1586 results found
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Organization Fund Advisor Contact Name + Label in Grant Templates
We have a few corporate DAFs where the fundholder recommending grants is an organization profile. Currently on the template, we are able to include the name of the organization and their contact information through the fund advisor fields. We would like to also have the ability to include the main contact person's name and title at the organization. I see where org. contact label is in grant templates, but this is the contact person at the grantee organization and not the fund advisor recommending the grant. Could a field be added that would populate the org. contact name and title…
13 votesHello,
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zip plus 4/Address Validation
CommunitySuite should have the ability to validate addresses and add zip plus 4 codes. There should be the ability to have a valid address suggested and/or option to keep the address as entered.
13 votes -
Automatic tribute emails
When online donors indicate a tribute name and email address, the tribute recipient should receive the templated tribute letter automatically, just as the donor receives their donation acknowledgment automatically.
13 votes -
Adding Profile Link to Notes
Currently we have to be in profiles or donors in order to link a fund and profile to a note. It would be nice to have the option of linking a profile to any note added within CSuite.
13 votes -
API for Constant Contact
We are wondering if there are plans to integrate Csuite with Constant Contact in the same way that you did with Mail Chimp. We are exploring moving to Mail Chimp, but don't want to go down that road if you are planning to integrate with Constant Contact in the near future.
13 votes -
Hide Check Fund
We don't need the Fund that a check is paid from to be printed on the check - and in fact there are situations where that information may not be appropriate to share. Can we turn that line item off on the printed checks?
13 votes -
Tax receipt number for yearly receipt
Please integrate a yearly consolidated tax receipt including a single tax receipt number to comply with Canadian law. E.G. Donor gifts once per month and instead of having twelve receipts at year-end is provided a single tax receipt with a single tax receipt number itemizing all donations made throughout the year.
12 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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For bulk year-end emailed receipts, correct auto-email message so not a string of numbers
We would like the option to add content for bulk email for year-end receipts. There is no option currently to edit the content or the subject of the email. Currently, the content of the email is:
Attached is your 2022010120221231 tax receipt summary.
The subject is:
Subject: Yearly Tax ReceiptOur fear is donors won't open the email.
12 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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attach file options
When attaching a file to a fund, the dialog box doesn't give the option to tick a "Share" box. Having that option would avoid extra clicks.
12 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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event ticket receipt
It'd be helpful for an event ticket receipt field to pull a salutation or the prefix + first name.
12 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Allow running fund statement groups that include funds which already have statements
Update Fund Statement workflow to avoid getting an error that says "can not create statements, some funds already have statements for [period of time]. If a fund statement group is being run that includes funds that already have a statement for the same period, it would be preferred to skip those duplicates but still run statements for new funds.
12 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Please right align all numeric fields, it is much easier to read if they are in alignment.
Amount columns in some areas are left aligning instead of right aligning which makes it hard to scan through.
12 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Email tax receipts templates
The option to email tax receipts directly from a donation does not provide a customization option that you can save, you have to edit the text that will be in the subject and body of the email each time. This is very time consuming if you are sending out multiple receipts and want a more personalized email to accompany the tax receipt.
12 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Attach a document to journal entry import
It would be very helpful when you import journal entries or you make journal entries to attach a document to each individual transaction with in the entry. So you don't have to manual go into each entry and attach the documents.
12 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Birthdates in profiles require a year
Please allow Birthdates in profiles to allow just month and day and not require a year. We do not know the age our our donors in most cases, but it is nice to remember the birthday
12 votes -
Add more than one donation advisor
It would be great if we could add more than one advisor on a donation record. This is especially helpful when a couple divorces so both of them can be advisors on a household donation to keep their total giving to the organization accurate.
12 votes -
Add Pending Label to Future Internal Transfer Grants on the Fund Holder Portal
How pending Internal Transfer grants are displayed on the destination funds portal is misleading. They appear to be complete but are not included in the balance above. Please add “pending” label to future grants under “recent contributions” on the grantees’ fund holder portal so that it is clear on both the destination and source fund portals.
12 votes -
Place cursor in login field
We would like to suggest a very minor improvement to the login screen.
It would be a nice timesaver if you could place the cursor in the input field automatically (username, or token, depending on which screen).
We noticed it (or the absence thereof) after adding 2FA to our account... but in all actuality this is an improvement that could be added to both steps of the login screen, including the initial username and password input screen.
That way when we load the page, we just need to start typing our login information. Truth be told we could hit TAB…
12 votes -
Provide Advisor Salutation field in Thank You templates
We like to send a "courtesy" thank you to the advisors of Advised Donations. The templates for Thank You letters provide fields for Advisor Label, address, etc, but NOT the salutation for the Advisor. Please provide a field for this.
Thanks,12 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Add "Steward" to the Choose Export Columns
If you click on Donations up top, then "Filter Reports" on the left-hand side, you have the option to Choose Export Columns after you hit Export. This is a great way to customize mailing lists, etc. Adding the "Steward" field would allow us to connect the best contact with each person included in the export.
12 votes
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