968 results found
-
API for Constant Contact
We recently switched from MailChimp to Constant Contact as it offers more options and we believe it is a better platform. Would appreciate it if you would revisit adding Constant Contact as an option for the Campaign API kep.
4 votes -
Recurring Donation List - show fund in table
When home Home/Donations/Recurring donations - a list of recurring donations is listed. However, it doesn't show the FUND the donation will be applied to on that screen (or when you export the list), I find it frustrating as our recurring donations list is growing. A post about it was archived. I hope to get some traction with this one!
4 votes -
Prevent spendable balance from exceeding fund balance
I would like a hard stop or a warning message when a user is going to take an action that is going to result in the fund spendable balance exceeding the total fund balance. We have seen this occur when an manual distribution is made to the spendable beyond the total fund balance and also from transfers out of the fund balance that did not hit the spendable balance. Since the spendable number is the most important when it comes to our grant budgeting, we never want a case where the spendable is showing higher than it actually is or…
4 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…
4 votes -
Assign existing profile note to an opportunity
Once a note has been created on a profile, it isn't possible to assign that note to an opportunity. It needs to be deleted and then added to the opportunity. It would help if there were an option to edit the existing note and assign it to the opportunity.
4 votes -
Add Tribute option for Grant Requests
This idea has been posted before, with many votes. I'm adding it again. In the new fund advisor portal, please add the option to add a tribute to grant requests. Donors want this option and a donation note is easily missed.
4 votes -
Include fund names for open pledges on donation page
When listing open pledges at the top of the Donation page, the Fund Name should be included with the other information. This would be especially helpful if a donor has more than one open pledge and/or if a donor is making a gift to a fund other than the one(s) they have open pledges for.
4 votes -
Send email to multiple emails for electronic payments
Currently you can only send an electronic payment notification to one email that is identified in the profile. We have had requests from vendors/grantees that the notification be sent to two or more emails.
4 votes -
Collapse/Expand Files
Please can we have the ability to collapse/expand file categories in the attached Files sections. This would help enormously with overview.
4 votes -
Attach Tasks to Profiles
It would be wonderful if you could see completed tasks when on a profile. When I pull up a donor profile, I need to see what/when their last point of contact was. For example, if we mailed a personal note, made a phone call, sent an email. Very helpful information especially when a donor says, we haven't heard from you this year!
4 votes -
Financial Report Editing - Add heading to each page & rounding option
Allow options when printing reports directly from C Suite to show headings on multiple pages and remove decimal points.
4 votes -
990 Division Checkbox Filter
Currently, the Division Filter only allows for all divisions or individual divisions. Please create an option to checkbox particular divisions so that it is possible to include and exclude particular divisions when utilizing the 990 reporting.
4 votes -
Electronic Checks Post All
It would be helpful if there was an option to "post all" electronic checks instead of having to go into each one individually to post. We book all our ACH payments as electronic checks, but don't post them until we clear the bank statements, but we have to go into each electronic check individually to post.
4 votes -
Grant Letter Email Subject
Create Grant letter email subject in Grant Content so we can edit the subject line when sending Grant letters
4 votes -
statement vouchers
It would be helpful to be able to Delete Item lines in Statement Vouchers after copying. I typically copy the previous month's voucher to create a new one. Some months have Realized Gains and some do not. I put a 0 when we don't have one, but it would be much cleaner if I could delete that line and add it back in the next time it is needed.
4 votes -
Link the Contact Person field on NonProfit designation to the Contact Field on Organization profile
The Contact Person field on the Nonprofit Designation should be linked to the (Primary) Contact Field on the associated Organization profile. This way, when one of the fields is changed, the other is updated automatically with the most recent contact information.
Currently, changing the Contact Person field on the NonProfit designation does not automatically update the Organization profile and requires the update to be done in two places which is redundant.
4 votes -
Edit grant type and grant advisor in an existing recurring grant
For existing recurring grants, we would like to be able to edit it to include grant type and grant advisor. Right now it seems like you have to delete the incorrectly entered recurring grant and start from scratch.
4 votes -
Report Date / Last Run Date
Would also be great if there was a Report Date / Last Run Date. Helpful to know how recently the report was run.
4 votes -
Multi fund donation subtotal line
When using the multi fund feature on donations, it would be amazing if there was a subtotal line summing up the donations as they're entered.
4 votes -
1099 Report - Tax Class
Please add a "Tax Class" column to the 1099 report so that we can differentiate between LLCs. .
4 votes
- Don't see your idea?