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1022 results found

  1. User Reporting Permissions

    Would love the ability to assign edit rights to multiple people in reporting. For example, one person on a team may create the report, but the report is intended to belong to the team. It would be great to be able to assign other members of that team to edit those reports, rather than having to save a duplicate as their own.

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    Proposed Idea  ·  0 comments  ·  Reporting/Dashboards  ·  Admin →
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  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.

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    Proposed Idea  ·  0 comments  ·  Templates (excludes Fund Statements)  ·  Admin →
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