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4 results found

  1. Ability to copy a donation that applies to one payment

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Tracy Edgerton commented  · 

    Great idea! This would be really helpful.

  2. Yearly Tax Receipt Templates Download Word.Doc

    27 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Tracy Edgerton commented  · 

    It is also very important to have the ability to make tweaks to yearly tax receipts as needed, which is much more difficult if they are only produced in PDF format.

    Tracy Edgerton supported this idea  · 

  3. Last Donation Date does not reflect accurate last gift date

    120 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Tracy Edgerton commented  · 

    This is critical information as we work to accurately steward donor relationships. It's important to have knowledge of their most recent contributions on hand as we make calls.

    Tracy Edgerton supported this idea  · 

  4. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

    26 votes

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    3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Tracy Edgerton supported this idea  ·