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1216 results found

  1. In the Portal currently, when someone goes to Profile - Contact Preferences, it is blank. You have to click on Edit Information to even know what that screen is even about. Is there a way to show the options before clicking "Edit Information?

    2 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  2. We would love the ability to enable/disable donor information (name, address, email) for each fund portal/fund advisor on a case-by-case basis (verse turning it on/off by type). While in most cases it is not necessary, we have support several unique fundraising efforts throughout the community where this would be a valuable addition to the donor services we are able to provide for our admin. fee. Ultimately, fund type is not what dictates who we may or may not want to provide this level of information to.

    10 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  3. Please can you allow us to keep information entered in custom fields when merging two profiles.

    12 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  4. Currently, Yearly Tax Receipts can only be produced in bulk as PDF's versus Word Documents. I would like to have the ability to select the file format download you'd like (PDF or Word.docx) for the Yearly Tax Receipt. This would then keep the options for YTR the same independently if you run them in bulk or individually.

    Currently, we would need to have something similar to Adobe Acrobat to turn the PDF into a Word Doc.

    27 votes

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  5. I'd like to create a report that will link the Internal Donations to their corresponding Internal Grant record. Ideally pulling based off the hyperlinked ID, but at a minimum pulling the destination/donating fund.

    2 votes

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  6. I have a custom donation report in order to bulk post donations for our giving day. I change the donor each time. When I do Bulk Actions to post the donations, it takes me to a donations posting list rather than back to the report each time. Then I have to go find the report again. Please change it so it goes back to the report each time. It worked that way last year.

    1 vote

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  7. It would be extremely helpful to us, as we continue to clean up our data after implementation, to be able to create reports, and group profiles, by Uploading Legacy Profile Code IDs. We're still grabbing data from our previous system, and those records do not have any connection to their counterpart Profile Id in CSuite.

    1 vote

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  8. It would be beneficial to be able to filter on custom reports or in the grant buckets whether or not a grant is multifund. Currently only available in Home > Grants > Reports.

    1 vote

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  9. While I'm encouraged that a 'Balance Change' report has been added, there is no option to drill down by month/quarter/year...please add the option to do so, or this report is not nearly as helpful as it could be.

    4 votes

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  10. It would be great if there were a total when batch creating vouchers in the grants area. There are totals in each area of of the process such as posting, and approving, but not during the batch voucher.

    3 votes

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  11. Could items with "heart" icon i.e. Tax Receipts and Tribute Notify in left hand menu, not only have the heart, but also appear in "red" font? This would help identify the anticipated next step from either the Donations/Receipt bucket or Donations/Tribute bucket.

    2 votes

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  12. Right now, the "duplicates" tab only flags profiles with duplicate name, email address, or phone number. Could it also flag duplicate addresses? We have many donors who may use a slightly different name when donating (like putting in "Michael" for one donation but "Mike" for another, so it doesn't flag it as a duplicate profile). If the system also flagged duplicate addresses, it would hopefully catch more of those.

    25 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  13. We have been instructed by Foundant's support team to populate the "Sponsored Org" field on grants with the Sponsoring Org. Can this field be renamed to "Fiscal Sponsor" so that it aligns with how it is intended to be used. This would also require "Sponsor", which appears on grant reports, to be renamed to "Sponsored Org". If that cannot be implemented across CSuite due to other clients using these fields as they are named, can we be given the ability to rename these fields within our specific CSuite site?

    1 vote

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  14. The "Donation Report" page for a Tribute shows each gift amount (which we may not want to share with the person being notified) but does not show the mailing address of each donor (which we do want to share). Ideally, the "Donation Report" page would allow us to add or remove columns. The only work-around is via a Custom Report, which shouldn't be necessary.

    This is a common-sense revision that shouldn't require action based on the number of votes it receives.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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    1. Track when something is put into the “cart” - like a date
    2. “save for later” and or only check out specific ones.
    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. When an interfund grant is processed the donation side of the transaction lists the name without the corresponding fund number when reporting. It would be helpful if the full name including the fund number displayed on reports.

    3 votes

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  16. There are times throughout the year where it is necessary to put several recurring grants into the system to set everything up for the next year or based upon requests from a fund holder. In order to do this it has to be done one by one in the system. It would be helpful to have a way to get several recurring grants into the system via a front-end import.

    7 votes

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  17. Please post a warrant canary on your public facing website so that will can be made aware if the federal or any state government requests your customers' information.

    https://en.wikipedia.org/wiki/Warrant_canary for more information on this topic.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. When soliciting donations from larger corporations, many of those organizations are requesting an invoice (or proforma invoice) from us to pay the donation. Currently there is no way to create an invoice and associated it as a donation. If an invoice is created, there is no way associate that payment with a tax receipt and include this payment as a donation on the manual statement of the fund. A huge enhancement would be integrate the invoicing functionality with a 'donation' or a pledge to allow for proper accountability with the fund statement and give the ability for tax receipts to…

    3 votes

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  19. It would be helpful to have a total populate when reconciling Stripe donations in the Till, similar to the checks. When processing numerous Stripe donations on different days, it can be difficult to ensure that all boxes are checked.

    7 votes

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