1025 results found
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Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report
For staff answering questions from nonprofits about grants they received, it would really help to have the Anonymous flag in the grid so it's easy to see and make sure they don't divulge donor names if they are not supposed to.
19 votes -
Unwanted Updates to Bank Reconcile
Please bring back a couple of features with Bank Recs!
Please allow for sorting transactions by check number again. I can now filter to only checks but they're not always in order and I don't see any way to make it so.
Allow for easier unreconciling/rereconciling. It used to be if I had to fix something from three months ago that required unreconciling the bank account, I could rereconcile with only one click. Now I have to go in and uncheck every transaction for the following months, reconcile the first month, recheck all the items for the second month, reconcile…
18 votes -
Abandoned Cart Email: Option to select who to send email to
Add a 2nd screen after choosing 'Fund Advisors> Settings> List Cart> Send Email Reminder to allow for choosing which fund advisors to send the email reminder to. Currently, this is an all or nothing feature.
19 votes -
portal style
In the new Fund Portal, users have expressed several issues with navigation and confusion because of a lack of information:
- When in a specific page on the fund portal, the tab is not highlighted, nor is the text emboldened, in the left-hand menu to reflect what page they are on.
- Add a logout button in the top menu options without clicking through to profile.
- Add customizable text options to the Profile page - we currently don't allow users to update their contact details while we are merging profiles on the back end. We want to add text to let them…
18 votesRequest #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.
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All in One Master Report
A common issue when reporting is building multiple different types of custom reports to pull all necessary data. This splits the information across multiple reports and requires Excel knowledge to combine them together. Instead, it would be much better if there was a single report that had all of the most commonly used/reported fields.
Most of the custom reports in CSuite contain many extraneous fields that are never even reported on. Given that trying to load every single one of the fields on a page would be difficult, let's ignore the unused and un-reported fields and include only the most…
18 votes -
Edit a Pledge
Please offer an option to edit a pledge after it's creation; whether it be to change the amount (accidental zeroes happen!) or change the donor from a household to an individual, it should be allowed to edit. Having to delete or 'write off' a pledge if a mistake occurs can have large and messy complications in our financials. This was posted previously but did not get moved along. Thank you!
18 votes -
Allow edits to password reset email for fund advisor portal
Allow password reset email to be customized within the content section similar to the other email notifications.
18 votes -
Financial Package
It would be great if we could create a financial package of specific financial statements with certain filters and column settings and then be able to run it as of a specific time frame and it generates all of the reports into Excel or something.
18 votes -
Capacity to tag additional profiles in notes
Capacity to share notes between profiles would be awesome.
Example 1: Fundraising visit with a particular business. Visit notes could go on the business profile, but the note could "tag" additional profiles, such as the business staff members present at the meeting.
Example 2: We utilize notes to capture obituary information. Family members could be "tagged" on the note in order to share the information across profile records, rather than repeating the obit note several times. One entry, several tags = awesome!
18 votes -
Multiple Advisors on one grant
We have many donor advised funds with multiple advisors. There are often times when they want two or more advisors listed on the same grant. Is there a way to add this option? Otherwise we need to contact the grantee and let them know all of the advisors involved in a grant.
18 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.
18 votes -
18 votes
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Bring back the option for archived campaign to show on a profile!
I love the ability to archive campaigns and get them off the campaign list, but we would like to be able to continue to see some of the campaigns on profiles. We track programming participants through campaigns and we would like that history to remain easily visible on their profile.
18 votesThere is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
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bulk upload
It would be helpful to be able bulk upload a file to a batch of grants. This would speed up the grant process.
18 votes -
New profile change - updating addresses
With the new profile updates, I noticed that when I change an address associated with a household, it does not ask if I want to update the other addresses within the household. Can we please have this feature restored? I now have to go into each profile and update the address which is time consuming.
18 votes -
Note block view and sizing s/b across full screen.
Note blocks take up too much space vertically. I think it would be better if the note block covered the screen horizontally with all the ID and date jargon on the top line followed by the note itself. Why is it so limited in the width of the box??? You would be able to see so much more if it went across the entire screen instead of only using 3 1/5 inches across the note block.
18 votes -
Profile Types & Permissions
We allow many people to get into Profile Types. That’s an easy way to view and export profiles based on the assigned type. Once we give someone the Profile Type permission, they can get in there. So far so good. Then there’s permissions for Archive Profile Type and Delete Profile Type. However, those permissions are surprisingly narrowly defined to just the Profile Types. Nothing applies to Profile Fund Categories, Address Types, Email Types and Genders. So anyone who has the Profile Type permission can fully delete any of those, which is not good. And anyone can create any type and…
18 votes -
voucher description
It doesn't make sense that if I enter a description on a voucher, it doesn't show on a check register report. You should be able to enter a description that prints on the check and a fund statement or check register report without having to enter it multiple times. I have already entered the voucher with a description, why do I have to enter it in the "memo" when printing checks for it to show on my check register?
18 votes -
Custom Field in Tasks
We would like to be able to add custom fields in Tasks. One data point we have tracked in Salesforce is whether an activity/task is a "quality contact". For example forwarding an event invitation might be a task, but forwarding a news story and including a special message that encourages someone to consider making a grant might be a "quality contact" task. We use "quality contacts" to measure our client relations team success. If we could add a check box to Tasks for "quality contacts" that would be great.
18 votes -
Hate Groups, Extremist Groups
It would be very helpful to have Foundant flag groups deemed as hate groups, and/or extremist groups by using some type of source to notify users that this organization has been flagged when trying to create a grantee profile with a particular EIN, or doing the charity check in GuideStar.
18 votes
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