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65 results found

  1. Multifund grant filter

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    S.Ledford supported this idea  · 

  2. Grant letter template

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    S.Ledford supported this idea  · 

  3. Auto-populate & Log all emails in Grant Email Award Letters

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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  4. portal grant request

    64 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    S.Ledford supported this idea  · 

  5. Grant Letter Email Tracking

    2 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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  6. Prevent sending grant notify email when we void and reissue Grant to the fund advisor

    14 votes

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

    This is extremely important. We experience a number of calls from fund advisors who are confused thinking a new grant is being distributed. For the time being, we're notifying the fund advisors manually. An automation of either option would be great!

    S.Ledford supported this idea  · 

  7. It would be nice to be able to send an invoice payment confirmation email along with the copy of the invoice attachment in Csuite

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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  8. Improving the Grant Approver Process

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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  9. Multiple Tributes to One Donation

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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  10. Add Tribute to Online Donation Email Body Content

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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  11. Add a footer to the online donation page in Giving Hub.

    15 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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  12. Fund Advisor Portal Inconsistencies

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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  13. Increase Donation Description Field Character Limit

    13 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  · 

  14. fund advisor portal grant notification-advisor specific

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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  15. 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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  16. 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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  17. Automated Cart Reminder Email: Allow an option to pick which days of the week it is sent.

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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  18. Grant Request: See grantee address on grant request page

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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  19. Fund Advisor Tracking Options

    6 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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  20. Fund Advisor Emails: Employee Names

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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