1462 results found
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Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option
The new "Redirect Legacy Fund Advisor Portal" option goes to the email address login page. We would like it to go to the "?userpass=1" page instead so the fund advisor gets the username and password prompt to be more like their previous experience for ones who just bookmarked the old link. Can this be added as an option or as the default for when that option is turned on?
10 votes -
Select Multiple Column Options in Financial Reporting
Please allow for the option to select multiple column options at once, as opposed to the current one at a time selection.
Currently, reports have to be created multiple times and then spliced together when multiple column options are needed. Instead, it would be best if multiple column options could be selected at one and work in tandem with one another.
19 votes -
Fund Advisor Portal - Prompt to Confirm before Grant Request is Deleted or Cancelled
Please prompt the fund advisor to confirm that they want to Delete or Cancel a Grant Request before the record is deleted or cancelled. It is too easy to remove a grant request by accidentally clicking on those action choices.
8 votes -
Add Content section for Yearly Tax Receipt emails
We recently sent out our yearly tax receipts (we call them Annual Donation Summaries) and when these are emailed in Bulk, there is no option to add an email Subject or Body and no option to update the PDF file name. Technically, they aren't tax receipts but a summary of the donations and tax receipts the donors received the previous year. We would like to see the following updates:
1) Ability to update email subject and body for bulk emails (this functionality exists when sending them individually)
2) Ability to rename the merged PDF documents before printing/emailing
3) It would…24 votes -
Page Titles Reflect Navigation & Tab Changes
When you change the Navigation or Tab, these changes should extend to the title on the page. For example, currently if you change the left side navigation "Donations" to "Gifts", Donations will still show on the inside of the page above the listing of the gifts.
8 votes -
Total Contributions and Total Grants
Total Contributions and Total Grants should be customizable. When using lookback dates this wording is misleading as the totals don't include data that precedes the lookback date.
7 votes -
Add option to bulk delete emails and phone #'s from specific type of profile
Add functionality to be able to bulk delete emails and/or phone #'s from a specific type of profile. Two options that will help are:
1. add 'type of profile' to profile Download files
2. add 'email id' as a column option in custom reports6 votes -
Add functionality to Import bulk Year-End Receipts to Giving Hub (Donor Portal)
It would be very helpful if we could bulk add year-end receipts to the portal so our fund holders can view their year-end receipt with all gifts in one receipt in one place. Fund Statements are generated and posted on the portal so it seems like the mechanics are in place to do something similar for year-end receipts. It would be great for our donors who have a fund, especially those who make multiple gifts during the year, to be able to view/print a year-end receipt from the portal.
10 votes -
check labels
ALL labels and envelopes should be downloadable in Word for easy editing. The area where they are not that I have had issues with today is in check batches. I use that feature when we do our large designated check run each year and the labels always need adjusted. Even with Acrobat Pro, this is difficult to do.
12 votes -
Add classes to fund cards to distinguish promoted funds from advised funds
In the Giving Hub, there is currently no way to differentiate between funds that appear on the promoted-funds page because they are promoted and those that appear there because a logged-in fund advisor is viewing the page. I would like to be able to apply different styles to those two types of fund cards so it is clear to fund advisors at a glance which funds are theirs and which are promoted. To enable this, please add classes to the fund cards that reference the reason they are appearing on the page, such as "promoted-fund" and "advised-fund."
3 votes -
Live Credit Card Fee Calculation
Csuite currently allows us to set a CC fee percent that donors have the option to cover when processing a donation online. It would be great if instead of a fee percentage, they could see a "live calculation" for their credit card fee. I have attached an image of another platform that uses Stripe as their payment processor and they have integrated a "live calculation" so that the donor can see a dollar amount versus a percentage.
6 votes -
Upload Ids - Expand Report Types
Would be great if uploading by profile ID allowed you to create reports beyond just a profiles report - why not expand to include that for any type of report where profile id is a filterable option.
1 vote -
Inactive funds/profiles Search
When searching for a fund/profile, "deceased, inactive" or "closed" is displayed at the very right of the name. Is there a way to make these a different color as well so they stand out better? I'm looking at the left side and would rather not scroll through numerous records to find the open fund/profile.
4 votes -
User Reporting Permissions
Would love the ability to assign edit rights to multiple people in reporting. For example, one person on a team may create the report, but the report is intended to belong to the team. It would be great to be able to assign other members of that team to edit those reports, rather than having to save a duplicate as their own.
1 vote -
Custom Field Permissions
It would be great if individual custom fields had permissions. For example, only certain users could edit or view a profile custom field while on a profile.
6 votes -
Online silent auction
An option for an online silent auction including a way to add photos of the item and logos of donating business. Include a payment link for the winners.
Basically, the same function as a site like Givergy but all built in to this system.14 votes -
Automatically Post Recurring Donations
Please implement a feature that allows for the system to automatically post the subsequent donation for recurring donations.
Currently recurring donations must be posted manually on some sort of cadence, which takes up a lot of time. It would be highly beneficial if the system could post these automatically when they are due for their next donation.
16 votes -
Inactive Grantee, but not Inactive Vendor
Inactive Grantee, but not Inactive Vendor. I recently needed to correct activity that was improperly processed as a grant. I made the grantee profile inactive, and it also made the vendor profile inactive. The vendor designation is correct as the activity should be processed as a voucher. Ask: have the inactive flag seperate for grantee and vendor.
1 vote -
Manual Sort Order in Giving Hub
Please allow for the giving hub to be manually sorted. This could be a sort order field on the fund record that allows for a number to be input, indicating the order it should appear on the giving hub fund list. It could also work in tandem with the currently alphabetical sort, sorting funds alphabetically that do not have a sort order set.
1 vote -
Pledge Balances in Custom Reports
Add pledge balance as a field to donation, pledge, and pledge payment custom reports.
Currently pledge balance is only available when the pledge is linked to an opportunity.
6 votes
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