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211 results found

  1. investment performance

    16 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Michele Jeican supported this idea  · 

  2. Request Status Name and Additional Options

    128 votes

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    Proposed Idea  ·  17 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Michele Jeican supported this idea  · 

  3. Campaign Credit card fees

    21 votes

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    2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michele Jeican supported this idea  · 

  4. Fund statements - sort by fund advisor or fund

    29 votes

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    6 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Michele Jeican supported this idea  · 

  5. FA Donation notifications should include tribute information

    37 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Michele Jeican supported this idea  · 
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    Michele Jeican commented  · 

    Allow more fields in Gift Notify

    The email to the fund advisor only provides the fund name, the donor name and the amount. There is no way to include an address. We have lots of fund advisors who wish to thank the donors and we have to send reports to them weekly with address info. If we could include the address in the auto-email, it would reduce the staff time to run the export of donors/donations and the cleaning up of the spreadsheet and the fund advisor would receive the information in a timely manner.

  6. Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates

    34 votes

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    7 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Michele Jeican supported this idea  · 

  7. Bank reconcile - approvals and log

    114 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Michele Jeican supported this idea  · 

  8. copying multifund vouchers

    18 votes

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    0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Michele Jeican supported this idea  · 

  9. Bank reconciliations

    23 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Michele Jeican supported this idea  · 

  10. Bank reconciliations

    41 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Michele Jeican supported this idea  · 

  11. salutation/mailing label auto fill

    18 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michele Jeican supported this idea  · 
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