Settings and activity
14 results found
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6 votes
Steven Paul
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3 votesSteven Paul
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5 votes
An error occurred while saving the comment Steven Paul
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4 votesSteven Paul
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4 votes
An error occurred while saving the comment Steven Paul
commented
This is an area of the NPC that needs focused attention. We have spent a significant amount of time gathering all our historical revenue data for migration so that we could gain insight and benefit with your product to view a donor's data over many years - understanding not only the value of their contributions, but the TYPE/DETAIL of their donations. All of this information was migrated - only to understand that it is NOT VISIBLE ANYWHERE except in reporting. And even then, some of the fields are not presently available. Running a report for details for everyone Profile is not an improvement over our running these in Excel when we had no system.
Steven Paul
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An error occurred while saving the comment Steven Paul
commented
Our Revenue summaries WILL have extremely long lists once migrated this week. The general UI design here is wasting a lot of pixel real estate...And when displayed, it's not the date we want to see anyway.
The question: Who, When, How Much and What ... is not answered in the summary panel.
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1 voteSteven Paul
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5 votes
An error occurred while saving the comment Steven Paul
commented
We do not consider this a 'fluff' requirement. In months where we are into heavy procurement, we have over 800 transactions in a single 30 day period. To balance that many transactions is a huge effort!
We aren't asking for additional functionality at this time .. just same:same to Quickbooks.
Steven Paul
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4 votes
An error occurred while saving the comment Steven Paul
commented
We need the ability to search AND Report on Notes/Tasks - (label and details). Additionally, expanding the DETAILS in the UI to avoid needing to open each individually to view. At this time, we are parsing data into the label for easier visibility.
Steven Paul
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2 votesSteven Paul
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2 votesSteven Paul
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1 voteSteven Paul
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2 votesSteven Paul
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2 votesSteven Paul
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1 voteSteven Paul
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Please link this Idea with the Revenue Summary Idea. Both relate to the lack of 'more' information within that panel. At this time, no hyperlinks exist so you aren't even able to find out more information on the limited information presented.