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1 vote
Rachael Rosas
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3 votesRachael Rosas
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3 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Rachael Rosas
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8 votesRachael Rosas
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53 votesRachael Rosas
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45 votesRachael Rosas
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90 votes
An error occurred while saving the comment Rachael Rosas
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102 votesRachael Rosas
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147 votes
After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.
Rachael Rosas
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14 votesRachael Rosas
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10 votesRachael Rosas
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21 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
Thank you for this suggestion. We are working on improvements to Idea Lab and our process.
Rachael Rosas
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11 votesRachael Rosas
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21 votesRachael Rosas
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167 votesRachael Rosas
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48 votesRachael Rosas
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15 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Rachael Rosas
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22 votes
An error occurred while saving the comment Rachael Rosas
commented
Is tag merging where you can run a search on your records, tag them, and then continue to search and add new tagged records until you get the data that you want? I used to coordinate a volunteer program that used online software called "Volgistics" and it had a feature I've always missed. I could search for say - all people who live in this town and tag them - and then do another search with different criteria and add them. Then I could use all of my tagged records for sending communications to just those particular people. It was so handy.
Rachael Rosas
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13 votes
An error occurred while saving the comment Rachael Rosas
commented
It would be helpful to draw our attention to these donations. They tend to blend in with other donations and that has caused me trouble here and there.
Rachael Rosas
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29 votesRachael Rosas
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We recently encountered this limitation and we are going to put in the 1st as the DOB just so we have a method for tracking month/year. Our CEO will be assisted in her work by knowing an approximate age but it does make me cringe a bit knowing I'm entering data that isn't fully correct. This feature would be helpful for that reason.