Settings and activity
12 results found
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13 votesProposed Idea · 14 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
Nikki Hilchey supported this idea ·
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251 votes
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55 votes
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2 votes
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86 votes
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23 votesProposed Idea · 3 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
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205 votes
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21 votes
An error occurred while saving the comment This is a great idea, especially for a new tribute added to the system!
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89 votes
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8 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
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69 votes
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117 votes
Agreed on the previous comments that making this change in December is challenging and painful for staff who enter gifts at the busiest time of the year. Layout suggestions:
-Move Check Number to be under Payment Method, which is the intuitive location as you're entering the gift.
-Move the Tribute Information section to the bottom, after the Additional Information section. As others have said, some of the Additional Information fields are mandatory for us gift entry folks.
-Add an additional Post button to the bottom so we don't have to scroll back up to post every single gift.
-Move the Reviewed button back to the left navigation panel. Having to scroll back up after reviewing each grant seems like a small delay but when I'm entering up to 150 gifts daily at the end of the year, it becomes very time-consuming.