Settings and activity
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7 votes
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Tori Hart
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14 votesTori Hart
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1 voteTori Hart
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1 voteTori Hart
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1 voteTori Hart
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234 votesTori Hart
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1 voteTori Hart
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10 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Tori Hart
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An error occurred while saving the comment Tori Hart
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We report out two figures to our fund holders – the value of the gift (as calculated by the average of the high and low values) and then the amount actually booked to their fund (the amount the stock sold for). Our donors expect to see both these numbers and now that the field has been removed from tax receipts, we have to input this amount manually, which increases our margin for error. Please bring back this option for tax receipts.
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6 votesTori Hart
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63 votesTori Hart
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5 votesTori Hart
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20 votesTori Hart
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7 votesTori Hart
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We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.