1143 results found
-
Paid/Check Date as a column in Paid Bucket
Could there be an additional column to include the check date, so that we can see when the voucher was paid, when viewing the paid bucket?
3 votes -
Clarify individual/organization information needed in shopping cart check-out
The shopping cart radio button for Individual or Organization is leading to regular confusion/misinformation as we sell tickets for our fundraiser. It defaults to Individual so naturally people fill that out, but many of our donors are making payments on behalf of their businesses/organizations. Then we have to manually go in and change the donation from the person's name to the business/organization name as the donor. It would be nice to very clearly capture whether the Organization or the Individual is the actual donor and capture the appropriate corresponding information in the cart, to avoid all the manual fixes in…
3 votes -
Syncing a Csuite campaign into an already existing Mailchimp tag
Can a function be created to sync a new Csuite campaign into an already existing Mailchimp tag? Right now, a new Mailchimp tag has to be created for each Csuite campaign causing clutter in Mailchimp. For reoccurring newsletters, having the option to sync individual campaigns into the same tag would be very helpful.
35 votes -
Log Report: Add hyperlink to profiles
When building a report from Home> Logs, profile hyperlinks are active. When accessing this same report from Reports, the profile hyperlinks are not active. Please make these profile hyperlinks available whether accessing the report from Home> Logs or from Reports.
9 votes -
mobile app
Has Foundant explored the idea of creating their own mobile app for CSuite? I see a lot of requests related to making content more mobile friendly and responsive. I know you are revamping the donation pages with this in mind. But what about if there are staff members who could be helped by having a true mobile app with limited functionality? I'd bet there are many that have to be in the field meeting with folks for at least part of their day, and they would find great benefit in being able to quickly look up profiles, view grant and…
37 votes -
Net Asset Hyperlink
During audits, we reconcile the Net Asset account for each fund. While the total Net Assets for each fund appears as a hyperlink, clicking it does not display any associated G/L transaction history. Having visibility into all transactions tied to a fund's Net Assets would be extremely helpful for identifying discrepancies and resolving errors during the audit process.
5 votes -
Opportunities - Grant files
I would love for a successful Opportunity to be turned into a Grant. All correspondence on the activity could then be rolled over to the Grant file.
2 votes -
Display age based on birthday
Calculate and display the age based on the profile date of birth.
7 votes -
Fund Design - Permission for adding fund images and description(s)
Our Communications team would like to be able to add photos and fund descriptions but we are very hesitant to give them full fund edit permission. Can you provide a new "Fund Design" permission so that this can be accomplished?
15 votes -
Editable Unique URL for Funds
It would be great to have the option to customize the fund URLs so they are more donor-friendly and better reflect the fund name. Instead of a URL like /create/fund?funit_id=xxxx, it would be nice to have something like /donate/EarlyChildhoodEducation.
13 votes -
krandall@nccommunityfoundation.org
Idea for Fundraising Campaigns - Allow the option for donors to start recurring gifts on the donation page.
2 votes -
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 -
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 -
Import Org Roles
I'd love to be able to import org role relationships for existing records the same we can import relationships. While I know we can bulk add org roles, this doesn't solve the fact that the start and end dates may be different. For example, I am relinking some former board members to our organization profile - they all have different dates of service I want to capture by using the start and end dates. While I can bulk add the Board member org role to these profiles and connect them in bulk to our organizational profile, I still have to…
4 votes -
Portal: staff approval option for profile edits
Right now, if the setting that allows logged in Profiles to edit their profiles is enabled, changes made through the online portal immediately update the profile in Csuite. When the "Email Notify on Profile Edit" setting is enabled, selected staff receive an email notifying them of any changes made to the profile without the need for approval. We would like to have the option for a staff-approval process for profile edits in the portal.
25 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 -
LYBUNT
We need a way to run LYBUNTS for specific funds that doesn't take other fund donations into account. We have different fundraising goals and outreach for specific funds. There is not a way for us to pull a list of people who donated to 'Annual Fund' last year but not this year because when you run a LYBUNT and filter by Fund, IF the donor had made any other gift in the timeframe they do not show up. We had donors who made pledge payments to a special project but had not made their annual fund gift yet, get left…
3 votes
- Don't see your idea?