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56 results found

  1. Notifications to Fund Advisor when Documents Are Uploaded in Donor Portal

    31 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Missy Belles supported this idea  · 

  2. board portal

    160 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Missy Belles supported this idea  · 

  3. Bulk update of colleges and student IDs

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Missy Belles supported this idea  · 

  4. 990 tax class

    35 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Missy Belles supported this idea  · 

  5. Attached files sorted most recent at the top (or options to select sort).

    39 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Missy Belles supported this idea  · 

  6. Grant Notifications for Internal Grants

    36 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Missy Belles supported this idea  · 

  7. Express consent to share donor info with fund holders

    35 votes

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    Under Consideration  ·  11 comments  ·  CommunitySuite Idea Lab » Donation Portal  ·  Admin →
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    Missy Belles commented  · 

    Yes, let please add this as an option at checkout! Thank you for suggesting.

    Missy Belles supported this idea  · 

  8. Recurring grants

    11 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Missy Belles supported this idea  · 

  9. Recurring Grants - Donor Portal View

    50 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Missy Belles supported this idea  · 

  10. File Organization in Donor Portal

    99 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Missy Belles supported this idea  · 

  11. Please allow us to Turn Off Recurring Grants in Fund Holder Portal

    13 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Missy Belles shared this idea  · 

  12. Primary Org Contact to view follow up reports and due dates

    34 votes

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    Under Consideration  ·  6 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Missy Belles shared this idea  · 

  13. Campaigns and Opportunities Flag When Entering Donation

    45 votes

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    0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Missy Belles supported this idea  · 

  14. Grant Refund

    51 votes

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    Proposed Idea  ·  7 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Missy Belles commented  · 

    Hi Sammie,
    It would be great to have a special reportable "Refund" installment button (aka a negative installment) so that it is easier to find a grant refund and report on that item. Also, it would be great to be able push any refunds back into GLM if one is done in CS. CS has a special button for refunding grants which include: Refund date, Refund Reason, Refund Fund, Refund Amount. The original grant amount would remain the same, the payment installment would remain the same and the refund amount would report in the same column as the grant amount so that the total granted to that organization would be accurate.

    There is a special ID for a "Refund Grant" in CS in addition to the original Grant ID.

    I hope this all makes sense.

    Thanks!
    Missy

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    Missy Belles commented  · 

    Please vote for this! Thanks!

    Missy Belles shared this idea  · 

  15. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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  16. Adding Additional Contacts

    10 votes

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    0 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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