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7 results found

  1. Yearly Tax Receipt Templates Download Word.Doc

    19 votes

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    Proposed Idea  ·  7 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  · 

  2. Make tasks viewable to all when in a profile or household

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Tracy Edgerton commented  · 

    This would be so helpful to our development team.

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    Tracy Edgerton commented  · 

    this would be so helpful for our development team!

    Tracy Edgerton supported this idea  · 

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

    102 votes

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    Proposed Idea  ·  8 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. Admin Fees: choose more than one donation type for an Admin Fee

    22 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Tracy Edgerton supported this idea  · 

  5. Add option to create a letter from a profile

    47 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Tracy Edgerton commented  · 

    So helpful to increase our efficiency! Yes please!!

    Tracy Edgerton supported this idea  · 

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

    23 votes

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

  7. Tasks viewable to everyone who opens a profile

    25 votes

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    6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Tracy Edgerton commented  · 

    This would be wonderful - increase efficiency and ensure the entire team can view pending tasks.

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    Tracy Edgerton commented  · 

    This would be great!

    Tracy Edgerton supported this idea  ·