Settings and activity
10 results found
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2 votes
Haydn Dubman
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96 votesHaydn Dubman
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269 votesHaydn Dubman
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23 votesHaydn Dubman
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89 votesHaydn Dubman
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59 votesProposed Idea · 3 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
An error occurred while saving the comment Haydn Dubman
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52 votesHaydn Dubman
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56 votesHaydn Dubman
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An error occurred while saving the comment Haydn Dubman
commented
It has never been easier to contribute to an org from a DAF held at major banking institutions like DAFgiving360/Schwab/Fidelity/etc. We don't at all expect the current portal system to compete with those products....but a mobile app would be a huge step in the right direction!
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5 votesHaydn Dubman
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43 votesHaydn Dubman
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An error occurred while saving the comment Haydn Dubman
commented
The ability to at least list a contact is critical, editing other aspects of the email is not necessarily critical but I would classify as Important.
We agree that having the ability to change that field, along with other fields in the grant request menu, would be very helpful. As it has been explained to our organization, the only field that can currently be edited is “Notes to Staff.” While we appreciate being able to adjust that label, it would be even more useful if all of the labels in the grant request menu could be customized. It feels like a simple and reasonable improvement.
Considering the portal is designed to process mostly grants, this improvement would help the portal become more aligned with how advisors actually think about their recommendations.