Settings and activity

208 results found

1. Donation Portal: Filter/Search Funds

   24 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Lorna Sandberg supported this idea  ·  Apr 11, 2024

2. Tributes sent - should be in the logs for the profile receiving the notification

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 11, 2024

3. Multiple Email Options for Communications

   28 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 11, 2024

4. FA Donation notifications should include tribute information

   73 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Mar 27, 2024

5. Batch Donation Notify and Grant Notify Emails

   28 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Mar 27, 2024

6. Email notification to multiple applicants

   7 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Mar 22, 2024

7. Donation Portal - Sort/Category Option for events

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Mar 22, 2024

8. Email to Admin in Evaluation Stage

   16 votes

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   2 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Mar 15, 2024

9. Add Primary Contact Filter to User Search in GLM

   4 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Search  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Mar 15, 2024

10. Send auto email to FA's with unsubmitted grants in cart

    31 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Mar 15, 2024

11. Prevent Duplicate Fund Short Names

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Mar 15, 2024

12. Flag Duplicate Addresses

    25 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Mar 15, 2024

13. Change opportunities to the engagement tab

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Mar 15, 2024

14. Capitalization

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lorna Sandberg commented  ·  Mar 15, 2024  ·  Edit…  ·  Delete…

    Is there a way to require the address field be inputted with a format for addresses? For Canada, Canada Post standards? Would help with some messier formatting. Don't know if possible - just a thought.

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    Lorna Sandberg supported this idea  ·  Mar 15, 2024

15. Flag submitted applications that have outstanding issues

    3 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 16, 2024

16. Indicator of which follow up you're viewing under a request

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 8, 2024

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

    18 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  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.

    Lorna Sandberg supported this idea  ·  Feb 8, 2024

18. 'Archive' button in GLM reports?

    50 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 5, 2024

19. Create ability to attach files to a note

    104 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 5, 2024

20. Allow notes to be added to closed funds

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 5, 2024