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17 results found

  1. ApplePay, PayPal, Venmo integration

    53 votes

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    3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Tracy Larimer supported this idea  · 

  2. Enhance Budgeting Tools - Scenarios, Forecasts

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Tracy Larimer supported this idea  · 

  3. fund advisor portal grant notification-advisor specific

    42 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Tracy Larimer supported this idea  · 

  4. Enhancement to Abandoned Cart Email Frequency

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Tracy Larimer supported this idea  · 

  5. Multiple Email Options for Communications

    34 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Tracy Larimer supported this idea  · 

  6. Expense management integration

    9 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Tracy Larimer supported this idea  · 

  7. batch charity check

    45 votes

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    Under Consideration  ·  17 comments  ·  GLM & SLM Idea Lab » Batch  ·  Admin →
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    Tracy Larimer supported this idea  · 

  8. Ability to track 'clicks' to know when/where an applicants abandons the application process

    20 votes

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    0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Tracy Larimer shared this idea  · 

  9. Table-Style Questions: Ability to apply regular expressions (REGEX) to a field in the table

    11 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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    Tracy Larimer shared this idea  · 

  10. Table-style questions: Allow calculations across more than one table question

    29 votes

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    Under Consideration  ·  3 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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    Tracy Larimer shared this idea  · 

  11. Create New Fund Online and Edit Existing Fund Online

    5 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    An error occurred while saving the comment
    Tracy Larimer commented  · 

    It would be beneficial to have the ability to capture ACH information securely as part of the fund set-up.

    An error occurred while saving the comment
    Tracy Larimer commented  · 

    In addition, it would be important to have a queue or holding pen for new funds and changes so staff can do due diligence before the fund is created. This would keep fake funds from being created.

    Tracy Larimer supported this idea  · 

  12. Sending emails in csuite

    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    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.

    Tracy Larimer supported this idea  · 

  13. Add Profile Fund Category to Fund Advisor Fund Custom Report

    34 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Tracy Larimer supported this idea  · 

  14. Automatic Emails for Grant Managers

    6 votes

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    Feedback Needed  ·  2 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Tracy Larimer supported this idea  · 

  15. Scholarship communication with applicants via text

    91 votes

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    Feedback Needed  ·  35 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Tracy Larimer supported this idea  · 

  16. Tasks and Reminders

    93 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Tracy Larimer supported this idea  · 

  17. Docusign Integration

    144 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Tracy Larimer supported this idea  ·