850 results found
-
Receiving a notification for guest's name updates
It would be great if we received a notification when the registrar adds or edits a guest's name. It is beneficial to update the name tags.
8 votes -
Batch Payment Date
The ability to batch add a payment date similar to the batch add grant date feature that is already available. Oftentimes, we have grantees who fail to sign their grant agreement before the payment date we set, and the books close before they sign, resulting in many grants that we have to update one by one. When multiple funds are attached to the grant, it can get tedious.
1 vote -
Tribute search
I don't see a way to search for a tribute by its ID number. This would be helpful in updating tributes or in cleaning up data.
Thanks
3 votes -
Bulk Profile Updates and Note Additions
Similar to a bulk profile import, there should be a function to mass update features of profiles that all need the same update. For example, we recently pulled our 'unsubscribe' list from MailChimp after a universal email campaign and found that 406 people would like to unsubscribe. Currently, this needs to be done manually...going into each profile to select "do not email" and then adding a note as to why we are marking them this way. It would be fantastic to have an option to upload a CSV with a 'command' to mark profiles from the unsubscribe report with an…
13 votes -
Suggested text for fields to reduce donor error
I find that donors often confuse prefixes with suffixes. Is it possible to have greyed out suggested text in the suffix field (e.g. Jr, Sr) so that they don't enter incorrect information? Stripe does this for their data entry fields.
3 votes -
Can Phone Types Match Email Types?
You archived my last idea to allow us to edit Phone Types. So I'm going to try again...
As there is currently no way to edit Phone Types to expand the options available, can you marry the Phone Types to the Email Types so that we have a broader set of options for Phone Types?
2 votes -
New User records should default to "Individual" profile types rather than "Organization" profile types
New "User" records should create an associated "Individual" profile type rather than an "Organization" profile type.
Why does adding a new "User" to CSuite create an "Organization" profile type? Our users are people (individuals). Every time we hire new staff we have to manually convert the profile record to an individual type, and then change the profile's "org" name from "John Smith" to "Community Foundation for...". The default should be an individual record type.
3 votes -
4 votes
-
profile type
Display Profile Type in the main profile information, not under Relationships. The profile type is one of the most important pieces of information when contacting donors, but is currently hidden under 'relationships', so one must remember to click there to see that information. Our team thought that the attributes previously assigned were gone, but it seems they've just been hidden. While I now know where this information is, it's still not easy for those who do not use CSuites every day to find the information.
11 votes -
Bring back the option for archived campaign to show on a profile!
I love the ability to archive campaigns and get them off the campaign list, but we would like to be able to continue to see some of the campaigns on profiles. We track programming participants through campaigns and we would like that history to remain easily visible on their profile.
11 votesThere is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
-
Automatic Birthday Emails
Our organization would like to input a generic birthday email template into Community Suite that automatically populates donor info on their birthday and sends to the donor.
5 votes -
birthday - option to not include year
Can we please have the option to select birthdays without a year or even a specific date?
Sometimes we may know the Month and Year
Other times, we may only know the Month and Day, but not a year.It is nice to capture this information for donor development
55 votes -
opportunity
It would be a nice feature if you could alpha-sort opportunities. We utilize opportunities for a lot of different things and it takes a lot of time to look through them when you can't alpha-sort. I have tried the column at the top, but nothing happens.
8 votesThe Opportunity list defaults to sort by ID. When you select a different column title to sort, you must then "deselect" the ID column which will remove the arrow. The profile column will then sort alphabetically. This sort functionality is the same for all tables in CSuite.
-
Manual entries - Admin Fees, Distributions, Journal Entries
I'd like to see a link to "create" another entry immediately after posting a manual admin fee, distribution, or journal entry. It's cumbersome to have to back up multiple screens to get back to the "create" link.
4 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 -
Copy Voucher
It would be helpful when using the copy voucher feature on a multiple fund voucher that it copies it exactly like you entered it prior.
6 votes -
Guest Information
In the ticket portion of a campaign, change the label in the "Edit Guest Information" button to "Complete Guest information."
10 votes -
Manipulation of Fields in Fund Statements
It seems like we are limited to the fields given in the Fund Statement - All Fields List. Let's create a way to manipulate field codes to give us unique data.
For Example, if I want to take the funds {{beginningbalance}} and subtract {{donationstotal}} to make a new data field.
2 votes -
Tribute "Bucket" notification
On the donation page, it would be great if the Tribute Bucket would also reflect when something is sitting there and needs attention. We try to check this regularly, but it's easy to forget when you are a small shop.
6 votesWhat about a Tribute Notify custom report. You could filter to "needs notification" and set it to auto email weekly or monthly?
-
Clear spendable: Option to clear by distribution type
When Clearing spendable grants, can there be an option to clear by distribution type?
1 vote
- Don't see your idea?