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16 votes
Paulette Bassil
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12 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Paulette Bassil
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13 votesPaulette Bassil
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7 votesPaulette Bassil
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8 votesPaulette Bassil
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11 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Paulette Bassil
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10 votesPaulette Bassil
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24 votesPaulette Bassil
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Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.
13 votesPaulette Bassil
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10 votesPaulette Bassil
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85 votes
An error occurred while saving the comment Paulette Bassil
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11 votesPaulette Bassil
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10 votesPaulette Bassil
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7 votesPaulette Bassil
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9 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Paulette Bassil
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17 votes
There is an "org contact name" field available in profile reports. This field pulls in the primary contact name on an organization profile. I was just able to create a check to the organization without the name printing on the check. If someone feels this is not working correctly, please let me know.
Paulette Bassil
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8 votesPaulette Bassil
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16 votesPaulette Bassil
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10 votes
An error occurred while saving the comment Paulette Bassil
commented
We have a sponsorship opportunity that has a donation and ticket fee. It would be nice to link the ticket payment to the opportunity. Now the balance in the opportunity still shows the ticket fee which was paid.
Paulette Bassil
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An error occurred while saving the comment Paulette Bassil
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Hi,
It is so critical to this issue. Our fundraising team questioned why there is still a balance for the sponsorship opportunity but it has already been paid. -
10 votesPaulette Bassil
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If the Rollup Advisor/Household feature is initiated, ensure that the first and last gift dates correspond to the advisor/household/Individual first and last gift dates.
FYI - The first and last date were pulled from the donation section it has "household" member (ignoring the date that came from an individual donation).