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12 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. Add Indicator on Profiles to identify them as having been created by Import Donations Tool

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Robert Gines commented  · 

    Very important. The donation import template does not include some fields that must be manually entered after the profile is created. This assists in locating those imports for review and update.

    Robert Gines supported this idea  · 

  3. Grant Approver: Easier way to create new approver

    29 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  · 

  4. Opportunity balance should reflect when the opportunity is committed by a pledge

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Robert Gines commented  · 

    Please update for clarity in opportunities management

    Robert Gines supported this idea  · 

  5. Donations Report Fields: Opportunity Id and Opportunity Assigned Name

    10 votes

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

    This would be quite useful.

    Robert Gines supported this idea  · 

  6. 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  · 

  7. 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  · 

  8. 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  · 

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

    12 votes

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    Under Consideration  ·  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  · 

  10. Bulk Delete Profiles from Campaign

    35 votes

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

    Absolutely needed to update Campaign records!

  11. 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  · 

  12. 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.