Sally Weldon

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  1. 30 votes

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    1 comment  ·  CommunitySuite Idea Lab » Financials  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 29 votes

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    3 comments  ·  CommunitySuite Idea Lab » Permissions  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 7 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 9 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reports  ·  Flag idea as inappropriate…  ·  Admin →

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    Sally Weldon commented  · 

    It is hard to believe this has to be added to "idea lab" when it is clearly a product flaw. While you are adding fields to custom reports that should be there, please also add the Fund as the Beneficiary to the fund beneficiary reporting.

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  5. 9 votes

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    Sally Weldon commented  · 

    We have to use access reports to combine the two files based on the profile ID concatenated with the fund id and an underscore between them as the join fields. Maybe engineering can do something similar with the database reporting. And while they are at it they can add the additional tab fields to both this report and the Fund Advisor custom reporting. Split Interest, Voucher, Invoice, and Donate .

  6. 13 votes

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  7. 17 votes

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  8. 24 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 16 votes

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  10. 22 votes

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  11. 28 votes

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  12. 29 votes

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  13. 49 votes

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  14. 0 votes

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  15. 2 votes

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  16. 2 votes

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  17. 22 votes

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    Sally Weldon commented  · 

    We should be able to see as much information about the beneficiary that is a fund than the beneficiary that is a grantee. If you can add a fund record as a beneficiary, we should be able to report on it as well.

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    Sally Weldon commented  · 

    If we can add a fund as a beneficiary, we should be able to report on it. We should be able to see as much information about the fund that is the beneficiary as the grantee that is.

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  18. 8 votes

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  19. 28 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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  20. 35 votes

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