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892 results found

  1. Please can we have the ability to assign sort orders to file categories.

    8 votes

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  2. Favorites or Search History - this idea was previously archived, but I would like to bring it back for review. It would be super helpful and save time if we could have a favorites feature for profiles and funds.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  3. Would love to allow people sign up to our Newsletter Campaign from our website.

    Currently I've set up a separate event campaign that I will be linking to from our website to but it looks a bit weird as the form is meant for a "ticket" and it will require us to transfer profiles from one campaign to another.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  4. For quick reference it would be nice to see all grants made by a fund on their profile page, similar to a donations on the donors page. Please consider adding a tab to see grant history.

    13 votes

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    4 comments  ·  Funds  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    From the left side menu of the Fund, their is a history option.  From that screen, you can select the Grant amount and get a historical list of all the grants.  There is also an option in reports to display all grants.  Select reports, grants, then the relative date of all.

  5. Please include fiscally sponsored grants on the Grantee tab of the sponsored organization - similar to advised gifts on the donor tab

    3 votes

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  6. Please open the city/state field under service areas to international orgs or provide an Other field to enter a different value. We have parishes in our country, that we would like to be able to add.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. It would be helpful if the Relationships and Engagement tabs had numbers like Files and Notes do.

    63 votes

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    Proposed Idea  ·  3 comments  ·  Profiles  ·  Admin →
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  8. We would like the fund log to keep record of all changes made to a fund. In particular changes/removals made under the Relationship tab of a fund is useful information for our staff.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  9. Unfortunately, checks are sometimes loaded out of order. In our old system, we were able to renumber checks beginning and ending with specific numbers. We need a way to renumber multiples without changing them one by one.

    2 votes

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  10. RSVP Option for Households instead of guests
    We need an RSVP for a household where we can add the household members without going through the add a guest function. We are only using this campaign event to make sure each profile shows who attended.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  11. Please can we have an option to remove the do not email, call or mail in bulk for individual profiles? You currently have to click through all three - can we have a do not contact option that encompasses all 3?

    5 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  12. Please can we have the donor/recipient email field added to the templates field list for tax receipts.

    1 vote

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  13. Please can you allow us to keep information entered in custom fields when merging two profiles.

    12 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  14. Please can you add a link to the note types in the Notes section (currently you have to go to Opportunities, which does not seem intuitive).

    4 votes

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  15. The log previously provided more detail on what was actually changed. Now in some areas, it's just showing the CSuite reference ID for the field that was changed. This is extremely confusing to follow. For example, I just changed the subgroup on a fund, and instead of it saying the name of the subgroup, it only has the ID which I would have to research to interpret the log. Previously, as recently as January 2023, when the fund’s subgroup was changed, it included the ID number as well as the name of the subgroup. This change makes it very difficult…

    10 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  16. We have a Campaign - Race (5k Run/Walk).

    Needed to distribute a check received from a third-party (race organizer) as donations from multiple Profiles (race participants) related to a Campaign.

    • Race organizer collected (100% donation) $25 registration fees and added $1 surcharge for processing.
    • Race organizer included additional donation to Fund - not necessarily linked/related to Campaign.

    IDEA: Allow soft credit at "Buy a Ticket" option of Profile Payment.

    I apologize if this isn't clear. I have to figure out the best way to solve this problem.

    1 vote

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  17. Please allow limitless charity checks each day

    2 votes

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  18. We would like to email our yearly tax receipts to donors, but if a profile doesn't have an email the bulk job doesn't complete and all of the profiles without emails are listed so we can add an email to the profile to them run the job again for emailing receipts. In many cases we don't have the donor's email (when they mail a check for example). It would be great if the job would complete and send to those with an email and then create an 'exception report' for those without an email so we can mail those receipts…

    9 votes

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  19. It would be helpful to have the ability to import payments, similar to how we can import invoices in bulk. Our foundation processes a monthly batch of pre-authorized debits, and currently we have to manually enter each payment and apply it to the related outstanding invoices. It would save time if there were a .csv upload option for payment records.

    5 votes

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  20. The option to auto tax receipt based on the donation amount would be very beneficial as not every single small donation needs a tax receipt. This would be a setting in the donations settings that allows for the inputting of an amount and should that threshold be reached, then the donation or event ticket receipt would be automated. Otherwise, it would have to be manually processed.

    3 votes

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