1586 results found
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Ability to hide/show tabs per affiliate Donation Portal
The tab visibility is currently universal for the Donation Portals via System Data - we would like the ability to activate all tabs PER AFFILIATE.
For example, we have 3 large events coming up in 2 (of 9) affiliates and want to sell tickets for these events. We REALLY have to activate the Event Tickets tab for ALL affiliates in order to give only these 2 affiliates active event ticketing options??
We will never have events in the other 7 affiliates - their empty Event Tickets tab will forever say, "Sorry, there are no current events with ticket sales or…
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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I need to filter out sub funds in order to get an accurate fund count.
This was my answer from Foundant. "Currently there isn’t a way to pull this information in a report from CSuite.
The easiest way would be to export the Funds list by going to Funds then List and select Export CSV. Then in Excel the SubOf field will be in the export & you can filter that way to filter out the funds that are sub funds."
PLEASE ADD THE ABILITY TO REMOVE SUB-FUNDS TO GET AN ACCURATE FUND COUNT.
6 votes“Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you”
P.S. I would use custom reports to create fund count report. You can filter out system and sub-funds to get an accurate count.
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Improve Internal Grant Field Upon Initial Entry
It would be nice if the internal transfer grant fields upon initial entry would reflect the same fields for external grantees. Namely the "grant summary" so you don't have to go back into the grant and select "edit." It saves times.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Ability to add custom fields to funder contacts
Can you allow users to add custom fields to the funder contacts? For instance, sometimes we want to send some but not all of our funder contacts emails from our ED? Maybe more than just the primary contact. There is no way to designate this other than through clunky workarounds with the notes fields. Or to state when certain staff started or ended their tenure with a funder.
Every org needs to use its funder contacts differently. so flexibility is really essential.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Settings by Fund Advisor
It would be helpful if we could assign permissions specific to each fund advisors so they can see or not see address, phone number, and email on the Donor Portal. Right now, it seems to be all or nothing.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Please add Journal Entry approval date in custom reports
We have been asked by our auditors in the past to provide a report showing when all journal entries are created and approved.
7 votes -
Roles/ Relationships report for each donation
Donation reports be able to pull Roles/ Relationships associated with each donation. This would be helpful to show who each donors board contact is for thank you calls/ notes/ development.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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stripe processing fees
Auto-post Stripe Processing Fees to a Different Account
Is it possible for the Stripe processing fees to be posted to a different account from the actual gift portion of the Stripe gift? We record the reimbursed processing fees as an offset to the processing expense, and it would be very efficient if they flowed to a
separate account during the auto-posting process.10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add FromFund to Donation Report
Add the FromFund field to custom donation report options.
10 votes -
mailing address access
In custom reports you can pull the primary advisor address and it will list all address. What I want is the mailing address to be identified since we will be doing a mail merge.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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student id
It would be helpful if the Student ID had hyperlinks that we can then jump to the student page when building a custom scholarship payment report. Here, you can see if a student is receiving multiple scholarships at one glance and keep all the records for that student (file uploads) on one page.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Gift Value per security/stock
Add the gift value per security on the gift summary. It would also be helpful to have the proceeds on the same screen if possible
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add Formula Fields to Custom Reports
It would be very helpful if simple formula calculation fields could be available in custom reports. For example, when creating a fund report with current fund balance and spendable balance fields included, the ability to add a field that would calculate % of spendable balance to total fund balance for each fund included in the report.
33 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank yo
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export group list
It would be great to be able to export a Fund Group list into excel. It gives an option to export the advisors, but not the fund names. We can use the advisor list, but some funds have multiple advisors so it makes the list that much longer and takes time to sort by fund.
2 votes“Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
P.S. You can create a custom report with a list of the fund names and then export the report to excel.
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Recurring grants - add # of recurrences to export
For report options on recurring grants, please add the number of recurrences to the export. We don't have a way to double check a group of recurring grants without looking at each one individually. Also, once a calendar end date is implemented, please add that as both a column for the export and something that can be filtered on.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
P.S. This can be accomplished by creating a Recurring Grant custom report which has all of the recurring fields available.
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Tribute Notification
In custom reports, it would be nice to be able to pull in the tribute notification sent date.
3 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Trial Balance Export with Long and Short Names
We need to be able to pull a trial balance on a specific date by pool asset account and have the long and short name for the fund export to excel.
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Be able to print a whole report
When generating any report either through the reports section or a financial report. The ability to print the whole report, in the case of custom reports, instead of just the 20 that are on the screen would be great.
For financial reports, they are formatted so nicely on screen but you can't get a printout of the whole report. It's just a screenshot. There are times it would be advantageous to be able to print the whole thing to see all the pieces together. Once it's exported you lose all the formatting.
7 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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The order of statement voucher items
When entering statement vouchers it would be great if the items were sorted in order of g/l account number upon posting, so when you use the copy (from previous), the line items were in the same order every time. This would make data entry much faster. Currently, no matter what order I enter them in, when I post, the order changes. Thank you!
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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deposit slip to more then 18 items
Would like to be able to print a deposit slip that has more then 18 items which right now we can't. Maybe the additional items can print on another page?
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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