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56 results found

  1. Multifund Invoices

    22 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Missy Belles supported this idea  · 

  2. Express consent to share donor info with fund holders

    48 votes

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    Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Missy Belles commented  · 

    Hi - we are trying to figure out how we can easily share donor info with our agency fund holders on outside gifts they get to their designated fund. Can you add this "opt in" feature in the online donation portal?

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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  · 

  3. Please add profile created date to profile filter reports

    2 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Missy Belles shared this idea  · 

  4. Docusign Integration

    133 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Missy Belles supported this idea  · 

  5. Capitalization

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Missy Belles supported this idea  · 

  6. Profile changes (ex: name, address) should not update historical information.

    55 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Missy Belles supported this idea  · 

  7. Make tasks viewable to all when in a profile or household

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Missy Belles supported this idea  · 

  8. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Missy Belles supported this idea  · 

  9. board portal

    192 votes

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    10 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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  10. 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  · 

  11. 990 tax class

    37 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  · 

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

    40 votes

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

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

    37 votes

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

  14. Grant Refund

    56 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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    Missy Belles supported this idea  · 
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