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7 results found

  1. Custom Donation report should go back to report after bulk posting donations

    1 vote

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Brenda Davis shared this idea  · 

  2. Grant Approver: Easier way to create new approver

    33 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Brenda Davis commented  · 

    This is extremely crucial for adding a new Grant approver to all your funds when one person leaves and another person takes their place.

    Same is true for the Voucher Approver.

    And YES, please removed the Closed Funds if you have to pick all or no funds.

    Brenda Davis supported this idea  · 

  3. Fix Sort Order on Files Tab for Affiliates

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Brenda Davis supported this idea  · 

  4. Verify Donations are Linked to a Pledge

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Brenda Davis supported this idea  · 

  5. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Brenda Davis supported this idea  · 

  6. When completing a recurring task, provide option to add a note

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Brenda Davis supported this idea  · 

  7. 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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    Brenda Davis commented  · 

    For several reasons it's hard to only choose donations over $250 since one amount of $250 might be split in several different donations for different purposes. Therefore we want to send a receipt for EVERY donation which result in a lot of donors. If we could email them, it's no cost to us and much faster/less labor intensive than stuffing envelopes. But since we don't have an email for every donor, we have not be able to do this. Please make it so every donor does not have to have an email for this to work. It should go ahead and send the emails for the ones that do have an email address and not stop the entire job process.

    Brenda Davis supported this idea  ·