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78 results found

  1. fund advisor portal grant notification-advisor specific

    41 votes

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

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

    33 votes

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

  3. 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  · 

  4. 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  · 

  5. 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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  6. 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  · 

  7. 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  · 

  8. 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  · 

  9. 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  · 

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

    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  · 

  11. Fund Advisor Emails: Employee Names

    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  · 

  12. 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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    S.Ledford supported this idea  · 

  13. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    38 votes

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

  14. Grant Notify for Internal Grants

    14 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  · 

  15. 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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  16. 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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  17. 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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  18. Better Notes layout in Reports - include carriage return

    15 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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  19. Duplicate Issue -- Accents

    19 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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  20. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    55 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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