Settings and activity
42 results found
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18 votesUnder Consideration · 0 comments · CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable · Admin →
Anna Wagner
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13 votesUnder Consideration · 0 comments · CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable · Admin →Anna Wagner
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21 votesAnna Wagner
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6 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
An error occurred while saving the comment Anna Wagner
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15 votesProposed Idea · 3 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
An error occurred while saving the comment Anna Wagner
commented
Yes, please! Also, linking an unposted donation should not automatically adjust a pledge. It amplifies these types of messy issues.
Anna Wagner
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6 votesAnna Wagner
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3 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Anna Wagner
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57 votes
When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.
Anna Wagner
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18 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
An error occurred while saving the comment Anna Wagner
commented
We have a LOT of public facing funds, and determining how to sort those logically for donors without using fund groups or some type of filtering is difficult, especially since fund names aren't always super clear as to the type of fund.
Something similar to the nonprofit directory being able to sort by something designated by the foundation (for us it would be fund group, but it sounds like others have different needs, so having that able to be customized would be ideal).
Anna Wagner
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12 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Anna Wagner
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14 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Anna Wagner
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3 votes
Donors do have the option to search by a service area, so if you displayed them on a fund record, they could sort on "xxxx" and a list of those funds would display. We don't plan on adding sort option to the tables, but are considering more filter options in the future. So changed the title to reflect what is possible.
An error occurred while saving the comment Anna Wagner
commented
I think what Bryan is wanting is to have something similar to what the nonprofit directory allows where you can click on a type (i.e., Designated or Scholarship) to help filter a long listing. We definitely would like some type of filtering/sorting feature available to donors as well.
Anna Wagner
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4 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
An error occurred while saving the comment Anna Wagner
commented
Same. We have a LOT of public facing funds, and determining how to sort those logically for donors without using fund groups is difficult.
If adding the grouping isn't available, could this be added as a sort function? Similar to the nonprofit directory being able to sort by type.
Anna Wagner
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4 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Anna Wagner
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10 votes
An error occurred while saving the comment Anna Wagner
commented
It would be nice to have the "prettier" formatting that you get when printing directly out of C-Suite to come over into Excel exports. There are some times that we would like to adjust widths or remove the headers to allow it all to print on one page without being microscopic text, which would be be easier to do in an Excel export.
Anna Wagner
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1 voteAnna Wagner
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12 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Anna Wagner
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15 votesAnna Wagner
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28 votesAnna Wagner
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5 votesAnna Wagner
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Yes, please! We were very excited when we heard public security info would be populating automatically, but so disappointed when the "fix" just repeated information that was already there and created more work to go in and edit.