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46 results found

  1. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Anonymous supported this idea  · 

  2. Profile Duplicates- Lower Percentage Match

    9 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anonymous supported this idea  · 

  3. Public Name for Internal Grant Funds

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Anonymous supported this idea  · 

  4. Reports: Freeze the column headers

    47 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Anonymous supported this idea  · 

  5. Formatting for "Amount" fields in all Content areas

    43 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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  6. Login As --Removes user's existing login

    131 votes

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    Proposed Idea  ·  22 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anonymous commented  · 

    Agree with other comments

    Anonymous supported this idea  · 

  7. Allow edits to password reset email for fund advisor portal

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Anonymous commented  · 

    I think this is critical. You should be able to edit emails that are sent out. Especially when the canned email is confusing.

    Anonymous supported this idea  · 

  8. Stripe fee percentage

    9 votes

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    2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    The additional donation was built as a suggestion to cover not only the credit card processing fees, but the Foundation's fees as well. In general, a 3% fee works out to closely match the current stripe fees.

    Anonymous supported this idea  · 

  9. Grant Letters - Need Ability to Customize Process & Edit Letters

    46 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Anonymous commented  · 

    Current approach is all or nothing. We need to be able to select individual grants in a batch.

    Anonymous supported this idea  · 

  10. Auto Tax Receipt and Event Ticket Receipt based on Donation Amount

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anonymous supported this idea  · 

  11. Send or print grant letters in bulk, not just by check batch

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Anonymous supported this idea  · 

  12. 990 Division Checkbox Filter

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Anonymous commented  · 

    We have a noncomponent fund, and because I can't filter it out, I must run a report with all divisions, then run one for the noncomponent fund and modify the first report by reducing it by the second report. It would be much more efficient to filter the report by division.

    Anonymous supported this idea  · 

  13. Allow adding a campaign to a posted voucher

    20 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Anonymous shared this idea  · 

  14. Profile changes (ex: name, address) should not update historical information.

    55 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anonymous supported this idea  · 

  15. 990 Report - Option to filter to DAF

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Anonymous supported this idea  · 

  16. New hire training videos that I could assign upon hire

    23 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Anonymous supported this idea  · 

  17. voucher description

    18 votes

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    0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Anonymous supported this idea  · 

  18. AP voucher line order should stay in order of entry

    36 votes

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    2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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  19. check void date

    34 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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  20. Please bring back the switch to electronic function on cheques

    26 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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