457 results found
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Mark tax receipts as sent when entering manually and post them to the donor profile
- Please create a workflow that allows receipts to be marked at sent automatically when entering donations manually.
- Please also automatically post all tax receipts to the donor portal when they are sent.
2 votes -
Add save button to top of profile types list
Add a save button to the top of the profile types list (and other areas where the potential for a long list exists, such as the Philanthropic Interest Type) instead of only at the bottom. In our case, we have a long list of profile types, so scrolling all the way to the bottom of the page each time to click save can be cumbersome.
2 votes -
Link to User's Account in the Select User Window
Select User Window
It would be helpful to have the User Name link directly to their user accounts in the Select User Window to make deactivating or changing account roles quick and easy.2 votes -
Internal Automatic Reminders
Hi! We would love to have the option to either (1) Have internal automatic reminders sent to administrators, or (2) Have an automatic email option in the Follow Ups sent to Administrators as a reminder. We need this because we have included a Membership Process in our GLM portal, where non-profits are given a free membership to coworking space. We don't want to automatically assign a follow-up report that asks if they'd like to renew their membership in case we don't want to renew their membership, but we would like some sort of automation to remind us that their membership…
3 votes -
Minimum Character Count
We currently have the option of a maximum character count, but I would love to have the option of implementing a minimum as well. It would be very helpful on application questions, especially since there are a lot of varying expectations for the length of a "short answer/essay."
3 votes -
timestamp
On the user logon history page, it would be very helpful to see timestamps associated with each login, not just the date and location.
3 votes -
Tracking in-kind donations
Having the ability to track in-kind donations i.e. non-monetary but like marketing support or gift cards or gift bags with a value
2 votes -
Make Alerts Function with Batch Grants
Currently, when processing grants as a batch from spendable in CSuite, alerts that would trigger when a grant is processed individually do not populate when those grants are processed as a batch.
Having a screen that pops up prior to creating grants from spendable as a batch listing all of the fund or other alerts that would come up individually all in one place for that batch would make the alert functionality integrate with batch functionality properly, ensuring those alerts are not missed due to which processing option a user chooses to use.
2 votes -
Automatic email FROM our evaluators once they have completed an evaluation
We should be able to receive an automatic email from our evaluators once they have completed an evaluation. This would be a time-saving program enhancement for scholarship management.
2 votes -
Add Eligibility tab to Organization record
We would like to see the history of Eligibility Quizzes taken for an Organization within the Organization record, rather than having to do a search in the Eligibility Center (which we would have to do for all dates, then sort by Organization, since there's no search criteria for Organization). Our program folks believe this information would be useful in giving a an overall picture of an organization.
3 votes -
Form Completion Indicator configured on applicable questions
Form Completion Indicator. It would be nice if the completions indicator could be configured based only on the questions that are actually applicable or mandatory. Right now it seems the indicator counts every single questions in the form, regardless of whether they are mandatory or not or if they are just displaying a question which can be misleading to the applicant who is applying
3 votes -
We are liking the new Org Summary page and are wondering if any modifications are allowed? For example, for each request if the follow up ha
We are liking the new Org Summary page and are wondering if any modifications are allowed? For example, for each request if the follow up has been submitted or closed, can it state that instead of them all saying follow up assigned? It is not helpful to have that if it isn't totally accurate info. I noticed that even if all the reports are closed, it still says follow up assigned and that is frustrating.
2 votes -
Calculating Evaluator Score Column from Decimal Questions
Our SLM evaluators would like to see the Score column populated with the total from the scoring they complete with the decimal question. Our committees prefer having the ability to score using .25, .5, and .75 on our 1-10 scoring scale, so that is why we do not use the provided Score question type on our evaluation forms. Is there any way we could have that column give the option to total that other question type? Our committee members would like to see how their scores compare across the applicants during their review. Thanks!
2 votes -
It would be great if we were able to sort Fund Fee Types in alphabetical order.
It would be great if we were able to sort Fund Fee Types in alphabetical order.
2 votes -
Ability to add a Campain to a Voucher that is already posted
We love that we are able to add a campaign to a voucher. This helps with tracking and reporting events. It would be great if we could add the campaign after the voucher is already posted and the check is already cut.
1 vote -
CC Email to Parent
Would it be possible to pull the parent’s email address (from the scholarship application) to cc them on an email to the student without going back to the application to find the email address?
1 vote -
new layout mobile
New layout of website does not work well on mobile devices - especially iPhone. I used to be able to look up a grantee and get quick information (last grant, details, amount paid, etc) - now I can't even see the landing page to navigate to a specific grantee. And if I get to their grant history, I can't see the grants listed.
1 vote -
Download request history into excel
I would like the ability to download an organization's request history into an excel. I used to be able to copy / paste as a workaround, but cannot do that any longer with the new dashboard.
1 vote -
print envelope
When printing envelopes from the profile screen it would be nice if inactive addresses did not show.
1 vote -
Bulk save Fund Statements to PDF
When generating fund statements in bulk, there is no option to efficiently save each fund's statement as a separate PDF file - the only option is to save them all in one compiled PDF (via either "Generate All File" or "Create Print File"), or to save each fund's statement separately via a series of clicks.
I would like the ability to generate and save fund statements as individual PDFs with a customizable File Name (eg: %Fund_name Statement FY 2024-2025.pdf) with one (or two) simple clicks!
1 vote
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