1144 results found
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"Profile Linked Name" in Opportunities - can it just be a profile name field for reporting?
Hi - really like the ability to link multiple profiles and the advisor to an opportunity. However, in reporting, the profile name that pulls into the report is the one that shows the main name, plus any name linked to that name (Profile Linked Name). This includes if the opportunity was for an organization. Ideally, I would like to choose the profile field for one name only, and the profiles I would like to associate with the opportunity, and not have all linked profiles appear. Thank you!
1 vote -
colour code the Opportunities tables for advisors and connected
Really like the change to how the advisor and connected opportunities show. Coud the difference between these types and the normal connections be colour coded, in addition to the word, or something else format it so that the difference is easily seen at a glance?
1 vote -
Stock Gifts
When entering stock gifts with multiple different stocks, once the securities have been created, it would be helpful for them to be listed in alphabetical order. Once you click Create, they are not in alphabetical order.
1 vote -
spell check
The addition of Spell Check in all areas of Csuite would be fantastic!
1 vote -
New Fund Portal Doesn't Show Purchased Tickets
Help! The updated fund portal "the portal" does not show ticket sales when using campaigns, if they are not true donations/contributions. This is a change and a negative one! I have sold the campaign function to fund advisors for things like events and or membership drives - but now they don't see ticket sales (non gift) in the portal! If you export a donation excel list, you can see the ticket sales USED to be in there. For some reason, they stopped showing up (unless it's the 3% donation add on). Big loss for function and customer service.
1 vote -
Donation Receipt only after posted
Generate receipt option only after donations are posted to avoid errors and accidentally sending a receipt too early, but still allow you to save the donation in the system as a placeholder.
1 vote -
1 vote
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Inactive Vendor
When entering vouchers and searching for a vendor it would be great if inactive vendors did not populate in the drop down while you are typing. If they are inactive they shouldn't be having vouchers charged against them anyways. It would be nice if they also showed at the bottom of the regular search bar instead of mixed in with everything else.
1 vote -
Add "Item Dates" to Tax Receipt Fields
It would be nice to include an "Item Date" for tax receipts in the foreach item section. Currently, if you wish to include the date of an item/donation for a tax receipt in a table, a SET-REF condition needs to be used within the template.
1 vote -
Grant Request Notes should create a flag in backend so we know there are special instructions on a grant request
The Allow Grant Request Notes gives us the option for fund advisors to put special instructions in as a note. However, when processing in bulk there is no clear way for the grants administrator to see that there are special instructions on that grant. They would also need to scroll all the way to the bottom to see this in the individual grant. So we have this feature turned off. We would like to turn it on, but we want to make sure that it is clear to our users in the back end that there is a special request…
1 vote -
Campaign field on donation report
I would like in a donation report to pull the campaign field. This way we could have a much more detailed donation report or group donations by campaign. Because we would like to see donations that came in because of a campaign and ones not from the campaign in one report. Right now there isn't a way to do this without using the external API and building it in PowerBI.
1 vote -
Linkedin
It would be great if you could create a text field for the LinkedIn URL.
1 vote -
krandall@nccommunityfoundation.org
Suggestion for Fundraising Campaigns - Allow the capability for donors to create recurring gifts from the donation page.
1 vote -
image
It would be great if profile images could be included in reports. It would be helpful for our philanthropy team to create pictoral directories of the donors they manage.
1 vote -
Link grant to campaign or opportunity
Over the years, many requests have been made to enable the ability to link an internal grant to a campaign or an opportunity (see list of requests below), but Foundant @skyeweber has always archived the idea due to lack of activity. For community foundations, much of our work is with fund advisors who hold funds with us, so it is important for us to be able to link our efforts to fundraise for programs through internal grants, and to link those to campaigns or opportunities. It’s possible to link a donation to campaigns and opportunities, so it seems logical that…
1 vote -
Tribute Template - Salutation Merge Field
For our Tribute letters, the Salutation merge field populates with the first and last name of the recipient. Would it be possible to have it just populate with the first name of the person or the couple receiving the letter? This would make the letter less formal, especially when it is being sent to any donors that we have a long-standing relationship with. I saw a post where this change was implemented for the Tax Receipt template, so I'm hopeful this would be an easy fix for Tribute templates as well. Thank you! Kelley H.
1 vote -
duplicate screen
Hi - it would be great if the screen showing duplicates would indicate what type of record it is, particularly if a record is a student. With just a giant list of names, it is hard to pick out the ones the student aid team needs to look at. (or a fund holder, or vendor etc) OR the date the duplicate was added. OR the number of times the record shows. If we have 3 John Lennons and one was created last week, we might be able know who needs to fix it at a glance.
1 vote -
internal grant show originating fund name in donation report
When a donation/grant is INTERNAL, please show in the description field, or the trefname field that has the grant number, the name of the fund where the donation is originating from. Please have this show up in reporting.
1 vote -
Import Profile Fund Relationships in Bulk
I'd like an enhancements to the Import Relationships tool. That functionality allows us to import profile link relationships, profile to profile relationships to CSuite in bulk. I am looking import profile-fund links where I can link the profile to the fund and the fund category in bulk via CSV import. This would allow me to in bulk add relationships that we are trying to keep track of that we didn't track prior to our import to CSuite.
1 vote -
Different grant status in fund portal
The grant request status labels in the fund portal are inconsistent. A grant in the Approval bucket will be approval when viewed in Fund Summary and Grant History, but Pending in Grant Request. A grant in the New bucket will be new when viewed in Fund Summary and Grant History but Pending in Grant Request. Would be clearer for the user if these were the same terms.
1 vote
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