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8 results found

  1. scheduled reports

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Freddie Garcia shared this idea  · 

  2. Add Proxy Information in System Log when Login As is used - Audit Purposes

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Freddie Garcia supported this idea  · 

  3. Reports Permission: Full Access & De-Linking Scheduling Reports

    9 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Freddie Garcia commented  · 

    In essence an "all or nothing" permission. Full access enabled: Can do anything to any one. Full Access disabled: can't do anything to anything (even for yourself) except Run, filter, and export. Want to add a field to make this perfect for you needs? Need to call someone.

    For custom reports, administration should be decoupled from development and in custom reports staff should always, always, be in full control of their own work.

    Freddie Garcia supported this idea  · 

  4. Reporting for multiple objects at once

    11 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Freddie Garcia commented  · 

    Inner join and Left Outer joins would ne perfect !!

    Freddie Garcia supported this idea  · 

  5. Add Permission to View ACH Details in Profiles

    35 votes

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    5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Freddie Garcia commented  · 

    While you're there adding this permission. It would be really cool to have a field in a reporting object that indicates whether the ACH value has been configured. Maybe a boolean field such as "ACH Configured" True/False. I understand not having the value of the ACH in a reporting object for security/privacy but reporting just need to know if there is something there. Also, I know it's not the correct idea for this but a boolean for the SSN also? :-)

    Freddie Garcia supported this idea  · 

  6. Add Email address "Other Detail" to a reporting object.

    10 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Freddie Garcia commented  · 

    So having these "other detail" field in a reporting object would allow us to "fine tune" the Do not mail, do not call, do not email with a little more granularity. As profiles can have multiple phones and physical addresses and email addresses. Perhaps a profile doesn't want any communication on one address, however they may prefer the communication on another address. The current setting the Do not mail, Call, nor email are far too broad to be useful.

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    Freddie Garcia commented  · 

    Would be really great to have the "Other detail" for physical addresses on a reporting object also.

    Freddie Garcia shared this idea  · 

  7. Add Changes Made on "Edit Pay Schedule" to the Grant Log

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Freddie Garcia supported this idea  · 

  8. FA Donation notifications should include tribute information

    62 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Freddie Garcia supported this idea  ·