1586 results found
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linda.argalgi@jcfmontreal.org
Right now, we can only pull reports for one time period at a time (e.g. donations for the period January 1, 2022 to December 31, 2022). It would be helpful to be able to pull two time periods in one report to be able to compare one year against the other (e.g. donations for the period January 1, 2022 to December 31, 2022 and January 1, 2021 to December 31, 2021)
4 votes -
Auto logout after period of inactivity
For security purposes, we think it would be a good idea to have C-Suite automatically log-out after a certain time (e.g. 30 minutes, 1 hour). Currently, it only seems to log-out overnight
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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expense account drop-down menu
Please go back to having the Expense Account as a drop down menu instead of a search bar when creating a grant!
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Interfund Grouping
Could we have a new grouping within the accounts structure (like assets/liabilities/equity) for interfunds that allows the account to maintain its features as a revenue/expense/asset/liability but also would allow them to be grouped together to quickly see they net to $0 and eliminate them from financial activity?
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Automatic Loan Amortization Schedule
When making a new loan, could you all look into having the system generate the amortization schedule based on the input of interest rate, number of payments and principal amount? It would be great if it could then recalculate future payments based on any lump principal payments during the life of the loan too. Right now, we have to have an amortization schedule separate in excel and then import/type in the payment schedule manually. Any changes require editing all the scheduled payment lines.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Lump Payments
Could we add a feature to loans where we can record a lump principal payment? Right now, you have to manually go and delete any future payments and then add a new line in the payment schedule for the lump principal payment. It's super time consuming and manual the way it currently is set up, especially if it's a loan with a lot of payments. Additionally, it removes the historical data of when the loan was originally going to be paid, interest totals etc.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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soft credit - custom reports
The soft credit report should show the name of the donor, plus the name you linked under soft credit.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Move Profile Notes to a different profile
It would help if we could move notes from one profile to another. There's a Move option now but it's only to move the notes to a different designation on the same profile.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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I wish it were possible to make a grantee inactive for a specific fund without marking the entire vendor profile "inactive." This would help
I wish it were possible to make a grantee inactive for a specific fund without marking the entire vendor profile "inactive." This would help a fund advisor choose the correct grantee in the online portal and minimize our admin work if a grant is paid to an incorrect grantee.
Example: ABC Fund has two grantees: NGO1 and NGO2. Although NGO1 received grants in the past, all grants should now be made payable to NGO2.
I would like to flag NGO1 as an inactive grantee for the ABC Fund only since it could still receive grants from other funds. Doing so…
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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profile type default filter includes deceased
When you "list profiles" included in a Profile Type the view defaults to pull in this filter- "Deceased: Yes, No".
Support told me there is no way to turn this off the default view, we have to delete it each time. Nobody wants a category list to pull deceased profiles automatically! Please remove this default.
Profiles>Profile Type>Select a Profile Type>List Profiles
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Link Opportunities to Campaigns
Many faith-based foundations use opportunities for tracking their annual campaign fundraising goals when they are working with an individual donor. Need to be able to link opportunities to a campaign so they can report on them again their campaign goal.
1 vote -
add 'Household Steward' field on all custom reports
It would be helpful to have the 'household steward' field available to add to custom reports and to filter on.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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edit notes
I'd like an easy way to edit a note I just created. Perhaps an "edit" button or link at the site of the note within the profile. I see that one can add Sticky or Rollup characteristics to the note but I don't see how to edit it without having to leave the profile.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Unused Check Numbers
There should be a way to delete a check number recorded as unused in error.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Integrated Mapping Capabilities
I’m interested in a mapping tool that can address verify (like address validation on Google) and where applicants can put in the project location start and end points. Our program funds street projects so we need valid addresses for start and end points, that could be placed on a map with x/y or lat/long coordinates automatically, rather than general areas/intersections, where as of now these have to individually and manually be changed to a map-able format for each location. Also, I’m interested in a mapping tool that can confirm if the verified addresses are located within the City (like a…
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Current FY Spendable Amount
We would like to have a separate bucket for current fiscal year spendable on funds in addition to having the current spendable bucket.
Example: 2021 calculated spendable was $1000. $900 was used and there is $100 left that the fund owner wants to be ‘rollover’.
2022 calculated spendable was $1000. $900 was used and there is $100 left that the fund owner wants to be ‘rollover’ plus the $100 from 2021.
2023 calculated spendable is $1100. There is a total of $1300 available.
We would like to see current year calculated spendable of $1100 AND total spendable of $1300.4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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recurring donations with fund
When managing recurring donations, I would like to see the fund associated with the recurring donation in the view: Donations->Recurring Donations. The view under Donors includes the recurring donations and specifies the fund associated with the recurring id.
13 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Anonymous grants should not have advisor listed on grant (should not auto populate)
Hi there - it would be super helpful if when a donor advisor marks their grant "anonymous" that the advisor would not auto populate. It should be blank - thank you!!
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Showing address/ email changes on Log for online donations
When a donation is completed online, the Log does not reflect when new contact information is automatically updated on an existing profile. We need to be able to see when a new address is created at the time of checkout to at least give us the opportunity to contact the donor to confirm the new address should be marked primary and the old inactive, when applicable.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Campaigns: check box so that people registering for events can select or deselect whether they can be photographed at the event
Add a check box so that people registering for events can select or deselect whether they can be photographed at the event. This could also be a note if the note field can be adjusted so it is not so large.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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