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59 results found
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11 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
Sally Weldon
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45 votesSally Weldon
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53 votesSally Weldon
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102 votes
An error occurred while saving the comment Sally Weldon
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52 votesSally Weldon
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23 votes
An error occurred while saving the comment Sally Weldon
commented
we just leave open a browser tab with the chat in it and open new tabs to continue to work, if you want a work around before this is implemented
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147 votes
After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.
Sally Weldon
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14 votes
An error occurred while saving the comment Sally Weldon
commented
we have Fund Advisor emails tracked for Fund Statements, Grant and Donation Notifications. Tax Receipts for Donations emails. We would like to include emails to Grantees with these other emails that are already logged.”…
Sally Weldon
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42 votesSally Weldon
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40 votesSally Weldon
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54 votesSally Weldon
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23 votesSally Weldon
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20 votesSally Weldon
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24 votesSally Weldon
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92 votesSally Weldon
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14 votesSally Weldon
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29 votes
An error occurred while saving the comment Sally Weldon
commented
and these other fields too- basically if we can enter data into a field please have it available on the custom report menu:
Scholarships
Last Login Date
Request Confirmation EmailSally Weldon
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An error occurred while saving the comment 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 .
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15 votesSally Weldon
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23 votesSally Weldon
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25 votesSally Weldon
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An error occurred while saving the comment Sally Weldon
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Support should never ask us to post a system flaw on idea lab, but they do a lot. It isn't good customer support. There should be a portal to enter system issues (fields missing from custom reports, a function gone that used to be there, a process that is not working). I have no idea if we use could use this function but as a support of your first line "I'm not sure why support has asked me to post this on ideal lab..." I support it!
Yikes, I haven't used the "roll up" reporting for our donor lists for AR and Newsletter mailing lists - happy I haven't. I was thinking it may be easier than sorting HH records and individual records based on donation date. IMHO: This isn't an IDEA this is a product flaw. Anyone who needs this roll up donation report to be accurate for donation date should send an email to support.