173 results found
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Employee User Name on Donation
I searched for this but haven't been able to find anything on the topic. It would be beneficial to have the person who entered the donation as a field on the donation tab, and then be able to run reports on this field. We have multiple people entering donations and this would help to sort where donations are in the process.
1 voteHello,
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Link online portal donors to existing profiles based on email address
We have many recurring donors as part of an annual event. Most of our profiles are created as "households". However donors often enter an individual name when they make an online donation through our portal. This creates an extra profile when they make a donation which we then have to "make household" and merge with the existing profile. C-Suite should be able to match the individual donation to the household based on an email address.
1 voteHello,
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.
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Thank you
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Convert ticket to a donation
It would be great if someone doesn't attend an event, we could convert their ticket to a donation.
1 voteHello,
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 Type Selection
It would be great to have the ability to edit and add a donation type after a donation has been posted rather needing to unpost it, selection the donation type and repost. We just updated donations types and need to go back on multiple posted donations in order to type them the correct way.
1 voteHello,
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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Individual donations
There should be an option to pull an Excel report for an individual's donations to the Foundation. Right now you can only pull an excel report for a fund.
1 vote -
Filter Description
Create a document with a description of list filters. For example: Donation amount vs. Donor Amount. It would be nice to have a link right by the filter that you could hover over and it would describe the filter in better detail.
1 voteIn the second module, funds, the 11th module, Download and Upload a Fund Statement Template, should be completed before the third module, Create a Fund Statement Format
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Online Donation Promotions
It would be helpful to have a shortened description for funds on the promotion page of the online donation section. That way it can easily be viewed but if a donor clicks on that fund that can see the full fund summary.
1 voteHello,
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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Radial Buttons on Enter Donations
It is a minor matter, but the radial buttons on the page where you enter donations, I wish they were bigger. I have days where I click at the "check" radial button and miss a number of times until I get it perfectly centered.
1 vote -
Add 'date of birth' ("DOB") field in Stripe / donor portal to facilitate better data collection
Data drives our Foundation and is needed for better donor research. This should be a required field. It would be ideal to allow us to select which demographic information is required before submitting a donation
1 vote -
reoccuring
We have 800 funds...Would help our teams follow-up...knowing which of our staff should connect with which donor more quicklly if the "fund" to which the reoccuring donation was made showed in the systems summary log report as a new column...after clicking on the Reoccuring link on the donation page.
1 vote -
Recurring memorial donations
Recurring memorial donations
The original donation shows that the recurring gift should be in memoriam, however, when we post the recurring gifts, it does not show that these are in memoriam.
1 vote -
Interface between Community Suite and Client website - Donations
The CS funds can be promoted on our website. However, the promotion display is awkward. The column on the name of the fund a 4x has wide as the description of the fund column. Is it possible to balance the two columns? Widen the fund description display column and reduce the size of the column that displays the name of the fund. Do clients have the ability to change the column width? Thank you.
1 vote -
recurring donations - ability to link to opportunity
Recurring donations link to an Opportunity
I'd like to be able to link a recurring donation to an opportunity0 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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