Settings and activity
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8 votes
Michele Jeican
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19 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Michele Jeican
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18 votesMichele Jeican
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14 votesMichele Jeican
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14 votesMichele Jeican
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84 votesMichele Jeican
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16 votesMichele Jeican
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28 votesMichele Jeican
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24 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Michele Jeican
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25 votesMichele Jeican
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30 votesMichele Jeican
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18 votesMichele Jeican
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9 votesMichele Jeican
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15 votesMichele Jeican
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32 votesMichele Jeican
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14 votesMichele Jeican
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32 votesMichele Jeican
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19 votesMichele Jeican
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53 votesMichele Jeican
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107 votesMichele Jeican
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The documents tab is a great feature and that the grant letters are in a batch for the ease of processing them; however, the grant letters often are not all sent out at the same time. It would be great if you could either select all in a batch, or have check boxes to select individual letters, like we have in the donation side for tax receipts.
We are trying to implement this so that the grant letters are marked as sent when they are actually mailed by the staff member assigned,so we know their status, whereas right now, we are just marking them as sent after they start building up in the queue.