1118 results found
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Donation Advisor Salutation please add tax receipt template fields.
We send matching gift acknowledgement letters to the donor whose gift is being matched. Our current fix is their full name and then we must remember to edit. Someone else proposed this idea two years ago and it was archived.
3 votes -
survey
Would like there to be more freedom in campaigns to create multiple choice, free response, and Y/N surveys for volunteer recruitment and tracking and surveys to send after an event to collect feedback.
4 votes -
inactive household profile
When we went to enter a donation, the household profile was inactive because the husband had passed. We need a way that you cannot use the household to create a donation.
If I did not know the husband was dead the widow would have got a letter with Mr. and Mrs. The household profile was inactive and she was still able to do a donation.
Is there a way to fix this?
2 votes -
Attachments to Beneficiary Grants
The ability to attach documents to recurring grants is great but it would be nice to be able to attach documents to beneficiary grants as well. We process a large number of beneficiary grants and it time consuming to have to attach all the necessary documents to each grant every time we process those grants.
3 votes -
Add Grant Approver and Voucher Approval to Bulk Edit in Reports
Currently you can only add/delete grant and voucher approvers in Funds > Grant Approver or Voucher Approver. Clicking into the name of an approver brings up a list of every fund in the system, but you cannot filter it by fund group or any other filter.
I suggest just adding Grant Approver or Voucher Approver in the Bulk Edit menu on Reports! Then we can create a report that filters funds to our desire and then change Approvers there.
Looks like similar request was suggested in 2021 but archived from lack of engagement: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/44612853-add-fund-groups-to-grant-voucher-approval-process
2 votes -
Last Note/Task Date on Donor Report
Having the last note date from a profile on the donor report would be incredibly beneficial. This may get too complicated as there are various notes (grant, fund, opportunity, etc.) vs. the specific task types that can be edited. However, it would aid philanthropic/donor services teams to easily run the donor report and view team/staff activity compared to donor/donation activity (like last donation date and donation summary data).
3 votes -
CSuite Interface Contrast
While the updates to the menu and profile layouts for CSuite are exciting, it is really hard to look at now. I am in my thirties and I have a hard time reading the screen. Is there a possibility of making the CSuite page more UI-friendly? It's just so hard to look at and I use CSuite for like 80% of the day. I don't want my eye sight to fade away this early in my life.
10 votes -
tribute
Please add the ability for staff to edit non-notify tribute donations. Many times our donors make a tribute donation knowing that the person named is known to our community foundation, so they don't feel the need to fill in the notify fields. Other times, they don't know the address or email of the person/the family to notify, but our staff does.
Right now we are manually pulling that data for every non-notify tribute, increasing staff time on this administrative task. Also, our tribute lists are not accurate because these non-notify gifts do not show in it. We have had a…2 votes -
Create option for recurring or batched manual fees
It can be time consuming to enter manual fees on a monthly basis. We have a lot of fixed recurring fees that are different for each fund. Would love a way to set up a recurring manual fee on a fund that would run automatically for a set period of time. Or - a way to enter monthly manual fees in batch rather than individually going to each fund.
1 vote -
Custom Reports: Using "And" and "Or" between multiple filters for the same report
For custom reports with multiple fields for criteria, we can currently select either "And" to exist between the filters or "Or". We'd like to be able to have a combination of "And" and "Or" between the filters within the same report.
7 votes -
Reporting on donations by campaign groups
Would like campaign groups to be a field in a campaign report. This would help me pull a report on donations made by specific groups/tables.
Currently, campaign donations report only show ticket purchases and not donations also made via stripe.
2 votes -
Set Individual Profile set as Primary "Org Role" on Organization profile as default Grantee Contact
An Organization Profile can have individual profiles connected in certain Org Roles (e.g. Treasurer, Development Officer). There is a setting to set a connected individual profile as "Primary" but I understand this is only for reporting. Can that Primary profile also be set as the default grantee contact on grants going to the Org (affecting the email the grant letter is sent to and any applicable merge fields too)? Or maybe having the option to choose from list of Org Role profiles when creating a grant.
2 votes -
Transaction Detail in Fund Statements
It would very helpful for our fiscal projects if we could include a transaction detail report in fund statements. We are currently using a work around of including an activity detail report that includes account numbers and additional reports for donations, invoices and vouchers that shows the customer/donor/vendor name. All transactions are reported twice because there is no current method to list them with account number and name.
1 vote -
Subaccounts
It would be very helpful if subaccounts could be shown in the portal on the statement of activities. Our fiscal sponsored projects are having to contact the foundation for a report with the level of detail they need. They should have the option to expand to the subaccount level on the portal.
1 vote -
Link grant to opportunity
We would like to link grants to opportunities. We have some clients where we are managing a few multi-year grant commitments. These are not through GLM but through a separate agreement. We'd like to use opportunity tasks to collaborate on these, list the beneficiary profiles, and link the actual grant records. This would allow us the flexibility to utilize opportunities to track the work done for these relationships as these donors trust us to steward these specific grants that would not work as a recurring grant series because there is added complexity.
This was a previous archived idea lab idea: …
4 votes -
Imports to a Linked Donor Fund
I would like to be able to upload a donation import file that includes donations to a fund that has linked donors.
Today my import failed because the file had one donation to a fund with a linked donor. The linked donor on the fund was also the donor in the import file.
1 vote -
organize engagement strategies
If we had the ability to organize profile types and engagement strategies it would be very helpful. We would like to be able to at least change their order in the list.
1 vote -
Add Option to Copy Opportunities
Add option to copy an Opportunity so the stages are retained in the new Opportunity and can be updated from there.
4 votes -
Ability to edit "Who" when first entering a note
When entering a note for another individual, it would be great if the "Who" was an option to change when entering the note. Currently I have to enter the note, then edit the note to change the "Who." Thanks!
7 votes -
Future Opportunity Tasks appear on Profile
When trying to see a full picture of a donor and upcoming tasks, it would be nice to see future Opportunity tasks on the profile. Right now, I have to open the Opportunity to see if there is a future task set (or search All Tasks) and it would be nice if it were just to appear on the profile as a future task.
5 votes
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