807 results found
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Option for household changes to populate individual profiles linked to household
We would like an option for changes to households to populate/update the individual profiles linked to that household.
Now, when we make an address change or a change to Profile Types for a household profile, we must make the same changes to each individual profile linked to that household - in other words, we often must make the same exact edit on three or more profiles.
For example, if we discover that the address we have on file for a household with 2 linked individual profiles is incorrect, we mark the incorrect address as inactive, then add the correct current…
27 votes -
new profile
Hello, the new profiles are great! would it be possible for the tabs to indicate if there is information on the tab? For instance by color or bold lettering. Then you would not have to open every to know if there was data. This would be so helpful.
26 votes -
Preferred Contact Profile Field
Wouldn't it be so cool if we could select a preferred method of contact for donors, grantees, etc. as a default profile question instead of having to make a custom profile field? I think so. Please vote for this idea.
26 votes -
ApplePay, PayPal, Venmo integration
Looking for a way to collect donations from donors who don't want to write a check or use a credit card (use ApplePay, PayPal, Venmo, etc). Donors are looking for an easy way to make a quick donation on their phone and/or use QR codes for making donations. How can this integrate to capture donor information?
26 votes -
Add Profile Fund Category to Fund Advisor Fund Custom Report
Can you add the Profile Fund Categories to the Fund Advisor Fund Custom Report? We establish tab settings based on the profile fund category.
We have been unable to find any other report that combines the tabs with the profile fund categories, fund advisors and fund information.
26 votes -
Bulk Edit - Payment schedule date and grant date
We would really love to have a bulk edit option for the payment schedule date and bulk edit date. To offer some context from an accounting perspective, the concern is that the grant date and edit payment schedule dates are different especially when grants are entered or submitted on a certain date but are needing to be paid on a schedule, typically a Friday for us. The grant date is what drives the date the expense is posted to the GL. We have had to manually update the payment schedule date and the grant date for each grant since there…
26 votes -
Add to Calendar on Emailed Event Receipt and/or Event page
It would be wonderful if there was an easy way to include a link that automatically populates an "Add to Calendar" option for events when folks view and/or register for an event. Currently, individuals have to manually add event details, time-date,name, etc to their individual calendars.
26 votes -
Destination funds for internal grants named on fund statements
We just realized that when we pull fund statements, the grantee for internal grants is listed as our Foundation rather than the destination funds. We want the donors to know their grants went into the correct funds, so we'll have to hand write the destination funds on all the paper statements. It would be great if fund statements could name the destination funds for internal grants.
26 votes -
Financials: fund balance (show $0 balance funds)
Financials-Fund balance: please configure this report so that it shows active funds with $0 balance. In the past, this report included active funds with $0 balance but this was recently changed.
25 votes -
Do not send Grant Notify email when a grant is unposted
We would like to be able to turn off the Grant Unpost email, as it tends to cause concern for Fund Advisors when minor changes are made to a posted grant. It would be nice to separate the settings!
25 votes -
Delete Default Templates
I created a template I need to delete. I can't delete it because it is the default, and there is no other template in that category. We just don't need one in that category. But having one bad one isn't great either - I just want to delete it.
24 votes -
Recurring Donations - Allow Donors to Edit
I just spoke to a donor who expressed their frustration with not being able to adjust their recurring donation after it is set up - it would be a great option to our recurring donors if they could easily change the date payments are drafted, donation amount, as well as the card being used. Is this already possible and I have somehow missed it? Thanks!
24 votes -
Ticket Purchaser & Guests In One Spot
Would like to see ticket purchasers and guests all in one spot. Currently, you can only see a list of ticket purchasers and the number of tickets they've purchased and then the "guests" of these ticket purchasers are in another area (guest list). Would be great to see the guests underneath the ticket purchaser, similar to how the campaign invitee list formats guests/household members (you have the invitee and then below them & to the right will list their guests or household profiles with their email info, all in one spot).
24 votes -
Public Securities Sort
Thanks for making previous changes to the main public securities screen and sorting it by reverse date rather than randomly. I have an additional request for sorting within an individual public security donation. We recently received 101 individual stocks from a donor. Using the public security feature for that worked great; however, the stocks are listed in a random order. In CSuite and on the tax receipt, instead of being listed in an alpha order by ticker symbol (which we would prefer and is how we received the stocks), 101 individual stocks are listed in a random order. This makes…
24 votes -
grant letter templates
When creating a grant in Csuite, the grant letter template field just displays "edit". Even if a fund has been assigned a template in system data, there is no way to know what grant letter will pull. If a template has been assigned, it would be nice if that template name displayed in the grant under Grant Letter template.
24 votes -
Recurring donations fund advisor portal
The Fund Advisor Portal has a donate tab so advisors can donate or set up donations to their fund even it it isn't public - GREAT! HOWEVER, if they set up a recurring donation, this is in no way marked in the contribution tab. Advisors should be able see, just like the recurring grants, that they have a recurring donation set up.
There should also be editing capabilities for both recurring grants and donations for fund advisors in their portal. They shouldn't have to contact us if credit card information changes or if they want to increase the size of…
24 votes -
filter option to mark grants complete
In the Grants workflow, I would love if we could use custom reporting to filter which grants we would like to mark as "Complete." For us, it doesn't make sense to bulk complete all of them, but there are far too many that need to be completed to do it one-by-one.
24 votes -
Donor portal view multipayment grants
Please show multi-payment grants in the donor portal with the status of the individual payments so that the donor can tell which payments have been paid. Currently the donor sees just the full amount of the grant with the status "Voucher."
24 votes -
inactive users - remove from assign to task list
Remove inactive users from the Assign To search box when creating a Task. When creating tasks inactive users are still listed as options to assign a task to which makes the list of users cluttered and can cause a task to be assigned to a former employee.
24 votes -
Fiscal Sponsorships/Sponsored Orgs
Currently, the ? icon for the "sponsored org" field indicates this is the vendor the check will be made out to. We're having trouble making that work when giving to a group with a fiscal sponsor, though this is the field we've been directed to use for those situations. The check needs to be made out to the fiscal sponsor, since that's the legal entity, but it makes no sense to put the sponsor in the "Sponsored Org" field, since it's the opposite of that. We're worried staff will never understand what the information in that field means, since it's…
24 votes
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