Settings and activity
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148 votes
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24 votesRhonda Page
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13 votesRhonda Page
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54 votesRhonda Page
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27 votesRhonda Page
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21 votesRhonda Page
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21 votesRhonda Page
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6 votes
The yearly tax receipt envelopes should now print in the same order as the letter. It is important to only create letters for donors with an address, otherwise the envelopes will not print.
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22 votesRhonda Page
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140 votesPlanned · 6 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Rhonda Page
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67 votesRhonda Page
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17 votesRhonda Page
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23 votes
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24 votesRhonda Page
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THIS ISN'T QUITE IMPLEMENTED! It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up regardless of which user opens the profile, and it would be great is Tasks would appear at the top of the page when a profile is open, if it's past due in a red box. If it's a future task, not in a red box. We are used to Raiser's Edge and seeing open/pending actions so the whole team is aware of what's going on with a constituent/profile/donor. Thanks