173 results found
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Goaled Fundraisers through the Online Donation Portal
Have the ability to set up goaled fundraisers for specific funds, that will populate a unique link in the Donation Portal. Also, have the ability to track the progress towards the goaled amount, similar to GoFundMe.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Donations - check box for hold posting
After entering a gift, there are times I find I need to hold posting it (for one reason or another) and then need to reach out to the co-worker who posts donations and ask they hold on it until further notice. A "hold for posting" type check box would be helpful in these instances.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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identify recurring donation
It would be great to have a notification or way to identify if an online donation is recurring immediately, rather than waiting to see the next month when it needs to be posted. We'd like to do some specific stewardship and thanking for those recurring gifts as soon as they are made in Stripel
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Please include internal donations in the donation notifcation to fund advisors
It would be great if the donation notify action would include internal donations!
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Stripe donations for donors with multiple credit cards on file
Stripe donations for donors with multiple credit cards on file: It would be helpful for recurring donation processing, that donors who input multiple credit cards into their Stripe account be able to be processed using the default credit card the donor provided. Since Stripe allows for multiple credit cards to be input, it would be helpful for the CSuite system to allow their processing as well. Currently, when these come through for posting, we have to login to Stripe and remove the non-default credit card information that the donor input in order for the donation to be processed.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Total amount for undeposited donations
When you have a list of donations in the undeposited or unposted area in donations it would be nice to have an amount at the bottom of the list. That way you have a double check against your in house document and CSuite.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Roles/ Relationships report for each donation
Donation reports be able to pull Roles/ Relationships associated with each donation. This would be helpful to show who each donors board contact is for thank you calls/ notes/ development.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Migrating donor history on a Household record when one Ind remarries
HH record represents two individuals. When one ind leaves the HH (deceased or divorced) you can continue to use the donor history from the HH record (since that IS the official donation name for the giving history). But if the surviving individual remarries we would like to maintain the existing donation history in the former couple name and update the HH record name to reflect the NEW spouse and future gifts to reflect the new spouse. In FIMS you had a choice to keep the existing name on the historic gifts or update it. We need that choice when we…
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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donor report
Please make pledge data available when building custom donation and donor reports. I need the ability to include all people who are considered supporters in one report as well as get a total of dollars raised and committed to a fund. I currently have to run separate reports and merge them in Excel, which is unwelcome extra work to get a standard set of information.
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Add Online Fees to Donation Reports
It would be very helpful if the fees taken out of the online donations were included in the donation reports. When we pull a report for our unrestricted fund to see how much came in from donations we have to create a new line item to go back and pull the online giving fees amount, which is then deducted. Better yet, it would be great if there was a column beside the 'amount' column that showed the actual amount deposited into the fund.
4 votes -
4 votes
Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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tributes
When entering tribute details with a donation, the tribute fields should be linkable to a current profile.
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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donation pledge
When entering a donation with an outstanding pledge, have the pledges available list include the pledge's fund name.
4 votes -
Donor Recognition Name
We would like the to be able to make the donor recognition name field on the online donation page form to be a required field. We rely on this field for our reporting and are noticing that many of our online donors skip over it because it is marked as optional.
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Add credit card fee to donation import
In order to streamline the process of importing donations from a separate payment platform (paypal, network for good, etc.), can you please add a field on the import spreadsheet for the transaction credit card fee? That would allow it to be recorded per transaction instead of monthly through the general ledger.
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Images for all funds on donate page
I like that you can now add images to the donate page, but it appears this is only for promoted funds. I realized having the images appear on the all funds listing would probably be too much, however, it would be nice if the image would appear once you select a fund.
4 votes -
Recognition Name / Change Donor
We often receive online donations from individuals who wish to attribute the gift to their household. They indicate this in the Recognition field. However, the donation continues to be displayed under the individual donor's profile. It would be helpful to have the ability to click 'Change Donor' on these gifts, allowing us to transfer the donation to the Household profile instead of listing it under the individual.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Recurring Donations: New language "Post Past Due Donations" is confusing
Recurring Donations -- Prior to the function being changed to "Post Past Due Donations", if the due date was today or the prior weekend, the Next Date was highlighted in red. Now the date is not highlighted and does not stand out. Additionally, "Post Past Due Donations" appears in red even if you are posting a donation that is due today, therefore not "past due". The change is confusing.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Please include invoiced gifts and grants receivable in the donations tab
Please include invoiced gifts and grants receivable in the donations tab, so that it is easier for all staff to see all donations made by an entity. Currently, the only gifts and incoming grants that show on the donations tab and donations column are if the donation is entered via the "donation" process. We want the donation report to include any receivables that come in via invoice for grant and gift income. Thank you!!!
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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For individual donors, automate the salutation to the first name
When entering a new individual name, automate the salutation to the first name.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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