Settings and activity
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8 votes
Susan Lotreck
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7 votesSusan Lotreck
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6 votes
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Susan Lotreck
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17 votesSusan Lotreck
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32 votesSusan Lotreck
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40 votesSusan Lotreck
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102 votesSusan Lotreck
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63 votesSusan Lotreck
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36 votes
An error occurred while saving the comment Susan Lotreck
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4 votesSusan Lotreck
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15 votesSusan Lotreck
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19 votesSusan Lotreck
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89 votesSusan Lotreck
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61 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Susan Lotreck
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81 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Susan Lotreck
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19 votes
An error occurred while saving the comment Susan Lotreck
commented
We have several funds in our portfolio as well that have a specific $ amount for annual distribution. It would be great to have this idea implemented.
Susan Lotreck
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86 votes
An error occurred while saving the comment Susan Lotreck
commented
This is highly critical issue.To date, in FIMS and now CSuite, our CF has closed out fund, transferred to new fund and add notes to state new fund is from a fund conversion and also use a custom field to note the new fund is sourced from a fund conversion. Not only do we lose clear audit trail of the fund's donation/grant history. More importantly, the distribution calculation on this new fund is not accurate since the system doesn't have 20 quarters of fund balances. They live back in the retired fund.
Susan Lotreck
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53 votesSusan Lotreck
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40 votes
An error occurred while saving the comment Susan Lotreck
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Sometimes grants need to be unposted and fixed immediately and we do not want fund advisors receiving this information. We had a couple of advisors call in this week with great concern.
Susan Lotreck
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19 votesSusan Lotreck
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This is critical. We just turned on the Donate Tab and we would like to invite agencies with many funds (custodial and agency designated funds). However - we are promoting a list of funds so it would have to be explained to donors they need to scroll to find the agency fund they want to donate to.