1586 results found
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Please allow content editing in donation notify
We use the donation notify function for active funds who wish to send their own thank you notes. The donation notify body is not editable to include the donor address. In order for the fund rep to get this information, we have to cut and paste or type the address into the description box. The address fields should be available to drop into customizable content to save this step.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Files keeping on the same page/screen when uploading
When I upload a file, it takes me back to the details page instead of staying on the files page screen. It would be nice to stay on the page you are working in rather than it detouring you back to the fund home page.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Fund Advisor login - add option so fund advisors complete a question
Add an option so when a fund advisor logs into the donor portal, that our organization can have a question pop up for them to answer (and of course they don't have to respond) but we would use responses to gather data to more targeted communications. Questions like: Tell us your favorite areas you like to support (Multi-select list of NTEE codes) - OR - Please tell us how you wish to receive your Yearly Tax Receipts (drop down Email or Mail) - OR - Tell us how you'd like us to communicate with you (drop down or multi-select -…
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Ability to Archive Unused Fund Fee Type
We have consolidated many fund fee types and are no longer using them. Because they have historical data we can not delete them so they still show as options when creating a new fund. It would be nice to have the ability to archive these fee types so that they no longer show up much like you can with profile types.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add Profile ID to Note Custom Report
The Note Custom Report has several options for Profile ID (e.g., Employee, Primary Advisor) but it does not include the Profile ID for a standard profile. Would it be possible to add that field?
Our specific scenario is to search for notes on a vendor record and also include the "native" Profile ID on the report output.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Check Approve All & Sorting Improvements
The Approve All option in Checks should function like the Approve All option in Grants where you can select all or individual items to approve and the total amount is displayed. Currently it approves all without an option to change anything. This Check screen should also allow sorting by columns like the Grants area. This would greatly improve the Check Approval process. Thanks for considering!
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Reports
Create a module in CSuite where we can paste a list of profile ID's and run a report on only these to identify donations. Also a report that would highlight dupes when we upload new profiles using the template.When we submit to upload, an alert would pop up for the duplicates.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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auto grant notify - ability to choose who receives reply
It appears that whoever posts a grant payment is the person who will receive a message if a donor replies to the notification itself. We would like the ability to choose who receives the reply. In our case, those responses are best coming to someone in the grants department as opposed to our controller who is posting the payments.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Ability to edit a scholarship
There should be a way to edit scholarship/schol fund rather than delete it and re-enter. We had a new staff enter 25 scholarships to an incorrect fund, so those all had to be unposted, unapproved, deleted, etc. and they all have to be re-entered as there is no way to edit the fund or scholarship. These did not come from SLM.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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tax receipts clicks
Please eliminate the confirmation click for generating tax receipts and envelopes!
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Set Statement Type Page needs 4th option AND a Warning
Please add 4th option “NONE” for Fund Advisor to receive statements.
[Online, paper, email, or “NONE”] On a related note, PLEASE adding one of those VERY helpful warnings5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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reconcile stripe total
It would be great if there was a total when reconciling stripe donations like there is with checks. It's hard to tell if I've checked all the boxes.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add additional steward
Our staff would like to be able to assign more than one steward to a profile. We've created a custom field but that field isn't part of the built-in Steward functionality.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Allow more than one tribute per donation
It would be great if we could link several tribute to a single donation.
We often have donations made in memory of more than one person. Currently, we are only able to link a single tribute per donation so we list all the names, but this takes away all functionality for tribute notifications.
17 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Add ability to BULK EDIT to ADD Beneficiary to funds
Please add the ability to bulk edit to add beneficiary to a group of funds. I had to manually add beneficiary of a fund to 353 funds!
7 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Grant Request Form Customizability
Having the ability to edit the Grant Request Form in the Donor Portal would be neat.
Being able to add explanatory text for some sections has been requested by some of my co-workers.
11 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Revenue Share start date
It's great we can now have a start date for Admin Fees. It would be really nice if we also have a start date for Revenue Share. We start fees and earnings at the same time. We also need to have a start date for the Revenue Share.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Archive Templates
Since it is not currently possible to see how many grants are associated to a template, and you cannot delete a template that has grants 'attached' to one, it would be super helpful to be able to archive old grant templates so they don't appear when assigning templates to a new fund.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Automatic Loan Amortization Schedule
When making a new loan, could you all look into having the system generate the amortization schedule based on the input of interest rate, number of payments and principal amount? It would be great if it could then recalculate future payments based on any lump principal payments during the life of the loan too. Right now, we have to have an amortization schedule separate in excel and then import/type in the payment schedule manually. Any changes require editing all the scheduled payment lines.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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profile type default filter includes deceased
When you "list profiles" included in a Profile Type the view defaults to pull in this filter- "Deceased: Yes, No".
Support told me there is no way to turn this off the default view, we have to delete it each time. Nobody wants a category list to pull deceased profiles automatically! Please remove this default.
Profiles>Profile Type>Select a Profile Type>List Profiles
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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