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  1. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Sandra Pickett supported this idea  · 

  2. Campaign Credit card fees

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Sandra Pickett supported this idea  · 

  3. Envelope Printing Incorrectly for DAF Donations

    40 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Sandra Pickett commented  · 

    I would like for the Donation Advisor address to appear on a "Print Envelope" for thank you 's. I was able to get our 3rd party template correct (i.e. donor to thank for IRA charitable contribution, instead of Wealth Management/Financial institution), but the envelope pulls the Wealth Management/Financial Institutions address info.

    An error occurred while saving the comment
    Sandra Pickett commented  · 

    I would like for the Donation Advisor address to appear on a "Print Envelope" for thank you 's. I was able to get our 3rd party template correct (i.e. donor to thank for IRA charitable contribution, instead of Wealth Management/Financial institution), but the envelope pulls the Wealth Management/Financial Institutions address info.