1275 results found
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Tributes Search Field When Entering Donations
When you are in the Tributes page, you can search a name and it will show who the person to notify is behind the searched name.
Ex. Jane Doe [Doe, John] (public)
It would be nice if the same kind of populated search would show when entering a donation. I find if there are two different notifications, I have to go into the Tributes page and look to see which I need to choose. AND if they would be labeled the exact same (Example: "Jane Doe" and "Jane Doe" vs "Jane Doe" and "Dr. Jane Doe" I have no idea…
2 votes -
stripe total line
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 -
Can we please have the option to generate a system email notification when a new file has been shared to a fund advisor's profile.
Can we please have the option to generate a system email notification when a new file has been shared to a fund advisor's profile.
3 votes -
Ability to Import Ticket Requests
Could we import ticket requests when we import tickets to an event? Entering by hand is too much work.
1 vote -
It would be helpful if anonymous grants were marked in red.
When a donor checks the anonymous box after submitting a grant request online from their DAF, it would be extremely helpful if this was emphasized somehow.
6 votes -
Giving Hub Campaign - Add Location to Top of Event Under Start Time
On the individual campaign event page (event?eventdateid=xxxx), you show the event name, date and start time. Then there is a rather large blank space before you see the campaign details. Is there a way to move up the Location information -- maybe just the street address -- to that blank space?
Or is there any way to compress that space if there is no image added for the event?
4 votes -
Add Fund field for templates should allow for shortname also
The Add Fund field for templates currently does not recognize shortnames. It should look up funds by shortnames like most all other fields in the system.
4 votes -
Create Unique Crant Catalog based on Fund Advisor's interest
Would really like to be able to show specific grants in the grants catalog to specific groups of fund advisors, based on the fund advisor's interest.
8 votes -
USPS standardization option
With the change of the USPS validation back to not using the standardization of all caps, it would be nice if we had the option to choose to use all caps, which is USPS standard, if we wanted. That was one of the great features for the USPS validation process for us. We have considerable trouble with mail not reaching its destination and want to do all we can to help it get where it’s supposed to go.
1 vote -
Credit memos - show invoice allocation
On credit memo records, it would be helpful to have a link to the invoice that the credit was applied to. If you look on the original invoice record, there is a "Payments Applied" section that links to the credit memo. But the reverse is not true--if you're looking at the credit memo record, there is no way to tell which invoice it was applied to.
3 votes -
Flag Duplicate Addresses
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.
27 votes -
Present Funds in Chronological order
Changing the way the funds are presented in the Fund section in CSuite so that chronological is an option, instead of only alphabetical, would be helpful. I'd like to find my new funds faster.
3 votesYou can filter in the fund list to reduce the list based on creation date.
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Alert Notes on Recurring Grants
It would be helpful if an alert option was available in notes on recurring grants so when you create a grant, the note can be visible.
4 votes -
5 votes
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Multiple Advisors on one grant
We have many donor advised funds with multiple advisors. There are often times when they want two or more advisors listed on the same grant. Is there a way to add this option? Otherwise we need to contact the grantee and let them know all of the advisors involved in a grant.
22 votes -
Custom fields available to sync when merging profiles
Please can you allow us to keep information entered in custom fields when merging two profiles.
12 votes -
Yearly Tax Receipt Templates Download Word.Doc
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 -
Link Internal Grants and corresponding Internal Donations in custom report
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 -
Custom Donation report should go back to report after bulk posting donations
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 -
Upload IDs - Legacy Profile Code
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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