Settings and activity
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53 votes
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43 votes
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4 votes
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34 votes
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65 votes
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13 votes
A rich text editor was released on 9/12/2024. Here is the release note:
Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.
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28 votesUnder Consideration · 3 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
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88 votes
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17 votes
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23 votes
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29 votes
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29 votes
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54 votes
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11 votes
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30 votes
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4 votes
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36 votes
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Alex
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besides the check printing, the biggest issue is not being able to use the "primary contact" designation as a filter or criteria to pull reports, build campaigns, etc. I need to be able to pull a report that has the profiles assigned as primary contacts to grantee organizations or attended an event and the primary contact on an org.
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60 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.
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85 votes
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61 votes
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If there could also be a way to select the notification for specific fund group that would be great. We have "Fund Advisor" that don't have advising rights, just access to fund statements and information so sending notifications to them about each grant would be inappropriate.