1302 results found
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Batch Process Manual Fees
We would like to add more than one fund to a manual fee entry. We frequently have to process manual fees for more than 100 funds, and it would be cleaner and less time consuming if this could be all in one manual fee entry with different funds (like journal entries where you can add a fund). In addition, a duplicate or copy function would be ideal so we can simply edit information as needed each quarter after duplicating last quarter's fees.
The current manual fee entry process is so very time consuming compared to our previous software which allowed…
3 votes -
Edit default subject field for emailed tax receipts
The option to email tax receipts directly from a donation does not provide a customization option, so you have to edit the text that will be in the subject of the email for each donation if you don't prefer to use C-Suite's default subject field. Please add the ability to create our own default subject field that will generate for every donation.
3 votes -
Description Grammar for Non-deductible Items on Tax Receipts
Currently, the donation_letter template field ({{description}}) includes the donation amount along with any non-deductible items. For Giving Hub Campaign Ticket purchases, the {{description}} text also includes the number of tickets. To improve clarity and grammatical accuracy, especially since most purchases are for a single ticket type, it may be helpful to update the logic to account for singular versus plural cases. For example, receipts could display “1 Ticket” instead of “1 Tickets,” or simply show the quantity without the word “Tickets,” which would avoid incorrect grammar altogether.
2 votes -
Ability to Import Historical Scholarships that will also Automatically Generate Historical Grant and Voucher Records
It is important to have historical data accurately reflected in our records and currently the importing of historical scholarships does not provide for the automatic creation of the corresponding historical grants and vouchers. Currently, the creation of new corresponding grants and vouchers after importing new scholarships results in duplicate/erroneous records. How can we make sure that the import of new scholarships will result in accurate corresponding grant and voucher records?
2 votes -
Household Steward Reports/Functionality
Working on a Stewardship Report for our development team using a Gift Report and it's been a hassle to identify the Household Steward for Individuals/Advisors. Is there any way we can either have household Steward/advisor household steward fields, or a way to roll up these fields so that we don't have to manually check on their profiles for these fields?
2 votes -
Default theme in data visualization tool
Would be nice to setup a default "theme" with colors/fonts/etc. that could be applied to all dashboard (for example, if time is taken to align the theme with organization brand)
8 votes -
Downloading the Campaign Registration List for Event Check In
When pulling the registrant list for an in-person events, it would be ideal to select the info and layout of the list, such as all registrants with guest info below, and organization info if the participant used their organization.
As it is now, there is a lot of sifting necessary to narrow down the list to make an effective check in list.19 votes -
pbassil@cfpbmc.org
I created a test opportunity in the sandbox to explore the new features, including assigning a primary assignee, two additional assignees, and a professional advisor. While I appreciate the effort that went into developing these updates, I did notice something that could become problematic.
Currently, when viewing the assignee, additional assignees, or professional advisor profle, it appears that each of them is also shown as having a duplicate opportunity identical to the donor’s. From a fundraiser's perspective, this could be quite confusing and potentially overwhelming.
As a friendly suggestion, for anything related to moves management or fundraising, it may be…
12 votes -
Opportunity Name
Have a convention called Naming or Description for the opportunity itself that will allow to name or describe the opportunity without adding a task
3 votes -
shiny new look
Shiny New Look: Responded to user feedback on the new UI updates, particularly around visibility and shading:
- Increased contrast when grouping a custom report.
- Increased contrast between enabled and disabled action buttons according to user permissions.
- Updated buttons for generating award letters on scholarships.This did not happen on my sccreen
3 votes -
Functional Expense Allocation by Account
It would be helpful to be able to split accounts by functional expenses. For example, Occupancy accounts may not change allocation year over year, so it would be great to be able to set Occupancy accounts to be, for example, 75% G&A, 25% Program. You have enabled allocations on vouchers, but it appears accounts have to be set up as all or nothing, and that is not overly helpful.
1 vote -
paid invoices bucket
The paid invoices bucket has the oldest invoice at the top rather than the most recent. Please resort this bucket so newest invoices are at the top when you open the paid invoices bucket.
8 votes -
Add a downvote option in Idea Lab
I have recently been surprised by some new implementations/announcements that are very disruptive to my work (specifically, the change in the fund search function and the announcement that there will now be a Donate button next to the grant request button in the advisor portal). Can there be a more democratic process for the ideas that get implemented? Currently it seems that the process is to get some/lots of votes in Idea Lab or to be an "important" person/organization and get your wishes granted.
At the very least, can we have a downvote option in Idea Lab so we can…
12 votes -
Edit button placement on Funds - too much scrolling
With the "shiny new look", the Edit button for funds is at the top of the screen. If you're scrolling through the setting tab and find something that needs editing, you have to scroll all the way back up to the top of the screen to hit the edit button. In the past it was always on the left menu wherever you were in scrolling through the settings options.
Could the box of fund information at the top, including the edit and other buttons, be frozen as you scroll down through the fund settings and other information so that it…
7 votes -
survey
Would like there to be more freedom in campaigns to create multiple choice, free response, and Y/N surveys for volunteer recruitment and tracking and surveys to send after an event to collect feedback.
7 votes -
Increase Donation Description Field Character Limit
Give us more characters in the donation Description field, please! Currently, there is a limit of only 256 characters, which is very limiting. We use that field to list the details with stock gifts, as that field is visible on the portal for donors. 256 characters doesn't go far when donors are donating multiple stocks.
13 votes -
New Quick Tips / Quick Reference Guide Update - Please Make Optional!
Please make the update that moves quick tips to the quick reference guide an opt in / optional update. Maybe some will find this a better interface, but as it shows in this roll out video (http://player.vimeo.com/video/1086467921), it would be a big step back for us. Being able to just hover over the ? icon and see the quick tips makes the system super intuitive and easy to verify field purposes. But with this update we would have to click a link to another page and search for that field through that list to see the tip instead.
14 votes -
Funds without tasks associated to them should be reportable
In reports and Data Visualization, you are able to create a report that shows all the opts and tasks associated with a Fund. We would like to be able to run a report or DV to show all funds that do not have tasks in a given date range so that we know who which fund advisors we need to touch base with. Currently, the only way to do this, is to run a report for all funds, and run a second report that shows funds with tasks, export both lists, and then do a vlookup in excel against the…
2 votes -
Fund Balance Report or Custom Reports with Balance as of Certain Dates
I noticed a suggestion a while back to include $0 funds in the Financials: Fund Balance Report, and I would like to bring that back up. Or else a custom report where you can pull balances as of a certain date, not just the Current Balance. This would be extremely helpful for various reasons.
2 votes -
Move "Review Grant Request" link to just below Grant Request Cart
Please move the Review Grant Request link to just below the Grant Request Cart so fund advisors readily see this link.
10 votes
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