45 results found
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Grant Award letter fields needs {{today_nice_date}}
Doesn't make sense to format a letter without a date! I am unsure if that word date field would update or not
8 votes5/24/2023: Templates: Added today_nice_date merge field to the following templates: invoice, checks, grant award letter, grant letter, internal grant letter, scholarship, yearly tax receipt. Added the grant award letter to have the advisor mailing label use the first last name, if there isn’t a mailing label filled out. Added advisor household label the grant letter template and the apply to spendable to tax receipt.
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Annual Tax Receipt Address 2 Field
There is not currently an option to have Address 2 included in the annual tax receipt letters. This has caused a major issue for our team! We would love to have this field option added as it is pretty standard to have Suite and Apartment numbers associated with an address. Thank you!
7 votes01/26/2024: Templates: Added Address line 2 and the country field to Yearly tax receipts.
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Legal Name added as tax receipt field
The Legal Name field is not an available field for tax receipt templates. I'm hoping it can be added to the Template Fields List for tax receipts.
This field would be the ideal field for donor names in tax receipts. Our CSM has suggested using the mailing label, but we use that field for informal/preferred names (when we have them). Also, the profile name is not always in an appropriate format for letters (for example, the name for households is formatted as "LAST, First and First" for efficient searches and campaign lists).
7 votesThe following field is available on the tax receipt template: {{donor_legal_name}} -
Set auto-fill text when sending tax receipts by email
When you select 'email tax receipt', the subject and body auto-fills a generic message. It would save a significant amount of time if we could edit these messages to instead auto-fill text that our client has chosen.
7 votes -
internal grant letters
Internal Grant Letter Fields -
Please make the grant advisor fields available in the internal grant letter so that, a letter will be generated with their information
{{adviseprofileid}} [48019]
{{advisor.email}} []
{{advisor.city}} [Redding]
{{advisor.phonenumber}} []
{{advisor.state}} [CT]
{{advisor.address2}} []
{{advisor.label}} [Mr. and Mrs. Brian Meehl]
{{advisor.profileid}} [48019]
{{advisor.salutation}} [Mr. and Mrs. Meehl]
{{advisor.citystatezip}} []
{{advisor.address}} [331 Redding Rd]
{{advisor.legalname}} [Brian and Cindy Meehl]
{{advisor.profilename}} [Meehl, Mr. Brian and Mrs. Cindy]
{{advisor.zipcode}} [06896]6 votesThe following fields are available for internal grant letters:
{{advise_profile_id}}
{{advisor.address}}{{advisor.address2}}
{{advisor.cf_advisor}}
{{advisor.city}}
{{advisor.citystatezip}}
{{advisor.email}}
{{advisor.household_label}}
{{advisor.label}}
{{advisor.legal_name}}
{{advisor.phone_number}}
{{advisor.profile_id}}
{{advisor.profile_name}}
{{advisor.salutation}}
{{advisor.state}}
{{advisor.zipcode}} -
Stock Proceeds and Year End Tax Receipt
We need the ability to use stock proceeds fields in the yearly donor tax receipts area. We have to do these 60+ letters manually each year. The are fields available on the donation receipt and should be available on the Yearly Tax Receipt. We need time to work on our templates before the end of December. Please add these fields ASAP so we can complete the tax letters for donors who gave public securities through cSuite.
6 votesThe following fields have been added as available fields for the year end tax receipt template: Today’s Nice Date, Public Security Fields in loop: Symbol, Quantity, Description, Unit Cost, Initial Value.
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Restore the "Tax Receipt/Bulk Process 'Mark As Sent'" Action
The new donation bucket system does not seem to have an efficient and accurate way to mark tax receipts as sent. Instead of being able to click on "sent" for individual gifts, it looks like we have to click on those gifts that were sent and "mark as sent" as one of the options of the drop down menu that also includes "print" or "email" tax receipts. The problem I encountered was that I clicked on tax receipts that had been sent - but Csuite marked the ones that were NOT checked, and since we cannot reverse the 'Mark As…
6 votesThis enhancement was released on 9/20/2023:
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.
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Separate Affiliate Donation Tax Headers and Footers for Auto-Receipts
For auto-generated receipts from gifts given through our (9) affiliate donation portals, I submit that each Affiliate/Supporting Org should have their own Donation Tax Header and Footer available to customize in Content. A similarly useful alternative would be to allow us to incorporate the Affiliate Org name and logo into the auto-generated online receipts somehow.
