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Nonprofit Solutions Idea Lab

Nonprofit Solutions Idea Lab

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4 results found

  1. Tasks

    For recurring tasks, please create functionality to be able to duplicate existing tasks then modify as needed rather than having to recreate them over and over.

    3 votes

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    Planned  ·  1 comment  ·  CRM  ·  Admin →
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  2. Task reporting

    Our organization needs to have the option to run a report of upcoming Tasks. This is a report that we used frequently in GrantHub. The ability to run a report showing upcoming tasks is critical for our grant management. Without this capability, we have to revert back to using Excel to manage our grant report deadlines.

    1 vote

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    Planned  ·  0 comments  ·  Reporting  ·  Admin →
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  3. Add the ability to open files in view mode and not have to download the document first

    See attached

    3 votes

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    Planned  ·  0 comments  ·  Fundraising  ·  Admin →
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  4. Separate Description for Allocation Line Items

    It would be helpful to be able to put a description for each line item of an expense that's allocated to different account codes. That way we'll know exactly what each allocated $$ was for.

    3 votes

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    Planned  ·  0 comments  ·  Accounting  ·  Admin →
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