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125 results found

  1. Allow Fund Advisors to export memorials

    It would be cool if Fund Advisors could export more detail on their donations. For example, memorials, or recognition names or even an export of the mailing address. Currently, they can only export the following:

    donationid donorname date advisedonorname payment_method description amount

    18 votes

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    Implemented  ·  2 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →
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  2. Multiple Donation Entry

    Would be FANTASTIC to be able to enter a batch of donations, review them on a report and post as a batch, rather than having to post after each donation ( to create a deposit in the till )

    54 votes

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    Implemented  ·  4 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →
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  3. Templates: Override Default Template

    I think it would be great if we were able to override the default letter templates.

    For example, the standard donation would be generic but then we could have a memorial template where we could add a blurb about being "honored to be included in your thoughtful remembrances of your loved ones and friends."

    Or additionally, donations to a single fund vs. a donation to multiple, etc...

    7 votes

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    Implemented  ·  1 comment  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →
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  4. search function on top of donation page

    Several folks have indicated that if the "search" function was on the top of the donation page it would be very helpful. Unless you scroll to the very bottom you don't realize it is there.

    7 votes

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    Implemented  ·  2 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →
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  5. Non-Gift Transactions for donations

    Refunds, CLATs, and payments are not considered gifts in the accounting world. Need to be able to distinguish between Gifts and Non-gifts and the non-gift account number should be blank to be filled in instead of using a default number. Non-gifts should not be considered Gifts in donation reporting. FIMS had this feature and in CSuite there are too many steps to re-categorize these transactions.

    19 votes

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    Implemented  ·  6 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →
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