1040 results found
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Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.
We have donors who have designated multiple fund beneficiaries and request that one beneficiary receive a dollar amount, and then the others receive percentages of what is then available each year. Or several beneficiaries are to receive specific amounts and a final one to receive 100% of the residual. The work-around to set up recurring grants and process them before the percentages kick in is an opportunity for mistakes and is not sustainable for these perpetual grants. Please create the option of having a blend of percentages and fixed amounts so that we can fulfill donor intent efficiently. THANKS.
44 votes -
Navigation: Shift-Select Multiple Checkboxes #letshifthappen
When filtering a custom report on a field with dozens or hundreds of entries (Ex: fund account listings) you currently need to check one... checkbox...at...a...time. This forced exercise in patience and eye-straining focus is simply unjust. We don't need the carpal tunnel injury lawyer sharks to start circling our Foundat dev team. Let's agree that the humane solution is to grant the user the civilized option to hold down shift while selecting between checkboxes, to auto check all the ones between them. Just 2 clicks needed for a range, not 200.
letshifthappen
46 votes -
Filter by TOTAL Donations in Donor Report
We would like to be able to filter the donation report by cumulative donations in a specified time frame. We send certain mailings to donors who have cumulatively donated $501+ per year (even if they've made multiple $100 donations to equal $501+) and right now the Donation Amount filter only filters those who have made a one time donation of $501+ or more. We also send certain mailings to donors who have made cumulative lifetime gifts of $10k+. There is no way to filter by this option to easily add to a Campaign.
25 votes -
inactive users - remove from assign to task list
Remove inactive users from the Assign To search box when creating a Task. When creating tasks inactive users are still listed as options to assign a task to which makes the list of users cluttered and can cause a task to be assigned to a former employee.
27 votes -
export in same order as shown in financial report
Export data, such as detail transactions, in the same order that is shown on the screen,
22 votes -
notes by date
Notes descending by date. When we bulk uploaded Notes we found even if the note had a past date, the note was at the top of the list of notes since the order is determined by the Note ID. Allow admin to pick how the notes are sorted.
17 votes -
ID # search
The only search function that allows you to search using ID #s is the main search bar on the top left of the home page. It would be great if the ID # search would be available in all search areas instead of having to type in the fund name, profile name, etc. We are at the beginning phases of using CSuite and have multiple profiles that have the same name. It is impossible to find the correct profile when searching only by name. Using ID search in all areas would help keep errors to a minimum.
42 votes -
Donations: change fund
Change fund on donation
I wish there was a way to do a fund adjustment on a donation. There is an option to change donor, but not to change fund. There are occasions where we find this out after the period has closed and there's no great way to fix it.
64 votes -
Cancel Interfund Grant/Donation
We have multi payment and multi year interfund grants/donations that sometimes need to be canceled or reversed. Right now they cannot be canceled unless you pretend to pay it and the pretend to pay it back by the receiving fund. There should be the ability to reverse the unpaid Receivable/Payable without pretending to pay it.
20 votes -
Do not send Grant Notify email when a grant is unposted
We would like to be able to turn off the Grant Unpost email, as it tends to cause concern for Fund Advisors when minor changes are made to a posted grant. It would be nice to separate the settings!
33 votes -
Log for Online Grant Requests Before Creating the Grant
Currently the first log item for an Online Grant Request is once the grant is created. However, the grantee can be changed before the grant is created. If an incorrect change was made to the grantee field, there's no backup of the original Fund Advisor's request. Please have the log show when changes are made to the grantee before the online grant request is created.
38 votes -
Edit Profile Payments
Please add the ability to edit profile payment details. If you've gone through the process of creating a profile payment but set an incorrect date or amount, the whole profile payment has to be deleted. This is particularly challenging once you've already created invoices and donations tied to the profile payment.
21 votes -
If Then logic custom reports
It would be great if we could have "If-Then" logic for custom reports
21 votes -
Express consent to share donor info with fund holders
In order to comply with British Columbia privacy laws, we need to achieve "express consent" to share donor info via the donation pathway and track that consent so that info is shared appropriately with fund advisors. I'd like to see CSuite help us achieve that via the donation process with the addition of a checkbox during checkout.
The checkbox could look similar to the “Donation in Honour of” checkbox and read something like:
[_] Yes please share my name and contact information with the xxxFund Holder/Charity so they can contact me directly to share information about their programs and campaigns.…
55 votes -
payment date
The payment date for grants should automatically become the check date. It doesn't make sense for the payment date to be the date it was entered and causes confusion with donors wondering why organizations haven't received checks when the payment date is before the grant date and/or before the date checks are run.
27 votes -
Option for household changes to populate individual profiles linked to household
We would like an option for changes to households to populate/update the individual profiles linked to that household.
Now, when we make an address change or a change to Profile Types for a household profile, we must make the same changes to each individual profile linked to that household - in other words, we often must make the same exact edit on three or more profiles.
For example, if we discover that the address we have on file for a household with 2 linked individual profiles is incorrect, we mark the incorrect address as inactive, then add the correct current…
31 votes -
Fiscal Sponsorships/Sponsored Orgs
Currently, the ? icon for the "sponsored org" field indicates this is the vendor the check will be made out to. We're having trouble making that work when giving to a group with a fiscal sponsor, though this is the field we've been directed to use for those situations. The check needs to be made out to the fiscal sponsor, since that's the legal entity, but it makes no sense to put the sponsor in the "Sponsored Org" field, since it's the opposite of that. We're worried staff will never understand what the information in that field means, since it's…
31 votes -
fund advisor portal grant notification-advisor specific
Please make Grant Notify specific to the advisor who made the recommendation. There are many funds with multiple advisors and only the person who recommended the grant should receive notification that it has arrived or is being paid. Telling all the relatives every time one makes a grant is intrusive.
41 votes -
Checks printing sort order
The checks can now be GROUPED in different ways, and you can sort the vouchers in different ways, but when the check run is created, they do not stay in the sort order. The check run isn't in any order that makes sense to me now.
30 votes -
Add to Calendar on Emailed Event Receipt and/or Event page
It would be wonderful if there was an easy way to include a link that automatically populates an "Add to Calendar" option for events when folks view and/or register for an event. Currently, individuals have to manually add event details, time-date,name, etc to their individual calendars.
50 votes
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