1579 results found
-
email all contacts
I would be great to have the option to email all contacts at an organization. As a grant-maker working with international orgs, we prefer to have open communication with multiple people (min 3) at each org.
1 vote -
Profile Fund custom report
We want to identify funds that do not have a Founder or a Main Contact or any one of our Profile Fund Categories, but utilizing the "Null" filter option does one of two things: 1) shows funds that have ANY profile fund category that is undefined or blank in the link with the profile (there is a profile linked to the fund but the profile fund category was not actually selected so it shows up blank) 2)shows the fund in the report but removes the profile fund category itself from the report. I believe this is because the filter is…
1 vote -
Invoices
It would be wonderful if we had the capability to change terms on invoices. The default is set to Upon Receipt. Our terms are always Net 30.
1 vote -
reoccuring
We have 800 funds...Would help our teams follow-up...knowing which of our staff should connect with which donor more quicklly if the "fund" to which the reoccuring donation was made showed in the systems summary log report as a new column...after clicking on the Reoccuring link on the donation page.
1 vote -
legacy code
When I've merged duplicate profiles in CSuite that are linked to GLM or SLM, it would be nice to be able to hand enter a Legacy Code from the merged record into CSuite. Or maybe, just an automatic code to show the Profile was updated to a merged record?
1 vote -
reference number
We use the reference number on the vouchers to put in the account number or date for many payments. However, it does not allow us to use the same reference number for the same vendor, which makes it difficult to add the account number for payments made to the same vendor at different times. It would be nice if the system allowed the same reference number. If no reference number is entered, the system can still create one as it does now.
1 vote -
global search bar alphabetic order including contact person
The alphabetic sort does not carry to the contact name following an organization. We have a large firm with many contacts and none of the names following the organization are in alpha order.
1 vote -
Walkme training module
In the second module, funds, the 11th module, Download and Upload a Fund Statement Template, should be completed before the third module, Create a Fund Statement Format
1 voteIn the second module, funds, the 11th module, Download and Upload a Fund Statement Template, should be completed before the third module, Create a Fund Statement Format
-
Batch option to email evaluators who are missing/have incomplete evaluations under the Application Evaluation Assigned section.
It would be nice to have a batch option to email evaluators who are missing/ have incomplete evaluations under the Application Evaluation Assigned section. Currently this batch option is only available if you are looking at a specific applications evaluation. However, this is not very helpful when you have dozens or hundreds of applications with different evaluators.
1 vote -
Print/export all info on a profile option
It would be great when on a profile page you can print and/or export all data related to a specific profile to get a complete snapshot of their association with the Foundation instead of having to try to create custom reports for this.
1 vote -
Login page for fund holders
I met with a fundholder today and she asked why on the login page, she had to scroll to the bottom? Is there a way to move the login to the top of the page?
1 vote -
Recurring memorial donations
Recurring memorial donations
The original donation shows that the recurring gift should be in memoriam, however, when we post the recurring gifts, it does not show that these are in memoriam.
1 vote -
show more fund advisor information through fund lens
When looking at a fund record, along with the list of Fund Advisor links, show if they have a login and what type of statement they are assigned. Not to edit but just to view.
1 vote -
Add an Affiliate or Service Area field for Opportunities
Not all Opportunities relate directly to a fund or have giving as their aim - especially if an organization is using Opportunities as their functional CRM where the emphasis is on tracking and capturing relationships. However, for reporting from Opportunities, there is no ability to segment reporting if the Profile linked to the Opportunity does not also have a fund relationship - for example, if I am working with a donor who has a fund, the Tasks or Notes report will allow me to include a column for Division, but that reflects the Division of the fund. There are many,…
1 vote -
Add More Reporting Options for Grantee Profiles
It would be wonderful if we could report on last charity status check or last financial date under the grantee profile. Thanks!
1 vote -
Notification when voucher is posted
I wish that an email could be sent once a voucher was approved/posted by another party. Often times, I submit a voucher for approval and move on to something else and then forget about it. So an email reminder would be great.
However the email wouldn't need to be send if I am that is approving/posting it.
1 vote -
Pay Vouchers Screen
The ability to move Due Date column closer to check boxes. Really able to move any of the columns
1 vote -
Add fund to reoccurring gift screen & add auto description to tax receipt, e.g. monthly reoccurring gift
Hi! It would be great if you could please put "Fund" as a column on the reoccurring gift screen and if you could please put an "auto" description saying "monthly (or whatever period they picked) reoccuring gift - either "no end" date or with an end date of XYZ" This would save a lot of time. have to manually edit each description and I put the fund name in the description so I know which fund they are giving to.....we currently have over 100 reoccurring gifts. Thank you!
1 vote -
Add full Org Contact Name field to Fund Advisors Export CSV - or at least a prefix!
Now that the 3/3/21 Update has added the ability to: "include the {{fund_advisor.address}} merge field to include the contact name and contact title for organizational fund advisors on fund statement templates," could an organizational fund advisor contact name field also be included in the Fund Advisors Export CSV?
At the very least, could the contact's prefix be included in this export so that an external merge could allow the cobbling together of a proper business contact name (and salutation, if one has not been entered in the record) directly? (The first and last name do appear in the Fund Advisor…
1 vote -
Interface between Community Suite and Client website - Donations
The CS funds can be promoted on our website. However, the promotion display is awkward. The column on the name of the fund a 4x has wide as the description of the fund column. Is it possible to balance the two columns? Widen the fund description display column and reduce the size of the column that displays the name of the fund. Do clients have the ability to change the column width? Thank you.
1 vote
- Don't see your idea?