670 results found
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Cancel Interfund Grant/Donation
We have multi payment and multi year interfund grants/donations that sometimes need to be canceled or reversed. Right now they cannot be canceled unless you pretend to pay it and the pretend to pay it back by the receiving fund. There should be the ability to reverse the unpaid Receivable/Payable without pretending to pay it.
19 votes -
Edit Profile Payments
Please add the ability to edit profile payment details. If you've gone through the process of creating a profile payment but set an incorrect date or amount, the whole profile payment has to be deleted. This is particularly challenging once you've already created invoices and donations tied to the profile payment.
15 votes -
Fiscal Sponsorships/Sponsored Orgs
Currently, the ? icon for the "sponsored org" field indicates this is the vendor the check will be made out to. We're having trouble making that work when giving to a group with a fiscal sponsor, though this is the field we've been directed to use for those situations. The check needs to be made out to the fiscal sponsor, since that's the legal entity, but it makes no sense to put the sponsor in the "Sponsored Org" field, since it's the opposite of that. We're worried staff will never understand what the information in that field means, since it's…
24 votes -
notes by date
Notes descending by date. When we bulk uploaded Notes we found even if the note had a past date, the note was at the top of the list of notes since the order is determined by the Note ID. Allow admin to pick how the notes are sorted.
14 votes -
Option for household changes to populate individual profiles linked to household
We would like an option for changes to households to populate/update the individual profiles linked to that household.
Now, when we make an address change or a change to Profile Types for a household profile, we must make the same changes to each individual profile linked to that household - in other words, we often must make the same exact edit on three or more profiles.
For example, if we discover that the address we have on file for a household with 2 linked individual profiles is incorrect, we mark the incorrect address as inactive, then add the correct current…
27 votes -
Internal Grants for Tickets to a Campaign
Allow funds at the Foundation to pay for tickets to a Campaign via internal grant.
i.e. Using Campaigns for a giving circle membership. There are a lot of giving circle members who pay with their donor-advised fund. To accurately manage membership through ticketing in Campaigns, adding some functionality to add/sell tickets with an internal grant is necessary.
15 votes -
payment date
The payment date for grants should automatically become the check date. It doesn't make sense for the payment date to be the date it was entered and causes confusion with donors wondering why organizations haven't received checks when the payment date is before the grant date and/or before the date checks are run.
22 votes -
If Then logic custom reports
It would be great if we could have "If-Then" logic for custom reports
17 votes -
voucher grants
Please split the Voucher bucket into 2 different buckets. One for Vouchers that have been created and one for items awaiting voucher. It is very confusing to try and figure out if an error is made or something missed when creating grant vouchers and having them stay in the same bucket once created.
21 votes -
Short Name: Searchable in many search fields
We use the short name for funds regularly, and would like to be able to search the short name of funds in multiple areas. Today, I am in the Set Scholarship Fund area and this area does not allow for searching by Fund short name. Can the Fund short name be searchable across the CSuite site?
14 votes -
positive pay export
Allow the Positive Pay Report to be exported as a csv file in addition to txt. The txt doesn't work with our bank without a LOT of massaging.
8 votes -
Customize grant letters before emailing
We so appreciate the ability to email our grant letters, thank you for bringing that improvement! I imagine this will be more difficult to pull off on a technical level than some other suggestions being made for improvement, so this falls into the category of "shoot for the stars!"
Would it be possible for you to enable the ability to EDIT the grant letters before emailing them? Despite our having many templates in place, to try and cover all of our various scenarios, we find ourselves often having to make edits to the grant letters we generate for printing.
As…
19 votes -
Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp Task Name field, Stage Name, AND Task Description text…
19 votes -
Checks printing sort order
The checks can now be GROUPED in different ways, and you can sort the vouchers in different ways, but when the check run is created, they do not stay in the sort order. The check run isn't in any order that makes sense to me now.
24 votes -
Changing the name of the Description field for Grant Requests in the Fund Advisor Portal
Description on a Grant Request is a vague word choice that doesn't provide clear direction to Fund Advisors. There have been many times where FA's have entered a description of the grantee in this field rather than their grant purpose. Please update this field to say something like Grant Purpose or allow us to edit the name of the field.
5 votes -
copying multifund vouchers
Can we have the option to copy multifund vouchers the same way we can copy single fund vouchers?
18 votes -
Add to Calendar on Emailed Event Receipt and/or Event page
It would be wonderful if there was an easy way to include a link that automatically populates an "Add to Calendar" option for events when folks view and/or register for an event. Currently, individuals have to manually add event details, time-date,name, etc to their individual calendars.
26 votes -
Create/View Installment Grants in Fund Advisor Portal
Ability for a Fund Advisor to create an installment or multi-year grant in the system like Recurring grants are done. Currently only communicated in Description or Notes and requires manual setup in the grant record.
Provide greater visibility for installment grants in the Fund Advisor Portal other than leaving the grant in the Approved status until fully paid. Allow Fund Advisors to see when future grant installments will be paid.
8 votesMoving this back to proposed. We plan to update the status language in the Fund Advisor portal. Multi installment lines can currently be viewed by clicking a grant id.
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Mark a single email address as "do not email".
If we have a constituent with multiple email addresses (work, personal, etc..), we would like the ability to mark a single email address on a profile as "do not email" vs marking all of them using the do not email link. Making a single email address inactive is not visually effective to the end-user as compared to red headings and strike-through text that the do not email function provides.
16 votes -
Please allow us to Turn Off Recurring Grants in Fund Holder Portal
we do not have the capacity to monitor this - please give us the option to turn it off, thanks!
13 votes
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