Settings and activity
22 results found
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21 votesDerica Reed supported this idea ·
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5 votesDerica Reed shared this idea ·
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8 votesDerica Reed supported this idea ·
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7 votesDerica Reed shared this idea ·
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54 votesDerica Reed supported this idea ·
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77 votesDerica Reed supported this idea ·
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17 votes
An error occurred while saving the comment Derica Reed supported this idea ·Derica Reed shared this idea · -
176 votesDerica Reed supported this idea ·
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4 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Derica Reed shared this idea ·
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12 votesDerica Reed supported this idea ·
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11 votes
Please add the specific object and filters needed.
An error occurred while saving the comment Derica Reed commentedSearch or Filter by – payment method, payment date, payment amount, or check number, any information in the check module. Also, can we add payment method As of now, we can’t determine wires from ACH because all electronic payments are categorized in csuite as “electronic”.
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11 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Derica Reed shared this idea ·
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16 votesDerica Reed shared this idea ·
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14 votesDerica Reed shared this idea ·
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21 votesUnder Consideration · 3 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
An error occurred while saving the comment Derica Reed commentedI agree that a workflow designer would be amazing! This feature exist in many of the CRMs and applications that I have used before. I think this would be especially helpful when creating new profiles. Profile creation is a multistep process for us and this feature would improve our data integrity.
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29 votesDerica Reed shared this idea ·
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15 votesDerica Reed shared this idea ·
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30 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Derica Reed shared this idea ·
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15 votesDerica Reed shared this idea ·
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9 votesDerica Reed shared this idea ·
This is so important. Our last financial platform had this feature and it worked great for us. Since moving to CSuite we are forced to continuously change the information or add new profiles which becomes difficult to manage. This would be a great feature to add.