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29 results found

  1. Sequential & Open Submission Logic

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Marie Felver supported this idea  · 

  2. Add Email address "Other Detail" to a reporting object.

    30 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Marie Felver supported this idea  · 

  3. Donor Portal suggestion to increase visibility of Create Grant Request

    15 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Marie Felver supported this idea  · 

  4. Column Spacing for Fund Statement List on Portal

    36 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Marie Felver supported this idea  · 

  5. Verify Donations are Linked to a Pledge

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Marie Felver supported this idea  · 

  6. Batch Build and Edit Committees

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Admin →
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    Marie Felver supported this idea  · 

  7. check labels

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Marie Felver supported this idea  · 

  8. Stripe

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Marie Felver supported this idea  · 

  9. display future year's spendable amount on fund statement

    34 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Marie Felver commented  · 

    If we had this feature, we would not have to do a mail merge of cover letters outside of the system. We could incorporate our cover letter in the fund statement template and save so much time!

    Marie Felver supported this idea  · 

  10. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    27 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Marie Felver commented  · 

    Annually, we mail our fund statements. The fund statements alpha sort by fund name when they are printed We have many advisors getting more than one statement. We try to combine those statements in the same envelope, but it's a disaster to do that when the statements for the same advisor are not together. We could simplify our mailing process by having one envelope per statement, but it's pretty wasteful to send 5 envelopes to the same address.

    It would save so much time if we could choose the sort order of the fund statements.

    Marie Felver supported this idea  · 

  11. Multiple directories tied to profiles

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Admin →
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    Marie Felver supported this idea  · 

  12. Change application language to eligibility for first stage of UA

    14 votes

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    1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Marie Felver supported this idea  · 

  13. Add an alert when a profile with a Nonprofit role is edited to check the Nonprofit profile.

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Marie Felver supported this idea  · 

  14. Please make new tributes default to private

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Marie Felver supported this idea  · 

  15. birthday - option to not include year

    110 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Marie Felver supported this idea  · 

  16. Bring back the option for archived campaign to show on a profile!

    19 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

    Marie Felver supported this idea  · 

  17. Scholarship Directory (Similar to Nonprofit Directory)

    73 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Marie Felver supported this idea  · 

  18. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    65 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Marie Felver supported this idea  · 

  19. Don't notify advisor any grant adjustments

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Marie Felver supported this idea  · 

  20. Envelope Printing Incorrectly for DAF Donations

    43 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Marie Felver supported this idea  · 
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