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65 results found

  1. 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  · 

  2. 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  · 

  3. Grant Notify for Internal Grants

    44 votes

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    Proposed Idea  ·  4 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  · 

  4. Donor Portal - Dropdown Field for DAF Grants Requests

    9 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. 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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    S.Ledford supported this idea  · 

  6. Clear grant requests from fund advisor carts without proxying in as the advisor

    9 votes

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

  7. Better Notes layout in Reports - include carriage return

    20 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    S.Ledford supported this idea  · 

  8. Duplicate Issue -- Accents

    24 votes

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

  9. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    72 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    S.Ledford supported this idea  · 

  10. Formatting for "Amount" fields in all Content areas

    91 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    S.Ledford supported this idea  · 

  11. Custom Reports: Opportunity Tasks & Notes

    121 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    S.Ledford supported this idea  · 

  12. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    100 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    S.Ledford supported this idea  · 

  13. Check Template Field Request: Advisor Email

    3 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  · 

  14. Fund Portal: Multi-Payment Grants

    13 votes

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

  15. Enhancement to Abandoned Cart Email Frequency

    15 votes

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

  16. Abandoned Cart Email: Option to select who to send email to

    21 votes

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

  17. Select Share Document [Yes/No] when uploading a file

    25 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    S.Ledford supported this idea  · 

  18. Birthday/Anniversay alerts

    5 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    You could create a report with a relative date filter that is sent to your email. That might help with this request!

    S.Ledford supported this idea  · 

  19. Foundant for Outlook add-in: add date to note

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    S.Ledford supported this idea  · 

  20. Indicate fund balance has been reduced by pending grants on the fund

    4 votes

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