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10 results found

  1. Show Multiyear Grants in Grant Summary table as they are paid

    10 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Melissa Pawlak supported this idea  · 

  2. Yearly Tax Receipt Templates Download Word.Doc

    24 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Melissa Pawlak commented  · 

    This is so important! We want to download templates for acknowledgements and grant letters as word docs as well. Flexibility that Word allows for making edits is critical to doing our work.

    Melissa Pawlak supported this idea  · 

  3. Batch Donation Notify and Grant Notify Emails

    28 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Melissa Pawlak supported this idea  · 

  4. FA Donation notifications should include tribute information

    72 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Melissa Pawlak supported this idea  · 

  5. Fund Advisor Bulk Edits

    37 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Melissa Pawlak supported this idea  · 

  6. Add "Primary" Fund Advisor as Reportable Field

    20 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Melissa Pawlak supported this idea  · 

  7. More Customization Language

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Melissa Pawlak shared this idea  · 

  8. Alert banner breaking words

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Melissa Pawlak shared this idea  · 

  9. Grant Recognition Options

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Melissa Pawlak shared this idea  · 

  10. Simplify/Merge the Grant Request screens

    35 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Melissa Pawlak commented  · 

    This has been flagged by our fund holders and it does cause confusion! I'd love to see this change.

    Melissa Pawlak supported this idea  ·