1926 results found
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BUG: "New" Donations are Automatically Going to "Receipt" Bucket
Our "New" donations are automatically going to the "Receipt" bucket without passing through the "Posted" bucket for approval. This is problematic, as there can now be receipts going out with donations that have not been through the approval process yet.
1 voteThanks for this feedback, but it is not a bug. Donations have always populated the receipt bucket regardless of posted/approval status. If you feel strongly that you don't like this workflow, I would suggest adding another idea to add an option for this.
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Bulk option to activate Nonprofit designation
Add 'Activate NonProfit' as an option in 'Bulk Actions' from Reports to allow for bulk activating the NonProfit designation for profiles that are included in a report. This functionality is already available for activating Vendors.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Electronic Checks Post All
It would be helpful if there was an option to "post all" electronic checks instead of having to go into each one individually to post. We book all our ACH payments as electronic checks, but don't post them until we clear the bank statements, but we have to go into each electronic check individually to post.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Tax Receipt template: legal name for grantee's
It would be great if the Grantee Name (DBA name) and the Legal Name would pull in on receipts to donors. Many non-profits "do business as" one name, while their legal name is technically different. When a donor makes a grant to the DBA Org Name on the donor portal and then gets an email receipt with the legal name of the organization, it can be confusing and seem like they granted to the wrong organization.
0 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Foreign addresses
The ability to enter foreign addresses (Canadian & International) in the format that each country requires, so that we do not have to look it up every time, i.e., type country name first, then formatting shows accordingly & ensure that country name prints on envelopes e.g., Israel has a very specific format and is very different from Canada:
Mr. Israel Israeli (addressee)
16/2 Yaffa street (premise/door (apt.) + street
9414219 JERUSALEM
ISRAELCanada has a very specific format and is even different from U.S.A. (apartment follows street address)
Mr. John Doe (addressee)
7-123 Some Street (door/unit/apt. - street address)
Ottawa,…3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Grant Letter Email Subject
Create Grant letter email subject in Grant Content so we can edit the subject line when sending Grant letters
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Restrict organizations from creating or accessing a donor portal dashboard.
In the new "Portal," we would like to be able to restrict organizations from viewing/accessing the "Donor" portal tab related to the "Donor" designation. This is confusing for the Nonprofit contacts. The "Donor" Portal access should be tied to the profile types of individuals and households, not organizations.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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statement vouchers
It would be helpful to be able to Delete Item lines in Statement Vouchers after copying. I typically copy the previous month's voucher to create a new one. Some months have Realized Gains and some do not. I put a 0 when we don't have one, but it would be much cleaner if I could delete that line and add it back in the next time it is needed.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Link the Contact Person field on NonProfit designation to the Contact Field on Organization profile
The Contact Person field on the Nonprofit Designation should be linked to the (Primary) Contact Field on the associated Organization profile. This way, when one of the fields is changed, the other is updated automatically with the most recent contact information.
Currently, changing the Contact Person field on the NonProfit designation does not automatically update the Organization profile and requires the update to be done in two places which is redundant.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Make Campaigns Compatible with Grants
UPDATE- I've found a way but it's a quite a few extra steps. Involves going to the GL transaction level detail.
I've been looking at using campaigns as a way to track multiple grant projects in the same fund. I'm successful in associating a grant received via donations and attaching vendor payments. It has the option for a very tidy income statement, which I love. The only thing needed to complete the picture is grants made by the program. At present you cannot assign a campaign to the grant or the voucher associated. This fix would basically make it as…
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Include first and last names (and other fields) during Mailchimp sync
This was a previous idea (https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46800925-first-last-name-sync-to-mailchimp-added-back) that was closed, not sure why. Like many community foundations, we do marketing! Through Mailchimp! The sync option is great, but missing some important pieces. Please include other fields besides email address. Modern email marketing includes personalization features like "Dear Lucy" which it would be nice to have. Besides the name fields, I could see cases for grabbing ANY other Profile fields during a sync. Perhaps have a dialog screen that asks the user to select/deselect fields for syncing?
11 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Print Envelopes as a Word Document
Currently, the Print Envelope feature only allows envelopes to be generated as PDF files. It would be very helpful if there was an option to choose for the envelopes to be generated as a Word document, as there is usually a need to edit the envelope prior to printing.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Buckets for Invoices
In the June Sandbox release the new update for invoices makes it difficult to see the most recently paid for invoice in the paid bucket. It would be nice if the most recent was at the top of the list instead of having to click the date buttons to bring them to the top. Having the oldest paid invoices first doesn't make sense.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Bulk add "student" designation for existing profiles
It would be helpful to bulk add "student" designation from a student scholarship recipient profile type. Prior to adding SLM, we used a profile type to be able to sort them and add to the annual scholarship banquet campaign/event. Currently, there is no way to migrate previous profiles who were students (with a scholarship profile type) to have the "student" designation.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Tracking Updates to Profile Addresses, Phone Numbers, and Emails
Make the ID numbers of profile addresses, phone numbers and email addresses visible on all profiles. This would allow the log data for address/phone/email updates, additions and deletions to be better understood and would allow address, phone and email IDs to be filtered on in reports.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Invoice Confirmation Receipt Letter
With enhancements being added to CSuite for Invoices, having the ability to send a confirmation receipt once payment is received would be beneficial. Currently when we have organizations request an invoice prior to fulfilling their contribution, we have to complete this outside of the software and then enter as a donation in order to acknowledge their gift.
But if we were able to send a receipt as we do donations this would allow for us to record the entire process in CSuite.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Limit Who Can Share A Note to Portal
Back in February 2024, you guys added the feature to share a note on a grant to the fund advisor portal. But the Share option is available on all notes.
Success explained that you are looking to build out this functionality for notes on other records.
Before you do that, can we ensure there is a strong model for who is authorized to share a note to a portal?
We currently allow all staff to add a note because it could only be seen internally. Now we have a risk of someone inadvertently or intentionally clicking on "Share" and that…
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Fund Internal Description - HTML
Would love the ability to use html in the Fund Internal Description. We would like the ability to add links to our fund document library and cannot currently do it. We have the html box for external fund description, please add for internal!!
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Display CC Void/Rescind Status Online
When a credit card donation is rescinded or voided the status needs to show in both the public donor and nonprofit recipient transaction histories online. This is important for transparency and confirmation to the donor, as well as accountability and record keeping to the nonprofit. Otherwise the nonprofit will expect funds that will not arrive.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Fund Summary move to details tab
It would be beneficial for the fund summary to be on the "Details" tab instead of the "Settings" tab in funds. It isn't logical to be on the settings tab because it's not a setting but rather a detail about the purpose of the fund. Another option would be to put it at the top of the fund page so you can see it regardless of what tab you are on.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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