968 results found
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Add Indicator on Profiles to identify them as having been created by Import Donations Tool
Add indicator on profile records that indicates the profile was created from the import donations tool. Allow this field to be filtered on in reports. This will help greatly in identifying duplicate profiles created by imports.
10 votes -
Add Email address "Other Detail" to a reporting object.
The email address has an associated data field named "Other Detail". There is not a way to add the email address "Other Detail" field to a report. The "Other Detail" field is currently only viewable in the CSuite application screen. We would like to use the email "Other Detail" field to hold codes to subscriptions allowed at that address.
There is a similar data field for the Phone number named "Detail" which is available in a reporting object.
10 votes -
Opportunity balance should reflect when the opportunity is committed by a pledge
Opportunities are plans that detail and track fundraising efforts to build relationships with prospects and secure major gifts; 2 different types to secure a major gift are cash and pledge.
When a commitment is made through a pledge, the remaining balance should reflect the variance between the solicited amount and the pledged amount. This shouldn't be limited strictly to cash contributions.10 votes -
Donations Report Fields: Opportunity Id and Opportunity Assigned Name
Fundraisers have requested to pull donations linked to opportunities assigned to them. To facilitate this, we have one option available: the opportunity type name. It would be beneficial if you could provide us with two fields—opportunity ID and opportunity assigned name—to filter by in the donations report.
10 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.
10 votes -
Copied grants - please make default grant & payment date the new grant date
Hello - it would be wonderful if a copied grant would automatically change the Grant Date and the Payment Date to the new date. Otherwise the copy function is really only partially helpful. Thank you!
10 votes -
Online Donations: Setting to disable auto receipt when a tribute is included
When I create print letters to notify folks that a tribute gift was made, I typically make edits to the letters before printing and sending. However, if someone has selected to notify the tribute via email, I am unable to edit the letter.
Could there be a setting to toggle off this option on our website so that the public can only choose to notify people via snail mail?
Or could the system allow me to edit my letter before it is emailed?
10 votes -
Receiving a notification for guest's name updates
It would be great if we received a notification when the registrar adds or edits a guest's name. It is beneficial to update the name tags.
10 votes -
Copy Voucher
It would be helpful when using the copy voucher feature on a multiple fund voucher that it copies it exactly like you entered it prior.
10 votes -
Customize Resend Guest Link Email
Please add the ability to customize the "resend Guest Link email" for an event.
10 votes -
Day Date for Cleared Checks in Bank Reconcile
There needs to be a day date that can be entered for cleared checks as the checks clear during the month instead of having to wait until the month is reconciled. We often have to go and print off cleared checks from our bank and it would be helpful to have the date the check cleared our bank account in CSuite Bank Reconcile module. In order to know which checks have cleared our bank on a daily basis I have to maintain an excel spreadsheet to show the day date that the check cleared our bank.
10 votes -
Ability to edit Profile Fund Link categories versus deleting and relinking
Allow Profile Fund link Categories to be edited vs having to delete the Profile Fund link and adding the fund back with the newly desired Category. Example, we are changing 'advisor' to 'primary advisor' or 'secondary advisor' and having to delete the Profile Fund link w/ 'advisor' category and then adding the fund back with the Profile Fund link of 'advisory-primary' or 'advisor-secondary'.
9 votes -
Ability to edit "donor information" label on checkout page
Allow the label 'Donor Information' to be customized dependent on the checkout page. It would be great to be able to revise to 'Registrant Information' on the event tickets checkout.
9 votes -
Reports: Add ability to filter on multiple primary cities
In report filters, provide the option for the primary city to filter on multiple values.
9 votes -
Create new Campaign “Choose Profiles” option to “Add individuals not household profiles”
Create new Campaign “Choose Profiles” option: "Add individuals not household profiles - If a profile is a household, add just the members of the household. If a profile is an individual or is an org, it is added. No profiles are added as guests. No household profiles are added."
For the purpose of creating email lists among other things, we need a way to create campaigns that include individual profiles for HHs, while also adding just the individual profile of any individual, regardless of whether they are part of a household. It's important to have a way to add just…
9 votes -
Portal: update breadcrumbs when tab names are changed
When a tab name is revised in Portal Setting, have the 'breadcrumbs' on the portal reflect the new name and not the original hardcoded tab name. Example: if revise Nonprofit Directory tab name from 'Directory' to 'Index', would be great if breadcrumbs back to previous pages reflect 'Index'.
9 votes -
Donor Portal > Scholarship Tab > Export >>>Add 3 columns: Grant ID, Payment Date, Recipient Name
Donor Portal (Fund Advisor Portal) >
Scholarship Tab >
Export >>> Add 3 columns: Grant ID, Payment Date, Recipient NameTCF
9 votes -
Add payment instructions field to scholarships (Sship ID) that will show on check letters
On the Sship ID level, add a field, or allow the description field, to move with the scholarship through to the grant/voucher process and appear in check letter.
At this point, there is no way to communicate necessary payment instructions to schools when sending scholarship checks without a workaround that is time consuming when managing hundreds of scholarship grants in a week. At this time, the workaround is broken and is part of ticket ID #170033.
<3 TCF9 votes -
aallieri@cfpbmc.org
Provide the ability to indicate on a profile the use of 'bulk mail pointer'. This was a function in FIMS where the profile could point to a different profile when a mass mail list was being produced. The report (campaign) would have an option to use the bulk mail pointer. This is very helpful when individuals are on more than one profile for different roles they hold. A good example is when a Professional Advisor has a professional profile w/ business address but also has an IND/HH profile w/ home address. We only need to send mail to the home.…
9 votes -
Show Multiyear Grants in Grant Summary table as they are paid
True multiyear grants that are approved once and paid out over several years do not show up in the grant summary table (grant tab of the Grantee designation) until the final payable is paid out. After the final payment, the entire grant amount is shows only in the approved year, which could be serval years prior. Now that this table is also shown in the Grantee portal, it provides an incomplete picture of the yearly grant summary when multiyears are involved, and causes customer confusion when the entire amount suddenly appears years in the past.
Please consider showing each payment…
9 votes
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