Settings and activity
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4 votes
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Sarah Paone
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95 votesSarah Paone
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65 votesSarah Paone
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12 votes
An error occurred while saving the comment Sarah Paone
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I also support a setting that allows us to control which grantee/organization results appear first. We prefer for our Foundation results to appear first for our fund advisors. But the Candid results still appear first. Having the option to select which results appear first would be great!
Sarah Paone
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19 votes
An error occurred while saving the comment Sarah Paone
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We would like to request that an additional column titled "Default Payment Type" be added to the Open Recurring Grants screen. There are days where we have 100+ recurring grants that are scheduled to be processed. We process grants via check and ACH. With so many recurring grants being processed each day, it would be wonderful if we could see the grantee's default payment type before selecting to create the recurring grant. That way, we could select to create all of the recurring grants who are marked with ACH payments together and keep them separate from the grants that are to be paid via check.
Sarah Paone
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38 votesSarah Paone
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5 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Sarah Paone
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25 votesSarah Paone
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43 votesSarah Paone
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32 votesSarah Paone
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22 votesSarah Paone
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118 votes
This just released today..This should help with the reporting.
6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.
Sarah Paone
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YES!! We have had several fund advisors call in complaining that when they apply a filtered date range on their donation history or grant history, the filtered ranged applies on the portal but does not stay when they export the information. When the information is exported, the filtered date range is gone and it shows ALL donation/grant history, not just the specific time frame they had entered. Would be nice if only the selected date range that appears on their screen in the portal could also be the only information that is exported.