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8 results found

  1. Change Donor Warning-Second Step

    2 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Beverly Grazulewicz shared this idea  · 

  2. Yearly Tax Receipt Template - add fund public name

    4 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Beverly Grazulewicz commented  · 

    Can the "Public Name" for a fund be included in the Field List for the Yearly Tax receipt. It doesn't appear to currently be an option.

    Beverly Grazulewicz supported this idea  · 

  3. Fund statements: Need school name in Grantee section

    148 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    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.

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    Beverly Grazulewicz commented  · 

    Is this still under consideration? I agree with the comments.

    Beverly Grazulewicz supported this idea  · 

  4. Dynamic "Primary Org Contact" field replace static "Contact" field

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Beverly Grazulewicz supported this idea  · 

  5. Primary Contact Field in Reports

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Beverly Grazulewicz supported this idea  · 

  6. birthday - option to not include year

    105 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Beverly Grazulewicz supported this idea  · 

  7. Envelope Printing Incorrectly for DAF Donations

    40 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Beverly Grazulewicz commented  · 

    We would appreciate being able to print letters to donor advisors to thank them for recommending a grant to us. I am not seeing how that is currently possible.

    Beverly Grazulewicz supported this idea  · 

  8. Recognize soft credits on donor profiles

    34 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Beverly Grazulewicz commented  · 

    We should also be able to send a letter to a soft credit donor.

    Beverly Grazulewicz supported this idea  ·