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77 results found

  1. grant catalog

    11 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Admin →
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    S.Ledford supported this idea  · 

  2. Increase Donation Description Field Character Limit

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    S.Ledford commented  · 

    The donation comment field enables donors to write more detailed messages than the description field. However, the donation comment field does not populate on the portal, so we must move the messages to the description field so that the donor sees them on the portal. A fix for both would be great!

    S.Ledford supported this idea  · 

  3. grant catalog

    12 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Admin →
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  4. fund advisor portal grant notification-advisor specific

    42 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  5. Do not send Grant Notify email when a grant is unposted

    34 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  6. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  7. make fund advisor inactive

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  8. Grant Notify and Advisor Request Notify Email Management

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  9. donation & grant advisor - populate one should populate the other on interfund grants

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  10. Can we please have the option to generate a system email notification when a new file has been shared to a fund advisor's profile.

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  11. Automated Cart Reminder Email: Allow an option to pick which days of the week it is sent.

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  12. Grant Request: See grantee address on grant request page

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  13. Add “Last Login” Field to Reporting and CSV Export for Fund Advisors

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  14. Fund Advisor Emails: Employee Names

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  15. Add closed funds to fund advisor designation

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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  16. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    39 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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  17. Grant Notify for Internal Grants

    17 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford commented  · 

    I agree with this statement. We have had fund advisors request confirmation that their internal grants were made since they received notifications for the external ones, but not the internal ones. As mentioned above, this is very important communication, but it appears like it has been overlooked and lacks consistency.

    S.Ledford supported this idea  · 

  18. Donor Portal - Dropdown Field for DAF Grants Requests

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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  19. advisor name and giving history for interfund gifts in portal

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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  20. Clear grant requests from fund advisor carts without proxying in as the advisor

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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