1586 results found
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Show Linked Pledges in Donation History
When looking at a donor's donation history it would be helpful to see if the donations are linked to pledges.
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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admin fee
Check a box that allows sub funds balances to be grouped with main fund balance when running admin fee calculation - instead of creating and admin fee group. So that if the value of the funds together moves the total to a lesser tier. For example, if the main fund has $750,000, and the sub has $300,000 and you assess 1.5% on funds under 1 million, 1% on funds over $1 mill that the calculation combines the funds only to assess the 1%.
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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opening balance
Add "Opening Balance" to custom reports. We use this for quarterly reports and would like to run reports to show how much a fund was opened with, rather than having to go back and pull opening gifts manually.
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.
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Thank you
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stripe
When campaign tickets are purchased online via Strip, use the revenue account from the campaign (since we can indicate it there) and/or allow us to indicate a donation type to specify the account to post the donation to instead of using the default account. Most campaigns are special "events" and the donation goes to a special account and not our normal contribution account.
5 votes -
Dropdown menus
Within the individual fund screens, it would be nice to have each section's dropdown item (assets, fund summary, etc) already collapsed and then as you want that item, you would expand it. This would be beneficial as you could see all options on the page upon opening especially since the Notes tab is at the bottom of the page
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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Profile log to include grant type interest code changes
We love the log on profiles! However, we noticed that when we update grant type interest codes, those changes do not populate on the log. Please include updates to the Grant Type Interest codes in the log.
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.
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Thank you
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Import ticket Sales
Please add a tool to bulk import ticket sales that have a deductible and non-deductible portion. currently, there is no way of doing this. And because of the limited capability of campaigns we have had to host ticket sales for some of our more complicated events on a third party platform but still want to record the activity on donor profiles
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.
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Thank you
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Batch option for Interfund Grant letters
We do TONS of interfund grants and they also are typically tributes. It is so time consuming having to download each grant letter individually and name/save the file in order to email them to the person processing the grants as well as process the tribute acknowledgment to the family of the person being memorialized.
It would be helpful to have the option to bulk download the letters just like external grant letters. Even if it had to be a fund-by-fund basis, that would be a great enhancement.
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.
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Thank you
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Option to show password
Please provide an option for viewing the password. When what someone thinks is their password doesn't work it is super annoying not to be able to see what the saved password is.
13 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.
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Thank you
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private notes for each user
It would be nice to have the ability to mark a note "private" so that it is visible only to the user who entered it. This would be helpful if someone wants to remember something that should not necessarily be visible to all staff.
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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Profile Maintenance Shouldn't Remove Online Grant Request Backup on a Grant Record
Our grants require backup from the Fund Advisor showing the intent of their request. There are multiple avenues in CSuite where this information can be compromised.
If a Fund Advisor manually enters a grantee or creates a request from GuideStar results, a profile and grantee record are created. We are able to change the grantee, but a problem occurs during profile clean-up that removes the Online Grant Request box.
e.g. Fund Advisor uses GuideStar results to grant to Virginia Historical Society. We recognize this instead as Virginia Museum of History and Culture, their updated name. Grantee was changed on grant…
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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Donation Type Selection
It would be great to have the ability to edit and add a donation type after a donation has been posted rather needing to unpost it, selection the donation type and repost. We just updated donations types and need to go back on multiple posted donations in order to type them the correct way.
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.
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Thank you
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Stripe gifts Posting and Unposting Generates two emails to Fund holder
Gifts received via Stripe that have to be unposted and then reposted generate a second email for the same gift to the Fund Holder.
We often have to unpost gifts to shift them to endowed and/or spendable. Once reposted/corrected, it generates a second email for the same gift.
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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Export emails for tickets in campaigns
Be able to export emails for profiles that paid for individual tickets in a campaign
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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Make Campaign Invited and Attended Yes/No into All/None options
Similar to the way permissions are set up, add an all or none [All/None] functionality to the Invited and Attended columns in Campaigns for all 'guests.' It would still offer the option of checking each 'guest' individually, but sometimes (as in the case of Mailchimp lists) we could do a quick check of the All box, then remove only those persons whose email, for whatever reason, did not successfully send. Since these lists are often very long and must originate through campaigns to sync, this would be a much better and more efficient option than one by one checkboxes.
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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update other profiles?
If you are updating or entering an Address Type on a record, the popup to apply the update to other addresses appears. You check the other addresses, select "Update Checked Items" and the page refreshes. But the other profile Address Types are NOT updated.
Include Address Type for updating or have a response from the system that it isn't included in the update other profiles batch.
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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Streamline Create a Grant process
Please streamline the Create a grant process. Allow ALL fields to be edited at one time instead of having to edit a filed, save, edit another field, save, etc. It would be great if several fields could be edited in batch, such as payment date and grant date.
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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Custom donation report - exclude anonymous donor names
When running a custom donation report, donor name shows up in the report even if the donation was anonymous. It's possible to entirely eliminate these from the report by filtering, but I'd like to be able to create a report like what's generated from the portal, where "Anonymous" is the donor name. That way, I can generate forward facing reports for donors with select fields, and can recreate them without having to delete/rearrange data. Thanks.
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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CSuite Dark Mode
Please add a "Dark Mode" for CSuite, or the ability to change the color interface by individual user (we like our eyes)
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.
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Thank you
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Add Profile Type as a filter for Note Type report
It would be great if we could add Profile Type as a filter option for the Note Type report.
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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