1127 results found
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Search by Account Name
Right now, we can search by GL account number in the search bar but it would be great if we could search by account name. Is it possible to add that functionality?
3 votes -
Allow formatting of post-checkout page elements: Giving Hub
Once a donor has given through the Giving Hub page, there is a default Thank You that appears (1A in image attached)- we would like to be able to edit & format, and/or hide this.
On this same page display, the Continue Giving button (1B in attached image) is plopped right down onto the edge of the footer, and it looks terrible. Would also like the ability to add a margin to this or otherwise move/change this button!
18 votes -
Scholarship Letter Template
We would like the ability to select the Scholarship Letter that is supposed to be used on the scholarship record level. Currently you can set the Scholarship Award Letter, but not the letter itself. This functionality is available on the grant level.
We have different scholarships that utilize different Scholarship Letter templates (for letters to the school), that are processed on the same day. Currently, our only way to adjust the template is to go into the documents (once posted), change the default template in templates, and then regenerate the documents for specific check batches.
Having the ability to select…
6 votes -
Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On
Foundant for Outlook is a great App but it doesn't allow for specifying a Note Type which is important for our internal reporting. Please add the option to specify the Note Type when using Foundant for Outlook.
8 votes -
aallieri@cfpbmc.org
Add 'as of' date on the Fund Summary page of the portal so this information is included when an advisor prints their fund summaries.
5 votes -
Donor Portal suggestion to increase visibility of Create Grant Request
A donor requested that we make the CREATE GRANT REQUEST button larger/more visible so making a grant request is more intuitive on the new portal.
15 votes -
Allow fund advisors to see if a grant was anonymous
Sometimes fund advisors choose to make grants anonymous on a grant by grant basis, but may not remember which ones or want to see which ones they did. If that could be a visible field on the portal - if a grant was anonymous, and allow fund advisors to filter for those that would be a helpful feature. Currently they have to request that information from us.
5 votes -
QR Code Use Analytics
It would be helpful to have analytical data and reporting to understand if/how/how frequently QR Codes are used when I generate a QR code for the ticket URL.
This will help me analyze the effectiveness of QR codes for individual events and in aggregate to compare effectiveness by the type of event, donor, or other criteria.
5 votes -
primary contact for campaign reports
Good afternoon,
An example of this idea is how the "household" and "guests " are represented/reflected when we add profiles into campaigns. Could we have the "organization" and the "primary contact (just like we have 'guests') listed? It would look like this: "ORG Name" and below "primary contact" info. The org's email and the primary contact email would be included.4 votes -
Fund Advisor Emails: Employee Names
In the content settings for fund advisor emails, the only field we've ever had to use for an employee name is {{employee_name}}. That formats the name as last name, first name. We'd like it to show as first name last name, like John Doe instead of Doe, John. The only way we've been able to accomplish that is by changing employees in the system to a first name of John Doe with no last name. That works, but it's cumbersome to have some of our employees listed this way.
Can we get a field added to the content that would…
8 votes -
Add a footer to the online donation page in Giving Hub.
It seems odd that there is a footer for the donation payment page and not the primary donation page for giving hub. We'd love to add some additional text at the bottom without having to employ a coder!
12 votes -
reoccurring donation
We would like a fund advisor to be able to see when a reoccurring gift has been made to their fund. Currently they can see when the gift comes in but not if is reoccurring. Staff must relay this information. This would be particularly helping for project based funds who may be managing their own pledges outside of our system.
3 votes -
Donation Advisor Salutation please add tax receipt template fields.
We send matching gift acknowledgement letters to the donor whose gift is being matched. Our current fix is their full name and then we must remember to edit. Someone else proposed this idea two years ago and it was archived.
3 votes -
Campaigns for programming sign-up
We use campaigns for programming event sign-up and always struggle with a few things that cause confusion with our attendees. For program, each person needs to complete their own registration. Here are some things that would improve the experience.
- Can the button that says “ADD TICKETS” be customized?
- Is it possible to limit the number of “tickets” a person can register?
- Is it possible to make the registrant’s address required?
- If it is possible to limit the registration to 1, can the guest information be added automatically, or that screen be eliminated completely?
- Can we skip the screen that comes…
6 votes -
Attachments to Beneficiary Grants
The ability to attach documents to recurring grants is great but it would be nice to be able to attach documents to beneficiary grants as well. We process a large number of beneficiary grants and it time consuming to have to attach all the necessary documents to each grant every time we process those grants.
3 votes -
Prevent sending grant notify email when we void and reissue Grant to the fund advisor
Sometimes nonprofits don't cash their checks for grants and after months we need to void and reissue a check for the grant. The problem is that the system sends a grant paid email to fund advisors who have grant notify on. This causes a lot of confusion because fund advisors are notified that a grant is paid and think it is a mistake, they don't attribute it to the original grant they made because it could have been months ago. They also don't except to see multiple emails of a grant payment for one grant. Can there be a way…
5 votes -
Last Note/Task Date on Donor Report
Having the last note date from a profile on the donor report would be incredibly beneficial. This may get too complicated as there are various notes (grant, fund, opportunity, etc.) vs. the specific task types that can be edited. However, it would aid philanthropic/donor services teams to easily run the donor report and view team/staff activity compared to donor/donation activity (like last donation date and donation summary data).
3 votes -
Accept Combination of $ and , entered in Grant Request Amount on Portal
When creating a grant request, an error is still presenting if the user enters a dollar sign and a comma in the Amount field.
It does not error out if they only enter one of these.
Can you strip out the characters rather than display an error message?
12 votes -
Add Campaign to Voucher Import
It would be great if an additional column for Campaign could be added to the Voucher Import template. Importing vouchers helps a lot, but it would be even more helpful if a campaign could be tagged during the import as well. Thanks for considering!
9 votes -
Add Note ID to Global Search
We schedule weekly custom report emails to all staff. This report includes Note ID. If a note refers to an attached file, having the ability to jump into Global Search to bring up the Note ID would be a time saver for all staff.
5 votes
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