Settings and activity
147 results found
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20 votes
Susan Lotreck
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64 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Susan Lotreck
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20 votes
An error occurred while saving the comment Susan Lotreck
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91 votes
An error occurred while saving the comment Susan Lotreck
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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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42 votes
An error occurred while saving the comment Susan Lotreck
commented
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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223 votes
An error occurred while saving the comment Susan Lotreck
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This would be a game changer for us!
Susan Lotreck
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48 votesSusan Lotreck
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19 votesSusan Lotreck
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30 votesSusan Lotreck
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32 votesSusan Lotreck
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37 votes
An error occurred while saving the comment Susan Lotreck
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Absolutely critically needed!
Susan Lotreck
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15 votesSusan Lotreck
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19 votes
An error occurred while saving the comment Susan Lotreck
commented
This would be tremendously helpful!
Susan Lotreck
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21 votes
An error occurred while saving the comment Susan Lotreck
commented
ABSOLUTELY NECESSARY! It is a painful process to go through all that work with multiple donations for a profile payment and then have to delete all of it is an error was made with total amount etc. and then have to reattach all the gift documentation file to each donation all over again. I am surprised CSuite doesn't pop an error message when the total of donations entered does not equal the Open balance amount entered originally.
Susan Lotreck
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196 votesSusan Lotreck
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48 votes
An error occurred while saving the comment Susan Lotreck
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This would be extremely helpful!
Susan Lotreck
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14 votesSusan Lotreck
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25 votesSusan Lotreck
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98 votesSusan Lotreck
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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.