36 results found
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Memorial Notifications
Could we include the name of who is being notified for a memorial in parentheses after the name?
1 vote -
Allow custom fields from funds on list of available merge fields for Grant award letters
It would be great to have custom fields available on the grant award letter templates, especially from funds and other modules.
2 votes -
Inactivate Grant Templates
We are no longer using some grant templates. We'd like to be able to mark them as inactive so they no longer show in the drop down list for grant templates.
7 votes -
Email Tax Receipt Preview
It would be a great help to be able to preview the way emails will look prior to sending. We emailed some stock letters that were missing gift data and I had no way to know that. Irksome.
11 votes -
scholarship award letter
It would be helpful to have "payment amount" as a field for scholarship award letters. Currently only "award amount" is available, and its confusing on multi-year scholarships to only have the full award amount as an option.
7 votes -
adding grantee name in template field list under {{#foreach check}}
Please add grantee name or grantee label as a template field list under {{#foreach check}}. Currently the only way to pull a grantee name or label is under the {{#foreach grant}} template fields list. We combine our grants into ONE check when possible but when we create the grant letter it will pull the grantee label FOR EACH GRANT instead of FOR EACH CHECK which therefore requires hand editing. The process would be much smoother and quicker if there was a grantee name or grantee label in the {{#foreach check}} template fields list. Thank you!
7 votes -
Fund Advisor Template - Total by Advisor vs Fund
We have many separately invested funds where the profile/donor and financial advisor are the same. One GL account may contain multiple funds to invest the balance in one account vs one account per fund.
It would be extremely beneficial to have the template for Fund Advisor Transfer Letters contain an option for the total by financial advisor instead of by fund. The financial advisors may not be aware that there are multiple funds invested in the single donor account. This is currently causing confusion and making the templates less useful then they could be.
1 vote -
Advisor Household label field in grant template
It would be nice to have a field enabling the creation of a formula that checks whether the grant advisor is part of a household or not in the Grant Letter template. If yes, it will pull the household label instead of the individual advisor label field.
11 votes -
Delete Default Templates
I created a template I need to delete. I can't delete it because it is the default, and there is no other template in that category. We just don't need one in that category. But having one bad one isn't great either - I just want to delete it.
30 votes -
Tax Receipt Template Logic - "Fund" Assigned Should get the highest value
In Tax Receipt Template Logic, currently "Payment Type" is assigned the most points. It would make more sense that a the Fund assigned to the template get the most points. Funds often have nuances that need to be addressed in the tax receipt, and the current value system does not easily or simply allow for that.
2 votes -
Fix the merge fields advisor.address and advisor.address2 on grant letter template so these fields can appear on one line
{{advisor.address}} and {{advisor.address2}} on grant template always shows as two lines on the merged letter. Fix this so that these merge fields can appear side by side on the grant letter.
3 votes -
Pledge Reminder Primary contact full name
Including the organization contact label field in the pledge reminder template would be highly beneficial.
Currently, the template displays the donor's name "(organization)" without providing the primary contact's full name field.
It shows:
Foundation Name
address1, 2
City, State, ZipDear salutation (primary contact first name)
9 votes -
IRA Gift Tax Receipt Letters - Salutation & Envelopes
IRA Gift Tax Receipt Letters - Salutation & Envelopes
When processing IRAs or charitable bank gifts, while we can now get the address on the tax receipt letter to populate as the Donor Advisor instead of the "donor"/Bank - I am still having issues with the salutation being the Banks/"donors" name and not the Donor Advisor, even when I populate this field to "John Smith".
Then, when I print envelopes, no matter what I do, the envelope will print with only the Bank/"donors" address. I have to go in separately and print an envelope from each personal profile since I…1 vote -
Fund Summary in Tribute Letter Template
Our foundation would like to see the option of adding the fund summary description to a tribute letter (both honor and memorial).
2 votes -
Student Name on Check Template
On the check template the student name is limited to being presented as last name, first name. It would be nice if it could be formatted to be first name last name for those that do a combination of a letter + check.
5 votes -
Tax Receipt Template
For yearly tax receipts, allow the fund Public Name to be an available template merge field. Given that the receipt is a public facing document, the fund public name should be able to be used rather than the internal name which may include internal language.
1 vote -
Yearly Tax Receipt Templates Download Word.Doc
Currently, Yearly Tax Receipts can only be produced in bulk as PDF's versus Word Documents. I would like to have the ability to select the file format download you'd like (PDF or Word.docx) for the Yearly Tax Receipt. This would then keep the options for YTR the same independently if you run them in bulk or individually.
Currently, we would need to have something similar to Adobe Acrobat to turn the PDF into a Word Doc.
18 votes -
Ability to change fund template to advanced
Since the ability to archive templates isn't an option, it would be helpful if you could change a template to Advanced.
1 vote -
Automate the Grant Card Template
The grant card template (giving card acknowledgement/receipt, not tax receipt) is available as a template and can be sent manually from the donor's grant card page, but the process is unable to be automated.
Donors should receive a letter letting them know how their grant card was spent. There is no reason this shouldn't be automated just like every other template. And if they aren't going to be automated, they need to at least show a timestamp after one is manually sent so that it is clear that a letter has been sent.
4 votes -
Bulk print year-end envelope template
Add same field options for the envelope template that are on the year-end receipt template. The names on the bulk year-end envelopes are not the same that print on the letter.
From CS CHAT:
Unfortunately, I cannot change the fields pulled in on the envelope fields -- This would need to be suggested to our Idealab. As our developers are primarily focused on the needs of our clients as a whole, putting this into our Idealab will allow them to see if this would be widely appreciated and therefore implemented. In addition to your Idealab post, it also gives me…4 votes
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