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Nonprofit Solutions Idea Lab

Nonprofit Solutions Idea Lab

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How can we improve our Nonprofit Solutions?

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2 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. 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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