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8 results found

  1. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    47 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Heather Hoy commented  · 

    It would be helpful to streamline the Create Grant Request options in the new portal. Here is a suggested change:

    Once someone clicks the "Create Grant Requests" button (the one at the top of multiple pages) -
    provide the following option tabs:
    Previous Grantee
    Search Grantee
    Manual Grantee
    COPY PREVIOUS GRANT RECOMMENDATION
    EDIT OR CANCEL RECURRING GRANTS

    This makes more sense than asking fund managers to go to a completely different tab on the left side navigation to complete what is essentially all the same task.

    Heather Hoy supported this idea  · 

  2. Simplify/Merge the Grant Request screens

    94 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Heather Hoy commented  · 

    Here is an additional suggestion! Once someone clicks the "Create Grant Requests" button (the one at the top of multiple pages) -
    provide the following option tabs:
    Previous Grantee
    Search Grantee
    Manual Grantee
    COPY PREVIOUS GRANT RECOMMENDATION
    EDIT OR CANCEL RECURRING GRANTS

    this makes more sense than asking fund managers to go to a completely different tab on the left side navigation to complete what is essentially all the same task.

    Heather Hoy supported this idea  · 

  3. FA access to donation receipts

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Heather Hoy shared this idea  · 

  4. Login As --Removes user's existing login

    211 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Heather Hoy supported this idea  · 

  5. Develop Login Report that also shows Profiles logging in with PIN

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Heather Hoy supported this idea  · 

  6. Add "Primary" Fund Advisor as Reportable Field

    25 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Heather Hoy supported this idea  · 

  7. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Heather Hoy supported this idea  · 

  8. Abandoned Cart Email: Option to select who to send email to

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Heather Hoy supported this idea  ·