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5 results found

  1. Issue invoice from CSuite & email out

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Julie Childers supported this idea  · 

  2. Advisor portal invoice notes

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Julie Childers shared this idea  · 

  3. Donation Notes - viewable in donation history

    43 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Julie Childers supported this idea  · 

  4. Recurring Donations Communications to Fund Advisors

    11 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Julie Childers commented  · 

    Our first fiscal sponsorship has mainly small recurring donations, like a monthly subscription. It is very tedious to have to manually create a report on the intervals, since it isn't a field choice for reports.

    Julie Childers supported this idea  · 

  5. Recurring donations fund advisor portal

    24 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Julie Childers supported this idea  ·