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7 results found

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

    27 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. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    46 votes

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

  4. Grant Approver: Easier way to create new approver

    33 votes

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    Proposed Idea  ·  12 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  · 

  5. fund advisor portal grant notification-advisor specific

    41 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.

  6. Destination funds for internal grants named on fund statements

    30 votes

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

  7. Back and Forward Button

    60 votes

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