92 results found
-
NEW GRANT LETTER PROCESS: Date Stamp for Process Documents in Batch
The new process to download grant letters in bulk as word document currently has the Batch ID, CheckID, Vendor, Document (grant letter) and Amount. Please add a field to include the date when this batch was created. It's helpful as to not send duplicate grant letters from weeks ago.
13 votes -
Grant Letter emails should be included in an organization's email history!
Grant Letter emails should be included in an organization's email history!
13 votes -
Dynamic "Primary Org Contact" field replace static "Contact" field
On an organizational profile record, the static fields "Contact" and "Contact Title" allow you to type in a name and title, which then populate the address blocks on that record. Those fields appear on check letter and grant letter templates.
There is also an option to select an individual which is linked to the organization as a "Primary Org Contact". That selection makes a dynamic link to the individual. However, "Primary Org Contact" is not an available merge field on any template.It would be ideal to have that dynamic, linked indication available as a merge field or (even better!)…
13 votes -
Grant Catalog Amount Field instead of Donate Button
Instead of having the Donate button in the Grant Catalog, have an field for each organization where an amount can be entered. This way a donor can give to mulitiple organizations without having to go back and forth from the catalog to the cart.
13 votes -
Display default payment type when entering grant
There should be a way to know that a grantee is set up to receive ACH payments while you are entering the grant. Right now I have to go all the way back to the profile to see if they are ACH. This would help when choosing what letter template to use.
13 votes -
attaching files
We have a donor who just made 33 grants from their DAF, not using the portal. In cases like this where the portal isn't used, we send them an email confirmation of the grant(s) they recommended and then attach a pdf of that email to the grants in case our auditors want to see the grant recommendation confirmation.
We also receive donations from donors who want the payment to be split over multiple funds, so the same issue arises on that side as well of attaching the same documentation to multiple records.
It would be great if there was a…12 votes -
1- Reissues: A clear way to mark a grant that was reissued. Including a note for ACH or a new check number. Currently we don’t see it in th
1- Reissues: A clear way to mark a grant that was reissued. Including a note for ACH or a new check number. Currently we don’t see it in the records, and it is hard to give accurate information
12 votes -
System Data - Content: enable html for grant_letter_email_body
Please make the grant_ letter_ email_ body template in site custom content HTML compatible! It appears every template is html compatible except this one.
Without the compatibility, you are unable to create line breaks or format any text which is very frustrating.
Thank you!
12 votes -
Improve CSuite grant copy function with current grant date and pay schedule dates (& other fields)
Just tried copying a grant in CSuite - sweet! However, once you copy it comes up with the old grant date and the old pay schedule date. It should copy to current dates. Also, the expense account does not transfer over. And, as we now have custom fields, any custom fields too - thanks!
12 votes -
Default Grant Sort
I think grants in the various buckets used to be sorted by grantID by default, but now I can't tell how they're sorted. I know I can choose any column to sort by, but can it go back to default sorting by grantID like before? Thanks for considering.
11 votes -
Pending grant requests should be listed on grants tab of donor portal
It would be great if pending grant requests showed up on the Grants tab, instead of the Recommend a Grant tab, where advisors often don't think to look for a pending grant.
11 votes -
Recurring Grant Letter
Please include template fields for recurring grants: start date, interval, number of occurrences, next occurrence date so that we can send accurate grant letters with the checks. Currently we have to manually edit each grant letter for a recurring grant to add language that tells the recipient about the recurring details.
11 votes -
Grant description field should be larger so it can be viewed without scrolling
Could you please modify the grant description field so that it automatically wraps text when adding or editing descriptions?
Currently, the field allows up to 255 characters, but it's challenging to verify entries because we can't view the entire description at once. It would greatly improve usability if the description text wrapped within the field during data entry, allowing us to see the complete description without having to scroll. Once the grant is saved, we can read the entire description in one field but still have to scroll when editing.
9 votes -
list cart
Send an automatic email after unsubmitted grants have been in the list cart for 10 days. Or make this an option we can choose to implement.
9 votes -
Add Decision Date to Front End Grant & Scholarship Imports
For the clients that are using decision date on the grants & scholarships without having GLM or SLM there is no way to set the decision date via the front-end imports. It would be beneficial to be able to import into this field with the front-end imports to allow for efficient processing of grants & scholarships. As it is right now once those records are imported the decision date has to be manually updated 1 by 1 in CSuite.
9 votes -
Notify fund advisor when a recurring grant is about to expire
Create an alert or an email notice to donors when they have a recurring grant that is about to end, so they can set up a new recurrence if they choose. Right now, recurrences just end without notification and unless we run reports to follow-up with donors, they may not recall that they set an end date.
9 votesThis will be releasing with the release of the new portals in Aug 2024.
-
canceled grant status
When a grant is canceled the status should say "canceled' not "paid" - this is very confusing especially for the fund advisors using the portal
9 votes -
Same Beneficiary, Different Purpose
Ability to add a grantee as a beneficiary to a fund more for more than once would be helpful. We have several funds in which the same grantee is designated for two very different purposes and different percentages. The current text field isn't large enough to account for multiple purposes, and having two separate line items would create the individual spendable grants when creating them in bulk, which would be extremely helpful.
8 votes -
Grant Catalog Character Limit
We like having the option to have more text in the long description for grant catalog requests, but sometimes this leads to very lengthy descriptions (more than our donors likely want to view as they scroll through the catalog). It would be great if we had the ability to set a character limit.
8 votes -
Grant Catalog - add option for CC donation from FA Portal
Right now, there are two ways to support a project listed in the Grant Catalog - one with a credit/debit card, the other by making a grant recommendation in the donor portal. It would be helpful if there was a webpage that showed both options on one single page. Right now, you have to visit two different webpages depending on how you want to support the project. Combining these options into one page could make for a better user experience. Thanks for your consideration!
8 votes
- Don't see your idea?