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3 votes
Lorna Sandberg
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2 votesLorna Sandberg
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8 votesLorna Sandberg
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2 votesLorna Sandberg
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5 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Lorna Sandberg
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3 votesLorna Sandberg
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3 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Lorna Sandberg
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5 votesLorna Sandberg
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10 votesLorna Sandberg
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11 votesLorna Sandberg
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2 votesLorna Sandberg
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4 votesLorna Sandberg
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26 votesLorna Sandberg
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5 votesLorna Sandberg
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4 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Lorna Sandberg
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5 votesLorna Sandberg
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4 votesLorna Sandberg
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4 votesLorna Sandberg
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3 votesLorna Sandberg
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17 votesLorna Sandberg
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The Online Fund Request is not helpful for us, as current fund advisors would not be establishing new funds, or would be contacting us directly, and would provide more detailed information. The public wouldn't understand things about the name, and fund purpose, without context. We already use opportunities to track and report on prospective and confirmed new funds, so the bucket idea is interesting, but adds an additional step rather than takes one away. Especially since notes in the opportunity do not carry to the new fund. What would be of assistance is a new field in the opportunities, that would allow us to merge Deed of Gift templates with data, much like the send letter field does now. And, maybe a way of being able to separate custom fields so we can collapse or hide fields rather than having long lists of them in opportunities, especially as opportunity custom fields are not opportunity type specific. A create fund on the opportunity left-hand side could be useful, as well.