125 results found
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Flag a donation from a donor if there is an outstanding pledge payment due.
When a donation is received from a donor with a pledge payment due, have a pop-up or flag saying so. This way the donation will be applied to the pledge versus being recorded as a donation.
Thank you for your consideration.
11 votesThe pledge is displayed across the top of the donation creation screen.
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Editing Historical Donations
Currently, anyone with permission to edit an un-posted donation can edit historical transactions, including items such as the amount of the donation, which were imported on system conversion. This ability should instead be limited to users with permission to post and un-post donations. Currently historical donations from closed periods can be easily edited, causing a difference between the general ledger and donation reports.
2 votes -
Cover Stripe Fees on Recurring Donations
For recurring donations through the donor portal where the donor has selected to add the stripe fee, the add stripe fee selection would follow through to the subsequent recurring donations instead of stopping after the first donation.
63 votes -
letters
It would be great if we could change the font of the signature line on donation TY letters. We send letters via email quite often, but can't change the font on the signature to look more like a "signed name" than just the typed name.
1 vote -
Till Deposit - Report Date
Please change the date on the Till Deposit report header to be the date of the deposit, not the date of creation of the deposit into CSuite. We frequently finalize donation entry in the till after the date of the deposit, and therefore don't enter the deposit until donations are completed and verified. Example: Till Deposit 563 - 5/18/20 should be "Till Deposit 563 - 5/12/20" when the deposit date was 5/12/20.
17 votes -
Donation Date Locked after Posting
Donation date should be locked down as soon as the donation is posted to ensure the listing of gifts for a given period ties to the general ledger. Currently, donation date can be modified after the donation is posted which means the donation date may not match when it is reflected in the general ledger. A change in donation date should require the donation to first be unposted and then reposted to ensure proper cutoff.
2 votes -
Can 'Donate Page' terminology match
On the Donate page... The "tab" says "Donate to A Fund" and then under the page header, before it lists the funds you can donate to it says "Donate to Fund". Can these match?
1 vote -
Stripe checkout page: when you enter your name and address then click Review you can not change the information
Stripe checkout page: If you want to correct your name, address, email or honoree after hitting Review, you can only use the browser back arrow and you have to reenter everything. Could that information be retained as the donation amount is retained?
1 vote -
Connect Event Skin to Individual Ticket Pages
We set up a custom skin for a signature event. However, the individual ticket pages pull from the Donation Portal Style and skin, not the Event one. We would like to see those ticket pages pull from the Event skin.
10 votesCampaigns: Enhanced the campaign workflow to help with the tracking of events and mailings. Each campaign will now be associated by type. Campaign types are event, marketing or historical. The assigned type will drive different campaign functionality. A campaign categorized as events, will allow a user to create tickets, groups, and requests for the campaign. Marketing will be used if the campaign is intended to create a mailing list to communicate with donors and other constituents. Historical will be a way to move completed campaigns into a separate list for campaigns that are no longer being used by the foundation. Campaigns will still be managed by user defined categories and can be archived within the category list. The campaign page has been redesigned to have a bucket system just below the event information and image at the top of the page. Each bucket will then trigger different left hand menu…
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donation report order
When running donation reports, they appear Oldest at the top to the newest at the bottom. Is there a way to change the order by date?
5 votes -
donor portal donation report
I know a donation report can be exported from the donor portal, however, the donor addresses don't export. I've had some requests for this and had to pull the reports from CSuite and email. The fund advisor requested to be able to pull the donation report, along with donor contact information.
5 votes -
Fund Advisor Permissions - Donor Portal
Fund Advisor Permissions - Donor Portal
Would like fund advisors to be able to see donor names with gift date and address, but not the donation amount. Currently, the donor portal only allows you turn on/off the donation tab which includes everything.10 votes -
Thank you templates attached to funds
Our organization uses very different thank you templates depending on which fund they donate to, so it would be really helpful if we could attach unique templates to the fund and have the system look there first for which template to use before going to the default in system data.
2 votes -
create tracking for who created an entry like a donation...rright now we can only see a log on changes
create tracking for who created an entry like a donation...right now we can only see a log on changes. It would be nice to look at a log to see who actually made the entry.
5 votes -
Recognition field in custom reports
Hello,
Need to provide Recognition Name for custom reports. Background: We have a custom report (1132) to display donors for Advised donations. This is great, however, I was told by Support that there is no field for the Recognition Name that can be added to a custom report. (please see support case ref:00DE0dl0R.5000L1PZgyq:ref )3 votes -
copy gift
It would be very useful to have a COPY function when creating gifts. Many times a batch of gifts is received on the same date, going to the same fund, so we'd just have to update the donor name & amount. This was available in FIMS and saves alot of time.
thank you for your consideration
47 votesDonations: Enhanced donations with the ability to copy a donation once you select process. All fields are copied except for payment method, check number and donation date, which will default to today as normal donation form functionality. Donation Advisor is not copied because advisor is not set on a donation during initial entry. If it is an internal donation, the internal donation status will not be copied, instead it will just be a normal donation. Historical is not copied, so historical donations will get copied in as real donations that impact the general ledger.
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Unpost but don't delete a donation
When we unpost a donation, do not automatically delete it also (maybe have a flag that asks whether the user wishes to delete it or not). 99% of the time, when we unpost a donation, we simply need to fix something on it and re-post. This will significantly increase productivity, especially with Stripe payments that are now auto-posting the donation, much to our chagrin.
53 votes -
Check# field to custom reports
Please add the check# field to the custom reports / donation fields.
23 votes -
Enhancement to templates
Desired change: Enhance how organization contact name / address is processed in templates
Currently: there is not a field that will pull the contact name AND the organization name for our donation letters. Any field I use to include organization name creates a blank space when the donor does not have an organization listed.
For donation letters I would like to include at the top of each letter:
Donors Name (Mr. and Mrs. John Smith)
Organization Name IF APPLICABLE (Food Pantry)
Street Address (123 Main Street)
City State Zip (Toledo, OH 43604)A person's title would also be ideal but…
92 votes -
Have fund list on the "Donate to Fund" page be sorted by Fund Name instead of Public Name
Our fund names are arranged so that the donor's last name is listed first so that our funds sort alphabetically by last name. e.g., "Carreon, Allie & Ed Family Fund." But the Public Name should be "Allie & Ed Carreon Family Fund." Unfortunately, because the Fund List on the Donate to Fund page sorts by Public Name, this fund would show up in the A's, and not the C's. We would like to be able to sort the Fund list by Fund Name, but have the Public Name be listed, so everything sorts by the LAST NAME embedded in the…
2 votes
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