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7 results found

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

    61 votes

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    Proposed Idea  ·  5 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. 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  · 

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

    243 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Heather Hoy supported this idea  · 

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

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Heather Hoy supported this idea  · 

  5. Add "Primary" Fund Advisor as Reportable Field

    26 votes

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

  6. FA Donation notifications should include tribute information

    81 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Heather Hoy supported this idea  · 

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

    21 votes

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