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4 results found

  1. Yearly Tax Receipt Templates Download Word.Doc

    18 votes

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    Proposed Idea  ·  6 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

  2. Payment Processor View

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Sandi Hansen supported this idea  · 

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

    9 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  · 

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

    83 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  ·