968 results found
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Allow custom fields from funds on list of available merge fields for Grant award letters
It would be great to have custom fields available on the grant award letter templates, especially from funds and other modules.
4 votes -
Employee Name
Having the ability to update the employee name would be great. Right now, everything defaults to "Last Name, First Name." Right now when I send system generated emails, they get signed like this;
Sincerely,
Wright, LeeannWould love to change that so other employees that send system generated emails are not in the same boat.
4 votes -
Changes to Approvers (Grants / Vouchers) Recorded in Fund Log
Is it possible to track changes to grant approvers and voucher approvers for a fund in the log associated with the fund?
4 votes -
nonprofit directory
I'd like to see a couple of changes to the NEW LOOK version of the Nonprofit Directory:
1. On the Main Page of the Directory, add a 'category heading' above the 'types/categories' of nonprofits as well as above the list:
"By Category:" - for the groupings of NPs
"By Name:" - for the list
2. On the Main Page of the Directory, where all the nonprofits are listed, I suggest it NOT include the public email or phone #.
I'd rather this be a simple list where the user has to click the nonprofit to go to the nonprofit's directory…4 votes -
Nonprofit Profile - Sort Categories
Please add a sort field to Nonprofit Categories. Currently when adding or editing a category on a nonprofit profile they display in ID number order, which means the order in which they were created. With a long list this makes it very difficult to find and select the correct categories. We would like the option to alphabetize or a sort field so we can enter the number order like in other areas of CSuite. Thanks!
4 votes -
Export Outstanding Contributors List in Campaigns
It would be great to export a list of folks that have yet to contribute/donate/buy tickets in a campaign for the purpose of being able to quickly have list to refer to in order to send follow ups etc.
4 votes -
4 votes
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Profile mailing address
We have profiles with a Primary address and a different Mailing address. When creating a report we are not able to have Mailing Address as a field, only whether or not there is a mailing address. Could the Mailing Address be a radial button like the Pay and Primary addresses are? This may also help with Campaigns . . . If a profile has a Mailing Address, that is the address used. If not, the Primary Address is used. Currently we get labels for both Primary and Mailing Address and one needs to be removed. Thank you.
4 votes -
Sort event registrations by date registered
It would be helpful if there was a way to sort registration attendees by date and time they registered. We have more than 100 people attending an event right now and there is no way to tell when new people have registered. I am constantly reviewing this list to see if I recognize new names which can be very tedious.
Thank you
Mary Ellen4 votes -
Envelope in Grants
It would be helpful to have the envelope function in grants to add the full contact person name when printing envelopes. Also when exporting the grant data it would be helpful to have the full contact name to the export for merging envelopes to print not just salutation. In my export you can see Salutation and Label and the label on an org profile the label uses the org name. Every time I export I have to go research the persons full name for envelope.
4 votes -
Auction- Add a Second Account # Field
When adding an Auction to a Campaign, you are currently only able to enter one account # (I add Auction Non-Deductible). Due to this the donation portion does not go to the correct fund. I have to manually go in and override each donation portion from contribution to Auction Deductible.
4 votes -
IRA Gift Tax Receipt Letters - Salutation & Envelopes
IRA Gift Tax Receipt Letters - Salutation & Envelopes
When processing IRAs or charitable bank gifts, while we can now get the address on the tax receipt letter to populate as the Donor Advisor instead of the "donor"/Bank - I am still having issues with the salutation being the Banks/"donors" name and not the Donor Advisor, even when I populate this field to "John Smith".
Then, when I print envelopes, no matter what I do, the envelope will print with only the Bank/"donors" address. I have to go in separately and print an envelope from each personal profile since I…4 votes -
Tribute search
I don't see a way to search for a tribute by its ID number. This would be helpful in updating tributes or in cleaning up data.
Thanks
4 votes -
Change GL Code on AP Voucher
Sometimes we need to change an expense code on an AP voucher after that month has been closed. Would love some functionality that would allow this in a subsequent month. The current workaround is a JE but that means the voucher has the wrong code for 1099 purposes.
4 votes -
general ledger
Have the ability to select account type rather than by account code or all. If you want to run all expenses only you cannot not. Or have the ability to put in a range of account codes OR select multiple accounts.
4 votes -
Distributions - do not create transactions on $0.00 calculated amounts
We round the distribution calculation the the $1.00 (rounding behavior: Normal). When an amount of.49 cents or less is calculated a transaction posts to the fund for $0.00. I know there is the option to uncheck the distribution calculation in the preview stage but we have over 1,600 funds to comb through and we have many agency funds with minimal fund balances that we keep open upon agency request.
4 votes -
Automate the Grant Card Template
The grant card template (giving card acknowledgement/receipt, not tax receipt) is available as a template and can be sent manually from the donor's grant card page, but the process is unable to be automated.
Donors should receive a letter letting them know how their grant card was spent. There is no reason this shouldn't be automated just like every other template. And if they aren't going to be automated, they need to at least show a timestamp after one is manually sent so that it is clear that a letter has been sent.
4 votes -
Decouple the inactive button from the deceased button
When you mark a profile deceased, it is automatically marked inactive and you have to reopen it to make that change. Not all deceased profiles are inactive - we pull them frequently but if they're also marked inactive they might not get pulled.
4 votes -
reconciliation - add filters
It would be very helpful to be able to filter the reconciliation. For example, by transaction/payment type, dollar amount, profile name, or description.
4 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
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Add the ability to import custodial statements
We would like to be able to download account values directly into the Community Suite at least once each month to improve efficiency and keying errors. The best would be the ability to download daily market close information for each investment position held that post a price at market close and quarterly for investments which value once per quarter.
4 votes
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