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7 results found

  1. Edit Profile Payments

    20 votes

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    6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Kelsey Spickler supported this idea  · 

  2. Flag Duplicate Addresses

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Kelsey Spickler commented  · 

    We are experiencing the same problems! It is really important that the correct donor is getting the credit for their contributions, and with so many duplicates of the same profile that can get complicated. I agree that adding a duplicate address flag would be an extra guard that would help catch duplicate profiles.

    Kelsey Spickler supported this idea  · 

  3. Dedupe by address and also by "similar" name.

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Kelsey Spickler commented  · 

    We have this same issue! Even if a new tab could be added that says "possible duplicates" that have this information would be great!

    Kelsey Spickler supported this idea  · 

  4. Profile Duplicates- Lower Percentage Match

    9 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Kelsey Spickler shared this idea  · 

  5. recurring invoice

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Kelsey Spickler shared this idea  · 

  6. 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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    Kelsey Spickler supported this idea  · 

  7. Bulk checkmark Yes as "share" in attachments of fund

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Kelsey Spickler supported this idea  ·