1023 results found
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Bring back sold amount option for tax receipts
We report out two figures to our fund holders – the value of the gift (as calculated by the average of the high and low values) and then the amount actually booked to their fund (the amount the stock sold for). Our donors expect to see both these values on their tax receipts, so now we are inputting this number manually, which increases our margin for error. Please bring back the sold amount field for tax receipts.
10 votes -
Add Additional Fields to Grant Request in Portal
Please add additional fields to the Grant Request settings in CS/Portal. We need additional fields to capture the fund advisors' recognition for each grant request.
10 votes -
Multiple Opportunity Beneficiaries
(Reposting an archived idea) Please add the ability to link multiple beneficiary profiles to one opportunity. It is common for us to track gifts (e.g. bequests or planned gifts) that will end up benefiting multiple organizations in our community, and we would like to be able to report on opportunities benefiting each organization without having to create duplicate opportunities for each beneficiary of a gift.
10 votes -
Revenue Share: "Percent" and "Avg Balance" Columns do NOT export
Please add ability for "Percent" and "Avg Balance" detail to export with the Revenue Share Audit Balance Percent Detail Report. It would be useful information to have both the Beginning "percentage" and the Ending "percentage" per month calculated and exportable.
10 votes -
Allow Foundation staff to hide an ACTIVE organization in the donor portal.
In CSuite: Allow Foundation staff to HIDE organizations from donors in the portal. (Eg: The Ohio State University – Scholarships)
* Allows Scholarship orgs to be ACTIVE, and allows them to be paid directly from CSuite without going into SLM
* Reduces the possibility that a donor will send a check to the Bursar.
*Offers Foundation's the option to manage unsuitable nonprofit organizations, while investigating concerns.
*Marking the grantee INACTIVE is NOT manageable in our workflow.
<3 TCF10 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.…
10 votes -
Create Report that Combines Profiles default report, Profile Log fields and Logs fields
Please create a report that includes the Logs fields When (date and time), Who (who initiated the system action), Ref (link to the specific system action), Log Message (summary of the action) and the Profile Log fields When (date and time), What (profile update information), Who (who initiated the profile update) with all the fields available in the Profiles default report.
Please allow filtering by all of these fields.
This will allow us to see relevant information about updates to profiles all in one place, including profile name and ID, date, user, system action and summary of action.
10 votes -
Grant Approval with Vouchers
As the CFO, I work on fund clean-up and other grants movement all the time. It would be helpful if grants went to the Approval bucket in Vouchers so my CEO could approve all of the week's payments at once and I wouldn't have to ask her to approve grants constantly. OR so I don't have to constantly change the Settings in Grants back and forth. Maybe this is a toggle within the grant creation? Thanks for considering this idea!
10 votes -
Reports Permission: Full Access & De-Linking Scheduling Reports
The new Reports permission, Full Access, allows someone to delete anyone's custom reports. That should be isolated to Admins, since that's dangerous. However, without this permission, no one can schedule their own report. That's not dangerous, and I would like to give that to most anyone. Can we de-link scheduling reports from the Full Access permission?
10 votes -
Grant Catalog Request Page - need character limits
Grant Catalogs have request submission pages. The boxes for short and long descriptions need character limits. At this time, there is a stated character limit of 250 characters on the short description, and none on the long. We use 60 for the short, and 255 characters for the long, and have to edit down every request to fit these numbers. Either let us set the limits, or please set the limits for us.
10 votes -
New Login Screen - Default to PIN
The new functionality to get MFA by email has now ADDED more clicks for users who have been regularly using MFA apps/PIN. Now we have to select the PIN option before entering. Can we make PIN the default and if someone wants the code by email, they can click that option? Usability and the number of clicks a normal user has to make really needs to be taken into account when making updates to the system. New functionality should try to avoid add more work to the common user.
10 votes -
Portal: Fund Advisors - abiity to hide/show donor information by fund
We would love the ability to enable/disable donor information (name, address, email) for each fund portal/fund advisor on a case-by-case basis (verse turning it on/off by type). While in most cases it is not necessary, we have support several unique fundraising efforts throughout the community where this would be a valuable addition to the donor services we are able to provide for our admin. fee. Ultimately, fund type is not what dictates who we may or may not want to provide this level of information to.
10 votes -
Enhance Budgeting Tools - Scenarios, Forecasts
It would be so helpful to bring some enhanced budgeting tools into CSuite.
Currently, only one Budget is allowed per fiscal year as far as I can tell. Having the ability to populate and maintain different budget "scenarios" for each fiscal year would be amazing. The adjustment to Projected Budget seems quite limited and we are not able to "calendarize" the total adjustment or have multiple versions. With this the idea would be to apply a filter to select which "scenario" we are opting to look at for a given report with budget involved and ensure our headers reflect that…
10 votes -
For Profiles that are flagged Do not Mail
Profiles that are flagged Do Not Mail, Do Not Email, and or Do Not Call should not appear in a Campaign. They do not appear on "Mailing Labels", but do appear when you on a CSV File.
10 votes -
Fund Log - track all changes made under Relationship tab
We would like the fund log to keep record of all changes made to a fund. In particular changes/removals made under the Relationship tab of a fund is useful information for our staff.
10 votes -
Edit Fund Settings : can we break those down further?
It would be AMAZING to have "Edit" permissions on Funds broken out slightly more. We do not want the entire organization to be able to "Edit" a Fund because that gives access to change investment pools, admin fees, division, segment, etc - way too many buttons that drastically change audit, revenue, and reporting.
However, our Donor Services dept would really appreciate access to be able to change who the primary fund advisor is, update pictures and fund summaries for the Giving Hub, and other settings related to the Giving Hub. Right now, our Finance dept is needing to help every…
9 votes -
Ability to Rename "Other Foundation Funds"
Please add the option to rename "Other foundation funds" in the Portal when fund advisors submit grant requests (Grant Request > Previous Grantee > Other Foundation Funds). Changing the name would help fund advisors better understand how to use this drop down.
9 votes -
Portal: Change Profile Content Area
Please add a content area to the "change profile" page of the Portal. If someone logs in and has multiple profiles associated with the same primary email address, it would be great to have the ability to add some instructions for our fund advisors, donors, etc. about which profile to select in order to accomplish their desired task (donate, grant request, etc.). Thanks!
9 votes -
Add Subscribed & Unsubscribed checkboxes within email fields
We would like to eliminate the need for a custom row for tracking purposes. We would like to see both a Subscribed & Unsubscribed checkbox within the email rows. Sometimes our contacts move orgs or change emails and we'd like to track which email(s) are unsubscribed to ensure we are using the correct information. We would also like this option added in the reporting sections.
9 votes -
Log Report: Add hyperlink to profiles
When building a report from Home> Logs, profile hyperlinks are active. When accessing this same report from Reports, the profile hyperlinks are not active. Please make these profile hyperlinks available whether accessing the report from Home> Logs or from Reports.
9 votes
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