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9 results found

  1. Allow editing a custom report name, description or sharing without having to save as a different report

    26 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Erica Faltesek supported this idea  · 

  2. Linking profiles to funds- multiple links at a time

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Erica Faltesek supported this idea  · 

  3. Secure option to obtain ACH information

    193 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Erica Faltesek supported this idea  · 

  4. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    45 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Erica Faltesek supported this idea  · 

  5. Grant Approver: Easier way to create new approver

    30 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Erica Faltesek commented  · 

    It would be ideal to be able to bulk update grant approvers, such as in the case where all of one user's funds are moved to another user for approval.

    Erica Faltesek supported this idea  · 

  6. Grant Notifications for Internal Grants

    52 votes

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    Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Erica Faltesek supported this idea  · 

  7. fund advisor portal grant notification-advisor specific

    39 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Erica Faltesek commented  · 

    I'd want this to be an optional setting- in many cases we use the current functionality as a control so that all advisors are aware when one makes a distribution.

  8. Destination funds for internal grants named on fund statements

    28 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Erica Faltesek supported this idea  · 

  9. Back and Forward Button

    59 votes

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    6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Erica Faltesek supported this idea  ·