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4 results found

  1. Provide a group message board for all SmartSimple clients

    13 votes

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    Planned  ·  2 comments  ·  SmartSimple Idea Lab » Other  ·  Admin →
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    Caitlin Enright supported this idea  · 

  2. Give the option to just run a Charity Check report through the GuideStar extension, rather than it pulling the entire "Pro" report

    3 votes

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    Monitoring Interest  ·  2 comments  ·  SmartSimple Idea Lab » Administration  ·  Admin →
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    Caitlin Enright commented  · 

    Thank you for raising this! We have a very similar experience. We don't need to pull in the Pro report for the purposes of verifying org eligibility, and the time delay is a huge burden on our staff who are performing tax status checks on a high volume of grant requests and scheduled payments.

    Could there be a separate button to generate the Pro Report, if that's desired, and revert the Charity Check button to what it was before, to only pull in the one-page charity check PDF?

    Caitlin Enright supported this idea  · 

  3. SmartFields - change default to Exclude (or allow us to choose our preferred default for our system)

    6 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » Administration  ·  Admin →
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    Caitlin Enright supported this idea  · 

  4. Strip HTML from Rich Text Fields on List View or Report Export

    12 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Admin →
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    Caitlin Enright supported this idea  ·