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84 results found

  1. Custom Field Type - number option

    It would be great to have a # option in the custom field types, that can then be counted or sorted like other numbers in a Report.

    42 votes

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    Proposed Idea  ·  5 comments  ·  Other  ·  Admin →
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  2. investment strategy: option set a dollar amount

    It would be nice to have the ability to set investment strategies by dollar amount and not just percentages. We have some funds that have multiple investment strategies and need to be able to hold a flat dollar amount rather than a percentage of the fund.

    19 votes

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    Proposed Idea  ·  5 comments  ·  Other  ·  Admin →
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  3. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    When filtering a custom report on a field with dozens or hundreds of entries (Ex: fund account listings) you currently need to check one... checkbox...at...a...time. This forced exercise in patience and eye-straining focus is simply unjust. We don't need the carpal tunnel injury lawyer sharks to start circling our Foundat dev team. Let's agree that the humane solution is to grant the user the civilized option to hold down shift while selecting between checkboxes, to auto check all the ones between them. Just 2 clicks needed for a range, not 200.

    letshifthappen

    48 votes

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    Proposed Idea  ·  3 comments  ·  Other  ·  Admin →
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  4. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  Other  ·  Admin →
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