Settings and activity

84 results found

1. investment strategy: option set a dollar amount

   18 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Paul Tomkins commented  ·  Aug 5, 2024  ·  Edit…  ·  Delete…

   We just received a request from a donor for setup of their fund that would require something like this, so this would be a great feature to implement.

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   Paul Tomkins supported this idea  ·  Aug 5, 2024

2. Ability to build custom dashboards

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   51 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jun 11, 2024

3. Financial Views

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jun 11, 2024

4. mobile app

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jun 6, 2024

5. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

   26 votes

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Paul Tomkins supported this idea  ·  Jun 6, 2024

6. Unique URLs to Easily Share Reports

   17 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  May 14, 2024

7. Export Date / Run Date

   21 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  May 10, 2024

8. Balance Sheet Liabilities List Order

   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  May 10, 2024

9. Allow Multiple File Attachments when Creating a Voucher

   47 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  May 10, 2024

10. batch emails

    16 votes

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    4 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  May 1, 2024

11. Export Balance Swap

    19 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Paul Tomkins shared this idea  ·  Apr 23, 2024

12. Financial Package

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Paul Tomkins shared this idea  ·  Apr 10, 2024

13. Visual Presentations Using Charts (with GL data)

    13 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Apr 10, 2024

14. Ability to Build Custom Financial Statements in the Reports Section

    25 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Apr 10, 2024

15. Admin Fee Report/Audit Support

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Apr 3, 2024

16. Add conditional logic to custom fields

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Apr 3, 2024

17. email - integration with Outlook

    84 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Apr 3, 2024

18. Create ability to attach files to a note

    106 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Apr 1, 2024

19. Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 21, 2024

20. Scholarship Directory (Similar to Nonprofit Directory)

    73 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 21, 2024