968 results found
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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…4 votes -
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 -
Add totals to reports
When pulling a grant report, voucher report, funds report, and several others, there is no total included when you select 'see all'. We have to export the report and have excel calculate it. It would be much easier and faster if it was included. With the Funds report, it includes to totals of each fund type but not the total of funds. It would also help if that report showed the percentage of assets in that fund type.
6 votes -
Option to mark individuals "do not mail" when marking household
When a household is marked "do not mail" offer the option to apply to other members of the household as well. Similar to how the system asks if you want to change other profiles when you make an address, phone or email change.
3 votes -
Produce NACHA File that can't be edited
Very concerned about the fact that someone creating a NACHA file has the ability to edit it. There is nothing stopping them from creating the NACHA file, changing the account number to their own account and then uploading to the bank. Said we need to fix this for security purposes before they will consider using our NACHA file or we need to create a direct integration to the bank so they don't have the opportunity to edit the bank information between initiating the payment and the information being uploaded to the bank.
1 vote -
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.
10 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
4 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 -
profile type - display in main profile area
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.
12 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.
17 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.
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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.
8 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
90 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.
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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.
5 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.
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.
3 votes -
Clear spendable: Option to clear by distribution type
When Clearing spendable grants, can there be an option to clear by distribution type?
2 votes -
Organization's name in event ticket
Please add option to include organization/company name when someone registers for an event as an individual.
40 votes
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