Skip to content
← IDEA LAB

Settings and activity

5 results found

  1. Yearly Tax Receipt Templates Download Word.Doc

    24 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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  · 
    An error occurred while saving the comment
    Sandi Hansen commented  · 

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

  2. Add Household Steward as a field in custom reports

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Sandi Hansen commented  · 

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

  3. Yearly tax receipt - would like to bulk email to those with emails and mail to those without emails

    9 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Sandi Hansen commented  · 

    This would streamline our tax receipting process and decrease the amount of man hours significantly!

    Sandi Hansen supported this idea  · 

  4. Make tasks viewable to all when in a profile or household

    12 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Sandi Hansen commented  · 

    In a collaborative work environment, it would be ideal to ensure tasks are handled between team members. This can only be accomplished if there is full visibility to tasks between stewards.

    Sandi Hansen supported this idea  · 

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

    109 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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  ·