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1280 results found

  1. Allow notes to be added to closed funds

    We closed a fund and wanted to add a note, but closed funds apparently can't appear in the "Fund (Optional)" field on the Add Note screen.

    8 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  2. Flagging duplicate EINs

    Can the system flag it when we try to create an organization profile that has the same EIN that is already in our system?

    6 votes

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    0 comments  ·  Profiles  ·  Admin →
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  3. spacing campaign html

    If you adjust the spacing in one of the text fields of a campaign using html, it messes up the tax receipt to show the html coding. please fix it.

    1 vote

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    0 comments  ·  Campaigns  ·  Admin →
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  4. Archive Campaign

    It would be helpful to be able to archive a campaign from the actual campaign page. When doing it from a campaign list, there are multiple steps that seem unnecessary.

    1 vote

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    0 comments  ·  Campaigns  ·  Admin →
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  5. description

    When I enter a payment, I usually will enter a description for what that payment is for. The description I entered does not show up. Instead it shows the name of the customer. We need the description to actually show up everywhere it says Description. This is also related to grants and donations.

    1 vote

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  6. profile type - add note option

    Would like a notes option for each Profile Type so that you can add a little history about what your intention behind the profile type was. Could also help with old profile types that were integrated from FIMS that are listed a little differently in CSuite.

    5 votes

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    2 comments  ·  Profiles  ·  Admin →
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  7. Export Gifts from Donor Profile

    Be able to export all gifts made by a profile directly from their donor designation. Similar to how gifts to a fund can be exported.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  8. 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

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  9. Create ability to attach files to a note

    Ability to attach a PDF of an email (or any document) to Notes. Then full context to note is readily available to all users. If this were implemented, a note is created with coding etc. , add a one line summary followed by "see attached"

    30 votes

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  10. 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.

    14 votes

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  11. Fund Statement Sort

    I saw a June 2022 idea about sorting Fund Statements by newest first that apparently has been implemented. I don't see this on my live site since statements are sorted by the Start Date column (see file). That pushes the 2023 calendar year statements at the beginning (bottom) of the 2023 reports rather than at the end (top). Sorting by End Date would move it near the top, but not exactly if the secondary sort is alpha by Description.

    Ideally - regardless of Publish date:
    CY2023
    Q4
    Dec
    Nov
    Oct
    Q3
    Sept
    Aug
    July
    Q2
    June
    May
    Apr
    Q1
    Mar…

    1 vote

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  12. 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

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  13. Rev Share Start Date

    When creating a new fund, can the Rev Share field include a start date like the Admin Fee field now does? We don't apply rev share until a fund is fully endowed.

    2 votes

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  14. Bulk year-end receipts - remove extra $ above the Total line

    When printing bulk year-end receipts, the Total of gift receipt amount is generated and added to the receipt although the receipt letter has an extra $ above the $ with the total gift amount. Small thing but it looks like a mistake when we send this to donors. And also add, to gift Total with no cents, .00. Right now it just prints gift amount without decimals if it is an even amount.

    6 votes

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    4 comments  ·  Other  ·  Admin →
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  15. 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.

    3 votes

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  16. Promise to Pledge

    Please add the ability to convert a promise to a pledge.

    2 votes

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  17. Allow bulk import of notes for journal entries.

    The ability to bulk import notes for journal entries would be a great new functionality.

    6 votes

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    Proposed Idea  ·  1 comment  ·  Notes/Tasks  ·  Admin →
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  18. Ability to edit Vendor "Terms" for Vouchers

    Currently the only billing "Terms" available for use on Vendor records is "Due on Receipt". Having the ability to edit this field to include additional billing terms would allow for more complete vendor records and assist with payment schedules.

    It would also be beneficial if the "Due Date" field auto populated during Voucher entry should specific "Terms" be selected on a Vendors profile.

    6 votes

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  19. Task ID Hyperlink for Custom Reports

    When building a custom task report, would like "task id" to be an active link so that tasks could be easily opened and updated from the report. This is currently available for "note id" in a custom note report, but not "task id" in a custom task report.

    6 votes

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  20. Next Check Number Used Process

    When Checkrun is processed, C-Suite populates the next highest number check in the "What Is The First Check Number" prompt when a new check batch is created rather than the last check number used. When we converted data we had historical check number sequences higher than current check stock in use. Therefore, the wrong check number populates. Suggestion is that the system use a timestamp for the last check used rather than a sequential number currently used. There are valid reasons historical check numbers would fall out of sequence.Check, First Check, Checkrun, Check Batch, Confirm and Post Checks, Check Run

    9 votes

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