Settings and activity
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85 votes
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Juana Baribeau
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79 votesJuana Baribeau
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6 votesJuana Baribeau
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13 votesJuana Baribeau
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1 voteJuana Baribeau
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94 votesJuana Baribeau
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211 votesJuana Baribeau
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15 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Juana Baribeau
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1 voteJuana Baribeau
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14 votesJuana Baribeau
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14 votes
We are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
Juana Baribeau
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12 votesJuana Baribeau
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1 voteJuana Baribeau
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30 votesJuana Baribeau
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73 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Juana Baribeau
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150 votes
After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.
Juana Baribeau
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108 votesJuana Baribeau
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27 votesJuana Baribeau
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105 votesJuana Baribeau
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11 votesJuana Baribeau
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Along those lines, bringing back some ideas from the past, having the ability to make fields required based on the profile type being created instead of having it apply to all 3. We want the EIN to be required for all Organization profile created, though if we activate it, we'd have to enter the information for individual and household as well. which we then end up not using this feature and struggling every year when we have to report on our Grantee for the 990.