1071 results found
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Allow copying of an opportunity
Once created, allow an opportunity to be copied. Sometimes the same person documents a bequest expectancy to several beneficiaries. This functionality lives elsewhere in the system and would apply nicely to entering opportunities.
3 votes -
Profile Notification - on edit of profile information
Notification for any updates to the profile area of the Portal. This would send an email to the logged in profile notifying them of a change of password, address, banking information, etc.
5 votes -
Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On
Foundant for Outlook is a great App but it doesn't allow for specifying a Note Type which is important for our internal reporting. Please add the option to specify the Note Type when using Foundant for Outlook.
8 votes -
Export Reports with Filters in the Donor Portal
It would be great if there was a way that reports exported through the donor portal could include applied filters. For example, I tried it in the donations tab and I can apply the filter but it doesn't show up when I download a report. Thank you!
4 votes -
grant request notification - more info
I like the 5/28 addition of the grant request notification to include the grantee name and grant amount. Could this be expanded to also include the fund name and any notes? That would be a huge time saver!
9 votes -
Identify Recurring Donations
It would be great if donation email notifications to fund advisors specified if donations are recurring, so that we can steward these donors differently. Also would be great if recurring donations were identified in the donation list in the portal.
4 votes -
It would be helpful to have a report that will show us the scholarships we offer that require an essay and/or open response component. Not a
It would be helpful to have a report that will show us the scholarships we offer that require an essay and/or open response component. Not all scholarships we offer have this requirement, and we would like to identify the scholarships that do.
1 vote -
Affiliate/Supporting Org Portal Internal Grant Funds
It would be great if an affiliate/supporting organization that's set up with online fund advisor portal access could make internal grant requests to their own affiliate/supporting org funds. When I login in as a fund advisor and go to create a grant request on the portal and go to previous grantee or fund, it only lists non affiliate/non supporting org funds because those are marked as private so they don't show on our org's main online donation page. However it would be nice if affiliate/supporting org fund advisors could request internal grants to other funds within that affiliate/supporting org group.…
6 votes -
Grant deletion message
When deleting a grant, have a message appear about making sure you want to delete the grant. I've deleted numerous grants on accident and having an extra step would be helpful to prevent this.
1 vote -
scholarship import
We do a lot of importing of scholarships with new students and having the ability to import birthday and gender on the original import template would save the step of a batch update after the import.
1 vote -
Assign Two Funds to the Same Campaign
We run what we call "Hybrid Campaigns". With these campaigns we help organizations fundraise for two different causes that require two separate funds for tracking and accounting. Currently, this is cumbersome and difficult to track within C-Suite.
With the new fundraising campaign feature, it would be great to solve this issue by allowing both funds to be assigned to a campaign and allowing an allocation calculation to each fund. This would save us a ton of time reconciling and tracking each fund.
For example:
Building Campaign Fund - 60%
Savings fund - 40%The Building Campaign Fund would then receive…
3 votes -
Post internal grants with regular grants
When checks are created for regular grants, please also post the payments for internal grants. Csuite used to do this and now internal grants have to be 'paid' one at time. If there was a reason the functionality was changed, please create an ability to batch 'pay' internal grants.
1 vote -
anonymous grant record details from portal
When a grant request is submitted through the portal and requested to be anonymous, the record that it was requested to be anonymous should carry through all stages of the grant. Currently, the grant requests in the portal tab show whether the grant is anonymous, but once the grant is created, the Online Grant Request details do not show whether or not the grant was anonymous. It would be helpful to have this here for easy reference, especially for funds that do not always send grants anonymously.
6 votes -
Better Notes layout in Reports - include carriage return
When note text is output in reports it loses all carriage returns. This makes it rather difficult at times to read notes that have been laid out in a specific manner.
15 votes -
Is there a way to put giving levels on our grant catalog? I have them set up for the Giving Portal but they don't show up here.
There should be a way to put giving levels on our grant catalog. I have them set up for the Giving Portal but they don't show up here.
2 votes -
New Quick Tips / Quick Reference Guide Update - Please Make Optional!
Please make the update that moves quick tips to the quick reference guide an opt in / optional update. Maybe some will find this a better interface, but as it shows in this roll out video (http://player.vimeo.com/video/1086467921), it would be a big step back for us. Being able to just hover over the ? icon and see the quick tips makes the system super intuitive and easy to verify field purposes. But with this update we would have to click a link to another page and search for that field through that list to see the tip instead.
10 votes -
Option for online donation processing fee to be mandatory
We would like an option to require a donor to cover the processing fees for online gifts. This would help eliminate the cost to the foundation during a Give Day campaign.
3 votes -
Show the donation advisor name
Add the option to show the donation advisor name on donation records appearing on the Advisor Portal.
9 votes -
Opportunity Letter per Stage
Hi, I'm exploring the use of opportunities to manage our bequest administration process. It might be useful to be able to set a different Opportunity Letter template for each stage (e.g. Acknowledging Bequest Notification, Follow-up, etc).
2 votes -
Option to make profile a Tribute
We recently moved from Raiser's Edge to CSuite, where we had the option to link a tribute record to an existing profile. It would be great, for continuity purposes, to be able to tie a tribute record to an existing profile. For example, gifts made in honor of our CEO, would be linked to her profile in CSuite. Additionally, tributes made in memory of a deceased individual, would be linked to that individual's profile. I'd love to have the option to make these connections, while still having the ability to add tributes for individuals who do not have profiles.
1 vote
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