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9 results found

  1. Household profiles - two birthdates

    7 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mindy Cleave shared this idea  · 

  2. multi-fund

    2 votes

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    1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Mindy Cleave supported this idea  · 
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    Mindy Cleave commented  · 

    Accounting and Donor relations are separate roles at my employment.

    When say a cheque is received, with instructions to have the donation split into two different funds (which have different purposes, campaigns, opportunities etc. linked depending on the circumstance.)

    When a donation record is create for a cheque, selecting multi-fund only allows you to identify two funds, but no other reporting analytics are available for the two sub-funding sections of the cheque.

    Mindy Cleave shared this idea  · 

  3. profile type - add note option

    6 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mindy Cleave commented  · 

    Would LOVE this for the team

    Mindy Cleave supported this idea  · 

  4. Custom Report Filter: "AND" "OR" logic within one filter

    34 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Mindy Cleave commented  · 

    This would be amazing, I currently experience restirictions within reporting capabilities due to only being able to select one fund, when there are 3 I am analyzing together. It would be nice to have the option to have multiple types of the same field selected.

    Mindy Cleave supported this idea  · 

  5. Opportunity Task Workflow

    30 votes

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Mindy Cleave supported this idea  · 

  6. Favorite Custom Reports

    30 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Mindy Cleave supported this idea  · 

  7. Fund statements

    127 votes

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    Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Mindy Cleave supported this idea  · 

  8. Profile Merge should include all fields

    80 votes

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    5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mindy Cleave supported this idea  · 

  9. tax receipts downloaded in word

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Mindy Cleave supported this idea  ·