Settings and activity

12 results found

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

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Melissa Pawlak supported this idea  ·  Oct 22, 2024

2. Indicate Required fields on Grant Request form

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Melissa Pawlak supported this idea  ·  Oct 22, 2024

3. Yearly Tax Receipt Templates Download Word.Doc

   19 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Melissa Pawlak commented  ·  Oct 15, 2024  ·  Edit…  ·  Delete…

   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.

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   Melissa Pawlak supported this idea  ·  Oct 15, 2024

4. Batch Donation Notify and Grant Notify Emails

   20 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Melissa Pawlak supported this idea  ·  Oct 8, 2024

5. FA Donation notifications should include tribute information

   64 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Melissa Pawlak supported this idea  ·  Oct 8, 2024

6. EIN - add to grant request for manual grantee

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Melissa Pawlak supported this idea  ·  Oct 8, 2024

7. Fund Advisor Bulk Edits

   35 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Melissa Pawlak supported this idea  ·  Oct 8, 2024

8. Add "Primary" Fund Advisor as Reportable Field

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   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Melissa Pawlak supported this idea  ·  Oct 8, 2024

9. More Customization Language

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Melissa Pawlak shared this idea  ·  Oct 8, 2024

10. Alert banner breaking words

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    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Melissa Pawlak shared this idea  ·  Oct 8, 2024

11. Grant Recognition Options

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Melissa Pawlak shared this idea  ·  Oct 7, 2024

12. Grant Request Left-Hand Menu Redundant

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Melissa Pawlak commented  ·  Oct 7, 2024  ·  Edit…  ·  Delete…

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

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    Melissa Pawlak supported this idea  ·  Oct 7, 2024