1388 results found
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organize engagement strategies
If we had the ability to organize profile types and engagement strategies it would be very helpful. We would like to be able to at least change their order in the list.
1 vote -
Fund Message in C-Suite
Would like a custom message to be inserted where it says "Private Fund" with more explanation as to why a donor isn't able to donate to this fund.
1 vote -
Tax Receipts: Combine online fee and donation into one line
When we receive an online donation through Stripe, the tax letters have two lines: one for the main donation and a second for the donation fee. We would like that all on one line.
This is what we currently have:
Date of Gift {{donationdate}}, Fund Name {{#foreach item}}{{description}}, Donation Description (if any) {{donationdescription}}, Amount {{amount # $#,0.00;($#,0.00)}}{{/foreach item}}
This is what I'm trying to do:
Date of Gift {{donationdate}}, Fund Name {{#foreach item}}{{description}}, Donation Description (if any) {{donationdescription}}, Amount {{amount # $#,0.00;($#,0.00)}}{{/foreach item}}, Fee Amount (Need Merge Field), Total Donation (Need Merge Field)
1 vote -
Ability to segregate/review profiles created through Campaigns
Add the ability to segregate profiles created through the online ticketing or donation process. Maybe using similar functionality as the "To Review" bucket in donations, or some way of filtering them in custom reporting.
1 vote -
Grantee Details when selecting "Make" Grantee
Grantee Details tab should come up when selecting “make” grantee on a profile so that Charity Check options can be updated if necessary
1 vote -
Donor List
When entering a donation on the donation page, I would like to see only names labeled as a donor not all names.
1 vote -
"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 -
1 vote
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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 -
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 -
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 -
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 -
"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 -
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 -
Loan Module
Our organization makes loans to external organizations. It would be helpful if the information from the loan module could be exported to a fund statement. I believe currently only internal loan information is able to be published on a statement.
1 vote
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