Settings and activity
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4 votes
Jesika Ellis
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10 votesJesika Ellis
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59 votesJesika Ellis
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38 votesJesika Ellis
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16 votesJesika Ellis
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2 votesJesika Ellis
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8 votesJesika Ellis
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9 votesJesika Ellis
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6 votesJesika Ellis
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9 votesJesika Ellis
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4 votes
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25 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Jesika Ellis
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15 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Jesika Ellis
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41 votesJesika Ellis
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39 votesJesika Ellis
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98 votesJesika Ellis
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2 votes
An error occurred while saving the comment Jesika Ellis
commented
AND while we can uncheck Show Advised Donations in the Donor section of Portal Settings, this suppresses IRA or other legitimately-advised giving instances from appearing across-the-board. What on Earth...
An error occurred while saving the comment Jesika Ellis
commented
Adding that these are unrestricted funds - NOT Donor-Advised. So perhaps DO NOT auto-populate the Grant Advisor field for certain fund groups, as well? We create HUNDREDS of these transfers to fill our central granting funds' spendable for grantmaking annually - no way we can individually correct each record one-at-a-time.
Jesika Ellis
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An error occurred while saving the comment Jesika Ellis
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Grant Advisor for Internal Grants should default to Null
OR we should be able to exclude certain revenue accounts from automatically populating a Grant Advisor. We just discovered the field has auto-populated to the Primary Fund Advisor on internal transfers that we complete annually to pool spendable from various funds into a central granting fund. Now, a very INTERNAL process shows up in the donor's giving history on the Portal. PLEASE CHANGE THIS.
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4 votesJesika Ellis
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2 votesJesika Ellis
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2 votesJesika Ellis
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This functionality has never worked at all when you have more than one address on any of the profiles, so it's just been a useless annoyance to us. But now, when changing/editing an address on a profile with more than one address, the Address Validation does NOT show as a feature following this screen at all, and that is problematic.