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CommunitySuite Idea Lab

CommunitySuite Idea Lab

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42 results found

  1. Creating customized templates for reports

    I would love the ability to create a customized word template based on criteria from specific reports, where the data from that report would merge directly into the template. For example, I want a directory of all our Board Members, with work information and primary contact information. I created a custom report using Profile Org Role, but now I will need to export that information to merge into a word doc template. I would love to be able to do that merge within the system.

    0 votes
    Proposed Idea  ·  0 comments  ·  Templates (excludes Fund Statements)  ·  Admin →
    How important is this to you?

  2. Bring back sold amount option for tax receipts

    We report out two figures to our fund holders – the value of the gift (as calculated by the average of the high and low values) and then the amount actually booked to their fund (the amount the stock sold for). Our donors expect to see both these numbers and now that the field has been removed from tax receipts, we have to input this amount manually, which increases our margin for error. Please bring back this option for tax receipts.

    0 votes
    Proposed Idea  ·  0 comments  ·  Templates (excludes Fund Statements)  ·  Admin →
    How important is this to you?
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