K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
It would be VERY helpful to have individuals saved in order as entered on Form 990, Part VII. The manual sort gets the job done, but is very tedious with a long list, especially if it has to be edited and re-imported. |
How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes. |
Let Excel handle the sorting with the Export / Import. Export your blank list; populate and sort; import and then KEEP that order unless over-ridden with manual sort. 990 instructions have a specific order or reporting; C-TRAC should/could follow that rather simply. |
Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information. |
Anyone preparing a 990, especially one with a large list for Part VII; autosort would be MUCH more efficient than the current manual sort option. |
How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea. |
Keep everything as is, but once a list is imported, keep it as imported rather than sorting alphabetically that basically shuffles / erases previous work done on import. |