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46 results found

  1. Reports: Freeze the column headers

    33 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Byram Fager supported this idea  · 

  2. Allow Multiple File Attachments when Creating a Voucher

    37 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Byram Fager supported this idea  · 

  3. Custom Field on Notes

    26 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Byram Fager supported this idea  · 

  4. Create ability to attach files to a note

    89 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Byram Fager supported this idea  · 

  5. Grant Approver: Easier way to create new approver

    29 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Byram Fager supported this idea  · 

  6. display future year's spendable amount on fund statement

    26 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Byram Fager supported this idea  · 

  7. FA Donation notifications should include tribute information

    65 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Byram Fager supported this idea  · 

  8. Ticket Purchasing: Multiple Ticket Types option on one screen

    48 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Byram Fager supported this idea  · 

  9. Add Fields to the Donation Import Template

    20 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Byram Fager supported this idea  · 

  10. Batch Donation Notify and Grant Notify Emails

    24 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Byram Fager supported this idea  · 

  11. Multifund Invoices

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Byram Fager supported this idea  · 

  12. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Byram Fager supported this idea  · 

  13. Organization's name in event ticket

    40 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Byram Fager supported this idea  · 

  14. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    63 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Byram Fager supported this idea  · 

  15. Flagging duplicate EINs

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Byram Fager supported this idea  · 

  16. Grant Documents

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Byram Fager supported this idea  · 

  17. Admin Fee Report in Funds

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Byram Fager supported this idea  · 

  18. Be able to update RSVPs in bulk

    25 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Byram Fager supported this idea  · 

  19. Scholarship Directory (Similar to Nonprofit Directory)

    70 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Byram Fager supported this idea  · 

  20. positive pay

    15 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Byram Fager commented  · 

    We have just implemented Positive Pay thinking it would be an easy export. But our bank needs fewer fields in a different order and in a csv format. At this point it is easier for me to make the file manually than try to edit the current export and make sure I get it right. At a minimum, please consider a template so we can make it work for our bank and the ability to make a csv.

    A 2nd level upgrade would be to add a field so the system would know which records have been exported, so we wouldnt have to enter a date. If we could just hit export new records that would be great!

    Byram Fager supported this idea  · 
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