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5 results found

  1. Login As --Removes user's existing login

    187 votes

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    Proposed Idea  ·  31 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  2. Fix Suggestion: Hide Descriptions Functionality in the new Portal

    10 votes

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

    Please do this ASAP!! We have about six years of donation descriptions that fund advisors shouldn't see. For example, we have put information about the donation originating from someone's DAF at Schwab, etc.

  3. Change Fund Group at a Point in Time

    91 votes

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    8 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

    34 votes

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    Proposed Idea  ·  5 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

    41 votes

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