4 results found
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Automated Workflows for Donor Stewardship
Used to be a RE NXT user, and one of the best features was Workflow Designer. You could create processes — known as workflows — as an automated series of steps in the form of actions, emails, or conditions. You can assign actions to someone in your organization to complete, then add conditions to have the workflow move to the next action.
You could add emails to your workflow and set conditions to automatically send those emails to your constituents. You'll add actions and emails based on your chosen criteria and let the workflow do all the work, saving yourself…16 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 -
stock gift entry - import, update description and entry order
1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time
2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security
3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry
108 votes -
Public Securities Donations To Multiple Funds
Would like the ability to split or allocate a public security donation to more than one fund.
28 votes
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