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1213 results found

  1. Provide option to move a note that is in a profile to an opportunity that is also in the profile. Currently we have to manually move notes if a note is mistakenly added to the profile rather than the opportunity.

    6 votes

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  2. I would like to be able to pull a report with all pledges and donations related to a specific fund. This would allow us to tell who has and hasn't been reached about their annual giving whether or not we have the cash in hand yet.

    5 votes

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  3. Could you all add more customization options for colors? I've been able to edit a lot using CSS, but I know that isn't an option for most people. Here are colors that I've manually modified or am working on finding the code to modify to match our branding:

    • Underscore on the current tab in the top menu (Giving Hub and Portal) that lists profile/funds/logout (portal) or funds/campaigns/grant catalog (giving hub)
    • Background color behind login form
    • Selection color for dropdown/fund changer in fund portal (and background color - if you set the background to anything other than white, it affects the…
    17 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  4. I would like to be able to create a custom field for pledges.

    4 votes

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  5. When profiles are marked as deceased and linked to a household, the household is being pulled with the deceased information instead of now defaulting to the active individual profile only. This impacts mailing lists for marketing campaigns and grant letters as it now pulls in deceased households.

    There should be an automatic unlinking/adjustment so that we do not have to manually unlink which is the only workaround to solve this issue right now. Ideally, there would be a way to keep the individual linked to the household profile for historical purposes too.

    18 votes

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    Proposed Idea  ·  4 comments  ·  Profiles  ·  Admin →
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  6. Currently, my Dashboard defaults to a rolling 12 month period. I just want data related to the current financial year. Every time I open the Dashboard, I have to edit the Start/End dates.
    It would be great to have a default setting for this!!

    17 votes

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  7. Add "Other Detail" field to the Bulk Update option in emails, like how it's an option when updating phones.

    6 votes

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    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
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  8. When a profile is created, auto-populate 'Service Area' from the list of cities/states defined for each service area. This provides consistency when pulling lists based on Service Area.

    8 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  9. It would be great if you could create a text field for the LinkedIn URL.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  10. Add a 2nd screen after choosing 'Fund Advisors> Settings> List Cart> Send Email Reminder to allow for choosing which fund advisors to send the email reminder to. Currently, this is an all or nothing feature.

    21 votes

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  11. While it’s great that we can now add a secondary assignee to an opportunity, it doesn’t add much value if the secondary assignee isn’t notified or made aware of their designation. At the very least, it would be helpful if they received an alert letting them know they’ve been added, but ideally those opportunities would also appear on their “My Open” page so they can easily keep track of them.

    3 votes

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  12. We would love the ability to bulk update tasks. I am looking at a report with unique IDs and 150 tasks to manually reassign to a current staff person.

    I see this idea was proposed previously and archived, so I'm posting fresh to hopefully gain some new interest in this idea. Thanks!

    10 votes

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  13. It would be great if when adding a new note, you could add it to a household as well as individuals within the household. Or add multiple people onto one note.

    8 votes

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  14. We implemented a Grant Catalog synced from GLM for the first time so that our DAF holders could recommend grants to our competitive grant cycle directly from their portals. This has been a nice functionality, but now we're having issues pulling reports for the Fund holders because all their grantees show as "Grant Catalog Fund." Although they can see the purpose of the grants, our Donor Services Director would like to be able to sort all grants from any given DAF by the grantee organizations' names. Is there any way to configure the Grant Catalog so that Fund holders can…

    11 votes

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    Planned  ·  0 comments  ·  Grant Catalog  ·  Admin →
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  15. We'd like the option to be able to bulk/batch delete vouchers.

    5 votes

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  16. Since we are able to run income statements for Campaigns, it would be nice to create a budget as well. We hold events and use this option and each event usually has their own budget. - I know you archived but this is extremely IMPORTANT.

    9 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  17. It would be helpful if the Fund Statement Review Email Body email would allow for one email to be sent to a fund advisor letting them know that multiple fund statements are ready instead of an email for each individual fund statement. We have some donors that are fund advisors to several funds so will receive multiple emails. It would be efficient to have this information all in one email.

    6 votes

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  18. We have gift match programs going on most of the time. We need a way to check that incoming donations are all linked to the donors' pledges. Running a full donation report and whittling down to the donors who have made pledges is a time suck. I've tried writing a custom report, but there isn't a sort or field for "Pledge is Linked to Donation" or "Donation is Linked to Pledge."

    Please consider adding a "Pledge Linked" column on the Profile/Donor page. The "Pledges" tab only shows that the donor ever made a pledge, not the status of a pledge.

    15 votes

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  19. When we create a scholarship in CSuite and turn it into a grant the grant description is automatically populated as Fund name :: Student name. We don’t want the student names to be visible in the fundholder portal, which they are if they’re listed in the grant description. Can you create a setting which would only pull in the fund name to the grant description, not the student name?

    14 votes

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  20. We would like to be able to apply an interfund transfer to a Promise as payment.

    4 votes

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