53 results found
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Receipt for multiple donations with import
Needing a multifund receipt option for imports. We are planning to utilize the file import for donations when we have large campaigns to save data entry time. When we go to pull the receipts however it's doing 1 page per donation instead of 1 page per donor.
I understand that we can manually enter the multi fund donation and get the same outcome but that is much more time consuming.2 votes -
When indicating 'Promise' in the Pledge/Promise record, do not require 'First Payment Date'
When 'Promise' is indicated in the 'Add Pledge/Promise' function, please make 'First Payment Date' NOT a required field. Majority of time, this information is unknown.
7 votes -
Print Address from Donation Record on Envelope
When I create a donation record, I often select a different mailing address than the primary for the donor on the particular gift I'm posting. The new address prints perfectly on the acknowledgement letter but does NOT print on the envelope. Instead, the Primary Address for the donor profile is printing on the envelope. When working in the DONATIONS > Receipts space, I would like to see the address I selected for the donation printed on both the letter and the envelope. Thank you.
8 votes -
Donations - please bring back the option to use the enter button to process a donation
Prior to a recent update, when entering a donation and getting to the tax receipt template field, we were able to use the enter button on the keyboard to have the system process the donation.
For those of us that prefer using the keyboard instead of the mouse, It would be great if you could bring it back.
Since the update, we have to tab 2 more times before the enter key will work again or scrolling to the bottom of the page and using the mouse to click on process.
2 votes -
Donation Review Bucket Exclude Stripe
Greater Milwaukee has enabled Donation Review in donation settings. They would like the option to exclude stripe gifts from needing the additional review. Because Stripe gifts are automatic, there is no need for them to be in the regular review process. Having to filter and approve all of the Stripe gifts is just an extra step that doesn’t add any value.
1 vote -
bulk clear needed
Be able to mark donations as not needed in bulk.
1 vote -
Existing Tribute Drop Down When Entering Donation in CSuite
It would be nice if there was an existing tribute drop down option when entering a donation in CSuite similarly to the one that can be added on the online donation portal. This would help keep things streamlined and organized!
1 vote -
pledge promise notify
It would be helpful to add notifications to Fund Advisors of new Pledges and Promises as a function on the Fund Advisor designation in a Profile.
2 votes -
Ability to show Promises as paid when paid by Internal Grant
Please provide a way to show a promise as being paid without having to link it to a donation "automatically". We have several promises that were paid via Internal Grant from various donor-advised funds, but CSuite isn't recognizing those as being linkable donations. In our campaign, we expect to have several others in the same situation. Or is there another way to show those paid by Internal Grant as being paid? Thank you!
1 vote -
After completing pledge payment documents, give option to print envelopes.
After completing pledge payment documents, give option to print envelopes.
3 votes -
Promise to Pledge
Please add the ability to convert a promise to a pledge.
2 votes -
Recurring Donation: Next date should be red for current or past due donations
Recurring donations - on the recurring donations page, the Next Date used to be highlighted in Red for current or past due donations. Please add the red highlight back.
3 votes -
multi-fund
Multi-fund donations currently don't offer the option to add a separate campaign to each of the different segments.
I currently still have to split a gift into multiple transactions to ensure that our analytic and data integrity is maintained. Should consider any analytics that are impacted and include additional fields like campaign and service area.
2 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 -
Recurring gift receipts
Currently, it appears that we can only provide monthly tax receipts for recurring gifts. If the donor requests a yearly receipt for their recurring gifts there doesn't appear to be an easy "flag" letting us know who has indicated this preference. It would be nice if there was a mechanism within recurring gifts that tracks who wants a yearly receipt of their recurring gift rather than a new receipt every time a recurring gift is processed. The less we rely on an employee to remember to do tasks, the more efficient we can become.
15 votes -
Bequests
There should be a clear and simple process to log a bequest intention or future planned gift so that you can keep track and monitor your planned giving pipeline. I tried to do it as a Promise, but you need to have the date of first payment and that has obvious issue.
1 voteHow about an Opportunity? You can attach both a profile and fund. You can create a Bequest Opportunity type with stages that match your process. Opportunity types can be created in the left side menu of an Opportunity. Once created, you can create stages. We have many clients that track bequests this way. Would that work?
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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 -
Multifund Donation - Multiple Donation Types
Currently when entering a multifund donation only one Donation Type is allowed. Under certain circumstances split donations need to be applied to different revenue accounts.
Adding the ability to select a Donation Type for each multifund line item would expedite the entry process and eliminate separate entries for split gifts.
15 votes -
Credit card fees and tax recpts
Can we please have one donation listed for credit card gifts that cover the fee? I know that both get covered in the template amount, but it's weird to have them listed as separate gifts that we then have to click the red sent button for...
12 votes -
Adding Email to "Add Donation" page in Donations
We are trying to create a process for emailing tax receipts. We have many tax receipt templates and want to ensure we choose the correct one via mailed vs electronic. However, the biggest hurdle is that we do not know if an email address is available for each donor when we are in the "add donation" page.
It would be easier to create donations through the donation tab rather than finding each profile. If the email was added to the options in the section shown in attached, that would help us plan accordingly.
1 vote
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