1421 results found
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Field for Tax Receipt - Preferred Mode of Delivery
I have some donors who prefer their tax receipts to be send via mail (or email). There should be way to filter for this under "Donations Needing Receipts" other than using the "Do Not Email" field (because some donors wish to receive emails for other communications, but hard copies of tax receipts).
2 votes -
Positive Pay Bucket
I would like to have a positive pay "bucket" or similar functionality that allows me to keep track of which checks have been downloaded in a positive pay export, and which ones are ready to download. We try hard to keep up with the work flow to include positive pay, but a few workflow situations have caused bank exceptions that could be easily solved if there was a quick place in csuite to view the checks ready to submit for positive pay. Thanks!
2 votes -
Option to Turn Off Grouping of Journal Entries on Import
Right now when I import Journal Entries, it combines random entries with the same date. It isn't even all one date, there could be two or three. We need these to all be separate as they're different deposits, different payment methods, etc. Grouping them makes reconciliation incredibly difficult.
2 votes -
Option for a donor to select if their donation is to be applied to the principal or spendable balance of an endowed fund.
For endowed funds, We would like there to be an option somewhere in the donation process for a donor to select whether they would like their donation to go towards the principal or spendable balance of the fund.
Right now all donations are automatically applied to the principal but we have some donors that will make a contribution to the spendable balance of a fund in order to cover the difference for a grant/scholarship going out.
2 votes -
Submit idea
When someone donates with a credit card and agrees to pay the processing fee (we use Stripe), the PDescription language that shows up in the ledger states "Cover creditcard fee". Creditcard is misspelled. It should be "credit card". My suggestion is to change that hard coding.
2 votes -
deceased in donor portal
Add donor address type to fund/donor portal as well as if donor is active or deceased.
Please show the type of address next to the addresses listed when you click on a donor in the portal. It would also be nice to see if this donor is active, deceased or inactive. Currently all donors even if now deceased.When a fund rep clicks on a donor with multiple addresses, all the active addresses are shown, however you can't tell if it is the primary address, the home address, the business address, etc because the address type is not shown.
2 votes -
bulk update
There should be a way to bulk update amounts and target dates on opportunities, either through an import or a bulk actions.
2 votes -
inactive household profile
When we went to enter a donation, the household profile was inactive because the husband had passed. We need a way that you cannot use the household to create a donation.
If I did not know the husband was dead the widow would have got a letter with Mr. and Mrs. The household profile was inactive and she was still able to do a donation.
Is there a way to fix this?
2 votes -
Create option for recurring or batched manual fees
It can be time consuming to enter manual fees on a monthly basis. We have a lot of fixed recurring fees that are different for each fund. Would love a way to set up a recurring manual fee on a fund that would run automatically for a set period of time. Or - a way to enter monthly manual fees in batch rather than individually going to each fund.
2 votes -
Set Individual Profile set as Primary "Org Role" on Organization profile as default Grantee Contact
An Organization Profile can have individual profiles connected in certain Org Roles (e.g. Treasurer, Development Officer). There is a setting to set a connected individual profile as "Primary" but I understand this is only for reporting. Can that Primary profile also be set as the default grantee contact on grants going to the Org (affecting the email the grant letter is sent to and any applicable merge fields too)? Or maybe having the option to choose from list of Org Role profiles when creating a grant.
2 votes -
As our team members change, we need the ability to change the approver on funds by bul
As our team members change, we need the ability to change the approver on various fund groups using a batch method. We have thousands of funds, and this is not practical to do one at a time. Thank you for your support.
2 votes -
Separate Internal Description for Campaign
It would be helpful to have a separate description for a campaign for internal users so that campaign names can have the year in front of them for organization purposes. We wouldn't necessarily want the date to be seen externally if someone is buying a ticket.
2 votes -
Donation Review Button
I would be helpful that after a donation is reviewed the system does not move to the next donation that needs review. For us it causes the reviewer to go back to that donor if they have multiple donations to review.
2 votes -
Bulk sale of public securities
Quickly sell public securities in CommunitySuite without realized gains/losses, fees applied. "Sell all" or checkbox list option when selling. Public Securities comprise the majority of gifts received. RBC typically does not record the realized gains/losses, fees until month end statements are produced for the investment accounts.
2 votes -
End of day EOD values for public securities
Return the End of Day values when entering public security donations.
2 votes -
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.
2 votes -
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!
2 votes -
Adding/Editing Notes on Event tickets manually
We are collecting information in a Notes Field on an event which is working when a patron fills it out online. but we have no way to add this note when entering a ticket manually or if a note needs to be updated. Please make this field available in the back office.
2 votes -
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).
2 votes -
It would be great if we were able to sort Fund Fee Types in alphabetical order.
It would be great if we were able to sort Fund Fee Types in alphabetical order.
2 votes
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