815 results found
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remove grants in "New Bucket" from Grants Dashboard
I believe this should be an immediate fix - please remove "New" grants from grants dashboard. Let people use the filter to add them, but please don't include them in the unfiltered view. Thank you.
1 vote -
spacing campaign html
If you adjust the spacing in one of the text fields of a campaign using html, it messes up the tax receipt to show the html coding. please fix it.
1 vote -
Archive Campaign
It would be helpful to be able to archive a campaign from the actual campaign page. When doing it from a campaign list, there are multiple steps that seem unnecessary.
1 vote -
Payment description; include in related transactions
When I enter a payment, I usually will enter a description for what that payment is for. The description I entered does not show up. Instead it shows the name of the customer. We need the description to actually show up everywhere it says Description. This is also related to grants and donations.
1 vote -
Export Gifts from Donor Profile
Be able to export all gifts made by a profile directly from their donor designation. Similar to how gifts to a fund can be exported.
1 vote -
Donation Tax Receipt Numberical Format using a consistent numbering system.
Donation Tax Receipt Numberical Format using a consistent numbering system. This is a requirement and should be considered.
1 vote -
Fund Statement Sort
I saw a June 2022 idea about sorting Fund Statements by newest first that apparently has been implemented. I don't see this on my live site since statements are sorted by the Start Date column (see file). That pushes the 2023 calendar year statements at the beginning (bottom) of the 2023 reports rather than at the end (top). Sorting by End Date would move it near the top, but not exactly if the secondary sort is alpha by Description.
Ideally - regardless of Publish date:
CY2023
Q4
Dec
Nov
Oct
Q3
Sept
Aug
July
Q2
June
May
Apr
Q1
Mar…1 vote -
Ability to change fund template to advanced
Since the ability to archive templates isn't an option, it would be helpful if you could change a template to Advanced.
1 vote -
Historical reconciliations for closed accounts
Historical reconciliations currently aren't available for closed accounts. I have to reopen the account in order to download the reconciliations. It would be nice if there were history reports for closed account reconciliations.
1 vote -
unposted checks - display on ap table
it would be nice to see which checking account the unposted checks that are listed on the accounts payable listing.
1 vote -
Donation Portal Tribute Area Title
The "Person being remembered/honored" title needs to be addressed. It splits the word "honored" into two lines. If there were a space after the / or if the text box this title is in were a bit larger, then that word might not split into two lines.
1 vote -
non-promoted displaying in search bar of donation portal
Funds that are not being promoted (internal funds) are showing up in the search bar of the donation portal and allowing donors to give to these funds and causing confusion.
1 voteThis is operating as designed. A Donor can search for any funds that are not marked private. If you do not want them to be included in the search results, edit the fund and click on the box marked private.
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Manual Ticket Receipts
I want to be able to send event ticket receipts in bulk if the donations are manually entered. The option to download/print/email the ticket receipt as a pdf could be useful.
When filtering to a Donation Campaign Custom Report, we have the option to print Yearly Tax Receipts, the option to print Event/Campaign specific receipts from the left-hand menu would be AWESOME!
Thank you!
1 vote -
New Admin Fee Type
Could we have an admin fee type that applies a fixed dollar amount across funds based on their asset size? This would be a mixture of the current fixed fee and asset based fee.
For example, we've added a cyber security fee to help cover rising IT and cyber insurance costs. We would love to set the maximum we receive on that fee type at a certain $ amount (i.e., we want to cover $15k in increased insurance costs), and then have that $15k allocated across funds based on asset size. Right now, we do a fixed fee, but it…
1 vote -
Show primary email on household in relationships
It would be nice to see, for those profiles in a household with more than one email, which email is Primary when viewing the relationship tab. Right now, to see the Primary email, we have to open the profile to see which one is tagged Primary. It would be nice to see the Primary without opening the profile.
1 vote -
donor portal
The only way to change the logo, is by uploading the new version under System Data or updating the style for the Donor Portal. The logo uploaded under system data has size restrictions: at least 150 px wide or tall (max 350 px wide or tall). However, our web designer is trying to code on the back end for a larger logo to be used across the header (like on our homepage for GLM) on our donor portal homepage but we are running into roadblocks given the restrictions on the CSuite logo size restrictions. See the trail of emails to…
1 vote -
sync mailchimp
Automate Mailchimp sync
The newsletter opt-in is a great way to easily add donors to a Mailchimp audience list. It would be nice if a manual sync were not required. An automated sync (which could be part of any campaign) could happen on a nightly (or other schedule), or perhaps after every donation.1 vote -
Fund Summary Report: Include Investment Gain/Loss
Fund Summary Report- Would it be possible to include Investment gain/loss?
1 vote -
Fund Detail Summary needs to stay the way it is, please.
When you pull up a fund, you need to be able to see a description of the fund on the Details as it is now, not the new changes coming. There are too many processes to get the info you need.
1 vote -
Budget to actual reporting
Have the ability to customize financial reports with funds across the top for the budget to actual reports.
1 vote
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