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5 results found

  1. Decouple the inactive button from the deceased button

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Pam Dawkins Pieper shared this idea  · 

  2. Change Fund Group at a Point in Time

    86 votes

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    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  3. Closed Funds should appear in Red in Relationships tab

    81 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  4. display future year's spendable amount on fund statement

    26 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Pam Dawkins Pieper commented  · 

    I love the idea of having the upcoming year's spendable balance available on the Q4 fund statements but not whatever is remaining at the end of the year. That would throw off the Finance department. By early February, when Q4 goes out, I think any remaining spendable has been zeroed out.
    Being able to put the new spendable into the fund statements will save us an enormous amount of time - now, we have to generate separate letters that get emailed separately, or printed and mailed with the statements that go out manually.

    Pam Dawkins Pieper supported this idea  · 

  5. Add # of Gifts field to Profile reports

    40 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Pam Dawkins Pieper supported this idea  ·