1023 results found
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Edit campaign after tickets created
We would like to be able to edit a campaign after tickets are created. Currently, we cannot edit any information on the "Details" tab once tickets are created. Sometimes, we need to make slight changes to descriptions or event names and cannot do this once tickets have been added to the event.
2 votes -
Fund Fee transaction export
After posting fund fees, please allow for an export of the transaction detail. Currently once can only copy the detail and paste into excel in order to then be able to sort and analyze the data for volume of income from different fund types - an important part of my analysis, as I want to see how much partially-endowed funds are providing in comparison to fully endowed & non-endowed funds, as it's the most popular segment but the most active & unpredictable in terms of contributions and granting. Have an export will help immensely.
1 vote -
1 vote
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Favorites
Favorites or Search History - this idea was previously archived, but I would like to bring it back for review. It would be super helpful and save time if we could have a favorites feature for profiles and funds.
1 vote -
Viewing all notes for a Household profile and any members
It would be great if we had the option to view all notes for a household and any member profiles in one location. We can make a custom report for this but it involves using a filter. It would be easier for all users if there was an option to view all notes while on the Household profile.
20 votes -
Linking profiles to funds- multiple links at a time
It would be very helpful and much less clicks if there was an ability from the "link fund" or "link profile" screen on the profile if you could link that certain profile more than once to a fund or other profiles before creating. Like at this screen attached if there were multiple boxes if you wanted to link the profile to another fund, same fund, etc. instead of going back to the profile screen and clicking link again.
Or at least be able to link to one fund at a time but have multiple fund categories to one fund per…58 votes -
Tributes: Need template in tribute custom report
We have a custom report entitled 1303 Daily Tribute Card Recipient Report. We would like to be able to include the template used to create the tribute as a cross-check in the report. While template is a field in Tributes, we cannot pull it in to any reports.
We have various templates of different orientation(s) i.e., vertical, horizontal, mother's day No basket (horizontal) and mother's day With basket (horizontal). We would like to be able to check that the correct template was pulled in.
1 vote -
Add note to RSVP
We would like to add a note to RSVP's. For example, we currently have an event where people are RSVP-ing "No", but would like to talk to staff at a separate time. This would be a great way to keep track of these people/organizations.
1 vote -
Allow editing a custom report name, description or sharing without having to save as a different report
It is fantastic we can now just use "Save" in custom reports to save updates to an established report. It would be mind blowing if we could also have the option to EDIT the report to update the description, the shared toggle or even the name without using "Save As" and deleting the older report.
26 votes -
Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab
With the new profile updates, Add Opportunity is now under Relationships. Opportunities are an engagement strategy, not a link to another profile. Please either keep Add Opportunity on the left menu for all tabs or put it under the Engagement Tab. Please put Opportunities under the Engagement Tab.
23 votes -
Pronoun field on donation forms
It would be great to have an optional pronoun field on donation forms, so those donating online can self-select their preferred pronouns. This would help with donor relations and making sure future communications with donors are informed and respectful.
21 votes -
Add Contact First and Last Name to Year End Tax Receipt template fields
Add Contact First and Last Name as field options for year end tax receipt templates. It would be nice to add the name of an organization's primary contact (which we add to org's first and last name, plus first name in the Salutation) so when sending tax receipt letters for our annual giving day, we don't have to edit the PDF to include the names (I've already voted that these export to Word files). Thank you!
1 vote -
Term Investment - default fund/accounts would be helpful
Term Investments - have defaults for revenue accounts, borrowing fund, asset accounts pre populated as these are always the same.
Smart tips would be helpful in creating a new term investment for distribution fields.
1 vote -
Add campaign categories as a filter and field in custom reports
Please add campaign categories as a filter and field in custom reports so we can dive deeper into reporting on campaign activities, attendance patterns, etc. Thank you!
24 votes -
Tickets without Guest Information
Is there a way to have an area that shows all the tickets that still need guest information filled out?
This isn't a huge issue on a small scale, but we have a larger event, it may be tedious to go through all the profiles and make sure they have their guest info filled out.
13 votes -
Check Approval Batch Total
On the screen where checks are approved, it would be nice to have a batch total. We make most payments by ACH in batches and it would be a good control to be able to quickly tie the batch total in C Suite to the ACH batch in our bank portal.
20 votes -
Preferred Contact Profile Field
Wouldn't it be so cool if we could select a preferred method of contact for donors, grantees, etc. as a default profile question instead of having to make a custom profile field? I think so. Please vote for this idea.
32 votes -
Duplicate Profiles
Before a recent update the system would flag you if you put in a duplicate name or address when creating a new profile. Now the system allows for a duplicate and it's not showing under duplicates on the left side tab. We see it under the engagments tab, but it needs to be brought back out to the left side tab so that all duplicates can be managed at one time, not have to search for them one by one.
19 votes -
edit voucher description
Edit voucher descriptions without having to unpost and unapprove. it's duplicative work to have to go through the approval process again to edit or add information to the voucher description.
19 votes -
Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity
Custom task reports should show ALL tasks, not just the tasks that have been entered from within an Opportunity. Currently, custom task report only shows tasks entered from within an opportunity.
29 votes
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