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Nonprofit Solutions Idea Lab

Nonprofit Solutions Idea Lab

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7 results found

  1. Drill into Expense/Revenue from Profile

    Would like the ability to drill into the expense/revenue record from the profile cards. For example, I'm looking at an Org profile and am looking at the expense card. I want to be able to click on an expense and be taken to that record in accounting.

    5 votes

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    Under Consideration  ·  1 comment  ·  CRM  ·  Admin →
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  2. allow drag and drop for file attachment

    currently have to upload each file separately, one at a time, from a folder on my computer. Would be nice to drag and drop.

    5 votes

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    Under Consideration  ·  3 comments  ·  Fundraising  ·  Admin →
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  3. Banking→deposits and/or payments, allow me to return the place I was working when I het back

    1. I am working banking→payments or deposits.
    2. I adjust my view to 250 transactions to scroll down to see a payment from previous months.
    3. When I view an individual transaction and then finish, I always am thrown back into the main view page with only a handful of recent transactions.
    4. I have to change my view again to 250, then scroll down to the previous payment again to get back to where I was working. This takes up an inordinate amount of time and would be frustrating to those working in book keeping.
    5. Could you just allow me to go back…
    5 votes

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    Under Consideration  ·  0 comments  ·  Accounting  ·  Admin →
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  4. More payment options for donation collection via Donation Form and Donation Hub

    Apple Pay, Pay Pal, have been the two I have heard the most

    4 votes

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    Under Consideration  ·  2 comments  ·  Fundraising  ·  Admin →
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  5. Revenue and Expense Cards Next to Each Other on an Opportunity

    On an Opportunity, we would like the Revenue and Expense cards to be side by side each other, rather than having to scroll down to see the Expenses. This makes the user's experience better, so they may see the most important information at the top next to each other.

    3 votes

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    Under Consideration  ·  0 comments  ·  Fundraising  ·  Admin →
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  6. Need a way to identify a vendor's FEDin or SSN

    Vendors need to be identified if they require a 1099 (SSN) or their EIN for In-Kind Services or Goods (required by IRS).

    3 votes

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    Under Consideration  ·  0 comments  ·  CRM  ·  Admin →
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  7. Parent program on Import Template

    When importing, the template for Program/Services does not support the Parent Program. This enables the proper data to build the structure that you are able to do with the UI

    2 votes

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    Under Consideration  ·  1 comment  ·  Accounting  ·  Admin →
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