Rachel

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  1. 75 votes

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  2. 84 votes

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  3. 8 votes

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    Rachel commented  · 

    This was my idea above. I thought I had deleted it, but I had only succeeded in making it anonymous, since others had already voted for the idea.

    I am glad it's still here! Because I do still want to propose this for consideration. I had backtracked on it, after working with support further, because it was suggested to me that incorporating Financial Views into our statements could solve this issue.

    I must warn you, while Financial Views does offer some additional flexibility such as sort order, it was quite time consuming to implement a test of this to satisfy what our existing template had accomplished already simply with Statement Accounts that we could sort with a leading space. We had to not only create the financial views, but be mindful you need to plug it into your Fund Statement Format, and also change coding in your templates to pull from Financial View.

    In the end, we can't make this work for our template, because it can't pull a YTD figure. So while it solved the new puzzle of sorting created by a recent CSuite update, we can't work around it by adapting our statements to use Financial Views, as it can't show YTD figures, only current period.

    So pretty please, would you consider adding a Sort Order to Statement Accounts, as functionality to restore what we had when you stopped allowing a leading space to "float to the top"? That was something you had suggested to us initially, so while we understand it needed to be pulled if it was causing other issues throughout the database, we request that an alternate solution be offered.

  4. 37 votes

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  5. 5 votes

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  6. 32 votes

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  7. 10 votes

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  8. 37 votes

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  9. 37 votes

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  10. 27 votes

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  11. 10 votes

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  12. 46 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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  13. 25 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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    Rachel commented  · 

    Yes! We wholeheartedly agree with this idea.

    We discussed it internally as well, and in thinking about exactly HOW you could make it happen, we think an easy solution would be the ability to designate email addresses for certain purposes at the Profile level via checkboxes, such as "for grant letters" and "for ACH notification." Because we may not want to change the primary address for an organization just to get this notification to go to the correct person, and/or there may be reason to notify multiple email addresses on grants to certain organizations as you said here.

    We also think the addition of an "are you sure?" step for emailing the grant letters from the Check run would be a welcome addition, as it is all too easy to send those emails in batch with a single click!

  14. 72 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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  15. 65 votes

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    7 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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  16. 12 votes

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  17. 12 votes

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  18. 29 votes

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  19. 92 votes

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