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9 results found

  1. Add Fields to the Donation Import Template

    20 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Robert Gines commented  · 

    Very important for efficiencies in creating profiles by donation imports.

    Robert Gines supported this idea  · 
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    Robert Gines commented  · 

    This is important to avoid extra steps in creating profiles during batch donation imports.

  2. Grant Approver: Easier way to create new approver

    30 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Robert Gines commented  · 

    Please add this to improve process efficiencies.

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    Robert Gines commented  · 

    Please add this. to improve process efficiencies.

    Robert Gines supported this idea  · 

  3. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Robert Gines commented  · 

    System should know to clear inactive from all the fields.

    Robert Gines supported this idea  · 

  4. Advisor Household label field in grant template

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Robert Gines commented  · 

    It's the right way to do it.

    Robert Gines supported this idea  · 

  5. Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Robert Gines commented  · 

    Security issue - view only users have Edit access!

    Robert Gines supported this idea  · 

  6. Adding an additional column for Registration beside RSVP and Attended

    14 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Robert Gines commented  · 

    Need to track who actually attended.

    Robert Gines supported this idea  · 

  7. Bulk Delete Profiles from Campaign

    42 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Robert Gines commented  · 

    Absolutely needed to update Campaign records!

  8. Event Ticket Receipt - Guest Information Fields

    23 votes

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    5 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Robert Gines commented  · 

    Yes, would help tremendously.

    Robert Gines supported this idea  · 

  9. Allow 'StripeID' to be a field that can be included as a column in reports and be filtered on

    12 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Robert Gines commented  · 

    Stripes matching process to existing profiles is not perfect, thus creates duplicate profiles which then need to be merged.