1319 results found
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View/Edit/Delete Custom Field Import
Previous Journal Entry bulk imports can be viewed/edited/deleted easily. The same should be true of custom field imports. Currently there is no way to reverse a custom field import and since these imports can change large amounts of data, there should be an option to reverse or undo the import.
2 votes -
View/Delete Previous Imports for Custom Fields
For Journal Entry imports, you can view previous imports and view/unpost/delete the transactions tied to those import events. The same should be true for the custom field imports. Right now, there is no way to reverse a custom field import if it is made in error. The poses a threat to the data as large amounts of data can be altered and then lost.
2 votes -
Promise and Event Tickets
Some donors have committed to attending an event, and we would like the ability to attach event tickets to a promise (with no finance involvement). We cannot use a pledge, as some commitments are paid in various ways and require complex financial processing to adjust and apply payments. Using a promise will enable us to reserve the tickets until payment is applied. This approach will also allow us to present the reserved seats and the remaining balance.
9 votes -
export till
This was suggested in 2022 & archived without being implemented, but I'm re-posting because I would find it very helpful to be able to export the list of undeposited items in the till. I often need to add totals by period and currently have to manually add them. There are also times I need to sort by something other than date.
5 votes -
All Bulk Update Files Consolidated into a Single Bulk Update File
When Bulk Updating profiles, there are four different files to bulk update the profiles with. When editing profiles, we usually need to update all four areas of the profile and this requires us to download and manipulate all four.
Instead, it would be better if they were consolidated into a single file/sheet so we could update all of those fields in one go. This would make this process much less tedious and allow us to make one bulk edit, instead of four individual bulk edits.
We aren't asking to get rid of the four individual bulk update files, but instead,…
9 votes -
Add filters to grant document bucket
It would be helpful to add filters to the grant document bucket similar to all of the other buckets in the grant module.
9 votes -
tribute
When you have a tribute and want to add a Non-Profile Notify that is an organization, you should be able to add a name along with the organization name. We are not going to send a notification to an organization without a person's name attached to it. We want to be sure that it goes to the correct person. Would like the organization name to be there along with first and last name as fields that we can enter.
4 votes -
Bulk set donor designation
In the portal there is now the option to see household donations, which is a feature we highly requested that was implemented recently (https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48809117-household-donations-on-donor-portal). However, if a profile does not have the donor designation, they are unable to see the donor portal when they log in as a fund advisor, thus are unable to benefit from seeing the household donations. In order to allow these profiles to see the household donations, I'd like a bulk way to set the donor designation on to profiles. This way they can have access to the portal. Otherwise, this household donation visible…
2 votes -
Change Engagement Strategy type of variable
Sometimes you want to run a report to include multiple types of engagement strategies, but not all strategies. There is currently no way to do this in CSuite. If the Engagement Strategy variable type would be changed from Varchar to Array (Like Profile Types) we could select multiple Engagement Strategies at once.
1 vote -
Sponsored org
Can we add sponsored org to the profile of a organization. This would be helpful so if we create a check for an org, that sponsor automatically goes on the check and gets paid. This will also help with record keeping when we pay grantees.
9 votes -
media file library
There could be an image/media library in which I reuse images and PDF files that are uploaded to the cloud
6 votes -
Donation Advisors
It would be helpful if we could have more than one Donation Advisor (i.e. soft credit) on all gifts. For example, if a couple gives through a commercial DAF or trust, we can only add one of the members of the couple or the household. If we add the household as the donation advisor, the gift history will only show on the household. That information doesn't flow down to the individuals. But if we add one of the two spouses, that information will roll up to the household. If we could add both spouses, that would be ideal.
2 votes -
letter
I would like to have the field School/Grantee available in a letter template for both scholarship award letters and scholarship letters.
2 votes -
Identifying Yearly Tax Recipients
Would it be possible to create a Boolean field on profiles to indicate that they should receive a Yearly Tax Receipt? The batch process for generating Yearly Tax Receipts relies of filtering the list of Donors, however there does not currently appear to be a consistent field/value available to filter Donor records for this purpose.
3 votes -
When emailing statements from Fund Statement Grouping, the file attachment reads "statement.pdf" for all statements that are emailed.
When emailing statements from Fund Statement Grouping, the file attachment reads "statement.pdf" for all statements that are emailed. Having the name of the fund would be helpful for those who received several statements. We have complaints from advisors of their difficulty when receiving them when they all say the same thing. Example: Advisor has 6 different funds with us, each fund has an Agency and Donor portion. They receive 12 emails with all of them having attachments that read "statement.pdf". I've inquired through Support who said it wasn't possible, and have searched through Idea Lab and haven't found anything on…
3 votes -
Grant description field should be larger so it can be viewed without scrolling
Could you please modify the grant description field so that it automatically wraps text when adding or editing descriptions?
Currently, the field allows up to 255 characters, but it's challenging to verify entries because we can't view the entire description at once. It would greatly improve usability if the description text wrapped within the field during data entry, allowing us to see the complete description without having to scroll. Once the grant is saved, we can read the entire description in one field but still have to scroll when editing.
24 votes -
Link opportunity to a pledge
It would a great addition to the system if we were able to link pledges to opportunities to help track engagement and follow through.
28 votes -
Fund Advisor Portal: ability to show asset balances
Pool of Investments would be a nice field to have on the portal as it would show the current cash balance. Is there a way to pull asset balances (specifically investment pool figures) in as a new field on Fund Summary? Current Balance accounts for pledges receivable and grant payables - so for funds that have receivables or payables, Current Balance doesn't reflect what's actually in the fund (from a fundholder's perspective).
7 votes -
Merge fields for email receipts
We'd like to have more customization ability for auto emails after online donations.
2 votes -
new portal
In the new portal, the Steward is listed in the middle of the fund financials. After the numbers but before the charts. It was at the top of the page in the previous portal, which made more sense. Can we move it out of the middle of the fund financials?
2 votes
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