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  1. 119 votes

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    adamsamuels commented  · 

    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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  2. 8 votes

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    adamsamuels supported this idea  · 
  3. 3 votes

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    adamsamuels supported this idea  · 
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    adamsamuels commented  · 

    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.

  4. 35 votes

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    adamsamuels commented  · 

    This is another simple way to make the Collaborator feature more robust.

    adamsamuels supported this idea  · 
  5. 7 votes

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    adamsamuels commented  · 

    This is another simple way to make the Collaborator feature more robust.

    adamsamuels supported this idea  · 
  6. 1 vote

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    adamsamuels commented  · 

    This is simple way to make the Collaborator feature more useful with clarity in the user interface.

  7. 5 votes

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    adamsamuels commented  · 

    This is another simple way to make the Collaborator feature more robust.

    adamsamuels supported this idea  · 
  8. 5 votes

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    adamsamuels commented  · 

    This is another simple way to make the Collaborator feature more robust.

    adamsamuels supported this idea  · 
  9. 17 votes

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    adamsamuels commented  · 

    This is another simple way to make the Collaborator feature more robust.

    adamsamuels supported this idea  · 
  10. 18 votes

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    adamsamuels supported this idea  · 
  11. 10 votes

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  12. 9 votes

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  13. 8 votes

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    adamsamuels commented  · 

    I agree with the suggestion to model a chargeback feature on the void feature.

    adamsamuels supported this idea  · 
  14. 2 votes

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    adamsamuels commented  · 

    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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  15. 2 votes

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  16. 25 votes

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  17. 18 votes

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  18. 12 votes

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    adamsamuels commented  · 

    Bulk update options for Grant Manager would be a practical addition to the dashboard workflows in the Advanced License.

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  19. 5 votes

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    adamsamuels commented  · 

    A report object or custom column option would be very beneficial. This power feature is clouded in mystery in the dashboard workflows.

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  20. 3 votes

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    adamsamuels shared this idea  · 
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