6 votes -
donations that are not eligible for tax receipt
We often receive gifts from other charities where we want to count the income as a GIFT, but the amount is not eligible for a tax receipt under Canadian Law. Currently the only way to manage in CSuite is to generate a tax receipt number for the transaction, and then simply not issue the receipt. This creates reconciliation issues for tax receipt numbers, which must be sequential and accounted for for Canada Revenue Agency requirements. It would be much better if we could select a "do not receipt" or "no tax receipt" option when donation is input which would suppress…
6 votes -
Allow Fund Advisors to access tax receipts from their portals
One of our fundholders asked if they could get a copy of their tax receipt from the portal. It would be great if we had the option to add a copy of their receipt to the portal along with the other printing options available during the gift entry process.
5 votes -
Adding a date to the yearly tax template
For Yearly Tax Receipt template, please add a "date" field so we show when the receipt is printed and sent. It's on the "tax receipt" for one time entries. Why not on the yearly tax receipt?
4 votes05/24/2023: Templates: Added today_nice_date merge field to the following templates: invoice, checks, grant award letter, grant letter, internal grant letter, scholarship, yearly tax receipt. Added the grant award letter to have the advisor mailing label use the first last name, if there isn’t a mailing label filled out. Added advisor household label the grant letter template and the apply to spendable to tax receipt.
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Add column for primary email to unsent tax receipts page
If there was an additional column that showed the donor's primary email on the unsent tax receipts page, it would be much easier to check and uncheck the right boxes for bulk processing.
4 votes -
Receipt for event tickets
We would like a template so that we can create receipts for event tickets. Some purchasers of event tickets need a receipt indicating that they have paid for their tickets. Right now we only provide that by creating a custom receipt in Word.
4 votes -
Add function for alternate address
Add function to select alternate address when entering gifts into the system. Many donors winter in the South. Otherwise, it's a manual change on the receipt/thank you.
4 votes -
Include multiple funds in tax receipt templates
If a donor makes a split gift (one gift that will be directed to two or more funds), the tax receipt should have the power to merge EACH fund name in the letter text. This is not possible with a simple {{fund.name}} merge, so I looked to the next option, below.
I hoped the {{#foreachitem}} option could resolve this issue, but placing #foreachitem" in a paragraph will create a duplicate paragraph to repeat with the second fund name.
I've attached a PDF that demonstrates the repeating issue, using the same {{#foreachitem}} merge at the top AND the bottom of the…
2 votesThe for each loop should work to generate multi fund tax receipts. Please reach out to Success by clicking on the help icon then selecting the Success tab. A member of our support team who is an expert in templates should be able to help with this.
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Template Field Request: scholarship check number
Please add check number field to Scholarship Payment reports. Right now we can add the CSuite Check Id, but not the check number. I'd like to include the check number in my merged letters to schools.
2 votes -
Add Student Address in template fields.
I want to be able to create a letter for the students who are receiving the scholarships to let them know we have forwarded the money to the school. I have created a second page within the scholarship letter template and it's working brilliantly (killing two birds with one stone) with the exception of the Student Address. There is no way for the information to merge into the document.
2 votes6/7/2023:Scholarships: Enhanced Scholarships to have a Scholarship Award Letter. This will be a new bucket within Scholarships. This will allow for bulk processes such as: Email, Print, Mark the Award Letter Sent, Unset the Award Letter Sent, UnSet Award Letter Needed, Set Award Letter template. In the Open bucket, there are two new left-side menu options for Set Award Letter Needed and Clear Award Letter Sent. On the Award, there will now have two new fields: the Award Letter and the Award Letter Template. the Award letter field to mark the award if the letter is needed, mark it as sent, pdf, word, or email option. There will also now be an Award Letter Template filed. This will allow clients to select the correct template for the scholarship.
Templates: Enhanced Templates with a new Scholarship Award letter template. Clients can have awards letters based on funds, fund groups, subgroups, divisions,…
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Please bring back tax receipts in Word format
I want to be able to modify/personalize tax receipts, if necessary. Also, the pdf version doesn't look like the template I created at all. I feel like I'm back to square one with them, figuring out how to make the pdf look professional. Attached is the pdf I get now as well as the Word document (saved as a pdf).
2 votes -
Fund Name in Tax_Receipt Templates
When generating templates for tax_receipts, a fund name fields exists. This automatically pulls the Public Name of the fund. It would be nice to have the option to include the fund's legal name as entered in the system.
2 votes -
Allow for individual fund advisor address fields in statement templates.
Currently the only address field block available for statement templates is the ENTIRE address block for Fund Advisors.
For agency funds that have an individual as a fund advisor, we are using the address line 1 field to enter the organization name into the individual's record - to give clarity and context to the mail item.
Unfortunately, if that individual then contributes to an unrelated fund, the tax receipt will also include that unrelated organization name in the address block.
I would like to set the address block for statements as follows:
Fund Advisor Name
FUND NAME
Fund Advisor Address …2 votes
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