1579 results found
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1 vote
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Mailing
Hello,
I've noticed when I create a campaign and go to export my invitee list, there is no option to pull their work title. This includes profiles that have work addresses as their prime. When you're mailing an invitee, their work title should be included as an option to have a complete mailing label. Thank you!
1 vote -
Integration with Sharepoint
We wish there were a way to integrate our sharepoint workflows with CSuite.
1 vote -
Org Role recorded in log
Please add Org Role assignment and edits into the recorded actions in the log
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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mail flag
Several donors would like to receive our annual report by email to save the cost of mailing, others only want info about grant specific events, etc.
To be able to flag outliers would be most helpful.1 vote -
Login to access links
It would be great if clicking a link to a record, report, etc could still take you to the right place, even if you're not logged in. As it is, if I click a link in an email to, say, a profile, I'm asked to login and then unceremonisouly left at the main page. Have to click the link a second time (now that I'm logged in) to get to what I wanted.
Thanks!
1 vote -
Granting Cards
Would like to able to change the title of the "Giving Card" tab and the URL name.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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scroll in dropdown box
when typing a account or fund in a drop down box and the smart search returns too many items, the scroll feature will not show any items returned past the first 10. When you click outside of that to try to use the scroll button on the right side of the page, the return results in the dropdown box disappear.
1 vote -
fund spendable balance in checking
I am fixing a long-term error: it would be beneficial for me to pull a report that tells me which funds are designated to have their spendable balance kept in the checking, as well as what that spendable balance should have been at a certain date.. Any way that can be done?
1 vote -
Fund balance available in grants module
After you create a grant, it would be awesome if you could see the fund balance right there. it seems like you could through loading a custom report, but ultimately it doesn't show correctly (maybe because it needs to be approved first?) in any case, this would be super helpful!
1 vote -
Scholarship refund by student/parents
Since Covid-19, the universities have been sending the refund checks to the students. Some students send the refund checks to the foundation from their checking account. When entering the refund to the original scholarship, it would be really nice to be able to change the grantee from the school to an individual's name. Also need a place to enter their check number.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Line Breaks In Custom Reports
It would be nice on the custom reports if you could insert a line break between fields. For instance, on the custom gifts report when you sort by fund, there is no break between fund1, fund2, fund3....
1 vote -
change fund on installments and multi fund grants
It would be great if you could change the fund on a grant after an installment has been paid or be able to change the fund on an installment basis. Once an installment has been paid there is no ability to do this. The system does allow a fund change if there is only one installment.
1 vote -
Customized Search on Home Page
Having so many funds and individuals associated with us, it is difficult to see the fund or individual of options that come up on the search bar. If possible, it would be great to search exclusively within a category (individual or fund name (you could filter even down by type there)). For example, I'd like to search the Smith Family Fund. I will choose "Fund Name" then type in Smith, and only funds with the name "Smith" in their Fund will come up.
1 vote -
Fund statements that include Fims non-gifts of refunds of scholarships
It would be very helpful if you could add a way to pull in refunds of scholarships or grants that were entered into Fims as non-gifts. Or even generate fund statements as Word documents that can be edited to add a row in grant details for a refund, so the total of the grant details tie to the grants summary line item above. Otherwise it does not match.
1 vote -
search fund advisors
Search feature in Fund Advisors
Search for a specific fund advisor by name instead of scrolling or exporting (like in vendor).
1 vote -
So many places to log into!
The one complaint I have is that there are sooo many places to log into. Sandbox, live site, base camp, maybe smartsheets for traininings. It would be nice that if I got logged into one place I would then have all of my possible logins listed. If I need base camp, I can click "here." If I need my sandbox, I can click "here." Etc.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Allow for a shortened history table to be generated for the proposals. Set the table to 5 years, as an example, versus all history. Thanks!
Allow for a shortened history table to be generated for the proposals. Set the table to 5 years, as an example, versus all history. Thanks!
1 vote -
Graph for fund subgroup reporting
When you run the report under Fund you get a nice graph for the fund group. Can you change the fund group to a sub-fund group and get that same graph? If not is it possible to make it happen?
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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searching profiles for organization
On organization profiles, you can't search by last name on contact person. It would be very helpful to add the last name search for orgs.
1 vote
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