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1284 results found

  1. Allow reminder emails to be sent through a campaign to all registrants.

    Allow reminder emails to be sent through a campaign to all registrants.

    7 votes

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    0 comments  ·  Campaigns  ·  Admin →
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  2. Shopping Cart

    The shopping cart feature needs to be fixed to return the donor to the campaign page, NOT to our fund list. We had this built specifically to allow donors to make multiple donations during the GiveOrcas campaigns. Redirecting them to our own list is not appropriate and gives the apparance that we are trying to syphon off donations. Please repair.

    6 votes

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    0 comments  ·  Campaigns  ·  Admin →
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  3. Keep ticket portion of registration on affiliate portal

    Currently the ticketing portion of a campaign defaults to the main portal and leaves the affiliate/supporting org branded portal. There is custom content for affiliate/supporting org portals for a thank you message (onlineticketthankyou) but it never shows up anywhere because the portal defaults to the main portal. This is frustrating and doesn't help for branding for affiliates/supporting orgs.

    9 votes

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    0 comments  ·  Campaigns  ·  Admin →
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  4. Fund Advisor: Grant Request workflow

    When a donor enters a grant request with an error, the portal loops them back without an error message or anything to let them know what is causing it. The portal should at least highlight the problem field so the donor knows what to correct.

    4 votes

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  5. 2FA using cell phone text rather than authenticator

    Most of our users do not have an authenticator app installed, but are familiar with text-based 2FA. Can you please add that option? We would like to upgrade our cybersecurity policies, but it's not practical otherwise. Thanks.

    7 votes

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    2 comments  ·  Other  ·  Admin →
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  6. Donor Advisor Portal

    Give individual options in the "Show Student Data" in the Donor Advisor Portal Setting. I would like donors to see the student's name, and school they're attending, but no personal information.

    9 votes

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  7. API for CSUITE that works with PowerBI

    There is an existing API for GLM and SLM. It would be great if the API would work for CSUITE

    10 votes

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    1 comment  ·  Reports  ·  Admin →
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  8. Campaigns

    Campaigns -when registering for events, each registrant should be required to input email address, and it should be one email address per registrant. Multiple registrants should not be allowed to use same email address.

    7 votes

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    1 comment  ·  Campaigns  ·  Admin →
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  9. Fund Advisor Table - filter options

    This idea was archived a few years back but wanted to renew the suggestion. I would love for there to be a way to filter the Fund Advisor page by type of fund! It would make it so much easier when working in that section!

    3 votes

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  10. Grants: Add grant letter template to grant creation template

    Please bring back the ability to choose a grant letter template within the grant creation template. It appears this has not been replaced with the awards template option, which we do not use. To have to update the grant letter template after the fact is more work and very time consuming.

    3 votes

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  11. Deposit List - ability to sort by different column

    When I deposit in the till - it would make it MUCH easier if the deposits could be alphabetized by the FUND NAME - because they all get deposited in the same account. When I have a large till, I have to carefully check that right boxes for different deposits.

    16 votes

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  12. On the main donation screen for internal grants, show the fund name the grant is coming from.

    On the main donation screen for an internal grant, either expand the Donor field to show the Foundation and internal fund name that's to the right of the 'dash' or add a column 'From grant fund name'.

    6 votes

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  13. Change the language of finalizing donation.

    "cart" seems tacky, don't you think?? donors aren't buying anything!!
    Make donation now, complete donation, anything would be better.
    Or give us a space to edit in styles.

    30 votes

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  14. Copy Grant Catalog

    Add the ability to copy a grant catalog. We often are just creating the same thing we did previously but have to start from scratch. It would be so much easier if a catalog already "defined" could be copied and only update it.

    2 votes

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  15. donation attachments shared to fund portal

    Please allow attachments to donations to be shared on the fund portal. currently clicking on the share button does nothing. We attach order and sponsorship forms with the donation and mark the attachment to "share", however the share button does nothing. This requires us to also attach the form at the fund level...a duplication of effort....in order for fund advisor to see the forms. Please allow donation attachments to be shared on the fund portal.

    2 votes

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  16. accounts - add filters

    It would be very helpful if we could filter accounts when in the Accounts view. For example, I would like to be able to go to the accounts view, click on my Admin Fees account and then filter by fund type.

    2 votes

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  17. Reporting on Campaign Goal, Donations, Pledges

    Need the ability to set a campaign goal and then report on the total amount of donations and pledges that have been linked to the campaign. Not currently able to pull Campaign Name, Goal Amount, Total Donations and Total Pledges into one report.

    3 votes

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    0 comments  ·  Reports  ·  Admin →
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  18. Grant request notification for staff - add more data to email

    Currently when an advisor requests a grant we have four staff members who receive the notification email about the request. However, the email only includes the advisor name in the notification. Is it possible to have the notification include the grantee and amount that is being requested?

    23 votes

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  19. tax receipts

    It would be nice to auto attach a copy of the tax receipt to the donation once it has been printed. Right now, I print the letter, save it to a folder and then go back to attach the document. All of this could be avoided if there was a way to have it auto attach.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  20. change primary on a voucher

    When creating a voucher, you are able to choose "Other" under Address. It would be great if there were fields to input a new "Attention" line person.

    3 votes

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