Andrea Clements
My feedback
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25 votes
An error occurred while saving the comment Andrea Clements
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9 votesAndrea Clements
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9 votes
An error occurred while saving the comment Andrea Clements
commented
I was coming here to suggest this exact idea. I love that feature of the CSuite Sandbox. I can go in there and test something with data that came over from our live site and see the test to the end to understand the exact impact. It would be fantastic if SLM/GLM Sandbox sites would do the same thing.
Andrea Clements
supported this idea
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61 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
This will require some “back end” architecture work. We are working with the engineers to come up with a solution to this problem in Q4 2021.
Andrea Clements
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39 votes
An error occurred while saving the comment Andrea Clements
commented
Absolutely true. In the same way, a student is automatically labeled a "vendor" and a "student" when connected from SLM. We do not issue checks directly to students or individuals, therefore they are never an actual vendor. When we pull a vendor list it is not accurate.
Andrea Clements
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9 votesAndrea Clements
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86 votesAndrea Clements
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25 votes
An error occurred while saving the comment Andrea Clements
commented
Also, it would be great it inactive org roles could be archived in some way so they do not always show on the org page. For an org that has been around for awhile and they have had many board members and/or employees over the years the Org Links section gets very long.
Andrea Clements
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7 votesAndrea Clements
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7 votesAndrea Clements
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57 votes
An error occurred while saving the comment Andrea Clements
commented
Yes, it would be helpful when an individual or household is deceased for the system to automatically change their contact info to Do Not Mail, Do Not Email, Do Not Call instead of having to manually click all three of those buttons on the profile.
Andrea Clements
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36 votesAndrea Clements
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82 votesAndrea Clements
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7 votesAndrea Clements
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175 votesAndrea Clements
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4 votesAndrea Clements
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Yes, being able to customize invoices would be great. Specifically we would like to be able to customize the "pay to" and logo for supporting organizations.