807 results found
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Fund Advisor Template - Total by Advisor vs Fund
We have many separately invested funds where the profile/donor and financial advisor are the same. One GL account may contain multiple funds to invest the balance in one account vs one account per fund.
It would be extremely beneficial to have the template for Fund Advisor Transfer Letters contain an option for the total by financial advisor instead of by fund. The financial advisors may not be aware that there are multiple funds invested in the single donor account. This is currently causing confusion and making the templates less useful then they could be.
1 vote -
Profile mailing address
We have profiles with a Primary address and a different Mailing address. When creating a report we are not able to have Mailing Address as a field, only whether or not there is a mailing address. Could the Mailing Address be a radial button like the Pay and Primary addresses are? This may also help with Campaigns . . . If a profile has a Mailing Address, that is the address used. If not, the Primary Address is used. Currently we get labels for both Primary and Mailing Address and one needs to be removed. Thank you.
4 votes -
Please make new tributes default to private
Currently any tribute created is made public immediately. This leads to a lot of clean-up later. Could tributes be made private by default or could we have a setting that makes this an option?
5 votes -
Eliminate multiple mailing labels in campaigns
When generating mailing labels or exporting mailing labels to CSV in a campaign, it pulls both Primary and Mailing addresses for the same profile. We would prefer it to pull Mailing as the default, and Primary only when there isn't a Mailing address.
3 votes -
When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields
When moving a profile from 'inactive' to 'active', it is currently required to then click Clear 'do not mail', 'do not email', and 'do not call'. These steps do not remove 'inactive' from the address, email, and phone fields. It's then required to remove 'inactive' from these 3 fields. This should automatically happen when moving the profile from 'inactive' to 'active'.
12 votes -
Capitalization
When creating a profile the State should always be capitalized. The system puts it in lower case. Would be great if it was automatically uppercase as it should be.
7 votes -
Donation Portal: Giving levels by fund
Would love to be able to create giving levels specific to each fund. Different funds have different giving expectations.
6 votes -
unapprove payment without posting grant for approval
It would be helpful to have the ability to unapprove a payment within the Grant Payment Schedule before posting the grant for approval. This is our first line of approval, and if the line gets approved in error, the first approver has to post the grant, notify the second approver that payment was posted in error and needs to be unapproved.
1 vote -
Profiles: Move Similar Profiles to the relationship tab
Place "Similar Profiles" under the Relationship Tab of a profile record rather than having it under the Engagement Tab. I think Similar Profiles has more to do with Relationships and in my opinion, it is not part of an engagement.
7 votes -
Advisor Household label field in grant template
It would be nice to have a field enabling the creation of a formula that checks whether the grant advisor is part of a household or not in the Grant Letter template. If yes, it will pull the household label instead of the individual advisor label field.
11 votes -
Stripe integration for non-portal donations
Suggestion for a way to easily map Stripe data to profile data for donations made outside of CSuite.
We run an customizable online giving embed based on Stripe. We operate independently from CRMs and websites, which gives our clients considerable flexibility. We serve community foundations and one of our clients uses Foundant.
One of our company goals is to reduce technical overhead for organizations, and so we were trying to automate donor data from Stripe into Foundant since the documentation states there is a way to import "Non-Online Donation Portal Transactions" via Stripe webhooks.
The problem is, no data aside…
1 vote -
Single Sign On with Microsoft 365
Could C-Suite consider integrating single sign on capabilities with Microsoft 365 for employees? This would increase security and cut back on the number of passwords to maintain per user.
2 votes -
Donation Date vs. Deposit Date / Disallow Deposit Date earlier than Donation Date
It would be helpful to disallow the entry of a Deposit Date earlier than the Donation Date for any donation in the Till.
We received donations provided to us in December but didn't deposit them until January.
We had to re-open the books, undo reconciliation, correct the donation dates and redo everything.
Thank you.1 vote -
Copied grants - please make default grant & payment date the new grant date
Hello - it would be wonderful if a copied grant would automatically change the Grant Date and the Payment Date to the new date. Otherwise the copy function is really only partially helpful. Thank you!
4 votes -
filename description
Enable an edit button for file names in the voucher area without having to unpost. Currently we have to unpost and repost then go through the approval process again.
3 votes -
Multifund Invoices
We would like the ability to create multifund invoices just as you can with many other areas of CSuite.
14 votes -
Create custom view or add columns to donation bucket list
I know the ability to create filters and load them exist, but we are still left with the same columns. It would be great to add additional fields to the view.
9 votes -
Link opportunity to a pledge
It would a great addition to the system if we were able to link pledges to opportunities to help track engagement and follow through.
11 votes -
Sort event registrations by date registered
It would be helpful if there was a way to sort registration attendees by date and time they registered. We have more than 100 people attending an event right now and there is no way to tell when new people have registered. I am constantly reviewing this list to see if I recognize new names which can be very tedious.
Thank you
Mary Ellen2 votes -
Exporting the request field in the CSV Export from the Campaign
We created a work-around since we can't use organization names for registration by adding it as a request. However, when I export the CSV report to review registration, that field is not included. Please add this field to that export process.
Thanks so much,1 vote
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