31 results found
-
French
There are formatting problems when creating reports, statements, tax receipts, etc. in French. In terms of the text, it is easy to select the correct language templates (FR or EN in our case). But when it comes to formatting of dates and numbers, it is important for these to come correctly from the system.
In French, the date format should be: YYYY/MM/DD or Le DD MM YYYY if written out in words, with the name of the month written in French (not English) and beginning with a small letter (not a capital).
For dollar amounts, they need to be presented…
18 votes -
Choose Alternate Email for Statement Delivery
It would be helpful to be able to select an Alternate Email that Statements are sent to through the Fund Advisor designation like is possible for Donation Notify and Grant Notify. It would be even more helpful if we could select email delivery addresses for all three (Statement, Donation Notify and Grant Notify) on a fund-by-fund basis within the Fund Advisor designation. We have many people who have both work and personal connections to funds and would prefer not to comingle their communications.
4 votes -
Fund Relationship Fields
Be able to pull other profile fund relationships on to the fund statement. For example, be able to put successor advisor name and contact information so that the fund advisor can confirm that information annually.
4 votes -
Fund Statements: Show grants total by grant type
As a community foundation with defined impact goals
I want to be able to show a fund holder what they have contributed toward those goals
So that I can inspire them to give more to the impact areas.Another application of this functionality would be to show the fund holder a breakdown of all their grants by grant type.
3 votes -
Fund Statement Review Email Body
It would be helpful if the Fund Statement Review Email Body email would allow for one email to be sent to a fund advisor letting them know that multiple fund statements are ready instead of an email for each individual fund statement. We have some donors that are fund advisors to several funds so will receive multiple emails. It would be efficient to have this information all in one email.
8 votes -
Make a way to encrypt fund statements from CSuite.
Make it possible to encrypt the fund statements when we send them out to fund advisors.
4 votes -
Attach a file to fund statements
We would like to be able to attach a file - letter, image, etc. - to fund statements. This would enhance fundholder (donor) relationships and communication. We easily do this for our fundholders who receive paper statements and would like to be able to mirror the communication for our fundholders who have receive electronic statements.
9 votes -
Batch run fund statements based on Fund IDs
It would be great to have more options for running batches of fund statements that do not belong to the same group, subgroup, or segment. For example, pulling fund statements based on Fund IDs (Funit ID) would be extremely helpful.
8 votes -
llynch@cfok.org
Change the fund statement notification and email alert to a template which would allow for images (logos). Or add images <img src=""/> or {{img src=""/}} to html options. The current email is very basic despite having html capabilities. It's easy to overlook or mistake for spam. We currently send out an email notification through a third party which allows for image and logos. We would like to utilize the Csuite functionality instead.
3 votes -
Fund Statement Labels
When printing labels for paper fund statements, please change them so they print in the order that the fund statement prints instead of alphabetical order by the fund advisor's name.
4 votes -
Printed Fund Statement Letter Template
Is it possible to have a template letter to include with the printed Fund Statements just like the template for the emailed Fund Statements? We want to customize the letter each quarter and pull in the "Salutation" field for each printed Fund Statement.
5 votes -
statement download
Provide a mechanism for a fund advisor to download statements for multiple funds at once instead of one by one.
3 votes -
Make PDF Names customizable
Right now, our fund statements attach to the email as statement.pdf. We prefer more specific naming conventions (ideally the Public Name of the Fund and the Time Period of the Statement) but at a minimum would like to be able to name the PDF with our Organization name.
9 votes -
display future year's spendable amount on fund statement
When creating fund statements at the end of the year, it would be useful to include the spendable amount for the next year on the statement.
39 votes -
Fund Statements, Advisors, Beneficiaries
I have had several fund advisors ask for the fund's beneficiary recipients listed on their fund statement. There isn't a good way to include this information on the statement. I can run a custom report but then have to send them 2 reports. It would be nice if the fund statement would include reference fields for the beneficiary information - name, description, percentage.
1 vote -
Fund Statement Grants
Our current recommendation regarding the inclusion or exclusion of a table in a fund statement involves using a conditional statement based on the "Grants Total Amount". While effective, we encountered an issue recently: if a cancelled amount equals the granted amount, the total grants display as "0.00". These unrelated grants should ideally still be visible on the fund statement.
I propose adding a field indicating whether grants were issued during the statement period, marked "yes" or "no".
2 votes -
Attach file to fund statements
We would like to be able to attach a file such as a letter or image to our fundholders with their quarterly statement. This would enhance fundholder (donor) communication and relationships.
4 votes -
Show only Fund Statements needing review
While reviewing fund statements, at times a statement may be skipped/not marked reviewed due to some issue with it that needs to be researched, etc. Going back later to find those few statements that still need review out of a list of 900+ statements is cumbersome by just scrolling through the list looking for those without a review date. It would be helpful to have a option to show only "Not Reviewed" statements in the batch.
3 votes -
Printing Fund Statements
Please make a way that multiple fund statements print with multiple Fund Advisors if they request only 1 statement. This is a waste of money and time.
7 votes -
Bulk Edit Fund Statements by Fund Type
Ability to bulk edit fund statement type by fund type, via custom reports. We are migrating to email all fund statements to just agency funds and would like to bulk edit all advisors to receive email statements.
3 votes
- Don't see your idea?