Settings and activity
20 results found
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85 votes
Sarah Knoch
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6 votesSarah Knoch
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43 votesSarah Knoch
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14 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Sarah Knoch
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11 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Sarah Knoch
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27 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Sarah Knoch
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36 votes
An error occurred while saving the comment Sarah Knoch
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40 votesSarah Knoch
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53 votesSarah Knoch
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19 votesSarah Knoch
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17 votesSarah Knoch
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15 votesSarah Knoch
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14 votesSarah Knoch
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21 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Sarah Knoch
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120 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 Knoch
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45 votes
An error occurred while saving the comment Sarah Knoch
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This would be particularly helpful when sending out grants. Right now, the contact name is added to the address in the grant letter. A lot of the time, the contact for communications is different than the person who receives the check. Larger non-profits have different departments and the check may float around a while or get lost trying to get to the right department.
Sarah Knoch
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26 votes
An error occurred while saving the comment Sarah Knoch
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I have a couple of fund holders ask about this, and right now, we don't allow them to do it as it would be too difficult to account for.
Sarah Knoch
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22 votesSarah Knoch
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144 votesSarah Knoch
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50 votesSarah Knoch
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Also agree with Jenny Praytor's comment. We need to have a way to have a primary contact for different departments! We have an option for a pay address, but it is still addressed to the primary contact instead of the person handling payments. It causes a lot of extra work.