1083 results found
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Verify Donations are Linked to a Pledge
We have gift match programs going on most of the time. We need a way to check that incoming donations are all linked to the donors' pledges. Running a full donation report and whittling down to the donors who have made pledges is a time suck. I've tried writing a custom report, but there isn't a sort or field for "Pledge is Linked to Donation" or "Donation is Linked to Pledge."
Please consider adding a "Pledge Linked" column on the Profile/Donor page. The "Pledges" tab only shows that the donor ever made a pledge, not the status of a pledge.
14 votes -
profiles: display relationship and engagement tab numbers
It would be helpful if the Relationships and Engagement tabs had numbers like Files and Notes do.
69 votes -
Bulk reassign tasks
We would love the ability to bulk update tasks. I am looking at a report with unique IDs and 150 tasks to manually reassign to a current staff person.
I see this idea was proposed previously and archived, so I'm posting fresh to hopefully gain some new interest in this idea. Thanks!
8 votes -
Fund Portal: Multi-Payment Grants
At our foundation we routinely have fund advisors making multi-year & multi-payment grants. How these grants are presented in the portal is slightly misleading, as it shows the full grant commitment. When fund advisors look, it requires digging into the details to see the payment schedule. This is also true for the grantee presentation in the portal. If the non-profit doesn’t look close enough, it could appear that the full commitment was paid out instead of just the 1st payment. It would help to lessen confusion for the fund holders & grantees if these grants could have the current payment…
13 votes -
notes
It would be great if when adding a new note, you could add it to a household as well as individuals within the household. Or add multiple people onto one note.
8 votes -
RevShare by Fund Group AND Import Internal Grants
We share the cost of SLM across Scholarship fund group and the cost of GLM across Unrestricted and Field of Interest fund groups. Currently, there's no way to RevShare an expense across FUND GROUPS nor is there a way to import long list for INTERNAL GRANTs. We have to hand enter each fund's share of the cost for ~200 funds. If one of these options was available, we'd save hours of our precious time.
So I request:
1) the option to RevShare across FUND GROUP
and
2) the ability to import for INTERNAL GRANTs
Thank you for considering these!
12 votes -
Include attachments from emails when using the new Outlook Integration.
We love the new Outlook integration. Can it include attachments from emails when using the new Outlook sync?
21 votes -
campaign budget
Since we are able to run income statements for Campaigns, it would be nice to create a budget as well. We hold events and use this option and each event usually has their own budget. - I know you archived but this is extremely IMPORTANT.
8 votes -
Award Letter
Allow a new column under a grantee profile's Email section when you can select one or multiple profiles to be the Award Letter Recipient.
Currently when Award Letters are submitted in bulk it goes only to the Primary email address for the organization. Many times an alternative email at the organization need to receive the Award Letter, and other emails need to be copied such as the Accounting or Accounts Receivable departments.
8 votes -
Multifund grant filter
It would be beneficial to be able to filter on custom reports or in the grant buckets whether or not a grant is multifund. Currently only available in Home > Grants > Reports.
9 votes -
Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On
Foundant for Outlook is a great App but it doesn't allow for specifying a Note Type which is important for our internal reporting. Please add the option to specify the Note Type when using Foundant for Outlook.
8 votes -
Rename "Sponsored Org"
We have been instructed by Foundant's support team to populate the "Sponsored Org" field on grants with the Sponsoring Org. Can this field be renamed to "Fiscal Sponsor" so that it aligns with how it is intended to be used. This would also require "Sponsor", which appears on grant reports, to be renamed to "Sponsored Org". If that cannot be implemented across CSuite due to other clients using these fields as they are named, can we be given the ability to rename these fields within our specific CSuite site?
9 votes -
Candid Search in Portal
We are thrilled to have the ability for our fund advisors to search Candid. However, there are still too many clicks in the process and it is buried. Our donors don't want to think about whether a grantee is already in the One Valley database or not. Please make Candid the default search for "search for a new grantee". Or let us choose that as a setting. If the fund advisors add an org that is already in our database, it is easy to manage through the CSuite grant request bucket. This would simplify things for our advisors.
12 votes -
Default Template - None
I would like the ability to set 'No Default Template', as opposed to leaving the field blank and having the system automatically assign the predetermined default template.
Most of our grant notification happens via GLM/SLM, and we do not need to generate a 'Grant Letter' or 'Scholarship Letter', or 'Award letters' for individual grants in CSuite.
However, we have some programs that run through CSuite only, and need a letter attached. Because these programs are the only ones using the 'Grant Letter' template type, the system automatically pulls this letter template for ALL grants, at this time. As it currently…9 votes -
Donor Portal suggestion to increase visibility of Create Grant Request
A donor requested that we make the CREATE GRANT REQUEST button larger/more visible so making a grant request is more intuitive on the new portal.
15 votes -
Auto-creation of profiles from event checkout, and online donations, is challenging our ability to maintain the integrity of our database.
Before the system automatically creates a profile, add a 'review' step with options to choose to create the profile or add to an existing profile, or place the new profiles in a buffer where they can be easily identified and reviewed.
Auto-creation of profiles from event checkout, and online donations, is challenging our ability to maintain the integrity of our database.
16 votes -
Scholarships - Block Applicants from creating a duplicate application
There should be a feature added in SLM to prevent applicants from creating a duplicate application instead of just a warning. A duplicate universal application leads to quite a mess when it is submitted as it then creates duplicate individual opportunity applications as well. It is not only confusing for the scholarship agency, but even more so the applicant as it clutters their dashboard.
7 votes -
Add a footer to the online donation page in Giving Hub.
It seems odd that there is a footer for the donation payment page and not the primary donation page for giving hub. We'd love to add some additional text at the bottom without having to employ a coder!
12 votes -
Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.
Allow for a staff person to indicate a different staff person in a 'Who' field when entering a note instead of auto populating this field with the person who is logged in.
16 votes -
Allow formatting of post-checkout page elements: Giving Hub
Once a donor has given through the Giving Hub page, there is a default Thank You that appears (1A in image attached)- we would like to be able to edit & format, and/or hide this.
On this same page display, the Continue Giving button (1B in attached image) is plopped right down onto the edge of the footer, and it looks terrible. Would also like the ability to add a margin to this or otherwise move/change this button!
17 votes
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