48 results found
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Receipt for multiple donations with import
Needing a multifund receipt option for imports. We are planning to utilize the file import for donations when we have large campaigns to save data entry time. When we go to pull the receipts however it's doing 1 page per donation instead of 1 page per donor.
I understand that we can manually enter the multi fund donation and get the same outcome but that is much more time consuming.1 vote -
delete donation record
Currently a user is able to delete a historical donation, there is NO pop up or confirmation to delete BEFORE the record is blown away! YIKES! Please add a confirmation similar to deleting a historical grant, thank you!
6 votes -
Ability to show Promises as paid when paid by Internal Grant
Please provide a way to show a promise as being paid without having to link it to a donation "automatically". We have several promises that were paid via Internal Grant from various donor-advised funds, but CSuite isn't recognizing those as being linkable donations. In our campaign, we expect to have several others in the same situation. Or is there another way to show those paid by Internal Grant as being paid? Thank you!
1 vote -
Donations - please bring back the option to use the enter button to process a donation
Prior to a recent update, when entering a donation and getting to the tax receipt template field, we were able to use the enter button on the keyboard to have the system process the donation.
For those of us that prefer using the keyboard instead of the mouse, It would be great if you could bring it back.
Since the update, we have to tab 2 more times before the enter key will work again or scrolling to the bottom of the page and using the mouse to click on process.
2 votes -
Create custom view or add columns to donation bucket list
I know the ability to create filters and load them exist, but we are still left with the same columns. It would be great to add additional fields to the view.
10 votes -
Recognize soft credits on donor profiles
We should be able to add soft credit to a donation record and it appears on the donor profile. Otherwise it does not count unless in a report.
12 votes -
Fix Must Be A Decimal Number Error
It would be helpful to allow multiple types of entries in the donor portal when a fundholder is requesting a grant. For example, if a fundholder types "$25,000" including a dollar sign and a comma, an error sign comes up ("must be a decimal number".) The fundholder needs to type in 25000 for the grant to go through. Allowing $25,000 would help reduce frustration.
4 votes -
Add a receipt interval to the recurring donation setup
Add a receipt interval to the recurring donation setup. We have some recurring donors who would prefer to only receive receipts at year’s end. Currently a profile’s email must be temporarily removed or set to inactive to ensure a receipt is not sent at the time a recurring donation is processed. When processing recurring donations they currently bypass the Receipt Bucket and move straight to the Posted Bucket.
8 votes -
Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record
The Donation 'Display' permission allows a user to click [sent] [clear] in the Tax Receipt field enabling them to 'edit' the record. This should not be allowed when the user group only has 'Display' permission.
10 votes -
Attach file when adding Donation
When creating a donation, I would love to have the option to drag my attachment directly into that page before having to process the donation.
I currently have to process the donation, then go into attach file and pull in my attachment there, and to finish up with posting it. It would simplify things for my workflow to just be able to drag my attachment into the screen where I'm creating a new donation. (We attach a copy of the check for all donations)
5 votes -
pledge promise notify
It would be helpful to add notifications to Fund Advisors of new Pledges and Promises as a function on the Fund Advisor designation in a Profile.
2 votes -
Bequests
There should be a clear and simple process to log a bequest intention or future planned gift so that you can keep track and monitor your planned giving pipeline. I tried to do it as a Promise, but you need to have the date of first payment and that has obvious issue.
1 voteHow about an Opportunity? You can attach both a profile and fund. You can create a Bequest Opportunity type with stages that match your process. Opportunity types can be created in the left side menu of an Opportunity. Once created, you can create stages. We have many clients that track bequests this way. Would that work?
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Donation Tax Receipt Numberical Format using a consistent numbering system.
Donation Tax Receipt Numberical Format using a consistent numbering system. This is a requirement and should be considered.
1 vote -
Promise to Pledge
Please add the ability to convert a promise to a pledge.
2 votes -
Provide a review screen before Public Security Sale posts
In the current Sell process of Public Securities, the information is entered and once Save is hit, the entry posts. There is no opportunity to double check outside of the transaction entry screen. As in other areas of Csuite and for consistency throughout the program, the process should initially create the unposted entry, provide a screen to review & double check the unposted transaction and then select Post on the left menu.
7 votes -
Add "Salutation" and "Suffix" FIelds to Donation Import Template
Add "Salutation" and "Suffix" fields to the import donations template so that we don't have to manually add these to the profiles that get created by the import.
11 votes -
Post "Reviewed" Only Gifts
Our system at our CF is for our Director of Finance and Operations to review all gifts after they are entered but before they are posted to ensure accuracy and correct entry. It would be helpful if there was a way to have a more thorough filter to post only gifts that have been selected as 'reviewed'. That way, you can more efficiently post bulk amounts of gifts that have been reviewed at once, rather than trying to remember what gifts have been reviewed or clicking into each one to know if they're ready to post.
7 votes -
Tracking Old Donors!
I need to know the last 3 Donations of a Donor when creating the weekly report. This will allow us to modify our salutations to them.
0 votes -
After completing pledge payment documents, give option to print envelopes.
After completing pledge payment documents, give option to print envelopes.
3 votes -
Gift Adjustments: Requires Unreconciliation
Currently, we always have to unreconcile bank statements in order to make gift adjustments. That’s an unwieldy and problematic process. One proposed workaround is to make negative donations, but that requires 2 new gifts that have to go through a whole new creation/review process. What’s more concerning is that negative donations would be forever visible on the donor portal, as if we moved money from their fund. We really need a way to cleanly make gift adjustments.
16 votes
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