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  1. If the customer has the option to "search existing accounts" (aka existing profiles) before they create a new account to purchase event tickets, we could avoid duplicates.

    12 votes

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    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
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  2. You can set a primary contact for an organization. But there is no way to pull that into a report. We prefer not to set the contact on the actual organization profile because it then prints that name on a check. There is no way to pull primary contact as a field in a report. It would be great if this was a reportable field so we can create effective and efficient contact lists.

    25 votes

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  3. 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.

    17 votes

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    3 comments  ·  Campaigns  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There 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.

  4. 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

    105 votes

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    Proposed Idea  ·  3 comments  ·  Profiles  ·  Admin →
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  5. Please add option to include organization/company name when someone registers for an event as an individual.

    49 votes

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    Proposed Idea  ·  4 comments  ·  Campaigns  ·  Admin →
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  6. Adding an On/Off toggle to the "Post By Payment" dimension for scholarship creation would be helpful for our Foundation. We’ve requested that members of our scholarships team not use the “Post By Payment” feature when creating scholarships, but it still happens on occasion by mistake. This causes a variance between the General Ledger and the Grants by Fund Report which our Finance Team prefers to avoid when possible for a variety of reasons.

    11 votes

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  7. It used to be that when I clicked on the Vouchers tab underneath a Vendor record, I could see the information listed in a tighter table. What I mean by this is I could view the date column and the clickable voucher ID column, at the same time that I could see the Amount column.

    Some change over the past year or so expanded this table, so that I now have to scroll far to the right to see the amount, which makes it hard to click on the corresponding ID when I scroll back to the left.

    I realize…

    12 votes

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  8. We have Zoom events which we recommend to have the guest email. Would you please mark the guest email field as mandatory?

    15 votes

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    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
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  9. When running an admin fee report within a fund, it only includes fees that were charged in the quarterly process or done manually. It does not include transactional admin fees charged for each donation, grant, etc. in this report. This can make it difficult to get a complete picture of the fees charged to a fund. It would be ideal if this report included ALL admin fees charged to the fund. Thanks!

    18 votes

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  10. 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.

    4 votes

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  11. Sounds like you often recommend that Opportunities be used to track bequest status however, the system does not allow you to link a deceased profile to an opportunity. Can you change this so that deceased profiles can indeed be linked to an opportunity?

    12 votes

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  12. I'm working in Donor reports and like that I can see each year of giving, and Custom Reports doesn't do this. I would LOVE a Loyal Donor report with a filter to select for donation date of 2023, 2022, 2021, etc. and be able to roll up donor information to the household with emails for both donors (if a household) and mailing address so we can thank/recognize donors for their loyalty.

    14 votes

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  13. 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.

    14 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  14. 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"

    102 votes

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  15. 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.

    24 votes

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  16. 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

    12 votes

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  17. Copied task from an idea that was flagged "implemented" ... it is not implemented!

    It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up like notes do (or at least having that option for them to show up). We are used to the "contacts" tab in FIMS which both informed the team of communications between donors and staff as well as provided an option to follow up if necessary. Thanks

    12 votes

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    Proposed Idea  ·  3 comments  ·  Profiles  ·  Admin →
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  18. Would like the ability to create a custom report for an event campaign guest list. Ideally all fields from the "Guest List" export (located in the campaign profiles tab) would be included as well as "work organization" and "work title" from an individual profile.

    Use case: Professional advisors attend an event and are invited by an organization that is not their employer. When printing name tags for the event, if a profile has a work organization and title, would like to pull this information onto the name tags (not the organization that registered the individual for the event).

    13 votes

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  19. Some of our funds have several fund advisors. Some of these fund advisors do not want and/or need statements. It would be helpful to have a statement option at the fund advisor level to suppress statements or indicate "No Statements". Currently, the checkbox for statements is at the fund level. At the fund advisor level, the only selections available for statement type is paper, online, or email. Can we get an option to suppress statements at the fund advisor level or a statement type that states "no statements"?

    24 votes

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  20. Although the bulk edits are handy, it would be better if we could do the edits by fund group or some other filter. The "Set Tab Permissions" button has this functionality, but the "Set notify" and "Set Statement Type" do not - it is all or nothing. All the bulk edits should have the same functionality.

    37 votes

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