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4 results found

  1. Move Add Opportunities to the Engagement tab

    18 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Sandi Hansen commented  · 

    For ease of data collection and for ongoing training for new personnel, it makes sense to have all "Opportunity" related actions to live on the Engagement tab.

    Sandi Hansen supported this idea  · 

  2. Yearly Tax Receipt Templates Download Word.Doc

    27 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Sandi Hansen commented  · 

    In order to provide accurate and timely information to our fund holders, this is an important request

    Sandi Hansen supported this idea  · 
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    Sandi Hansen commented  · 

    To ensure accuracy, we need the ability to make manual changes to the tax documents

  3. Add Household Steward as a field in custom reports

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sandi Hansen commented  · 

    This would greatly the time and effort needed to run a report each month

  4. Last Donation Date does not reflect accurate last gift date

    117 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sandi Hansen commented  · 

    This information will help us more quickly and efficiently pull accurate lists to steward recent gifts as well as prospect for future gifts.

    Sandi Hansen supported this idea  ·