1422 results found
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Annual grant letter for an organization - customized merge fields
We would like to create a custom letter that exports all the grant data for an organization in a fiscal year - similar to a donation report for funds.
We are looking at ways to reduce the administrative burden on our grantee partners and one of the things we are looking at is reporting.
Currently in GLM we require our grant recipient organizations to complete a report for every single grant they receive. As some organizations receive over 10 general purposes grants a fiscal year, they have to complete 10 individual reports. To try and relieve this burden, we would…
14 votes -
Grant deletion message
When deleting a grant, have a message appear about making sure you want to delete the grant. I've deleted numerous grants on accident and having an extra step would be helpful to prevent this.
1 vote -
Household opportunities should show on Individual profiles
When setting up a new opportunity for a household (example new fund solicitation or bequest expectancy), it would be helpful if the household's opportunity showed up under both individual parties' profiles as well.
68 votes -
Campaigns: Additional Permissions
Ability to assign specific campaign permissions? I Create all campaigns, but there are specific staff that manage rsvps for their events. Is there a way to limit access to only apply rsvps to that specific campaign? thanks
3 votes -
Clear Charity Status Check on Grant when Changing Grantee
When changing a grantee after having ran the Charity Check in C-suite, it would be great that the Charity Status Check gets cleared with the change as right now it keeps the date from the previous grantee and doesn't stop you from pushing the grant to GLM if using that function.
2 votes -
Multifund Invoices
We would like the ability to create multifund invoices just as you can with many other areas of CSuite.
26 votes -
Custom Reports
It would be very beneficial if you could use the result of a set of search results as a "starting place" for a custom report. As an example (see attachment), I ran a Profiles List filtered by Engagement Strategy. It gave me a nice list of what I was looking for except for some custom fields I had added to the profiles. Now I want to simply add those custom fields to this set of search results. If I could save the search results as the start of my custom report, all I would have to do was add my…
2 votes -
Rolling Up Sub-Funds for Fund Statements without Rolling the Financials
Please add an option in the Fund Statement Format to roll up subfunds into a master fund statement without rolling the financials together.
Many fund holders would still like a breakdown for each of their funds but don't want to look at a bunch of separate statements, instead, it would be great if it all lived in a single PDF/document.
I could see this working similarly to how financials views work in fund statements, if not adding on an additional foreach that allows each sub-fund to generate its own group.
3 votes -
Recurring Spendable Grant
It would be nice if when opening a new fund you could go ahead and create the spendable balance as a recurring annual grant. We don't have just one specific fund group where all the beneficiaries automatically receive the spendable amount. If not possible, is there a way to pull a report of just the funds that are to automatically generate the spendable grant once a year?
3 votes -
Fund Anniversary/Upcoming Anniversary Reporting Functionality
I am in a strategic process here at the Foundation thinking through further ways to engage fundholders and we would like to pursue using the “Fund Open Date” data to acknowledge anniversaries.
Currently, reporting will allow "Fund Open Date" field to be pulled by Month (regardless of year) but Relative date options are tied to year and will not produce a whole list.
I’m able to pull the report and work in excel, but wanted to work with y’all if there might be a non-external way to do this entirely on the CSuite system.
Desired improvement would be a functionality…
67 votes -
search book of memory name
It would be nice to have the ability to pull a report of all book of memory donations, including names of those being honored or memorialized.
1 vote -
Fund Balance Graphs & Dates
We've had users ask us to add a date next to the fund balance in their portal with the option to view past monthly fund balances, possibly in graph form. This would allow users to view the balance of every month and see the direction things are headed. Also giving the option to filter by dates. Showing them the trend of their fund, especially through visuals, could be a nice touch.
1 vote -
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.
28 votes -
Bulk Exclude Rev Share
Can you add the "exclude from RevShare" tick box as an option for bulk editing funds? We want to bulk edit all of our legacy funds to exclude them from revshare and have to do it one by one currently.
2 votes -
Stripe fees
Can we incorporate the 30 cent transaction fee into the calculation when a donor chooses to cover the processing fee? We get a lot of questions as to why an amount of $99.70 was deposited, for example, and when we explain that the donor covered the fee, but there was an additional fee not covered, it just creates unnecessary confusion and time out of our day to explain. Seems like a simple adjustment.
2 votes -
Easily searchable for grants/checks/journal entries/vouchers/documents and more
For checks/grants/vouchers/deposits/donations/documents and more, each has its own way of listing all the related items. Either 20 items per page or hundreds of items on one page. If there are 20 items per page, I have to advance it every 2 or so pages until I find the item I need and it could be years ago so this is very time consuming. There needs to be consistency and a search field within to search all pages without having to go page by page or be able to view all items or 50 items or 250 items.
1 vote -
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 -
Custom fields available to sync when merging profiles
Please can you allow us to keep information entered in custom fields when merging two profiles.
13 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
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