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112 votes
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Jessica Renfro
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13 votesJessica Renfro
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14 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Jessica Renfro
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3 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Jessica Renfro
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14 votes
An error occurred while saving the comment Jessica Renfro
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A previous idea lab post that says it was implemented is attached. When grant dates are in the future (and not on the same day as the grant is being posted), the system does not update the spendable balance and the override balance check warning message does not appear. I'm able to post a grant over the spendable amount without any warning when the grant date is not on or before the posting date. It would be great if this part of the system could be updated so that any posted grant (no matter the grant date) updates the spendable amount and provides the override balance check warning message. Thanks!
Jessica Renfro
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9 votesJessica Renfro
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26 votesJessica Renfro
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16 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Jessica Renfro
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8 votes
An error occurred while saving the comment Jessica Renfro
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Another thought! :) It would be awesome if the nonprofit directory could be integrated with Candid/GuideStar. In addition to being able to do a bulk charity check, it would be great if GuideStar info could be embedded after clicking into a nonprofit's listing. Or even just a link to their GuideStar profile would be nice. I think there's a lot of potential for the Nonprofit Directory to be really nicely integrated with GuideStar which would be much more informative for folks. Then it wouldn't be something we have to maintain internally or even that the nonprofits themselves would have to update on our site. They could simply update their GuideStar profile and it would flow into our Nonprofit Directory and any other foundations with the same nonprofit who are using CSuite. This would be huge!!
Jessica Renfro
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65 votesJessica Renfro
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24 votesJessica Renfro
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8 votesJessica Renfro
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15 votesJessica Renfro
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18 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Jessica Renfro
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8 votesJessica Renfro
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7 votesJessica Renfro
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16 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Jessica Renfro
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24 votesJessica Renfro
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4 votesJessica Renfro
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7 votesJessica Renfro
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The dashboards and quick reports are great, but every time covering the credit card fee creates a new donation which heavily inflates our donation count. It would be great if the "Online Donation-Processing Fee Donation" weren't included in the number of donations. Or even better if it was combined into one donation as suggested above.