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18 results found

  1. Living Member Donations for an Inactive Household

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Caili Brading supported this idea  · 

  2. Fixed Assets and Depreciation

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Caili Brading supported this idea  · 

  3. Rename one financial report on new print option

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Caili Brading shared this idea  · 

  4. Fund Advisor Tab Options Default

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Caili Brading supported this idea  · 

  5. Add Profile Fund Category to Fund Advisor Fund Custom Report

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Caili Brading supported this idea  · 

  6. Combine credit card fees with the donation amount

    117 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Caili Brading supported this idea  · 

  7. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Caili Brading supported this idea  · 

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

    34 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Caili Brading supported this idea  · 

  9. percentage of gift to spendable

    30 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Caili Brading supported this idea  · 

  10. Opportunity Task Workflow

    50 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Caili Brading commented  · 

    This would be huge for us because we are using opportunities for a "new fund" and multiple people here touch these new funds and we have several tasks we have to add to multiple people in a certain order. It is very cumbersome trying to add all those individual tasks each time.

    Caili Brading supported this idea  · 

  11. Sync attachments in csuite and glm

    28 votes

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    1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Caili Brading supported this idea  · 

  12. Add Permission to View ACH Details in Profiles

    40 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Caili Brading supported this idea  · 

  13. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    27 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Caili Brading supported this idea  · 

  14. Linking profiles to funds- multiple links at a time

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Caili Brading shared this idea  · 

  15. General Ledger Search- From>To Accounts

    24 votes

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    1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Caili Brading shared this idea  · 

  16. Notification for Approval Requester

    25 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Caili Brading supported this idea  · 

  17. board portal

    200 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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  18. Change Fund Group at a Point in Time

    91 votes

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    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Caili Brading commented  · 

    This would be super helpful. We were told to make a new fund, but we agree with Catherine that when you lose the history you don't want to make a new fund... so for us.... it's just changing the previous audited data from prior years when you pull reports which should not happen. If there could be a date when the fund was changed to a different type that might fix the issue.

    Caili Brading supported this idea  ·