported this idea  · 

  8. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Andrea Cook supported this idea  · 

  9. Formatting for "Amount" fields in all Content areas

    90 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Andrea Cook commented  · 

    .

    Andrea Cook supported this idea  · 

  10. Grant Approval with Vouchers

    10 votes

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

    I agree. Having all open items to be approved/paid in one screen would be much more efficient.

    Andrea Cook supported this idea  ·