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5 votes
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5 votesBryant Phillips
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26 votesBryant Phillips
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1 voteBryant Phillips
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41 votesBryant Phillips
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77 votesBryant Phillips
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30 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Bryant Phillips
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19 votesBryant Phillips
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12 votes
From the left side menu of the Fund, their is a history option. From that screen, you can select the Grant amount and get a historical list of all the grants. There is also an option in reports to display all grants. Select reports, grants, then the relative date of all.
Bryant Phillips
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31 votesBryant Phillips
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32 votesBryant Phillips
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35 votesBryant Phillips
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7 votesBryant Phillips
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16 votesBryant Phillips
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26 votesBryant Phillips
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5 votesBryant Phillips
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An error occurred while saving the comment An error occurred while saving the comment Bryant Phillips
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For check templates, vendor_name is available for a merge field. It has logic built in to show either the organization's name or individual's name for the check depending on the type of profile. We don't have an equivalent field to include for Check Reports. The closest is Label from Profile Fields but the formatting is different for individual name.
Can we have vendor_name available as a field for Check reports so our report can match exactly what is printed on checks?
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6 votesBryant Phillips
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The vendor_name merge field also has logic built into it to show the Legal Name instead of the Organization Name on a profile if it has one. There isn't a single field available for custom check reports that does the same.