1579 results found
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creating letter templates
When you create a letter template, you can assign the funds by "group". However when you add a new fund to that group, it doesn't automatically assign it to the letter template. You have to go in and add it manually. It would great, and make so much more sense, if the funds were assigned by group, then if a new fund is added to that group, it should automatically pull into that letter template so that we didn't have to remember to add it manually.
5 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 Archive Investment Strategies
When reviewing the investment strategies there is no ability to mark them as inactive or archive the ones that are no longer needed or necessary. When looking at the funds assigned to the Investment Strategy there is nothing to tell you that a fund assigned to an investment strategy is closed unless you click into the fund. It would be nice if the investment strategies could be marked as inactive or archive. In addition to showing that the fund in the list when looking at the details of the investment strategy are closed.
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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The Public Fund name should be used across the board on anything that is not completely internal.
The Public Fund name should be used across the board on anything and everything that is not completely internal. Currently, the INTERNAL fund name shows on the checks that go out to the DAF grantees and the confirmation emails that go out to the DAF Advisors when grants go out, which makes no sense at all. These show the donors and the recipients of their grants the wrong name for the fund.
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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archive a campaign
Not an idea, but a comment. The new process to archive a campaign seems awkward and convoluted. Having to start by selecting Campaign Group is not intuitive.
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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grantee profile grants report
Would it be possible to export the list of grants shown under a grantee profile - grants tab - Grants list?
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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Interfund Grouping
Could we have a new grouping within the accounts structure (like assets/liabilities/equity) for interfunds that allows the account to maintain its features as a revenue/expense/asset/liability but also would allow them to be grouped together to quickly see they net to $0 and eliminate them from financial activity?
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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Fund Advisor Portal Changes for Hardships
We have two SLM licenses – one for Scholarships and one for Hardships. Unfortunately, for our fund advisors accessing their hardships fund on the fund advisor portal, the experience is less than ideal. We need options for how this information is presented on the (1) Home Page and (2) Scholarships Tab.
Home Page
On the home page, the “Scholarship” History Charts have titles that do not apply to these funds. The graph has a title of “Scholarships” and the Pie Chart / List has a title of “Top 10 Students”. These terms need be more generic so that we can…5 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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Fund Advisor Portal - Grant Requests Approval
When a Grant Request submitted online through the Fund Advisor Portal, we require two signatures from the organization submitting the grant request. Similar to the grant approval process in C-Suite, currently the fund advisor portal does not have a dual authorization process which causes us to reach out via phone/email for a second approval.
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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Add multiple advisors on donations
Instead of only being able to add one advisor per donation, it would be great if we could add multiple advisors to one donation so that when we pull the "tax receipts" we can notify multiple people if the situation calls for it.
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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990 financials
Reports for 990. Create a way to use the CSuite system for a complete accounting with all of the financial information to prepare the 990 return. There needs to be a way to include basic 990 required information like the gross amount of sales of assets and cost basis as required on the return. Right now the only part that is even in the system is based on the donations of assets, and there's not a gains and losses report to extract that part of the information, let alone the cost and proceeds of sales of all other investment assets.
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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Search Database
I would like to be able to search the entire database for a word and have it return all results from all fields. For example, we have a donor with multiple profiles. Somewhere, the last name is misspelled. It is not in the profile names. It must be in a salutation, address, or some other field. I would like to be able to search on the misspelling so that we can locate the problem. I chatted with support today and they said this is not possible. FIMS was able to do this which we used this function from time to…
5 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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"Delete All" campaign option on profile
In order to delete a profile, you have to delete them from all campaigns they were invited to. It would be much easier if there was a "delete all" option either in the engagement tab or on the side bar.
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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Unused Check Numbers
There should be a way to delete a check number recorded as unused in error.
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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Multifund Statement voucher
It would be great to be able to add multiple funds to a statement voucher. We will charge the fee for returned checks to the fund the check was donated to. Then we ask the donor to pay the fee if they are sending a new check for their donation.
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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For bulk year-end emailed receipts, correct auto-email message so not a string of numbers
We would like the option to add content for bulk email for year-end receipts. There is no option currently to edit the content or the subject of the email. Currently, the content of the email is:
Attached is your 2022010120221231 tax receipt summary.
The subject is:
Subject: Yearly Tax ReceiptOur fear is donors won't open the email.
12 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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Auction Item Payment Link
It would be a great addition if there could be a unique payment link for auction items so we could direct winners there to complete online payment for their items. Thanks for considering!
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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Do Not Mailchimp option
There is a large portion of our constituents that do not want, or have blocked, Mailchimp Emails BUT we don't want to mark them as DO NOT EMAIL because they receive statements, are grantees, etc. Can you please add a field / check off box in profiles that reflects that the profile does not want Mailchimp communications instead of having to mark them as DO NOT EMAIL. That way they will not be included in those campaigns.
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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billiejo@pajewishendowment.org
Please allow the ability to add a file during the reconciliation process. Currently, the only way to attach the physical statement, is to finish the reconciliation and then go back into it. This is very time consuming and makes it more likely to be missed.
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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Allow reminder emails to be sent through a campaign to all registrants.
Allow reminder emails to be sent through a campaign to all registrants.
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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Expand Bulk Delete
Currently, we can "bulk delete" some fields by leaving cells empty in a bulk edit import. It would be very helpful if we could have this option on all fields in the bulk edit sheets. This would allow the user to remove outdated or bad data more efficiently.
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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