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5 results found

  1. 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

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

    9 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Sandi Hansen commented  · 

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

    Sandi Hansen supported this idea  · 

  3. Yearly Tax Receipt Templates Download Word.Doc

    19 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Sandi Hansen commented  · 

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

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

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    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

    102 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  ·