125 results found
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Allow merged records to retain credit card information
It would be very helpful if you allowed merged records to retain the credit card information for recurring donations. I've lost several credit card numbers during de-duplication and reaching out to them to ask for their card numbers or to reschedule their donations is too time consuming!
25 votes -
Allow up to 3 decimal places on public security quantity field
Please update the public security quantity field to allow for 3 decimal places. We receive donations broken out to the thousandth place and cannot enter them correctly.
25 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 -
Check# field to custom reports
Please add the check# field to the custom reports / donation fields.
23 votes -
Create donation levels
It would be great to have suggested gift levels: $25, $50, $100, $500, $1000 with the option to use it or not. This was a popular idea in the Summit session about customizing the donation portal.
22 votesThis is available in the new donation portal. Here is a link to the help article: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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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 -
Posting Donations
It would be helpful to be able to select checkboxes of donations to post, rather than have the choices be "post all" or having to post selected ones one at a time.
19 votes -
Fund listed next to donation amount on donation tab.
We would like to see the fund name listed next to the donation amount on list of recent donations on the Donation tab. It becomes cumbersome to click into several gifts to find where the gift was posted.
19 votes -
A way to mark that tributes have been sent.
It would be great if there was a way to mark when a tribute acknowledgment letter has been sent out. For example, when you are looking at a list of donations made in someone's memory/honor, add an additional column which a box for each tribute that you could click and a day/month/year box pop up. You could simply select the date when the tribute letter was mailed.
19 votes -
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 -
Please add the ability for more than one advisor to be credited for a soft credit on donation records. This is an important function.
This has been suggested in the past and would be very helpful in instances where a couple divorces or multiple people need to be soft credited for a contribution such as where a family DAF or PF is concerned external from the Community Foundation.
18 votesDonations: Enhanced donations by adding a soft credit field. Soft credits can have more that one profile added to a donation. Soft credits will not be reflected on the donor profile. There is now a donation soft credit report in custom reporting. There is also a new table for csdata migrations to import soft credits on donations during migrations.
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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 -
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 -
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 -
Sorting in Community Donor Online Portal
One of our fundholders suggested this to me, and I thought it was a great idea. On the Community Donor Online Portal, when fundholders are looking at their Donation and Grantmaking history, it would be useful to be able to sort by Grantee, Amount, Donor name, etc. The ability to export here also seems helpful for fundholders.
17 votes -
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 -
Special Handling Codes
Was wondering if there is any way to create special handling codes for profiles, donations, and funds that would allow an alert to pop up if there is something specific a colleague should know when reviewing each area. An example would be if we have been asked by a donor to not send an acknowledgement letter until the end of the year for all the gifts they give. When we enter a donation from that profile it would alert us to not send a thank you letter. Thanks for considering.
15 votes -
Filter reports by donation type and/or source
Client requested to have a filter option that allowed them to filter donation reports based on the type (Cash, Check, Stripe, etc.) and/or the source of the donation (online donations).
15 votes -
3% stripe fee wording
When donors go to checkout at the required checkout information and they can add the percentage to help cover the Stripe processing fees, the wording at the checkbox is not accurate. The default screen for the added percentage should read "to help offset the credit card processing fees" as we all know that this percentage does not cover 100% of the fees.
14 votesThis has been implemented. Here is the release note:
Donation Settings: Added a new content area for the Donation Portal. These new settings are found in Donation Settings: Cover CC Fee Title, Cover CC Fee Description, Anonymous Title, Anonymous Description.
-Cover CC Fee Title is a customizable label to let donor's opt into covering the donation fees on the Donation Portal.
-Cover CC Fee Description is a customizable description field next to the Cover CC Fee Title on the Donation Portal.
-Anonymous Title is a customizable label to let donor's opt select to have the donation remain anonymous from the Donation Portal.
-Anonymous Description is a customizable description field next to the Anonymous Title on the Donation Portal to allow foundations a longer explanation to donors.
Within Community Suite, label fields will be limited 60 characters, tabs to 40 characters, and the descriptions to 255 characters. -
Download Email Tribute Letter/Mark as Sent
I would like the ability to download a tribute letter that is marked as email for notification. Our executive director writes a personal note on it, I scan it, and then email it from my work email.
Also: It is now marked as sent as soon as a tribute is downloaded. That isn't always the case for us because I download one letter, put all the donors on the letter, and then send it. I send them out weekly if there are a lot of donations.
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…
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