Settings and activity
50 results found
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58 votesUnder Consideration · 12 comments · CommunitySuite Idea Lab » Grants, Grantees, Grant Types · Admin →
Michelle Eberly
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4 votes
Note: Files can be uploaded and submitted with a grant request through the portal.
Michelle Eberly
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2 votes
There is the following fund setting that populates a drop down box when a Fund Advisor requests a grant. This is would require the household to be an advisor - you do not need to give them fund access:
- Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors.
- This does not need to be selected to have more than one fund advisor setup on a fund.
Michelle Eberly
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8 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Michelle Eberly
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10 votesMichelle Eberly
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33 votesMichelle Eberly
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37 votesMichelle Eberly
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73 votesMichelle Eberly
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18 votesMichelle Eberly
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19 votesUnder Consideration · 0 comments · CommunitySuite Idea Lab » Grants, Grantees, Grant Types · Admin →Michelle Eberly
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14 votesMichelle Eberly
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109 votesMichelle Eberly
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31 votesMichelle Eberly
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57 votes
An error occurred while saving the comment Michelle Eberly
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149 votes
After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.
Michelle Eberly
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19 votesMichelle Eberly
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59 votes
When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.
Michelle Eberly
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117 votesMichelle Eberly
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66 votesUnder Consideration · 7 comments · CommunitySuite Idea Lab » Grants, Grantees, Grant Types · Admin →Michelle Eberly
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23 votesMichelle Eberly
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I like this idea but it would be nice to have the option to select a second email address. I use the cc box to enter my email address so that a copy of the email is sent to me. That way, I have a record of the email should be any questions in the future as to when the email was sent.