7 results found
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Donation Tax Receipts Permission Should Control Creating a Tax Receipt
Currently, the Tax Receipts permission under Donations allows the user to process tax receipts in bulk. It does NOT control whether someone can create a new tax receipt for individual donations.
Support explained that -- “The permission to generate a tax receipt is tied to the Display permission; if you can view a donation, you can generate a tax receipt. Specifically, the Tax Receipt permission is the ability to generate tax receipts in bulk (in the donations page), and marking them as sent."
We allow several on our staff to see Donor donation history and Donation records, but we do…
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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User Access- Restrict by Affiliate Funds
We currently manage 12 regional affiliates and would like to restrict the permissions for affiliate staff to just their affiliate funds. This would be similar to restricting users in GLM to certain processes.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Limit users to specific funds and profiles
RE currently allows staff members to be limited to only have access to specific funds and profiles. This is important because they allow pastors at each Parish to log into RE and pull lists of donors that have given to their fund.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Need to protect anonymous donations
Hello, is there a way on memorial funds to set the quarterly reports not to include amounts? We generally do not disclose to the family the amount of a donation but it seems that's not an option for quarterly reports that generate automatically?
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Fund Advisor Permissions for Email/Phone - Advisor Option - not System Wide
It would be great to update System Data options so it allows you to "turn on" permissions to some fund advisors so they can access email/phone on the Donor Portal instead of only allowing all the funds to see it or not.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Make Donations Edit, Create, and Delete permissions more granular
The update, below, from November 2020, got us part of the way - but we could really use much more specificity with Edit, Create, and Delete permissions on individual Donations.
2020-11-06.0
5. Updated adding a donation advisor to a donation to only require the edit permission. This process previously required both the edit and create donation permissions.As a central finance office that processes all gifts, for 9 affiliate Foundations, we simply can't give all field staff full Create or Delete permissions in Donations - but that means we also can't allow them to go in an edit/add Campaign…
8 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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General Ledger Last Close Date Permissions
Our foundation recently narrowed permissions around opening and closing the books. Since fewer people now have access to the open and close books area of CSuite, these staff can no longer see the last close date. It would be great if staff without permission to open and close the books could still see the last close date. Thanks for considering!
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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