1151 results found
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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 -
Identify Recurring Donations
It would be great if donation email notifications to fund advisors specified if donations are recurring, so that we can steward these donors differently. Also would be great if recurring donations were identified in the donation list in the portal.
5 votes -
Change global search bar search options
Have the ability to change the way the global search bar/other search bars pull up data. example: right now the global search bar alphabetizes by last name, then prefix, then first name. Would like to be able to switch that order to Last name then first name.
2 votes -
FA Donation notifications should include tribute information
Fund Advisor donation notifications currently don't include tribute information, if the donation has been made in honour/memory of someone. It would be helpful if that was a field that could be added to donation notifications, as it's very important to some of our fund advisors to keep track of this for their own fundraising purposes.
81 votes -
file
Are you able to add an "Attach File" option to Bulk Actions in Custom Reports? We are trying to attach a file in bulk to our agency funds that are using a particular investment strategy, but there is no easy way to do that! We know you can use "Attach File" under Accounts, as well as under "Fund Groups" but it does not give you the option to filter on those lists for specific investment strategies. Thank you!
2 votes -
maria casey
I would like to propose a change of the drop-down "ACTION" choices. Instead of the current default "replace with validated address" have the "Do nothing" as the default. This is helpful and will save time because profiles may have old addresses that we dont need to touch. Choosing the "do nothing" as the default will allow us to only click what is needed. Also, change the caps to lower, as someone else suggested, please. Thank you
6 votes -
Default Bank Account Selection per Fund for AP/Voucher Payments
It would be helpful to have the ability to assign a default Bank/GL account to specific funds, so that when vouchers are created for those funds, the system pre-populates the designated account. This would streamline AP workflows and reduce the chance of user error, especially for organizations that manage legacy funds with dedicated legacy bank accounts.
Organizations managing multiple legacy funds that have their own bank account(s) need a reliable way to ensure vouchers tied to those funds are consistently paid from the correct account without relying on filtering or memory.
4 votes -
Additional information for Grantees (T3010) Report
In the Grantees (T3010) Report (under CRA Reporting), it would be helpful to add a field for the expense account related to each grant. Then one could sort the data and tie back to the financial statements much more easily. I'm adding this information manually and would love to eliminate this step!
6 votes -
New Portal FUND SUMMARY Recent Grants - 20 displayed only
When a fund advisor is looking at the FUND SUMMARY page and Recent Grants, the list of Recent Grants that displays on this page is a maximum of 20 grants. It’s not a list determined by a lookback of a month or anything that seems to make sense, in fact an advisor of ours made a bunch of grants on the same date and this list was only showing some of them, which led her to believe that not all of them had gone through. Adding to the confusion is that it looks like the advisor can choose to edit…
9 votes -
Fund Advisor Portal - Prompt to Confirm before Grant Request is Deleted or Cancelled
Please prompt the fund advisor to confirm that they want to Delete or Cancel a Grant Request before the record is deleted or cancelled. It is too easy to remove a grant request by accidentally clicking on those action choices.
8 votes -
Total Contributions and Total Grants
Total Contributions and Total Grants should be customizable. When using lookback dates this wording is misleading as the totals don't include data that precedes the lookback date.
7 votes -
engagement
Allow past engagement list on profiles to be sorted by date
7 votes -
scholarship import
We do a lot of importing of scholarships with new students and having the ability to import birthday and gender on the original import template would save the step of a batch update after the import.
5 votes -
Assign Two Funds to the Same Campaign
We run what we call "Hybrid Campaigns". With these campaigns we help organizations fundraise for two different causes that require two separate funds for tracking and accounting. Currently, this is cumbersome and difficult to track within C-Suite.
With the new fundraising campaign feature, it would be great to solve this issue by allowing both funds to be assigned to a campaign and allowing an allocation calculation to each fund. This would save us a ton of time reconciling and tracking each fund.
For example:
Building Campaign Fund - 60%
Savings fund - 40%The Building Campaign Fund would then receive…
5 votes -
Make Service Area dropdown multiselect
Currently Grant Service Area, Profile Service Area, and Fund Service Area are all a dropdown options and a user can only select one option. It would be extremely helpful for reporting and tracking to have these fields as a multiple choice option to improve reporting and tracking
1 vote -
scholarship award lettter
The email template (from Scholarship/Content) for a Scholarship Award Letter only offers one field for the Dear "Student.Name" . Please give us options - at least "First Name" because sending and email that says Dear Last Name, First Name is kind of terrible.
6 votes -
Pull Report on Profiles Created
Pull Report on Profiles Created instead of having to search through Logs
2 votes -
Ability to Modify Wording on Giving Hub
We have just started using the Grant Catalog to promote challenges for some of our funds. Could we have the ability to customize the "Requested" wording on the bottom of the square that is listed in the portal or on the giving hub to something we choose? We'd love to be able to rename it to "Goal" as that better suits what we use the Grant Catalog for.
7 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.
3 votes -
Journal Entry Sort
Currently, journal entries are displayed sorted by debit and credit values, which makes it difficult to review and approve entries efficiently.
When comparing entries against the entry spreadsheet, which lists them in the order of journal entry ID, the current sorting method disrupts the sequence and increases the likelihood of oversight or error. This misalignment between the system view and the entry format complicates the review process and slows down approvals.
Requested Change:
Please update the journal entry review interface to list entries by journal entry ID by default, rather than by debit/credit values. Alternatively, providing a sorting option that…2 votes
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