125 results found
-
Donor portal stylization
In the same way that the public facing donation portal can be stylized by fund, we would like to stylize the donor portal by fund. Some affiliates require their own branding or co-branding, which needs to be reflected in both public and fundholder facing portals.
9 votes -
Add tribute information to Donor Portal donation description
The ability for a fund advisor to see the "in memory" or "in honor" tribute information in the donation description.
22 votes -
Pass on Processing Fees for Tickets
So, we can currently pass on processing fees for donations. Can we also have this option for tickets as well?
2 votes -
Remove Tribute Notification Address Requirement
Remove the requirements on entering an address for tribute notification. Most of the time the donor does not know the address, so we should not halt their donation if they don't know it or make them somehow find it. Not a good experience for the donor!
14 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
-
Integrate Stripe Point of Sale for Events
We have a Stripe credit card swiper as well as a Paypal version for use at events. It would be great if the Stripe model could be integrated with CSuite to easily take credit card donations at events.
16 votes -
Include org role as donation filter option
Donation filter options include some, but not all, key profile tags. Including org role would allow us to pull donation info for key constituent groups - like our board members and volunteers.
13 votes -
Make Donate Online Page More Mobile-Friendly
We have fund summaries for our list of promoted funds on our online donation page. When viewing this page on a mobile device, the fund names take up most of the screen and the fund summaries are squeezed very small so it's almost one word per line which stretches out the list and leaves huge spaces between each fund. It would really look and function much better if the fund summaries dropped below the fund names or if the fund summary column was wider. Thanks for considering!
5 votes -
Need Thank You check box
It would be great if the default for the Need Thank You check box in donations defaulted to "yes"
18 votes -
Add image to Fund
Add image to fund for viewing on fund donation page
So often, a photo tells the story. Most online giving sites have space for an image to accompany a story.
As a Community Foundation, we often receive gifts given to uphold the legacy of a loved one. We would like the ability to upload an image for each fund.
43 votes -
Option for Recurring Donations to Add an End Date
Some of our donors would like to stipulate an end period for their donation. This would be specifically helpful for us internally as we have a giving circle that allows for members to pay in installments for their membership (i.e., $125 / quarter for a annual membership of $500)
52 votes -
Errors in red
Is it possible to see any errors on the create donation page and/or the donor profile page - appear in RED?
Currently, if there's an error in the donor profile, for example, the system does not alert you to the error, it just stops you from processing the donation.
3 votes -
ability to make additional donations for free event tickets
The system currently allows you to collect additional donations for events that have a tickets price >0. We sponsor several free educational events throughout the year, and would like to be able to collect donations for these events.
2 votes -
address type
What is the point of having an address type if you can't filter on that field? Also would be nice to be able to put time periods on addresses so the correct address will pull in based on the times they are at which address - i.e. winter address or summer address. We have several donors with a winter address, but have to go in manually to change the donation for mailing lists, but now can't filter a report to show which ones have a winter address to be able to change it back to their normal home address.
24 votes -
Allow credit card fees to apply to Operating fund
Currently, credit card fees are automatically applied to the fund the individual donation is for. Is it possible to create an option for the foundation to choose what fund the credit card fees are automatically applied to (example: Operating fund)? Otherwise, our foundation will have to do constant interfunds to move them to Operating.
14 votes -
Filter profiles by most recent donation
We would like the option to filter profiles by the date of the most recent donation. In our case, we like to segment mailing lists based on this date.
6 votes -
Export Field Selection Defaults
It would be beneficial if we could set default field selections for filtered report exports. This would immensely with the first update that occurred on 11-14-18. This would help with pulling consistent filtered reports from the donations and pledge areas.
3 votes -
Donation Page Order of Funds
Under each group of funds on the donation page, have the ability to choose the order of the funds, in case one is being promoted or a fund is a subfund of another fund.
3 votes -
anonymous
I would like the option to filter Profiles by those entities that wish to be marked Anonymous. This is currently tracked on the Profiles with a checkbox but is not an option in the Profile Filters. I know I can filter by Anonymous donations, but I want to filter Anonymous Donors as well.
3 votes -
If Pledge is Anonymous, Make Donations Anonymous, Too
It would be nice if the system automatically made a donation anonymous when it is linked to an anonymous pledge.
8 votes -
Ability to move the search bar on the "Donate to a Fund" page
It would be great if we could move the search bar to the top of the "Donate to a Fund" page if we're promoting more than a page's worth of funds.
5 votes
- Don't see your idea?