845 results found
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Hide amounts in Donor Portal as a single checkbox choice in Settings
I know a recent update has allowed all contributor names to be anonymized, with a single checkbox in System Data, when they appear in the Donor Portal. It has been our practice to reveal contributor names and contact information to fundholders but NOT the amount of the gifts. In this way, our fundholders have an opportunity to mail their own personal thank yous to those who contribute to their fund.
I know contributor amounts can be hidden via a fund-by-fund checkbox, but for our organization, with ~1200 funds, this is a large task to undertake. Could a single checkbox choice…
3 votes -
Ability to request a change to investment portfolio on Donor Portal
Would really like the ability for a fund-holder to be able to submit a request to change their investment strategy/where their money is invested from within the donor portal.
2 votes -
Donation Import Template - Add Pledge ID
When using the donation import template there is no field to link the donation being imported to an open pledge or promise in CSuite. This requires clicking on the pledge ID & looking for any donations made by the donor & then linking them. Or going into each donation & then linking to open pledges. Either way it is a manual process to link imported donations to pledges or promises. For organizations that have a high volume of pledge payments this is a time consuming process. It would be beneficial to be able to do this as part of the…
2 votes -
1099 Report - Tax Class
Please add a "Tax Class" column to the 1099 report so that we can differentiate between LLCs. .
2 votes -
Fund Advisor portal only shows city/state
Currently the Fund Advisor portal only shows city/state when fund advisors search our database for a new grantee. It would be helpful to have the street address pull over from CSuite to help the fund advisor select the correct organization.
2 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.
2 votes -
minimum grant
It would be great if you could set different minimum grant amounts for each fund or at least the fund type in the system.
2 votes -
nonprofit profile image
We like the new look for the Nonprofit Directory. However, I'd love for the image 'frame', where a nonprofit can upload an image for the directory, to automatically resize the image to a maximum height (I'd suggest 150-200).
I have asked over 100 nonprofits to provide images to include, but because there is not a size limit on the 'frame' it goes into, it will be to me to edit all of the incoming images to limit the height.
2 votes -
Title and Org in Address Block
We have a lot of profiles that we mail for different reasons and therefore send to different address types (home vs. business). It would be useful to have a space to include the individuals title and organization name in the address block for business addresses. Right now we are de-duping and doing a lot of external clean up (in excel) to remove the title and organization name from individuals using a home address.
2 votesYou should be able to do this with current functionality. In Profiles, select Profile Type from the left side menu. Select the id of the address type that is a "work" address. Enable the "work" check box. That should add the organization name and title to the address block.
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Authentication - UX
Make the authentication box on the login screen automatically populate the cursor and ability to type. Once you try to log in, it prompts for authentication. Then, you have to click on the text box, but most of the time, I forget to click the box because on most websites, it automatically is ready to have someone type in it. So I am left typing the authentication on my phone into nothing.
2 votes -
Memorial Notifications
Could we include the name of who is being notified for a memorial in parentheses after the name?
2 votes -
Receipt for multiple donations with import
Needing a multifund receipt option for imports. We are planning to utilize the file import for donations when we have large campaigns to save data entry time. When we go to pull the receipts however it's doing 1 page per donation instead of 1 page per donor.
I understand that we can manually enter the multi fund donation and get the same outcome but that is much more time consuming.2 votes -
Check detail attachment
Please put the voucher item description on the check detail attachment
2 votes -
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.
2 votes -
Allow edits to password reset email for fund advisor portal
Allow password reset email to be customized within the content section similar to the other email notifications.
2 votes -
note type different than task type
Can we separate Note Type and Task Type? We would love to have unique task types that are not Note Types.
2 votesWe do have many clients that label the types with N-... or T-... to more easily find task types versus note types.
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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…2 votes -
FA Portal Main and Sub-fund options setting
There should be a setting that makes the any sub-funds either appear with the main fund or without it. This could be an overall Fund Advisor Portal setting.
Currently, the fund activity shows the main fund and sub-funds added together, and the investments tab shows just the main fund information. Also, the home screen shows just the main fund information. It would be helpful for the fund advisors if there was consistency between all the tabs.
Since we run statements separately for main and sub-funds, I think it should just show the main fund info on the main fund, but…2 votes -
Add "Fund Statement Format" to the Fund Statement Template Area
I would like to see the Fund Template area of System Data show the Fund Statement Format(s) using the template. Additionally, this could help create greater visibility on what Fund Templates and Formats are actually being used on a per/fund basis.
Please let me know if you have any further questions for me!
2 votes -
"Tribute Sent" & "Date Tribute Notification Sent" & if mailed or emailed report option please
Hello - I am still struggling with how Tributes are tracked - I cannot find a Tribute "sent" option in default reports or in Tributes or any report that shows when it might have been sent or how.
2 votes
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