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11 results found

  1. Yearly Tax Receipt Templates Download Word.Doc

    24 votes

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

    Definitely need to have a Word option versus PDF for annual tax receipt reporting!
    I have just finished creating over 50 separate annual tax receipt documents one at a time so they could be edited in Word, as the bulk file only comes out .PDF. This took about half a day, as even with a Word document, there are lots of changes to make for page endings and table columns not coming out right.

    It would also be great if these could be stored on the profile record similar to how the fund statements are stored for funds.

    As our Foundation grows, this improvement will become much more critical to have.

    Linda Rosswurm supported this idea  · 

  2. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    45 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Linda Rosswurm supported this idea  · 

  3. 1099-R - IRS 1099 Field in Account Section

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Linda Rosswurm supported this idea  · 

  4. Recurring Spendable Grant

    2 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Linda Rosswurm supported this idea  · 

  5. Apply to Spendable for Scholarship Refunds, particularly Post by Payment

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Linda Rosswurm supported this idea  · 

  6. salutation/mailing label auto fill

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Linda Rosswurm supported this idea  · 

  7. Blank Tabs grayed out or different color

    21 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Linda Rosswurm supported this idea  · 

  8. Duplicate Profiles

    19 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Linda Rosswurm supported this idea  · 

  9. Profile changes (ex: name, address) should not update historical information.

    55 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Linda Rosswurm supported this idea  · 

  10. Flag Duplicate Addresses

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Linda Rosswurm supported this idea  · 

  11. Multiple contacts for Organizations

    44 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Linda Rosswurm supported this idea  ·