1226 results found
-
"search by" box for campaign list
Good morning! Instead of scrolling down a list or using the 'find' on the browser to search for campaigns, could we have a 'search' box on top of the campaign list screen? For example, when we need to "add" a profile to a campaign, can we have the 'drop' box option to type in the name of the campaign instead of using the 'find' browser button, or scroll down a long list of campaigns. Thank you!
1 vote -
profile report donations
Profile Reports need to have the ability to pull in roll-up information. I would love to see total household giving and giving by year for profiles. I use this as a fundraiser to see what my portfolio of donors has given this year.
1 vote -
Steward
Create settings for Stewards. We would love for Stewards of funds to get notified if a donation is made to a specific fund.
1 vote -
Add Bulk "Attach File" Function to Journal Entry Menu
Please add this option to the Journal Entry menu as an action on the left hand task bar. From an accounting perspective, we often use the "Import" function for Journal Entries each month as all information is compiled in an external Excel/CSV file and formatted after completion to import and save time. These imports split into dozens of journal entries separated by fund. Currently, we have to manually go into each individual entry and attach the same Excel workbook for documentation entry by entry.
A bulk "Attach File" option would save significant time and make repetitive tasks much more efficient.
1 vote -
Recurring Stripe Donation Details on Portal
Please provide a setting to toggle on/off to share the recurring donation details with fund advisors.
Example: A fund advisor wants to see if donations to their capital campaign fund are recurring. Right now, this information is not accessible through the portal.
Knowing whether it is a one-time gift versus a recurring gift is something we should be able to easily share with fund advisors!
1 vote -
1 vote
-
Fund Statement Labels
When printing labels for paper fund statements, please change them so they print in the order that the fund statement prints instead of alphabetical order by the fund advisor's name.
1 vote -
Link multiple opportunities to a donation
Although we now have the ability to link multiple beneficiaries to one opportunity, this wasn't the case in the past. It would be great to have the option to link a donation to multiple opportunities since some of our bequests gifts benefit multiple organizations and separate opportunities have already been created for these gifts.
1 vote -
Link multiple opportunities to a donation
Although we now have the ability to link multiple beneficiaries to one opportunity, this wasn't the case in the past. It would be great to have the option to link a donation to multiple opportunities since some of our bequests gifts benefit multiple organizations and they have already been made created as separate opportunities
1 vote -
Filter for approval (or lack of) for various voucher approvers
Please add a filter option on the Approval Vouchers page (Approval bucket in Vouchers) to filter out vouchers that a particular approver has already approved. Two of three approvers must approve each voucher, but I can't tell which ones I have already approved or ones I still need to approve without opening each voucher individually. Thank you!
1 vote -
paste in address block
Copy/Paste address block and have the Address, City, State, Zip auto populate. This is a feature offered by other apps that manage addresses, such as mailing apps (example screenshot below).
1 vote -
It would be very helpful to have under "Recurring Grants" a choice like "pay on the first Weds of each month. T
It would be very helpful to have under "Recurring Grants" a choice like "pay on first Weds of each month" instead of a specific date because our check processing dates are on the 1st of the month - not a specific date each month.
1 vote -
Improve API between Smartsimple & Salesforce
We want to be able to connect Organization and Individual from Smartsimple to Account & Person Account from Salesforce.
Today it is only possible to connect Contact & account. Person account is an object in Salesforce that consider an individual as Person and as an organization, which is more powerful than only use contacts. Person account is also a fusion of Contact & Accounts field in Salesforce. In an ideal world, it would be also usefull to connect Affiliation from SmartSimple to Affiliation' object in Salesforce.
Thanks !1 vote -
Fields for DonorSearch Import
There are certain fields requested by DonorSearch to complete wealth screenings on profiles. Most are readily available in CSuite, but some are not as easy to access. In order to reduce the amount of manual and spreadsheet lookup work needed to prepare an import file, please consider adding the following enhancements for the donor rollup report to make HH reporting easier: Largest Gift Date, Last Gift Amount, First Gift Amount, and First Gift Date and Last Gift Date to aggregate data across all rolled up profiles (currently shows HH dates even if IND profile dates are first/last).
1 vote -
1 vote
-
weekly recurring grant
The current options for recurring grants are monthly, quarterly, semi-annual, and annual. Could a weekly option could be added in the future? A donor would like to send a grant to his church on a weekly basis.
1 vote -
GLM "See All" function when searching Organizations and Users
I would like a "See All" function when you are in the Organization and User Search pages so we can review everyone who has created an account regardless of if they have started a process.
1 vote -
Grant Post Notify Email Subject
Request: Add the ability to customize the subject line of the Grant Post Notify Email.
Fund holders rely on clear, actionable communication when a grant is posted to their fund. The subject line is the first point of contact and should immediately convey the purpose and origin of the email. The current default is too generic and can come across as unclear or even suspicious. Allowing for subject line customization would help ensure that recipients recognize the email’s intent and engage with it appropriately.
1 vote -
sort order of funds
I would like to be able to adjust the sort order of Funds.
For example, I would like a fund entitled The University Fund to appear under U instead of under T. Or John and Jane Doe Donor Advised Fund to appear under D instead of J.
The report that I use most often that I would like sorted this way is the Fund Balance Report in Financials. I cannot figure out a work around to make this happen.
1 vote -
event ticket fields required
20+ pages of ideas for events should raise a concern that the current campaign solution is quite inadequate.
Several fields for in-person events are not set up with a radio button allowing us to make them required. We cannot make guests' names (first and last) and main entree choices in Requests required. This causes extra work for our two-person organization that the software could prevent with basic modifications.
1 vote
- Don't see your idea?