173 results found
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Status Field for Bulk Tax Receipts
Could we get a status column for bulk tax receipts?
After I process a large amount of tax receipts, I have to go back to mark them as sent. It would be helpful to see which ones were sent/printed so that we can remove them from the receipt bucket.1 voteHello,
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Donation Advisor
Make Donation Advisor a Profile Type so that their contributions are easier to track. This way, when you open a profile ID, you can see right away if they have made a soft contribution or advised a gift, or are responsible for a matching gift. Maybe this would help to resolve current reporting issues?
1 voteHello,
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Drag & Drop Feature or Better Sorting to Highlight Funds on Donation Page
I would love to see an easier way to sort funds on the donation page.
Currently, our Agency Funds (and other grouped funds) cannot be separated from their groups within the donation page...so if we want to highlight just ONE fund of a group at the top of the Donation Page, all funds in that group will follow, pushing other important funds we'd like highlighted further down the page.
A simple drag and drop feature would be very useful here, as we like to rotate the funds we highlight.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Year-End Tax Receipt - for donors $250+ include all donations made by donor
When running year-end tax receipts, if we include criteria of $250+, if a donor made a donation of $250+, include all gifts made that that donor during that year.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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For bulk year-end emailed receipts, ability to filter by donation amount
We want to email bulk receipts to gifts of $250+, but we can't bulk do that as some of the profiles don't have an email. The system kicks the job out, says we need to add emails to the profiles (there are a lot) before we can process. So we ran a custom report with Email is not Null, but to do that I can't get to the donation amount field to add that filter.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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For bulk year-end emailed receipts, correct auto-email message so not a string of numbers
We would like the option to add content for bulk email for year-end receipts. There is no option currently to edit the content or the subject of the email. Currently, the content of the email is:
Attached is your 2022010120221231 tax receipt summary.
The subject is:
Subject: Yearly Tax ReceiptOur fear is donors won't open the email.
12 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Donation Tribute Info - less is more?
When entering a new donation, it would be great to have the tribute notification fields only appear if they are needed
1 voteHello,
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Donation Email Subject Line
It would be very helpful if we could edit the subject line in the thank you/receipt email to donors.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Email Receipt - Function Improvements
I find the Email Tax Receipt function very clunky and inefficient. It would be nice if a column was added that has PRIMARY EMAIL listed so that we can EASILY decipher which receipts can be emailed and "marked as sent" after - right now it's a guess and a lot of work to get to a list to email.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Recurring Donation
It would also be helpful to see incoming recurring donations in need of posting to come up on the donations page, on the review page or in its own bucket. Additionally, have recurring donations with an end date not be on the main list, but to be on their own separate list.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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recurring ach donation
I previously requested a recurring donation option to have other payment methods than stripe as an option in Csuite and it stated implemented but it was not. I would like the option to post a donation as recurring "Other Payment" in Csuite, not only Stripe. This is great for people who have recurring ACH donations coming from their financial institution to ours. Currently I copy this from their previous donations every month, which they set up for a few years at a time.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Stock decimal setting
Would love to have the opportunity to edit a setting that can decides across the board how many decimals we use for stock gifts, in order to match what our broker does. Would rather not override that every time.
1 voteHello,
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Apply to spendable options while creating multi fund donations
Would love the opportunity to "apply spendable" or NOT when entering multi-fund donations that have different needs. Thank you!
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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stripe id
Stripe Reconciliation: I need the fund identified in Stripe to share with Fund Advisors or a way to merge the Stripe information with the Foundation information via the Stripe ID. Currently the field, Stripe ID, is not available in custom reports. Other than copy and paste manually to get this information ... I would prefer a better method than hoping that the email/name is consistent between the two systems for validation then reconciling where it isn't etc.
1 voteHello,
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Thank you
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donor portal styling
Recommend Csuite tweak the donor portal styling template to add in more classes to optimize sections for mobile.
For reference, the first screenshot is how it is now, and the second is what it could look like if the classes were col-sm-12 col-md-6. (We are only currently able to make these changes in our browser, not in the template for universal use).
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Establishing Relationships with First Time Donors
Presently there is no way to run a report outlining who the First Time Donors are to each Fund. This is imperative in order to build donor relations! Please fix!!
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Cryptocurrency as Payment Type
We would like Cryptocurrency to be added as a payment type as it is not a public security or stock. Other Payment will work in the meantime, but this would be a great addition.
4 votesThis message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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search by donation check number
Is it or could it be possible to search by donation check number? We've had numerous instances of a donor having a check number that I've verified has cleared our bank, but I can't do a quick search for it in Csuite. Would help in situations where the distributions are made via financial institutions or staff have misspelled a name in the donor profile.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Process Recurring Donations Automatically
Would like the system to automatically process recurring donations without staff having to manually process them.
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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anonymous
When doing an interfund grant, if 'anonymous' is checked, both the grant AND the donation should be marked as anonymous. As it stands, only the grant portion is marked as anonymous. The grantee fund clearly states the donating fund name in donation reports unless you separately go to each donation and check 'make anonymous'. This is cumbersome and easily forgotten in the workflow.
5 votesHello,
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Thank you
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