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6 results found

  1. Fix Suggestion: Hide Descriptions Functionality in the new Portal

    11 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Reid shared this idea  · 

  2. Historical Donations - Editing the Donation Comment

    13 votes

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

    This is a great idea and would be very helpful for our Gifts team!

    Reid supported this idea  · 

  3. Improve Functionality of Adding Profiles to a Campaign

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Reid supported this idea  · 

  4. Fund Advisors Field for Grants

    2 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is the following fund setting that populates a drop down box when a Fund Advisor requests a grant. This is would require the household to be an advisor - you do not need to give them fund access:


    • Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors.
    • This does not need to be selected to have more than one fund advisor setup on a fund.


    Reid shared this idea  · 

  5. Change Fund Group at a Point in Time

    91 votes

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    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Reid supported this idea  · 

  6. Change Grantee in Grant Request to internal fund

    58 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Reid supported this idea  ·