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  1. 30 votes

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    Laurel Shulman supported this idea  · 
  2. 12 votes

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  3. 29 votes

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  4. 63 votes

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    Laurel Shulman supported this idea  · 
  5. 31 votes

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    Laurel Shulman supported this idea  · 
  6. 35 votes

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    Laurel Shulman supported this idea  · 
  7. 31 votes

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    Laurel Shulman supported this idea  · 
  8. 63 votes

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    Laurel Shulman supported this idea  · 
  9. 38 votes

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    An error occurred while saving the comment
    Laurel Shulman commented  · 

    We love the outlook integration! We really want to see the integration also allow for note type selection and fund name. We pull reports based on note types to internally report on our stakeholder engagement, so as of right now, we have to log into CSuite anyways to add the note type (which makes the integration less of a tool for success and more of a barrier in its current state).

    Laurel Shulman supported this idea  · 
  10. 14 votes

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    Laurel Shulman supported this idea  · 
  11. 10 votes

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    Laurel Shulman shared this idea  · 
  12. 16 votes

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    Laurel Shulman supported this idea  · 
  13. 44 votes

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    Laurel Shulman supported this idea  · 
  14. 33 votes

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    Laurel Shulman commented  · 

    This helps us tremendously, to see this level of detail about grant requests.

  15. 58 votes

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    Laurel Shulman commented  · 

    This would be wildly helpful; a huge value add for us and our fundholders.

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  16. 12 votes

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    Proposed Idea  ·  Holly Spitz responded

    Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.


    Laurel Shulman supported this idea  · 
  17. 17 votes

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  18. 12 votes

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    Laurel Shulman shared this idea  · 
  19. 25 votes

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    Laurel Shulman commented  · 

    +1! The logout option is pretty hidden and I suspect our fundholders will easily miss it. Being able to customize where it lives would be helpful, especially if that included the option to add to to the menu bar on the fund summary page.

    Laurel Shulman supported this idea  · 
  20. 28 votes

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    Laurel Shulman supported this idea  · 
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