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26 votesPlanned · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Sidney Suttles supported this idea ·
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26 votesSidney Suttles supported this idea ·
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198 votesSidney Suttles supported this idea ·
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106 votesSidney Suttles supported this idea ·
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7 votesSidney Suttles supported this idea ·
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36 votesSidney Suttles supported this idea ·
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16 votes
An error occurred while saving the comment Sidney Suttles shared this idea · -
71 votes
An error occurred while saving the comment Sidney Suttles commentedIn the Grants workflow, I would love if we could use custom reporting to filter which grants we would like to mark as "Complete." For us, it doesn't make sense to bulk complete all of them, but there are far too many that need to be completed to do it one-by-one.
Sidney Suttles supported this idea ·
Old workflow was as follows:
Funds > Fund Statements > Select the Fund Statement ID for the specific month or quarter > select “Print Individual” from the left menu > use “Ctrl + F” to find the fund advisor (e.g. Ctrl + F Bruce Wayne) > Select Print and then print the PDF files generated for all funds that person (e.g. Bruce Wayne) was a fund advisor for.