1143 results found
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hebrew date
We have a supporting organization that includes the Hebrew date under the Gregorian date in all of their correspondence. For the automatically generated tax receipts that are merged and emailed for credit card gifts from the new Giving Hub, it doesn't seem like it's possible to include the Hebrew date with a conditional merge field because where would it pull the date from? I normally do a manual find & replace using [Hebrew date placeholder] in our grant and gift templates for this org, but the tax receipts are auto generated. Has anyone found a way to add the Hebrew…
2 votes -
Is there a way to put giving levels on our grant catalog? I have them set up for the Giving Portal but they don't show up here.
There should be a way to put giving levels on our grant catalog. I have them set up for the Giving Portal but they don't show up here.
3 votes -
fund advisor portal image
There is an option to place an image at the fund level, but in the fund advisor portal you cannot see the image. It would be nice for advisors to select funds within their portal based on images since many of their funds are labeled the same or they have several funds within their account.
5 votes -
Grant third party access to real-time event ticket sales
When creating campaigns to sell tickets for our affiliate partners' events, the ticket sales can go directly into their funds, rather than dealing with third party payment processors. However, they do not have access to their ticket sales info, which they need to coordinate the planning of their event. They also need an up-to-date guest list to be generated shortly before the event starts. This is a major strain for weekend activities when the foundation is not staffed to manually monitor and send ticket sales reports.
This could be resolved by enabling scheduled ticket sales reports, where the time can…
8 votes -
Budget % Over year automation
When putting in a budget for a fund, is there a way to have it not spread evenly out over the 12 month period? For example, can you allocate different % to different quarters? Like 20% Q1, 25% Q2, 35% Q3 etc. I know there is a manual way where you can put in a specific number for each month, but automating this with % amounts per quarter/month would be great.
8 votes -
6 votes
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Printing Fund Statements
Please make a way that multiple fund statements print with multiple Fund Advisors if they request only 1 statement. This is a waste of money and time.
5 votes -
aallieri@cfpbmc.org
Create pop up window upon logging into CS showing all tasks assigned to the login email that are due or overdue.
7 votes -
Serial Numbers for Tributes
Please allow for the serial number functionality that can be enabled for tax receipts to also be an option for tribute notifications. At this time, what is sent out for the tribute notification is not captured in the system (the "receipt" PDF specifically).
Currently, CSuite allows for tax receipts to be serialized. It would be amazing if the Tribute Notifications allowed for this as well to see what was sent out and when.
6 votes -
Grantee Report by year
Want to be able to pull up a fund or multiple funds grantee history, and have it show the years along the top, with grantees along the side and each grant made to that grantee under its year made without doing a pivot table from the data. See attached example.
7 votes -
Direct link to the Nonprofit Directory from the Donor Portal -
It would be nice for donors to be able to click on a direct link to the Nonprofit Directory from their donor portal without having to first click Donate and then navigate to the Nonprofit Directory. The direct Nonprofit Directory link could be listed on the left menu in the donor portal.
2 votes -
custom report check date field
Please create a type of custom report that can include these two fields: check date and voucher description. Currently, check date is only available on a check voucher report and voucher description field is only available on a voucher item report. To have both of these fields in one report we need to manually export and combine these reports in excel. A custom report that allows both of these fields would be super helpful for 1099 reporting.
7 votes -
Grant Letters on the Portal
We are hoping to be able to use the portal to house donor's grant letters. I wish there was the ability put these letters on the portal with a mass upload instead of one-off via files and the share checkbox. Currently, if a donor wants to see their grant letter we either mail or email that letter, but we are hoping to encourage donors to use the portal more and having grant letters on the portal would be another customer service touchpoint to our donors.
6 votes -
Save Report Columns Options (ordering, naming, showing, etc.) on Print Screen in Financial Reports
Please add the option to save changes made to the Report Columns options when on the Print screen in Financial Reporting. The new changes made in Financial reporting allow for additional print options, but it is not possible to save these changes for future use. Please provide the option to save these changes so they can be loaded when re-running these financial reports in the future.
8 votes -
Opportunity Letter per Stage
Hi, I'm exploring the use of opportunities to manage our bequest administration process. It might be useful to be able to set a different Opportunity Letter template for each stage (e.g. Acknowledging Bequest Notification, Follow-up, etc).
3 votes -
"search by" box for campaign list
Good morning! Instead of scrolling down a list or using the 'find' on the browser to search for campaigns, could we have a 'search' box on top of the campaign list screen? For example, when we need to "add" a profile to a campaign, can we have the 'drop' box option to type in the name of the campaign instead of using the 'find' browser button, or scroll down a long list of campaigns. Thank you!
1 vote -
Add feature to manually split a Giving Hub donation among donors
In the past year, I have received 3 donations through out Giving Hub (via credit card on Stripe). Once, the donor wrote in their message that this donation was mean to be split in half, with the tax receipts going to two different people. Twice, the donors then called me right after and said they donated for themselves and on behalf of someone else, and they give me direction on who the donation receipt should go to. However, it does not seem possible to split a Giving Hub donation among various donors manually - but given the demand at my…
2 votes -
Allow Grant Catalog content to be customized
If you visit a grant catalog while it is closed (specifically the URL of a specific grant request), the text is not customizable. Right now, it says "Sorry, that grant cycle is closed," which I think is unfriendly and almost unprofessional? There's not even a period at the end of the sentence. I'd love to be able to edit this content.
13 votes -
Dedupe by address and also by "similar" name.
Please add the ability to dedupe by address and also by "similar" name. Right now, the dedupe feature will not allow us to dedupe by address. That needs to be added. Also, the majority of dupes in organizations systems are not there because the are exact matches, they are there because of small differences. Such as Robert vs Bob Smith or 106 10th Avenue vs 106 Tenth Ave. I have worked with many other CRM's that could detect "similar profiles" (i.e. the name is slightly different but the address is the same, etc.) and offer them up for suggestions for…
15 votes -
profile report donations
Profile Reports need to have the ability to pull in roll-up information. I would love to see total household giving and giving by year for profiles. I use this as a fundraiser to see what my portfolio of donors has given this year.
1 vote
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