1103 results found
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Grant Document Template Field listed in Grant Report
Hi, it would be great if we could pull the grant template/document name field from the grant report. We need to be able to filter by this field in the merge file so we can print four different cover letters.
4 votes -
Entering Guest Information on Campaign Ticket should be REQUIRED
Currently when someone registers or purchases a ticket for an event it asks for the purchaser's information before hitting "Submit". AFTER hitting submit, it shows "Add Guest Information". Most guests do not fill this out.
It would be ideal if guest information was REQUIRED before the "Submit" button (example: 3 slots for guest information if there were 3 tickets with 1 seat each selected).
The initial entering of "Your Information" before the "Submit" button should have the option to customize which fields are required. It automatically requires First & Last name, Email, and Phone. What if we need address to…
9 votes -
GST
Currently there is no ability to easily record and report on GST which is a statutory requirement in Australia. There are workarounds, however it would be a significant improvement if there were tax codes created which could then be reported on.
1 vote -
Multiple Envelope Templates
Unless I am missing a step, I would like to have multiple envelope templates. The current template puts the recipients title on the next line instead of behind their name. If I change the template to print on one line, envelopes to individuals do not print correctly.
1 vote -
see all information on initial profile page
I would like to see all necessary information directly on the profile page. Example: A donor walks in & I wasn't expecting them. I would like to see all activity they have done in the past without having to search around for it. I know I can click on vendor then on vouchers, but I would like it to be easily accessible. Thank you!
1 vote -
bulk open opportunities
It would be really helpful to be able to bulk open opportunities. Currently we can bulk close them, but not the reverse.
2 votes -
"Hand Deliver Grant Checks" as an option for funds
A local organization does not get mail from us, for reasons that are not known. These missing mailings include checks. We have documented this situation for more than a year. Their profile is now set to Do Not Mail, but an option to Hand Deliver would make it much clearer that all letters need to go by hand.
3 votes -
Donation Report
It would be great if there was a way to sort first time donations, but if the household already gave and then the individual then gave, it would not show up as a first time donation. Since, they already gave through their household.
3 votes -
Checks Content
I would like to disable or change check content for different accounts. Not all checking accounts are the same, and it would be beneficial if we could edit the verbiage depending on which account the check was being issued from.
2 votes -
Hand Deliver Only
For grantees who have recurring issues with mail, how about a Hand Deliver Only option that is right up front on the main grantee profile page? We have an organization that does not get checks in the mail from us on a regular basis. This option would make it clear what the delivery mode is without a need to read or refer to a note.
3 votes -
Additional payment types when creating a batch of checks
Similar to where you can check a box to include blank default payment types to populate when you create a batch of checks add an option where you can select alternative payment types.
Currently if you want to pay with a check for something that is typically electronic or ACH you have to change the default payment in order to create a check and then remember to change it back.2 votes -
Tracking Voided Grants
When a portal request is voided before a grant request is officially made, there is no way to track it. It would be nice for the voided request to show in the fund's history and/or on the Fundholder's dashboard so that they an see that it was voided as well.
2 votes -
URL, QR Code export for Giving Hub via custom reporting
The links and QR codes for the giving hub are available on each fund. However, exporting a full list is not available. This is a request to create an easy export or custom reporting field to get these out of the system in bulk more easily.
Additionally, please include the affiliate funds/affiliate giving hub funds when building this out.
3 votes -
Fund Statements, Advisors, Beneficiaries
I have had several fund advisors ask for the fund's beneficiary recipients listed on their fund statement. There isn't a good way to include this information on the statement. I can run a custom report but then have to send them 2 reports. It would be nice if the fund statement would include reference fields for the beneficiary information - name, description, percentage.
1 vote -
Donation Review
On the donation review page/tab, when reviewing all, could we add the column of the receiving fund to match the "new" tab to allow reviewing in bulk with checkboxes?
1 vote -
Grant Catalog Reports
1) Currently, the standard grant catalog donor report (when the number of Donors is clicked on from the Grant Catalog Report view) does not separate internal donations that come from DAFs or other internal funds. So our foundation shows up as the top donor (e.g. with 100+ donations throughout the campaign), and we have to pull a separate donation report to see the breakdown of all of those donations. It would be great if fund advisor donations can show up on this report.
2) The standard donation report (when the donation amount is clicked on from the Grant Catalog Report…
2 votes -
Thermometer Color
Please make it possible to change the color of the Thermometers on the Grant catalog, which currently default to green.
2 votes -
marketing campaign having undelivered or returned option
It would be nice to be able to mark when a mailing has been returned to sender in a marketing campaign. Keeping track of returned or undelivered mail is important to know who actually received the mailing and who did not. We currently have to list all mailings as events, so we can mark 'RSVP: no' for returned mail. This is not ideal in properly organizing our communications. The undelivered option would also be nice to apply to email addresses that reject a digital mailing, as this does happen at times as well when someone's inbox is full, etc.
2 votes -
3 options for grants in the donor portal
allow fund advisors in the donor portal to be anonymous, share their name, and a third option to provide their home address to the grantee for thank you letters.
1 vote -
Auto-Populate Names
When creating a profile, I would like to have the already entered First Name, Middle Initial and Last Name fields automatically populate into the Salutation, Recognition Name and Mailing label fields, in order to speed up data entry. Currently this is data that must be duplicated. If, for example, I enter John Michael Smith in the top line Name fields of an individual profile, I would like the Salutation field to be auto filled with John, and both the Recognition Name and Mailing Label fields to be auto filled with John M. Smith (taking the first initial of the middle…
9 votes
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