Settings and activity

8 results found

1. Yearly Tax Receipt Templates Download Word.Doc

   27 votes

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   Proposed Idea  ·  11 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

2. Batch Donation Notify and Grant Notify Emails

   33 votes

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

3. FA Donation notifications should include tribute information

   81 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

4. Fund Advisor Bulk Edits

   39 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

5. Add "Primary" Fund Advisor as Reportable Field

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   26 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

6. More Customization Language

   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 8, 2024

7. Alert banner breaking words

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   3 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

8. 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