807 results found
-
Campaign exports
It would be great if the email export included the name on the file. We do lots of email communications, not through Mailchimp, and I have to export the whole file and delete all the extraneous information to get to just name and email address. OR give us a custom report or way to pull the specific fields we want in the export. Even the full export has lots of information I don't care about and must get rid of before giving to my communications person.
1 voteThis sounds like a great use of the Campaign Profile custom report. You would be able to create a report with the columns you need and filter to a specific campaign. All reports can be exported.
-
Tax Receipt Template Logic - "Fund" Assigned Should get the highest value
In Tax Receipt Template Logic, currently "Payment Type" is assigned the most points. It would make more sense that a the Fund assigned to the template get the most points. Funds often have nuances that need to be addressed in the tax receipt, and the current value system does not easily or simply allow for that.
2 votes -
Moving Advised Donations (Household and Members) Section
May I suggest when looking through a household (or any) profile, in the Donor tab & Donations bucket, the sections for "Donations (Household And Members)" and "Advised Donations (Household And Members)" be flipped so that it is in alphabetical order?
We initially couldn't find the section with a member with a long Donation list
1 vote -
Attach file when adding Donation
When creating a donation, I would love to have the option to drag my attachment directly into that page before having to process the donation.
I currently have to process the donation, then go into attach file and pull in my attachment there, and to finish up with posting it. It would simplify things for my workflow to just be able to drag my attachment into the screen where I'm creating a new donation. (We attach a copy of the check for all donations)
5 votes -
CRA reporting
For the new CRA Reporting function, running a T3010 report of grantees does not include schools. We issue our scholarships directly to the universities, so we need the report to include these payments.
I thought when I ran it initially the schools were there, but running it now for our auditors, they are not. A fix would be great, thanks!
1 vote -
Update profile data in CS from GLM updates
When a grantee updates their contact information in GLM, it would be nice if that information would sync over to CS either automatically or into a queue to be accepted or ignored. That way both systems are showing the same information and grantees/students can update their information in a way that reflects across all systems.
4 votes -
Fund Default Grant Types - permit more than one choice
an idea for the future for donor advised that grant multiple grant types - be able to check multiple areas for Default Fund Grant Types.
1 vote -
Search option for online purchases
If the customer has the option to "search existing accounts" (aka existing profiles) before they create a new account to purchase event tickets, we could avoid duplicates.
10 votes -
budget entry
It would be most helpful, on the budget entry screen, if the 3 columns on the left that identify the individual accounts (Type, Account, and the Account Name) remained in view as one scrolls to the right across to different departmental budgets. We run 5 organizations, each with a multitude of active funds, and it's quite difficult to isolate a certain GL for entry within a fund that's a far distance to the right across the funds list.
3 votes -
Admin Fees: We'd like to be able to add fees as an option to each donation, promise, pledge
Not all donations going to a particular fund have the same fee associated so we aren't able to set an admin fee to the fund. We'd like the ability to set fees on each donation, pledge, or promise we receive.
1 vote -
Fix the merge fields advisor.address and advisor.address2 on grant letter template so these fields can appear on one line
{{advisor.address}} and {{advisor.address2}} on grant template always shows as two lines on the merged letter. Fix this so that these merge fields can appear side by side on the grant letter.
3 votes -
Add option to 'set notify' in custom reports
Add bulk option to 'Set Notify' on a custom report so that a profile type can be used to isolate only main advisors on funds to receive the notifications. Currently, only option is to bulk add 'Set Notify' on the fund advisor page which would add the notification to all advisors on every fund.
7 votes -
profile search
Is there a way to get Profiles that start with a numerical name to appear in the search i.e.Street address as the name of the ORG? When I enter the number, I only get system id numbers to appear in the search.
1 vote -
Pledge Reminder Primary contact full name
Including the organization contact label field in the pledge reminder template would be highly beneficial.
Currently, the template displays the donor's name "(organization)" without providing the primary contact's full name field.
It shows:
Foundation Name
address1, 2
City, State, ZipDear salutation (primary contact first name)
9 votes -
Hide Net Zero dollar transactions on bank rec for Pooled Asset investment strategies
May we request that transactions with net zero dollar amounts (e.g. admin fees posted to accounts nested in a Pooled Asset investment strategy) be not displayed, and required to be checked off, on the bank reconciliation screens.
Currently, checking/clearing a net zero dollar amount transaction also affects the Deposits/Bank Credits and Checks/Bank Debits subtotals on the bank reconciliation screens which eliminates a valuable tool for accounting professionals. Thank you.1 vote -
Donation Portal
We would like to see more tab options on the donation portal. It would be great to have a tab with a link to the Donor Portal.
1 vote -
Primary Contact Field in Reports
You can set a primary contact for an organization. But there is no way to pull that into a report. We prefer not to set the contact on the actual organization profile because it then prints that name on a check. There is no way to pull primary contact as a field in a report. It would be great if this was a reportable field so we can create effective and efficient contact lists.
14 votes -
vendor payment notification
The basic functionality is there to send an email to a vendor when a Check is posted; however, it doesn't allow us to indicate whether the payment was made electronically. In fact, we only need these to go out if payment is electronic to serve as a remittance notice. The PDF version of the Check that is currently attached to the email references "Check" and the Fund which is not helpful to the vendor. We are not able to modify it. Suggesting (1) the ability to modify the attached "Check" and (2) designate two different email bodies, one for electronic…
2 votes -
IRA Gift Tax Receipt Letters - Salutation & Envelopes
IRA Gift Tax Receipt Letters - Salutation & Envelopes
When processing IRAs or charitable bank gifts, while we can now get the address on the tax receipt letter to populate as the Donor Advisor instead of the "donor"/Bank - I am still having issues with the salutation being the Banks/"donors" name and not the Donor Advisor, even when I populate this field to "John Smith".
Then, when I print envelopes, no matter what I do, the envelope will print with only the Bank/"donors" address. I have to go in separately and print an envelope from each personal profile since I…1 vote -
Fund Summary in Tribute Letter Template
Our foundation would like to see the option of adding the fund summary description to a tribute letter (both honor and memorial).
2 votes
- Don't see your idea?