Settings and activity
63 results found
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26 votes
An error occurred while saving the comment adamsamuels supported this idea ·
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4 votes
An error occurred while saving the comment added field options for the donor rollup report, and options to reduce to household, would alleviate the labor-intensive process of preparing a list for screening.
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8 votes
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120 votes
An error occurred while saving the comment I'd like to emphasize this issue. I changed my vote from important to Critical. The household and advised donation rollups need to work together in heirarchy to facilitate research in our donor lists. If necessary, a new report field to distinguish the last donation from the last donation + advised would bring clarity to the rollup. In any case, individual donations within a household need to be reflected in the 'household last donation date' and not be restricted to donations made under the single household profile.
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8 votes
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3 votes
An error occurred while saving the comment We have a use case need to use one campaign across a period of time and compare time spans within the campaign. Robust filters and options would let us accomplish with one campaign rather than multiple.
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37 votes
An error occurred while saving the comment This is another simple way to make the Collaborator feature more robust.
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8 votes
An error occurred while saving the comment This is another simple way to make the Collaborator feature more robust.
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1 vote
An error occurred while saving the comment This is simple way to make the Collaborator feature more useful with clarity in the user interface.
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6 votes
An error occurred while saving the comment This is another simple way to make the Collaborator feature more robust.
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5 votes
An error occurred while saving the comment This is another simple way to make the Collaborator feature more robust.
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18 votes
An error occurred while saving the comment This is another simple way to make the Collaborator feature more robust.
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18 votes
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10 votes
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10 votes
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8 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
An error occurred while saving the comment I agree with the suggestion to model a chargeback feature on the void feature.
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2 votes
An error occurred while saving the comment This might become a Checks settings option and function similarly to receipts or documents with a mark complete option. Adding it as a dashboard bucket would be good practice.
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2 votes
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27 votes
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18 votes
added field options for the donor rollup report, and options to reduce to household, would alleviate the labor-intensive process of preparing a list for screening.
also suggest: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/50411955-fields-for-donorsearch-import