49 results found
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pledge reminders - option to download to word
When generating Pledge Reminders/Statements, it would be very helpful to be able to merge them into Word so changes can be made to specific letters. Currently after clicking on Payment Documents all the pledge letters are merged into a PDF.
12 votes -
Add "Salutation" and "Suffix" FIelds to Donation Import Template
Add "Salutation" and "Suffix" fields to the import donations template so that we don't have to manually add these to the profiles that get created by the import.
11 votes -
Create custom view or add columns to donation bucket list
I know the ability to create filters and load them exist, but we are still left with the same columns. It would be great to add additional fields to the view.
10 votes -
Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record
The Donation 'Display' permission allows a user to click [sent] [clear] in the Tax Receipt field enabling them to 'edit' the record. This should not be allowed when the user group only has 'Display' permission.
10 votes -
donor history
I would love to see a donor history view that looks similar to fund history. Now when you click into a fund's history, you see top donors, a graph of giving over time, and a pie chart. It would be wonderful to see this on a donor's profile as well that easily displays funds they have given to, years they have given the most etc. etc.
10 votesYou can filter to a specific profile id in a donation dashboard and see this information now. It is not a link in the donor view, but I do see the value of the that option.
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Recent Donations
When inputting donations, being able to see recent giving history from the "Add Donation" screen would be helpful. Something similar to the voucher side where you can see recent vouchers from vendors.
9 votes -
Add a receipt interval to the recurring donation setup
Add a receipt interval to the recurring donation setup. We have some recurring donors who would prefer to only receive receipts at year’s end. Currently a profile’s email must be temporarily removed or set to inactive to ensure a receipt is not sent at the time a recurring donation is processed. When processing recurring donations they currently bypass the Receipt Bucket and move straight to the Posted Bucket.
8 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 -
Adding prospect profile reports and incorporating prospect research fields
In other DBs I’ve used there is a way to export a complete donor/prospect profile report that lists all information in the person’s record (contact info, prospect ratings, relationships, giving, granting (is applicable), notes, etc. in an exportable report – preferably into Word or a PDF. This is very useful for us to use as a working doc in a prospect meeting. (Perhaps I’m just to old school, but paper one can make notes on is still very helpful.)
Another VERY helpful element would be the ability for Foundant to pull in fields from one of the major prospect research…
8 votes -
Provide a review screen before Public Security Sale posts
In the current Sell process of Public Securities, the information is entered and once Save is hit, the entry posts. There is no opportunity to double check outside of the transaction entry screen. As in other areas of Csuite and for consistency throughout the program, the process should initially create the unposted entry, provide a screen to review & double check the unposted transaction and then select Post on the left menu.
7 votes -
Post "Reviewed" Only Gifts
Our system at our CF is for our Director of Finance and Operations to review all gifts after they are entered but before they are posted to ensure accuracy and correct entry. It would be helpful if there was a way to have a more thorough filter to post only gifts that have been selected as 'reviewed'. That way, you can more efficiently post bulk amounts of gifts that have been reviewed at once, rather than trying to remember what gifts have been reviewed or clicking into each one to know if they're ready to post.
7 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 -
delete donation record
Currently a user is able to delete a historical donation, there is NO pop up or confirmation to delete BEFORE the record is blown away! YIKES! Please add a confirmation similar to deleting a historical grant, thank you!
6 votes -
Attach file when adding Donation
When creating a donation, I would love to have the option to drag my attachment directly into that page before having to process the donation.
I currently have to process the donation, then go into attach file and pull in my attachment there, and to finish up with posting it. It would simplify things for my workflow to just be able to drag my attachment into the screen where I'm creating a new donation. (We attach a copy of the check for all donations)
5 votes -
Fix Must Be A Decimal Number Error
It would be helpful to allow multiple types of entries in the donor portal when a fundholder is requesting a grant. For example, if a fundholder types "$25,000" including a dollar sign and a comma, an error sign comes up ("must be a decimal number".) The fundholder needs to type in 25000 for the grant to go through. Allowing $25,000 would help reduce frustration.
4 votes -
After completing pledge payment documents, give option to print envelopes.
After completing pledge payment documents, give option to print envelopes.
3 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 -
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 -
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 -
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
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