1218 results found
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Fundraising Campaign - Giving Levels
We need to modify giving levels for a fundraising campaign. As is right now, fundraising campaigns follow the system wide giving hub giving levels. Even if we set specific giving levels on the fund tied to the fundraising campaign, the levels shown on the campaign still default to the default giving hub levels, not the fund.
2 votes -
give hub
It would be helpful if we could add a checkbox for a donor to request further information on starting a fund or making a charitable estate gift when they make a gift on the Giving Hub and be notified that they are asking to be contacted.
2 votes -
engagement strategies
Utilizing Engagement Strategies for tracking and managing pools of constituents is a great tool, but it would be more useful if we were able to set criteria for each "Strategy" created. This would allow for a more structured system and provide some context to the intent/purpose of each strategy.
2 votes -
Revenue Share: "Percent" and "Avg Balance" Columns do NOT export
Please add ability for "Percent" and "Avg Balance" detail to export with the Revenue Share Audit Balance Percent Detail Report. It would be useful information to have both the Beginning "percentage" and the Ending "percentage" per month calculated and exportable.
10 votes -
Close period - additional options
It would be helpful if month-end close could be broken down so we could close by the transaction type (ie donations, grants, vouchers, general ledger) or even by division. There are some areas that Finance wants to close ASAP to prevent back-dated transactions by other departments, but other areas that need to remain open for entries by Finance. The current all-or-nothing approach forces us to keep the period open, which means transactions (often grants) can post incorrectly into a past month. Please consider the functionality to allow for piecemeal closes instead of one all-encompassing.
3 votes -
Multiple Tributes to One Donation
Currently, it is only possible to add 1 tribute per donation in Community Suite. Is there a way to add the ability to apply multiple tributes?
The case exists in that we have multiple appeals, and even regular donations, where donors send in one gift, one fund, and name many tributes. They are NOT sending one gift to multiple funds with multiple tributes.
2 votes -
Opening Fund Amount
My community foundation does a lot of reporting with opening fund balances. I would love a reporting field option to pull opening fund balance or maybe even just the first donation amount.
2 votes -
Fund Reminders
Can we create a reminder when a fund reaches a certain age or balance that is sent to our outlook?
6 votes -
Improving Campaign Visibility and Reporting for Fund Advisors
Campaign reporting and management are currently very difficult for Fund Advisors to navigate within their portal. We frequently receive questions asking whether the amounts displayed are from general donations or generated through an active campaign.
It would be incredibly helpful to have a dedicated “Campaign” tab within the Fund Advisor portal. This tab could provide a clear overview of all active campaigns, including sales data, donor information, and various reporting metrics.
At the moment, I’m having to compile and share this information manually in a single report so Fund Advisors can view all relevant campaign details in one place.
2 votes -
Bank Reconcile - Reconcile List button within the reconciliation
Would love to have the "Reconcile List" button that takes you back to the list of reconciling accounts within the completed bank reconciliation page. As I'm now approving bank recs within CSuite, I currently have to press "Back" and then "Reconcile List" once I've approved a bank rec and I'm ready to go to another one.
6 votes -
Philanthropic Interest to be set on the Fund
Possibility to have the "Philanthropic Interest Type" to be set under the fund. This could allow for staff to tag the preferred type, and maybe in the long run use that field to filter the donor portal based on the donor's interest.
3 votes -
Profile Engagement Tab - Campaign
It would be helpfuld to list all invited campaigns under the engagement tab of the profile. Currently it only lists active campaigns. We would like a way to see more historical enagament of individuals on their profile.
4 votes -
Edit Custom Filed for Scholarship/Grant
When a scholarship becomes a grant there is no way to open all the custom fields for editing, like you can with an original grant. We currently have to select each one individually to edit and we have a lot. Can an edit custom field function on the left nav bar be added?
5 votes -
Grant Approver: Easier way to create new approver
Provide the functionality to be able to either copy a grant approver to another grant approver, mirroring the funds they can approve, or allow for bulk adding of funds to a grant approver based on fund group.
34 votes -
Fees per transaction report
The creation of a "most active funds" analysis report. I have done this analysis in the past, but not in C Suite. If we could have the ability to determine fees per transaction, it would be very helpful. It's a rather simple calculation to make, but harder to pull from the system and needs to be available on a per fund basis. Here's the formula:
Fees/transactional volume (Gifts + Grants)= Fees/Transaction.
Being able to access this information quickly over various time periods (year over year, 5 years, etc.) would enable us to analyze our "most active funds" and determine which…
2 votes -
Fix Paper Fund Statement File to be consistent with Online Statements (Page Count)
Less an idea and more an observation of inconsistencies between the online version and paper version of fund statements within the same batch that requires attention. The page count of the online statement is accurate for that statement (i.e. "1 of 5"), however the page count of the paper statement gets recalculated for the full size of the paper file (i.e. "1 of 306"), as though a new batch of statements have been generated rather than compiling the already generated individual statement PDFs into a single document. Can you fix the process for generating paper statements so that the document…
6 votes -
E-Tickets for Events in CSuite
It would be great to have the ability to generate an event ticket that the attendees could show to get into the event instead of needing a paper ticket to enter.
Bonus points if there could be a QR Code or other scannable barcode generated that would auto-mark them as attended in CSuite.
14 votes -
Add option to bulk delete emails and phone #'s from specific type of profile
Add functionality to be able to bulk delete emails and/or phone #'s from a specific type of profile. Two options that will help are:
1. add 'type of profile' to profile Download files
2. add 'email id' as a column option in custom reports6 votes -
Bank Reconciliation - CSV upload - Multi Fund Check being delete from upload and not matched
The CSV upload within the bank reconciliation does not work correctly for checks with Multi as the transaction ID. The worst part about that is the Multi checks do not stay as an unmatched item, the system automatically deletes all the multi checks that were original uploaded in the CSV file. this forces us to manually reconcile the checks to our upload to find out which checks were deleted from the file. Why can't the multi check stay on the bank reconciliation file as UNmatched so the user knows which check numbers the system is having issues matching?? it would…
2 votes -
New Grant Letter Type - Multiple Funds for One Project
My suggestion is for a template type that can be used for a grant letter to an organization for a single project/initiative but was supported by multiple funds.
I know that the Advanced Grant Letter allows you to pull multiple fund payment lines into a table (listing the Funds, Payment Amounts, etc). However, this appears to be more suitable to consolidate entirely separate grants from different funds that just happen to be going to the same organization into one letter. If I were to include the description field into this section, it would just repeat the same description on multiple…
2 votes
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