1232 results found
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donation type on donor profile
Would like to see the donation type (cash, securities, etc.) displayed on a donor's profile detail/summary.
4 votes -
Pull Report on Profiles Created
Pull Report on Profiles Created instead of having to search through Logs
1 vote -
Scholarship Fund Description synced to SLM from CommunitySuite
It would be helpful if the fund summary/description in C-Suite for scholarship funds were synced to SLM for the opportunity list description in universal applications.
6 votes -
Fund Profiles Sorting
Please give the 'Fund Profiles' table on the Relationships Tab the ability to be sorted by column. Currently it automatically sorts by profile name, however, when there are 5-7 profiles linked to a fund with multiple categories of links, certain information can be hard to read.
I would like to be able to sort by category. Thank you.
2 votes -
Profile Permissions by Designation
We'd like the ability to limit profile access based on profile designations. For example, if a profile has the Vendor designation activated, only certain staff should be able to edit the profile. Right now there is only 1 set of profile permissions that isn't dependent on the designations.
2 votes -
Expand Link Profile to Fund Feature
We would like the profile-fund link feature to function more like profile to profile linking and org role feature, with the ability to add start/end dates, mark the link as active, and have a record of historical links.
We are utilizing profile-fund linking to track folks who participate on committees for specific scholarship funds. It would be very useful to have a record of who has participated in the past and when folks began participating.
8 votes -
Hold tribute emails for review
Recently a donor opened a new fund in honor of someone's 90th birthday. They asked that we hold notifying the honoree until after their birthday so it would be a surprise about the new fund.
Unfortunately there wasn't a way to stop a donor from automatically sending the email. I would like an option to edit/approve these email messages rather than them automatically sending.
3 votes -
Bulk sale of public securities
Quickly sell public securities in CommunitySuite without realized gains/losses, fees applied. "Sell all" or checkbox list option when selling. Public Securities comprise the majority of gifts received. RBC typically does not record the realized gains/losses, fees until month end statements are produced for the investment accounts.
2 votes -
End of day EOD values for public securities
Return the End of Day values when entering public security donations.
2 votes -
"search by" box for campaign list
Good morning! Instead of scrolling down a list or using the 'find' on the browser to search for campaigns, could we have a 'search' box on top of the campaign list screen? For example, when we need to "add" a profile to a campaign, can we have the 'drop' box option to type in the name of the campaign instead of using the 'find' browser button, or scroll down a long list of campaigns. Thank you!
1 vote -
profile report donations
Profile Reports need to have the ability to pull in roll-up information. I would love to see total household giving and giving by year for profiles. I use this as a fundraiser to see what my portfolio of donors has given this year.
1 vote -
Steward
Create settings for Stewards. We would love for Stewards of funds to get notified if a donation is made to a specific fund.
2 votes -
Add the Ability to Reserve/Assign Incoming Grants to Staff Members
We need a way to reserve incoming grants from the request bucket to an individual staff member, because we have two people who work on processing DAF grants, due to large volume. Ideally, we would “reserve” multiple grants at once, and no one else would be able to edit these grants, even while they are in the “new” bucket. Once they move into the “approval” bucket, we would “unreserve” them so that they can be batch vouchered together. This would avoid duplication of profiles and grants themselves. Since more than one staff member is working on grants at once, sometimes…
4 votes -
Add Bulk "Attach File" Function to Journal Entry Menu
Please add this option to the Journal Entry menu as an action on the left hand task bar. From an accounting perspective, we often use the "Import" function for Journal Entries each month as all information is compiled in an external Excel/CSV file and formatted after completion to import and save time. These imports split into dozens of journal entries separated by fund. Currently, we have to manually go into each individual entry and attach the same Excel workbook for documentation entry by entry.
A bulk "Attach File" option would save significant time and make repetitive tasks much more efficient.
1 vote -
reports
It would be great if we could create sub-folders within reports beyond just having categories - such as by user name, or at the very least, making the different categories collapsible or expandable.
12 votes -
Affiliate Portal Permissions
We are creating an affiliate program as a Foundation, and our Foundation has been in existence for over 30 years. Some of our affiliate partners already have funds set up with us because they are historical partners. We will provide a different level of access to donor information and donation amounts for our affiliates. We are running into setup roadblocks because several permissions are set as global or fund-level permissions that would be helpful to have on a more granular level—at the individual fund advisor and/or affiliate level. Specifically:
Look Back Dates - Right now, this is a global-level permission…
6 votes -
Recurring Stripe Donation Details on Portal
Please provide a setting to toggle on/off to share the recurring donation details with fund advisors.
Example: A fund advisor wants to see if donations to their capital campaign fund are recurring. Right now, this information is not accessible through the portal.
Knowing whether it is a one-time gift versus a recurring gift is something we should be able to easily share with fund advisors!
1 vote -
Add Fund Steward as a field for grant letter templates
Consider adding the Fund Steward as a field for grant letter templates, just like the fund statements. We use a custom field to present this information on our grant letters but having the Fund Steward available is ideal. It's available in other templates so hopefully this is easily implemented.
7 votes -
1 vote
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Fund Statement Labels
When printing labels for paper fund statements, please change them so they print in the order that the fund statement prints instead of alphabetical order by the fund advisor's name.
1 vote
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