Hank

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  1. 43 votes

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  2. 80 votes

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  3. 47 votes

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  4. 3 votes

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  5. 76 votes

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  6. 172 votes

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    16 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Hank commented  · 

    It would be nice if profiles were id'd by their emails. This would stop most of this duplicate situation and this is how most CRM's operate.

  7. 4 votes

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  8. 5 votes

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  9. 17 votes

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  10. 10 votes

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  11. 17 votes

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  12. 19 votes

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  13. 86 votes

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  14. 11 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Hank commented  · 

    Agreed. Wealth Engine is supposedly moving away from the nonprofit realm.

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  15. 60 votes

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  16. 2 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Hank commented  · 

    I have asked for this as well. We are trying to show how our fundraising is progressing from Fiscal Year to Fiscal Year and each month from each Fiscal Year.

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  17. 3 votes

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  18. 8 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Hank commented  · 

    At Los Altos Community Foundation, we recently experienced this issue. We were trying to report on donors between two dates, but some donors were showing up that had advised donations after that date.

    This required quite a bit of man-hours to figure out.

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  19. 94 votes

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    Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  20. 2 votes

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