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165 results found

  1. Fund statements - sort by fund advisor or fund

    31 votes

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

  2. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  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.

  3. copying multifund vouchers

    22 votes

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

  4. Bank reconciliations - option to hide checked items for easier list of open transactions

    46 votes

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

  5. salutation/mailing label auto fill

    24 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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