1586 results found
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Access to campaign (event) data by Fund Advisors
Fund Advisors should be able to at least view (if not manage/edit) Campaigns attached to their funds. We facilitate events to some degree for our clients, but don't manage the day to day planning, RSVP list, etc. As it is, we have to provide them a guest list manually. They prefer to use other systems like Event Brite, etc., since they have much more control. When they do, we have to manually enter their ticket sales income... The real benefit of the Campaign system for us would be to empower clients to run their own events!
23 votes -
move donations to new profile
Be able to move a donation(s) to a different profile. For example, a donation gets posted to a person's "business" profile in error and should have been posted on their "personal" profile.
Right now, you have to create a new profile then reconnect all of the funds and then disconnect the funds from the old profile.
21 votesHello,
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General Ledger Search
When searching the General Ledger - Show Transactions the "account type" box does not pull just that type. It pulls all accounts. When you pull from this area it shows the description and the Pdescription. When you try to search through the filter option you don't get both and the "description" is actually the Pdescription. Please fix.
21 votes -
Add notify name, address, and email fields to custom reports
Right now on donation (and tribute) custom reports, there are fields that link to the tribute ID and show the name of the person being honored, but there is no field to show who is being notified or how they are being contacted. We'd love to be able to view those fields in custom reports.
21 votes -
how accounts appear during data entry
It would be nice if accounts appeared as 60000 Salaries Expense instead of showing the category such as 60000 Payroll Expense: Salaries Expense. So basically just take the category out of the view.
21 votes -
New Donation Buckets - Receipt only after posted
We like the new donation buckets. However, we realized today that unposted donations are appearing in the "Receipt" bucket. This is problematic as we may still be reviewing entered donations and another staff member sees things in the Receipt bucket thinking they need to process receipts when in reality the donations have not even been posted yet. Donations should MOVE to the receipt bucket just as they do to the POSTED bucket.
20 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.
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Thank you
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do you wish to save changes
It would be great to have a pop up box that asks if you wish to save your changes when you try to leave a screen without saving. Keep people from having to re-enter data. Save a lot of frustration FIMS has that option whenever you edit or enter anything new.
20 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.
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Thank you
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Settings by Fund Advisor
It would be helpful if we could assign permissions specific to each fund advisors so they can see or not see address, phone number, and email on the Donor Portal. Right now, it seems to be all or nothing.
20 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.
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Thank you
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Donor Selects Prefix During Checkout
Our foundation uses prefixes in our communication with donors. For profiles generated automatically through online donations, we either don't have prefixes or have to make assumptions and manually enter them. It would be great if there was an option for donors to select or enter their prefix of choice during the checkout process. This should also apply to the name of anyone to be notified of a tribute donation entered at checkout. This would ensure the profile generated has the correct prefix for them while also cutting down on profiles in our system without prefixes or with incorrect and/or manually…
20 votes -
Fund Statements for closed funds
It would be nice to have an option when a fund is being closed to set the last fund statement run date. Currently if you close a fund even after the quarter end (ex. 10.01.20 and quarter ends 09.30.20) it will still not run a fund statement for the 3rd quarter if you are running a batch because the fund closed status takes precedence. It requires you to manually run those.
20 votes -
Voiding Grants
The ability to void a grant should not just apply at the grant request stage. If a grant is created from a grant request and then deleted without being posted or having the charity status checked, there is no log of the grant ever existing in CSuite - no log of who created the grant or when they created it. Not until the charity status is checked or the grant is posted does a log exist for the grant. After this, you can’t even look up the grant request if you’ve taken note of the grant request number since it’s…
20 votes -
Campaigns
While working on a campaign I added a couple of "requests" (such as a meal choice). However, these requests did not show up in the registration page - UNLESS you add a guest. In other words, if an individual goes in to register there are no requests that show, so that invitee cannot select any of the requests. The only was for this individual to sign up for requests is to then go in and register (again) as a guest. Requests should show up on the original registration page on the URL link.
20 votes -
Change the text on the prompt for the credit card fee
Please change the prompt from
"Do you want to add 3.0% to cover our processing fee?" to
"Do you want to add 3.0% to cover the credit card company's processing fee?"
Many donors have a negative reaction to the charity charging a fee. Using the word "our" sounds like we are charging the donor to make a gift. On the other hand, everyone knows that the credit card company (aka the bad guy ;) ) charges a fee.20 votes -
Date Order
It would be nice if all reports with a date on them would be listed from most recent to oldest. I realize this isn't a "top priority" item, but it is just annoying to have to scroll through data (i.e. vouchers, donations, etc.) to get to the most recent transactions. Allowing a sort option in the headers would fix the issue. Thanks
20 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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Stripe donations option of where to post
A method to choose what account and option if donation is spendable when processed through Stripe. Easy method to adjust these donations that should not go to the default account.
20 votes -
CSuite Update - Not user friendly - Change back
The most recent CSuite Upgrage is not user friendly.
- It requires me to zoom down to 70-80% to view my screen as I was able to before.
- It requires alot more scrolling than previous as columns and rows are not wrapping or over-wrapping.
- The blue font colour and font style are more difficult to read than previous.
The dark left column is nice :-)
19 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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Multifund and Multitribute Donations
We have many donors that send in one check to donate to multiple funds and/or for multiple tributes (especially at the end of the year). It would be great to have a multifund and multitribute option on donations so that I do not have to enter the single donation multiple times to allocate it to the proper funds and/or tributes.
19 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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cleanup screen
Santa thinks this might be a good idea...
Can we please create a cleanup screen to identify profiles with no activity (meaning, the profile isn't a grantee, donor, fund advisor... nada.) so that we can simply remove the unwanted clutter from our system. Thanks for considering!
19 votes -
Custom Reports
When creating a custom report it would be helpful to see the report ID number in the url, similar to seeing a profile ID, to easily identify which report is loaded. I occasionally create 2 similar reports, for comparison, and when updating the name I am unsure which report is open.
Hope this makes sense. Thanks18 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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In Profiles, show 10 or so last opened profiles
Would it be possible to see (with links to profiles) the more recent profiles opened? Like the most recent 10-20?
18 votes
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