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2 results found

  1. Add Ability to Select Specific AR Account when Creating Invoices

    3 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Payments  ·  Admin →
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    Mary Ann Samuelson supported this idea  · 
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    Mary Ann Samuelson commented  · 

    This would streamline creating invoice process and avoid unnecessary additional steps.

  2. online donations creating new profiles each time

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Mary Ann Samuelson supported this idea  ·