Settings and activity

12 results found

1. Mobile application for Fund Advisor Portal

   65 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Juankarlo Perez supported this idea  ·  Jun 9, 2026

2. Multi-fund vouchers

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Juankarlo Perez supported this idea  ·  Jun 3, 2026

3. Allow Internal Grant Letters to Pull Receiving Fund Fund Advisor Info (Name/Address)

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Juankarlo Perez supported this idea  ·  May 29, 2026

4. Address Validation - Default Drop-Down Menu Option

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Juankarlo Perez shared this idea  ·  Apr 14, 2026

5. Ability to Import Historical Scholarships that will also Automatically Generate Historical Grant and Voucher Records

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Juankarlo Perez shared this idea  ·  Mar 31, 2026

6. Ensure that the check memo line is being populated in the NACHA files for grants

   17 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Juankarlo Perez supported this idea  ·  Mar 23, 2026
   Juankarlo Perez shared this idea  ·  Mar 20, 2026

7. Import multi-fund grants and multi-fund vouchers

   15 votes

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   Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Juankarlo Perez shared this idea  ·  Jan 28, 2026

8. Duplicate the Donation Legal Terms checkbox - place a new checkbox in the Grant Portal.

   16 votes

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   Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Juankarlo Perez shared this idea  ·  Jan 28, 2026

9. Multiple emails for grant letters

   29 votes

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   Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Juankarlo Perez supported this idea  ·  Oct 22, 2025

10. Pull Report on Profiles Created

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Juankarlo Perez shared this idea  ·  Sep 18, 2025

11. Report Listing Profile Creators

    1 vote

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Edit…  ·  Delete…  ·  Admin →
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    Juankarlo Perez shared this idea  ·  Aug 13, 2025

12. Assign Learning Center Courses to Specific Users

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Juankarlo Perez shared this idea  ·  Jun 17, 2025