1105 results found
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Add "Assign To" option for opportunity tasks
Add the same feature of "Assign To" that is available in Tasks to Opportunity Tasks, so that multiple opportunities will pull in a report under one opportunity task entry. As opposed to "Share with" because this doesn't actually show up in the opportunity task report.
Ex: 5 staff go to an event. Allow one user to create one opportunity task and assign to each of the 5 staff members that went to the event. When the opportunity task report is pulled for that quarter, it will show one entry with 5 opportunities completed and accounted for within that one entry.
1 vote -
Donation Batch Workflow - Spendable
LOVE the concept and functionality of the Donations Batch Workflow, but many of our largest volume batches are those that are applied to spendable for the fund. While the batch concept is pretty awesome, if the Apply to Spendable selection could be added to the full batch options (rather than going back to edit each donation one by one), that would be so very wonderful.
1 vote -
Grant catalog simplicity requests
We just launched a fundraising effort for one grantee via grant catalog. However, on the grant catalog page, we are worried that donors won't know to go to their cart after adding an amount and clicking ADD. We decided to link for marketing purposes to the individual grant request as the process of donating is simpler given it takes you to your cart automatically, but that page doesn't show total funded like it does on the main grant catalog page. We request either an option on the main grant catalog page to allow donors to be taken to their cart…
1 vote -
Tax Class as way to globally remove organizations from portal
I'm not sure where this specific idea fits in terms of a category. We have certain types of tax classes in our system that are not eligible to receive grants from donor-advised funds. We would like a way to globally use this field to remove these grantees from view in the fund advisor portal.
0 votes -
Copy Note to an Opportunity
With the new note copy function, it would be great to include opportunities as one of the types of records a note can be copied to.
2 votes -
aallieri@cfpbmc.org
Enable the 'CC' field in Grant Document emails to automatically populate using the email address labeled 'CC' in the profile. This is currently done manually but automating it would save staff time. Referring to Grant Documents> Process Documents> Choose Batch> Email Documents.
5 votes -
Make radio button options more visible on giving hub checkout
Please make the choice between individual vs household vs org more visible. They're easy to miss!
That, or add the option for a customizable header for further instruction.
2 votes -
Add option for customizable header on Giving Hub checkout page
We would like to add instructions on when to use individual vs household vs org on the checkout page. Currently, a lot of households use the individual setting and we can't change it on the back-end.
That, or make the choices more visible. They're easy to miss!
1 vote -
Download NACHA files by batch, not just date
Currently, I can only download a NACHA file by date. It would be easier if I also had the option to download a NACHA file by batch because sometimes I want to pay them on the same day but post them in separate batches. Or if I just forget one grant, currently I have to pay it on a different day.
5 votes -
Alumni Designation
The “Alumni” designation is a great option for adding education information to a profile. However, it would be better if we could rename it to “Education,” since the current label doesn’t really fit a community foundation’s needs.
2 votes -
note type
Could we make Note Type mandatory? Currently, anyone can create a note within the system, and leave the Note Type blank. In terms of reporting, having Note Type filled in is key.
5 votes -
Add More Fields to the Account Custom Report
When wanting to validate settings on each general ledger account it is hard to double check/verify any of the following settings as they are not possible to view in a custom report or to even export out of CSuite from the Chart of Accounts:
Functional Expense
Advisor
IRS 1099 Field
Investment Level
Financial View
Statement Account
Close to Equity Account
Vendor
Currency4 votes -
Auto-populate & Log all emails in Grant Email Award Letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields. This would save so much time and not require staff to remember and manually add ccs each time. Alert notes don't even show up in the Email Grant Documents area so there's not an easy way to be reminded of who needs to be cced. There should be an option to automatically include more than just the primary email. Please also add any cc emails sent to the log of the grant and profile. Currently only the primary email…
4 votes -
Multiple Engagement Strategies
We have different engagement strategies based on internal personas. For example, we might have a "Frank Founder," (Founding Donor) that is also an "Andy Advisor," (professional advisor). Both have different engagement strategies such as the Andy Advisors getting invited to continuing education opportunities and Frank Founders getting invited to donor appreciation events. Is it possible to make change the drop down menu so that multiple engagement strategies can be selected? Or be able to add a custom field to help capture additional or "secondary engagement strategies?" Thank you for your consideration! :)
3 votes -
Checks Content - Remove Detail Attachment
We were in hopes of streamlining our communication with our payees when an ACH payment was processed. We enabled the check content but were disappointed when we tested the process that an automatic pdf is created that lists what Fund the payment is coming from. We would like the pdf to be an option that can be turned off OR have an option to not have the Fund shown on the pdf.
14 votes -
llynch@cfok.org
Change the fund statement notification and email alert to a template which would allow for images (logos). Or add images <img src=""/> or {{img src=""/}} to html options. The current email is very basic despite having html capabilities. It's easy to overlook or mistake for spam. We currently send out an email notification through a third party which allows for image and logos. We would like to utilize the Csuite functionality instead.
3 votes -
Grant Catalog
I would recommend the following improvements for the Grant Catalog:
Have the option for the viewer to see the projects listed in a horizontal format, text only no photos, exactly like the option that is available in the Giving Hub Portal (SHOW ADDITIONAL FUNDS).
Create a way to export QR code links through a report. We are not going to encourage the use of QR codes because we either have to go through the process of sending out the link to each project individually, or saving the image for each project and then sending them out individually. It is a…
1 vote -
thank you
Please add an AUTOMATIC way to add SLM Follow Up Form, student thank you notes and pictures as files to share with Fund Advisors - in their "files" section.
The current process is to individually:
1) download each thank you note and student picture from the SLM Follow Up Form
2) match with the known fund advisor, listed on file in C-Suite
3) email each fund advisor (and donor) the thank you note and picture2 votes -
link donations
I would love to be able to link donations from the opportunity side of the equation, and not just from the donation side.
5 votes -
portal demo
A potential fundholder wants to get a tour of our portal ahead of deciding whether to open his fund with our community foundation. Is there a way to give him a tour of our white-labeled portal without showing him another person’s donor-advised fund data?
Just like Foundant, or any other software company, community foundations need the ability to walk a potential fundholder through the UX of the system as part of their cultivation efforts to open new funds.
6 votes
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