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6 results found

  1. Reports: Freeze Headers

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jillian Essery shared this idea  · 

  2. Add Secondary Steward to Profiles/Funds

    42 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jillian Essery commented  · 

    Yes!!! Right now, we are using profile links to indicate the 'secondary' or 'solicitor' and it would be HUGELY helpful to have the option for a second steward!

    Jillian Essery supported this idea  · 

  3. Reports: Freeze the column headers

    61 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jillian Essery supported this idea  · 

  4. Donation Totals under Donations Tab of Donor Profile

    17 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Jillian Essery commented  · 

    This would be HUGELY helpful!

    Jillian Essery supported this idea  · 

  5. Interfund transfer and promises

    16 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Jillian Essery commented  · 

    This should absolutely be allowed, especially for promises. What is the current recommended practice here - deleting the promise if it came via interfund?

    Jillian Essery supported this idea  · 

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

    43 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jillian Essery supported this idea  ·