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30 results found
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12 votes
Marie Felver
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30 votesMarie Felver
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12 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Marie Felver
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5 votesMarie Felver
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6 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Marie Felver
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4 votesMarie Felver
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34 votes
An error occurred while saving the comment Marie Felver
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27 votes
An error occurred while saving the comment Marie Felver
commented
Annually, we mail our fund statements. The fund statements alpha sort by fund name when they are printed We have many advisors getting more than one statement. We try to combine those statements in the same envelope, but it's a disaster to do that when the statements for the same advisor are not together. We could simplify our mailing process by having one envelope per statement, but it's pretty wasteful to send 5 envelopes to the same address.
It would save so much time if we could choose the sort order of the fund statements.
Marie Felver
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5 votesMarie Felver
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14 votesMarie Felver
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8 votesMarie Felver
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9 votesMarie Felver
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32 votes
An error occurred while saving the comment Marie Felver
commented
The option to change the sort would save so.much.time. We mail our fund statements once per year. Because the statements print in alpha order by fund name, we have to hunt through stacks of envelopes to get fund statements in the same envelope. We have many fund founders who have multiple funds. It would be more efficient to just have one statement per envelope, but that is wasteful on envelopes and postage. If I could print statements in fund advisor alpha order, problems would be solved!
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109 votesMarie Felver
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18 votes
There is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
Marie Felver
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73 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Marie Felver
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65 votesMarie Felver
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26 votesMarie Felver
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42 votesMarie Felver
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43 votesProposed Idea · 9 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Marie Felver
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If we had this feature, we would not have to do a mail merge of cover letters outside of the system. We could incorporate our cover letter in the fund statement template and save so much time!