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1285 results found

  1. Statement Type Option for No Statements

    Some of our funds have several fund advisors. Some of these fund advisors do not want and/or need statements. It would be helpful to have a statement option at the fund advisor level to suppress statements or indicate "No Statements". Currently, the checkbox for statements is at the fund level. At the fund advisor level, the only selections available for statement type is paper, online, or email. Can we get an option to suppress statements at the fund advisor level or a statement type that states "no statements"?

    15 votes

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  2. Email Fund Statements Status

    After sending email Fund Statements it would be beneficial to see within the batches if the "Sent" job was successful. The only way to see if an email statement was delivered is to view the email history within a Fund Advisors Individual profile.

    10 votes

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  3. Exclude suffix from profile search

    When searching for an individual who has a suffix, that suffix needs to be typed in after the last name to be able to find that profile. Not all staff are aware that a suffix is found on the profile to know to include it in the search. It would be more helpful if we didn't have to type in the suffix and instead just the last name, comma, and first name.

    For example, searching "Smith, Joe" would return "Smith Jr., Mr. Joe W.". Right now, it doesn't.

    26 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  4. Create Custom report option for Loyal Donors

    I'm working in Donor reports and like that I can see each year of giving, and Custom Reports doesn't do this. I would LOVE a Loyal Donor report with a filter to select for donation date of 2023, 2022, 2021, etc. and be able to roll up donor information to the household with emails for both donors (if a household) and mailing address so we can thank/recognize donors for their loyalty.

    10 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  5. profile type

    Display Profile Type in the main profile information, not under Relationships. The profile type is one of the most important pieces of information when contacting donors, but is currently hidden under 'relationships', so one must remember to click there to see that information. Our team thought that the attributes previously assigned were gone, but it seems they've just been hidden. While I now know where this information is, it's still not easy for those who do not use CSuites every day to find the information.

    9 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  6. Create custom view or add columns to donation bucket list

    I know the ability to create filters and load them exist, but we are still left with the same columns. It would be great to add additional fields to the view.

    7 votes

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  7. Allow one custom tab on the donor and fund portals

    Allow 1 Custom tab to be enabled on the Fund Portal and Donor Portal for Text, HTML, and Links. Content to be determined by the company.

    7 votes

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  8. Review all letters in CSuite similar to the Fund Statement review function

    Implement the same viewing and reviewing capabilities that exist for fund statements for all letters including tax receipts, grant letters, and award letters—possibly adding the send option after it is reviewed.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Add "Salutation" and "Suffix" FIelds to Donation Import Template

    Add "Salutation" and "Suffix" fields to the import donations template so that we don't have to manually add these to the profiles that get created by the import.

    11 votes

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  10. Allow adding a campaign to a posted voucher

    If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.

    16 votes

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  11. On/Off Toggle for Post By Payment

    Adding an On/Off toggle to the "Post By Payment" dimension for scholarship creation would be helpful for our Foundation. We’ve requested that members of our scholarships team not use the “Post By Payment” feature when creating scholarships, but it still happens on occasion by mistake. This causes a variance between the General Ledger and the Grants by Fund Report which our Finance Team prefers to avoid when possible for a variety of reasons.

    9 votes

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  12. Optional Grant Letter: Proposed Idea

    We realize there was an Idea Lab suggestion to have an Optional Grant Letter. It’s been marked as implemented, with the suggestion to separate check batches. That’s a bit unwieldy, so we’d like to propose a better idea.

    We’d like the ability to have default settings for grant letter production, based on the fund. The idea would be that at the fund level, we could specify its grant letter default, either a grant letter or no grant letter. That new field added to funds should be included in bulk edit for funds, so that we can easily establish them. Once…

    14 votes

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  13. Viewing vouchers under a vendor

    It used to be that when I clicked on the Vouchers tab underneath a Vendor record, I could see the information listed in a tighter table. What I mean by this is I could view the date column and the clickable voucher ID column, at the same time that I could see the Amount column.

    Some change over the past year or so expanded this table, so that I now have to scroll far to the right to see the amount, which makes it hard to click on the corresponding ID when I scroll back to the left.

    I realize…

    9 votes

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  14. Free Tickets and Campaign Guest Registration

    Hello,

    We are attempting to run a private event and record RSVPs using the campaign/ticket system. Currently, the campaigns system doesn't seem to facilitate free tickets with guests well.

    For us, free tickets do not prompt individuals to enter registration information for multiple seats (for attending party or guests) until after finalizing the transaction and subsequently clicking through a "Donate again" style button. This is confusing, as a registrant is much more likely to click out/exit the page rather than click through that button. Even if they click through it, they have to notice an additional tab on the donate…

    8 votes

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    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
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  15. On Profiles Engagement tab, 'Add To Campaign' option, have the Campaign ID as the clickable link instead of End Date

    When trying to add a profile to a Campaign by going to the Engagement tab from within the profile record, and choosing 'Add to Campaign', the only clickable link is the Campaign End Date. Not all Campaigns have an end date and those that don't, can't be chosen.
    Better to use the Campaign ID as the clickable link so all Campaigns can be chosen on this screen.

    7 votes

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    0 comments  ·  Campaigns  ·  Admin →
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  16. Combine credit card fees with the donation amount

    Instead of having two separate "entries" for a donation when a donor is covering the CC fees, it would be great for those two numbers to be combined and show as one donation. When this process generates two donations, i.e., $500 donation and $23.50 in credit card fees, when you run a report for the Fund Advisor to update them on the number of donations that the Fund received, the number is not accurate because it is counting some of donations as two.

    100 votes

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    5 comments  ·  Reports  ·  Admin →
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  17. Grants Bucket - New Bucket - Additional Column

    It would be extremely helpful to our workflow to have the Grant Administrator included as a column. If blank, this lets the team know the grant needs further work before it can be paid. Without this column there is no way to tell if an administrator has reviewed the grant.

    7 votes

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  18. Bulk year-end receipts - remove extra $ above the Total line

    When printing bulk year-end receipts, the Total of gift receipt amount is generated and added to the receipt although the receipt letter has an extra $ above the $ with the total gift amount. Small thing but it looks like a mistake when we send this to donors. And also add, to gift Total with no cents, .00. Right now it just prints gift amount without decimals if it is an even amount.

    6 votes

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    4 comments  ·  Other  ·  Admin →
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  19. Next Check Number Used Process

    When Checkrun is processed, C-Suite populates the next highest number check in the "What Is The First Check Number" prompt when a new check batch is created rather than the last check number used. When we converted data we had historical check number sequences higher than current check stock in use. Therefore, the wrong check number populates. Suggestion is that the system use a timestamp for the last check used rather than a sequential number currently used. There are valid reasons historical check numbers would fall out of sequence.Check, First Check, Checkrun, Check Batch, Confirm and Post Checks, Check Run

    9 votes

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  20. Custom Field permission by record type

    It would add so much to our internal workflow if permissions allowed us to specify access to custom fields on each record type. For example, we track succession plans as a custom field on the fund record. Our fund liaisons want to be able to edit those selections if/when a fundholder changes them. However we cannot give them access to edit the custom field on the fund record without them having full access to edit a fund record (which we do not want).

    Making it possible to edit only custom fields on record types would decrease the # of internal…

    27 votes

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    7 comments  ·  Permissions  ·  Admin →
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