Settings and activity
79 results found
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24 votesProposed Idea · 3 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
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Tiffany Caron
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24 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Tiffany Caron
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17 votes
An error occurred while saving the comment Tiffany Caron
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Our concern with this has been resolved. We can now turn off the ability to login as Staff and still keep access to Login as Fund Advisors :-) Thank you.
An error occurred while saving the comment Tiffany Caron
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We are also worried about Staff being able to login as other staff with only one login as permission available. We have limited staff with full admin access and others who only require login as permissions to assist our Fund Advisors, Donors etc...We would like to see the login as permission for Staff Users and Funds advisors, Donors, Organizations etc.. separated. This will significantly minimize the risk that a disgruntled employee uses the login as permission to login as another employee to make changes/updates anywhere in the system.
Tiffany Caron
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9 votesTiffany Caron
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58 votesTiffany Caron
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102 votesTiffany Caron
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121 votesTiffany Caron
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16 votesTiffany Caron
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270 votesTiffany Caron
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2 votesTiffany Caron
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25 votesTiffany Caron
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210 votesTiffany Caron
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2 votesTiffany Caron
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11 votes
This workflow today can be completed from Request and Decision.
-sammie
Tiffany Caron
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67 votesTiffany Caron
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31 votesTiffany Caron
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8 votesTiffany Caron
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61 votesUnder Consideration · 21 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Tiffany Caron
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56 votes
An error occurred while saving the comment Tiffany Caron
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In CSuite, when creating a refund it shows the Edit GLM Options. When I update the GLM options to our current syncing process it doesn't actually sync the refund to the original request. The only thing that works for us is Void/Cancel but this doesn't work when a Grantee has cashed a cheque and is issuing one back to us. It would be awesome to have the refunds display similar to the Void/Cancel installment sync in GLM.
Tiffany Caron
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We would like to see a private donation url for private funds as well. We have a fund setup where the incoming donations are strictly for 1 group of Donors. They don't want public donations but would like to stop writing cheques and be able to give to their fund via bank or credit card.