Settings and activity
40 results found
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29 votes
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Anne Allieri
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26 votes
An error occurred while saving the comment Anne Allieri
commented
Ability to post the Pledge total amount to the Opportunity so the Opportunity balance is reduced by the Pledge total amount.
An error occurred while saving the comment Anne Allieri
commented
Add the ability to link a Pledge to an Opportunity. This will allow the Opportunity to show as realized with a balance of $0.
Anne Allieri
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49 votesAnne Allieri
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47 votesAnne Allieri
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14 votes
An error occurred while saving the comment Anne Allieri
commented
Another option is to add a field for another level of 'County' so we can indicate if 'South Palm Beach County', 'North Palm Beach County', etc.
Anne Allieri
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13 votesAnne Allieri
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10 votesAnne Allieri
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5 votesAnne Allieri
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8 votesAnne Allieri
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17 votesAnne Allieri
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2 votesAnne Allieri
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13 votes
An error occurred while saving the comment Anne Allieri
commented
Allow for the addition of custom fields on the Grantee tab of the profile so we may add additional Grant Types to reflect multiple NTEE Codes defined for the Grantee on GuideStar.
An error occurred while saving the comment Anne Allieri
commented
Allow custom fields to be added to the Grantee Designation tab on a profile.
Anne Allieri
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56 votesAnne Allieri
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20 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Anne Allieri
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An error occurred while saving the comment Anne Allieri
commented
Add "Salutation" and "Suffix" fields to the import donations template so that we don't have to manually add these to the profiles that get created by the import.
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25 votesAnne Allieri
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17 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Anne Allieri
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12 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Anne Allieri
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116 votesAnne Allieri
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32 votesAnne Allieri
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21 votesAnne Allieri
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being able to add custom fields to notes is critical to our ability to report on data requested by our CEO one of which is defining fields to indicate each staff person who attended a particular meeting.