It would be good to have an easy way to set up a document page for each user to download documents such as statements - currently you can do this but you have to set up a role for every single user. This way you can print your statement when ever you want. Right now, if a client with a lot of volume in grants wants to print out a report, they have to print several pages off the fund summary rather than being able to get a quick one page summary of all grants they made in the past year. And, there is no way to do a search so that you can see all the grants you made to one organization over the past few years. A statement allows them to print one or two pages quick and store their statements online for quick reference in the future. A suggestion if you would pass this along to make the software more flexible and useful.

• Guest
• Jan 25 2017