Settings and activity
62 results found
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6 votes
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Sally Weldon
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2 votesSally Weldon
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37 votesSally Weldon
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25 votes
An error occurred while saving the comment Sally Weldon
commented
We flag a Profile Fund record, on the Profile with a Note of type "no fund statement" and record on the note text who requested it. Then we do not create a Fund Advisor record. The data check includes removing these profiles when making sure the setup of the Fund Advisor record is following the category of the Profile Fund record and the Group/Subgroup of the fund to make sure only funds with Grant Req tab are able to grant. We also make sure during the quarterly data check that any Profile with this note is still a fund holder and still without a Fund Advisor record. While having a "placeholder" fund advisor record could be a better solution, if not and you want to try our method would be happy to share details if needed.
Sally Weldon
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15 votes
An error occurred while saving the comment Sally Weldon
commented
Yes, the ability to join objects is a very much needed option in reporting. I have had this option in other ERPs as well. One of the most important object joins for us would have to be the Profile Fund object and the Fund Advisor object. We currently run over 20 reports quarterly as exports that must use Access to join the individual exports to produce reports to check data entry. Fund/Notes (the combined object only shows Funds WITH Notes), Fund/Grants, Profile/Notes (the combined object only shows Profiles WITH notes).
Sally Weldon
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36 votesSally Weldon
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28 votesSally Weldon
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51 votesSally Weldon
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29 votes
An error occurred while saving the comment Sally Weldon
commented
Any automated process should have some kind of log or report we can review. We are finding duplicated addresses from this process, because of our standards for entering addresses, the GLM merge adds an additional address record in CSuite, just a bit different from the existing.
Sally Weldon
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49 votesSally Weldon
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111 votes
An error occurred while saving the comment Sally Weldon
commented
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.
Sally Weldon
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66 votesSally Weldon
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24 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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154 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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18 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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50 votesSally Weldon
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42 votesSally Weldon
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55 votesSally Weldon
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24 votesSally Weldon
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20 votesSally Weldon
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An Admin should be able to manage reports and tasks of any user, active or inactive.