1177 results found
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aallieri@cfpbmc.org
option on custom reports to have a column on each record that only shows the profile types that were requested in the filter. For example, if filter equal Board Member and Legacy Member, show each record with only the profile type(s) that met the criteria for that profile not all profile types on the profile.
5 votes -
Add Bulk "Attach File" Function to Journal Entry Menu
Please add this option to the Journal Entry menu as an action on the left hand task bar. From an accounting perspective, we often use the "Import" function for Journal Entries each month as all information is compiled in an external Excel/CSV file and formatted after completion to import and save time. These imports split into dozens of journal entries separated by fund. Currently, we have to manually go into each individual entry and attach the same Excel workbook for documentation entry by entry.
A bulk "Attach File" option would save significant time and make repetitive tasks much more efficient.
5 votes -
opportunity
The "Add Opportunity" action still shows up when user is in the "Relationships" tab on a profile record, even though the the Opportunities tables has been relocated to the "Engagement" tab on a profile record. Would be great for this action be relocated to show up when a user is in the "Engagement" tab as well.
5 votes -
Historic Fund Balance in custom reporting
Historic Fund Balance in custom reporting
5 votes -
Separate "Create" and "Link Profiles" in Permissions
Can you please separate the "Link Profiles" permission from the "Create" permission under Profile Permissions? We don't want some staff to be able to create new profiles, but we want them to be able to link existing profiles to each other under relationships. Thanks so much.
5 votes -
aallieri@cfpbmc.org
Add 'as of' date on the Fund Summary page of the portal so this information is included when an advisor prints their fund summaries.
5 votes -
QR Code Use Analytics
It would be helpful to have analytical data and reporting to understand if/how/how frequently QR Codes are used when I generate a QR code for the ticket URL.
This will help me analyze the effectiveness of QR codes for individual events and in aggregate to compare effectiveness by the type of event, donor, or other criteria.
5 votes -
Fund Report with Pledges and Donations
I would like to be able to pull a report with all pledges and donations related to a specific fund. This would allow us to tell who has and hasn't been reached about their annual giving whether or not we have the cash in hand yet.
5 votes -
Prevent sending grant notify email when we void and reissue Grant to the fund advisor
Sometimes nonprofits don't cash their checks for grants and after months we need to void and reissue a check for the grant. The problem is that the system sends a grant paid email to fund advisors who have grant notify on. This causes a lot of confusion because fund advisors are notified that a grant is paid and think it is a mistake, they don't attribute it to the original grant they made because it could have been months ago. They also don't except to see multiple emails of a grant payment for one grant. Can there be a way…
5 votes -
Add Note ID to Global Search
We schedule weekly custom report emails to all staff. This report includes Note ID. If a note refers to an attached file, having the ability to jump into Global Search to bring up the Note ID would be a time saver for all staff.
5 votes -
Opportunity Connected Profile and Professional Advisor Designation
It could be confusing to see the full opportunity amount on a connected profile or professional advisor's relationship tab once they are connected with the new opportunity features releasing soon. Could there be some sort of designation added to those profiles so it's clear what role they have? I.e. red text saying "professional advisor" or something similar.
5 votes -
Multi-Fund Invoice
Would like the ability to create multi-fund invoices.
Requested on behalf of Maple Ridge CF
5 votes -
Functionality to Bulk Delete Vouchers
We'd like the option to be able to bulk/batch delete vouchers.
5 votes -
Tribute information fields should be added to Donation Notify Email Content
We need the fields for tribute information on a donation to be available to pull into the donation notify email body content. Right now, the tribute fields aren't available for this template.
We send agencies notifications about donations made to their agency endowment, and we need tribute information to be included. If it's not, the agency doesn't get the full context of the gift.
5 votes -
notes reporting - reference the primary profile from an opportunity note
Report on all notes in the system and be able to see the profile associated with the note, whether the note is directly on the profile or the note is on an opportunity with a profile as the primary opp profile.
5 votes -
Close period - additional options
It would be helpful if month-end close could be broken down so we could close by the transaction type (ie donations, grants, vouchers, general ledger) or even by division. There are some areas that Finance wants to close ASAP to prevent back-dated transactions by other departments, but other areas that need to remain open for entries by Finance. The current all-or-nothing approach forces us to keep the period open, which means transactions (often grants) can post incorrectly into a past month. Please consider the functionality to allow for piecemeal closes instead of one all-encompassing.
5 votes -
Filtered Fund Lists (with URL)
Introduce the ability to categorize funds within the Giving Hub - allowing users to filter the fund list by specific types, such as scholarship funds.
Each filter view would generate its own unique URL. For example, the filtered list of scholarship funds could be accessed via: csuite.com/donation/scholarship-list
This would allow these specific fund lists to be easily shared on websites, etc.
5 votes -
Donor Portal
The donor portal graphs for fund advisors currently default to depict the prior 12 months of activity. Our donors find little utility in this view as they are most focused on the activity which aligns with the calendar/tax year perspective. Can there be an option available on the portal for a Foundation to set this as the default view rather than ask the donor to make this switch each time they log in? Further, can there be an option for the Foundation to select to have the default for the graphs to depict the current calendar year vs the prior…
5 votes -
Export Reports with Filters in the Donor Portal
It would be great if there was a way that reports exported through the donor portal could include applied filters. For example, I tried it in the donations tab and I can apply the filter but it doesn't show up when I download a report. Thank you!
5 votes -
Identify Recurring Donations
It would be great if donation email notifications to fund advisors specified if donations are recurring, so that we can steward these donors differently. Also would be great if recurring donations were identified in the donation list in the portal.
5 votes
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