125 results found
-
Need Options for Household Choice on Donation portal
It would be helpful to have options for the new household choice on the donation portal --
EITHER an option to provide guidance on what to include in the household name (we have found that people are just entering the last name with no first names and we always include first names with the last name on the household).
OR the option to disable the household option on the donation portal. We are finding this is not really saving us much time. What we found in the past, when people wanted the donation to show both names, they will add…
8 votesThe following enhancement was released on 10/18/2023: NOTE: This must be enabled in Donation>Settings to allow online donations from a Household.
Donations: Added a new setting for Donations. This will allow clients to enable the Household giving option on the Donation Portal. This will be a new Setting labeled: Enable Household Giving. Clients will need to enable this option for the Household Radio button to appear on the Donation Portal.
-
Photographs and modernization for Donation Pages
In reviewing some historical ideas, I've come across this:
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.
and in that same string -
"The donate to a fund page is so bare and "sparse" as one of our donors said."
It still is folks - one doesn't even see the uploaded fund image on the subsequent donate page. How…
8 votesThe ability to add images to funds, events, nonprofits and grants in a grant catalog are now available in the new Donation Portal. Here is a link to the article on how to implement this feature in Foundant's support hub: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
-
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 Sign Up For E-Newsletter (checkbox) When Making an Online Donation
There should be a way for an online donor to sign up for our e-newsletter as a part of their online donation process. This could be done by adding a check box that says "sign up for our e-newsletter" or something similar. Should be located directly below where they enter in their email address.
7 votes12/6/2023: Funds: Enhanced Funds Bulk Edit to include Short Summary, Internal Description Field, and Fund Summary. This will allow clients to easily update several funds at a time. The Short Summary field will also allow for HTML language. This Short Summary will be used on the Donation Page with the new release.
-
memorials
Have tributes/memorials in CSuite be available for online donations to be chosen. With freeform tribute/memorial field on the donation page, we get variations of the person's name, especially if they use a nickname or abbreviation of their given name. This causes a new tribute to be created in CSuite but they are all the same person. If the donor could see a list of those already in the system and choose it, we would have a lot less clean up to do.
7 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…
-
Develop an Accurate Donor Report (related to Stripe duplicate issues)
If your donor data is organized by household, when you view the household Donation Summary, it rolls up the giving history for the household and its members. However, the canned, CSuite Donor Report does not roll up the household members. As a result, if an individual (who happens to be a household member) makes a Stripe gift and a new donor record is auto-created, even if we catch the fact that they are part of an existing donor household (and add to the household as an individual member), when we run the canned Donor Report for giving history over a…
7 votes -
7 votes
Released 8/9/2023:
Donations: Enhanced the Donation Portal to easily link clients sites to Google Analytics using Measurement ID and Measurement Protocol API Secrets. In Donations Settings, there is now an option to add Google Measurement ID and Google Measurement Protocol API Secrets. Users do not have to use both fields but will need to use the Google Measurement Protocol API Secrets to populate the amounts fields for donation records on Google Analytics. Setting the Google Measurement Protocol API Secrets field will allow a site receive analytics through the Donation Settings area instead of embedding it in the HTML in Website Styles area of CommunitySuite. Clients should remove these from the HTML tags prior to configuring the new values. When syncing sites to the sandbox environments, values will be cleared in these two fields. Google Analytics can take up to 24 hours for reporting. Users will need to signup with Google…
-
alerts
Please enable the alert feature on individual donations.
7 votes -
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 -
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 -
list of donation amounts online so if you click on that amount it's automatically added to your cart.
List of donation amounts online so if you click on that amount it's automatically added to your cart.
6 votes -
Tax Receipt labels/envelope order
It may just be me, but....it seems like if I print envelopes or labels from the donations-tax receipt section, they are in different order. And that order differs from the order in which the letters print. Can that be fixed (and if it's a user error, can someone please just let me know?) :)
6 votesRelease note from 9/20/23:
Donations: Enhanced Tax Receipt Bulk Actions to save the selected list of donations. This will allow clients to make a selection of the Tax Receipts and then process through Printing letters, Envelopes, Labels and Marking the donations sent. This update will also print the envelopes in the same order as the letters.
-
Custom Field in Year-End Tax Receipts
Our organization is required to include data from a custom field in our year-end tax receipts. This is currently not possible. I would like to request that custom fields be available in the year-end receipts. Without this field we have to create the entire mail merge process outside of CSuite.
6 votes9/22/2023: Idea Lab Live:
Yearly Tax Receipts: Added the ability to print Envelopes for Yearly Tax Receipts. Best practice would be to use Custom Reporting, opposed to Filtered Reports, so that clients can filter out donors without addresses. Envelope job will not complete with profiles that are missing addresses.
Templates: Added the Profile and Donation Custom Fields to the Yearly Tax Receipt, along with the Household Salutation.
-
Tribute Notify Person for Existing Tributes
When inputting a donation for an existing tribute, i would like to see the notify person in brackets [ ]. Since there can be multiple notify persons per person being remembered, it would be helpful to see which existing tribute should be selected when duplicate memorials appear.
6 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…
-
Donation Custom Reports - Add Donation Create Date
We have a need to see all donations created in the past week. We've been basing that on donation date, but you can enter a donation in the current week with a donation date before the current week, like when public securities are donated at the end of the year and it’s important to have that date for the donor. That’s one example. We really need the donation create date added as a field we can pull and filter on.
6 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 -
date
Would like to have a "nice date" merge field for donation date. This is currently available for today's date, but not the donation date..
6 votes -
Donation Page says "show all funds". It should say "show additional funds"
At the bottom of the donation page the link to show additional funds says "show all funds". We do not make all of our funds accessible for online donations. Please update this language to say "show additional funds".
5 votesThe label to show all funds has been changed to Show Additional Funds in the New Donation Portal. This must be enabled in Styles. Please refer to the help article titled Donation Portal for additional information.
-
Donor Count for Specific Date Range
It seems to be like there should be a quick simple way to query the number of donors, as opposed to donations, for a specific date range. I was told by chat support that I had to run a donor report for the date range and then export the data to Excel to determine that number. They said the report within CSuite would only show 100 donors.
5 votesDashboards: Dashboards will be available in the following areas: Funds, Profiles, Donations, and Donors. These will be available from the left hand menu in the respective objects. This will allow quick information about these areas in the system. Each dashboard will have date filters across the top to easily select different time frames of data. The year filters will return data based on the fiscal year set in site data. The start and end date will also reflect the Date Style selected in System Data.
This will be the first release of dashboards with plans to role out new dashboards in different objects over the next several months. We will also be adding additional filters to this default dashboards later in the year.
Permissions: There is a new permission for each dashboard. This has been enabled for anyone in the Admin Group. An Admin User for each site will need…
-
Donation Portal - Anonymous Option: Clarify Language
On the donation portal on the checkout page, donors have the option to click "I wish my donation to remain anonymous". When a donor clicks this, foundation staff are not sure if the donor means they wish their name to be anonymous or the amount of the gift to be anonymous. There should be clearer language so the donor and staff know what clicking that button means. Alternatively, there could be two buttons to click: one for anonymous name and the other for anonymous donation amount.
5 votesThis has been implemented. Selecting anonymous on the checkout page means that that the donor name associated with the donation is anonymous (not the amount). 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…
- Don't see your idea?