1119 results found
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fund statements allow checkbox for do not use letterhead
Currently if you use letterhead for your letters, there is no way to select to not use it for fund statements. Ours look really bad and offset when use letterhead is on. I will literally have to turn off letterhead when I am ready to do fund statements and then turn it back on and put in the dimensions when I am done.
3 votes -
Add function for alternate address
Add function to select alternate address when entering gifts into the system. Many donors winter in the South. Otherwise, it's a manual change on the receipt/thank you.
4 votes -
Campaign Income Statements
When you're in a campaign and go into the income statement and click on the amount, it would be really nice to only see the revenue for that campaign. Instead it pulls up all the revenue on the category for the revenue to go into. In order to only see your campaign, you have to export and recreate a document specifically on the campaign....very inconvenient!!!!
8 votes -
Fund Statements by account number
Being able to segregate and total fund statements by account number would be great. Having a list of all of their transactions is nice, but our clients are used to being able to look at totals by expense account number.
6 votes -
8 votes
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Printing Checks In Order of Entry
Instead of printing in alphabetical order, it would be LOVELY to be able to choose how to print them. For us, it would be best to be able to print in the order they were entered.
8 votes -
Edit list of available Task Types
The drop down list of Task Types does not include all the types of tasks I want to track or assign. I can't seem to find any way to edit this list. I can leave the task type blank, but It would be great if you could either simply type in the task type, or edit the available drop down menu.
2 votes -
Typing Dates
Being able to type out 08312017 and having the form understand this as the date , instead of needing to click the drop downs or enter it as : 2017-08-31
8 votes -
Scholarship Management Software
Are there any plans to develop or bring on board scholarship management software in the near future? If not, would you recommend a particular software service? And can that service be integrated with CSuite/GLM?
2 votes -
Make the Accounting transactions a viewable option on the Fund statement
Journal entries have to be made occasionally for accounting purposes only and should not appear on the Fund Statement as it only raises customer service questions. While some CF may want to show all CSuite entries others (like GiveWell) would like the option to suppress this information and only show the Fund Summary information.
8 votes -
Integrations
Integrate with Mailchimp.
2 votes -
Beneficiary flag in Fund Reporting
Need the beneficiary as an added part of fund reporting, even "has beneficiary" with Yes would help.
0 votesBeneficiary Fund fields have been added to the Fund Beneficiary Report. This will be in a release note for 12/28/2022.
The fields begin with "Bene" to indicate the fund that is a beneficiary fund.
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Upload Profiles / importdata needs it's own security group
Like Merging profiles and bulk update, importing profiles needs its own security group under Profiles (Manage access to profile). Currently if you can Create ONE Profile you can Upload and create 100's or 1000's of them.
0 votes -
Admin Fees
Ability to run admin fees by fee code rather than running all fee codes at once. This will make it easier to review and not have to delete an entire batch for 1 or 2 adjustments.
0 votes -
Show or hide Scholarships tab by Fund Advisor
Currently, once a fund has scholarships visible on the portal, it is visible for all fund advisors. That tab should be able to be toggled on and off for individual advisors the way the grants tab can be.
0 votes -
Need additional fields for noncash gifts on the yearly tax receipt
When we generate receipts for noncash gifts, we do not provide a value for the gift, only a description. When we generate a yearly tax receipt for donors with some noncash gifts, it just populates the cash value. Some additional fields around payment type would allow us to use merge logic to solve this, or the public security fields could be included on the yearly tax receipt template.
0 votes -
Add donor ID as a reportable field
It would be great to be able to pull a custom report with the profile id and donor id to be able to navigate to donor records more quickly.
0 votes -
Load Multiple Zip Codes at a Time
Allow for the ability to load more than one zip code at a time in service area. Either a bulk update or import or really anything besides manually entering each in every single once which is very tedious.
0 votes -
Select or Unselect all feature in Thank You section.
When choosing to print Thank Yous, selection checkboxes appear, but no functionality to select or unselect all like other parts of C - Suite. Would be very helpful for large batches.
0 votes
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