Settings and activity
25 results found
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2 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Rachael Rosas shared this idea ·
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8 votesRachael Rosas shared this idea ·
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31 votes
An error occurred while saving the comment Rachael Rosas supported this idea · -
46 votesRachael Rosas supported this idea ·
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31 votesRachael Rosas supported this idea ·
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58 votes
An error occurred while saving the comment Rachael Rosas commentedWe 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.
Rachael Rosas supported this idea · -
85 votesRachael Rosas supported this idea ·
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129 votesRachael Rosas supported this idea ·
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12 votesRachael Rosas supported this idea ·
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7 votesRachael Rosas shared this idea ·
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6 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 shared this idea · -
6 votesRachael Rosas shared this idea ·
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72 votesRachael Rosas supported this idea ·
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85 votesRachael Rosas supported this idea ·
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8 votesRachael Rosas supported this idea ·
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21 votesRachael Rosas supported this idea ·
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160 votesRachael Rosas supported this idea ·
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47 votesRachael Rosas supported this idea ·
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15 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Rachael Rosas shared this idea ·
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19 votes
An error occurred while saving the comment Rachael Rosas commentedIs 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 supported this idea ·
This would be especially helpful when someone from the community passes who we receive a lot of memorial donations for. One-offs aren't so bad, but when you need to click into each tribute gift to see if there is a note for the family, it can be rather tedious.