968 results found
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Adding an Indicator Flag to Note the Date of Last Review
Would it be possible to add an indicator flag on the donor's profile so we can note the date that their personal/contact information was updated last? This would be useful for us to know if the contact information/preferences that we have on file is outdated, and whether we should ask to verify email/phone number/address during our next touchpoint with the donor.
5 votesThis is a great use case for a custom field!
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Organizing Notes
To better organize profile notes, a good idea to consider is to organize the notes on a profile by category as we did with the attached files update. A lot of times we go back to notes for the name things such as Grants, Profile Updates, Donations, etc.. Categorizing notes can definitely help us be more efficient and find what we are looking for in a faster more organized way.
5 votes -
Grant Approvals in Csuite - Skip a Grant
In the grant approval in Csuite, there should be a way to skip a grant and have the system keep moving through the remainder of the list. Right now, if I need more information before approving, I have to either reject a grant (which I don't want to do) or go to manually selecting the next grant to review. The "go to the next grant" functionality will always bring me back to the grant that I wanted to skip. Also, it would be nice if the grants that I did approve displayed with the grant number as highlighted/in-focus, so that…
5 votes -
Make Vendor Name available for custom reports for Positive Pay
Check templates have a merge field vendor_name. It would be very helpful if that same field were available for custom reports. We use Positive Pay through our bank and it's important the report matches what is printed on checks.
5 votes -
Check Alert for Funds
We just got the ability to add an Alert Area for checks for profile notes which is great! However, we'd like to also have the ability to add the Check Alert Area for notes on funds, meaning when a check is paying a voucher from a specific fund, the alerts pop up for those too.
5 votes -
Affiliate organization
We would like to see the Affiliate/Supporting organization or division field from the fund details appear in the grants.
We need to be able to recognize the funds from our affiliates in order to process the grants using the correct payment type and award letter.
5 votesIt is possible to create an award letter template and assign it to a fund. Is that what is needed here? This is done within the template. There is an option to add funds.
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Auction Bid Sheets: Ability to edit/template
Would like the Auction Bid Sheet editable or able to make a template
5 votes -
Check detail attachment
Please put the voucher item description on the check detail attachment
5 votes -
Expiry required for re-occurring tasks
Currently there is no expiry for re-ocurring tasks, you can set it up for intervals only which will continue until you remove them. At times, tasks are for a term period for example 2024-2028. Currently, in the year of 2028, you'd have to remember that the term was only 5 years and delete the task. This poses risk to process a task that shouldn't, vs having the option to input an expiry date for the task reminder to end in 2028.
5 votes -
Add a subfund field in the voucher upload
When we import a Voucher upload, there's no field for a GL subfund, so we have to go in after upload and choose the different subfunds for our GL codes. Would like to have this field included in the upload, so don't have to do this manual after-step.
5 votes -
NACHA file can be downloaded before checks are posted
Right now the NACHA file can be downloaded for a particular date before the checks are approved and posted. For internal control purposes we would like to only be able to download the NACHA file after the checks are posted for that date.
5 votes -
Campaign Ticket Guests
Three thoughts on potential future functionality for campaign ticket guests:
1). Implement a system for matching guest names to profiles (or creating new profiles automatically, a la Stripe payments) that lines up with the existing profile DEDUPE functionality. This could tie in with/be more robust if item 2 is considered:
2). Allow customization of the fields that purchasers fill out concerning their guests (for example, adding emails, phone numbers, etc.)
3). Implement a batch functionality for converting ticket guests to profiles (right now, it must be done on a one-by-one basis)
5 votes -
Donation Portal - Sort/Category Option for events
Would you please consider adding a sort option or categories for events? We have events for NonProfit Professionals, Donors, Development Officers etc and it would be nice to be able to group them together for ease of viewing and registering.
5 votes -
Eliminate multiple mailing labels in campaigns
When generating mailing labels or exporting mailing labels to CSV in a campaign, it pulls both Primary and Mailing addresses for the same profile. We would prefer it to pull Mailing as the default, and Primary only when there isn't a Mailing address.
5 votes -
Abiltiy to Include Advised donation dates in First Donation Date
Currently, when I run reports for new donors using the First Donation Date the report is inaccurate because I am not able to filter and/or see their advised donation dates.
For example, if someone always gives through their DAF but gave today through CC the reports says they are new based on the First Donation Date but that is not accurate, because they have given before through other charitable vehicles.
We have enough of these instances that make a simple report take much longer to aggregate and lowers the staff's overall confidence in the acuracy of the system and its…
5 votes -
Update profile data in CS from GLM updates
When a grantee updates their contact information in GLM, it would be nice if that information would sync over to CS either automatically or into a queue to be accepted or ignored. That way both systems are showing the same information and grantees/students can update their information in a way that reflects across all systems.
5 votes -
Manual entries - Admin Fees, Distributions, Journal Entries
I'd like to see a link to "create" another entry immediately after posting a manual admin fee, distribution, or journal entry. It's cumbersome to have to back up multiple screens to get back to the "create" link.
5 votes -
1099
Integrate ability to print and e-file 1099s directly from CSuite from a third-party like AATRIX. Our legacy system had this capability and it made the 1099 process much simpler and quicker.
5 votes -
Promise to Pledge
Please add the ability to convert a promise to a pledge.
5 votes -
Add more than one picture to a campaign
We were discussing a future campaign and looking at how it looks on our website when people register for tickets. It would be a great idea to be able to have more than one picture on the website. For example, the first page with the campaign information would have one picture, the tickets page would have another, and the thank you page could have a third. We also would like to be able to size our pictures appropriately instead of just using a small square picture. The main page would ideally have a long header type picture, for example.
5 votes
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