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639 results found

  1. Household yearly tax receipt

    We would like to see the ability to run yearly tax receipts for donations for a household even if donations were added to individuals within the household separately. It would be nice to have the option to combine donations.

    67 votes

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    4 comments  ·  Templates (excludes Fund Statements)  ·  Flag idea as inappropriate…  ·  Admin →
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    Donations: Enhanced the yearly tax receipts with an option to print by household or individual based on filtered list.  Also, renamed the pdf attached that is emailed to read YearlyTaxReceipt, instead of the date range. Release Date 11.17.2022

  2. Allow File Categories Not to be Collapsed

    I don't like the new Categories sections for attached files. It's not convenient to have to click on the Category first before you can see the file now. Please make an option so the Category is NOT collapsed.

    57 votes

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    Implemented  ·  8 comments  ·  Files  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Org Roles Sorted with Active On Top

    We are not clear how the sort order is established for Org Roles / Profile Links. We would like to see Org Roles sorted with "Active" Org Roles followed by Inactive.

    For example, we add links to our current and former board members. We would like to see our current ("active") board members at the top.

    15 votes

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    Implemented  ·  3 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  4. New color scheme

    The font color in the Custom Reports is still too light. We pay a lot of money to use this software, and we should be able to use it without it hurting your eyes.

    28 votes

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    Implemented  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Bring back the Red around Alerts

    Overall the new look is nice, however taking the red off the alerts at the top of a page is problematic. The alerts now just blend in with everything else on the page and can easily be overlooked. Please bring the red back.

    27 votes

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    Implemented  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Better Search and Updates in Idea Lab

    As a new member to the Idea Lab, it would be helpful to not only search by a keyword but also to narrow the search to only those items that have not yet been implemented.

    Additionally, when an item is updated as "implemented", it is not always clear how it was implemented. Is there a way to include a link to the SupportHub article or other reference that contains information on the implementation or the area in general?

    16 votes

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    Implemented  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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  7. Please allow grant letters in .doc by batch in new documents function please!

    Looking forward to the new functionalities in December! However, PLEASE allow batches of grant letters in .doc format and not just .pdf. We have to tailor letters regularly and doing them piecemeal would be terribly inefficient, especially with this being new and at the busiest time of the year.

    Thanks!
    Michele

    Michele Jeican
    Northern New York Community Foundation
    Watertown, NY

    4 votes

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    Implemented  ·  3 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →
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  8. Email Fund Statements

    Fund Advisors who had multiple funds used to receive one email with all of their fund statements attached. Now they receive a separate email for each fund they have. Our Agencies who have multiple funds are not happy to be receiving 10 separate emails. Please add the ability to make this optional.

    32 votes

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    Implemented  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  9. New User Interface

    When something was selected (Account Number, Donation ID, Grant ID, Etc.) on the old user interface the link would turn purple signifying that it was clicked. This does not happen with the new user interface released today. Could you please add that function back? Thank you.

    17 votes

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    Implemented  ·  3 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Ability to delete and re-run individual fund statements within a batch

    Instead of having to delete and re-run a whole batch of fund statements to regenerate the statement for one or a few funds, it would be ideal to be able to delete them and re-run them back into the same batch if edits have been made to the fund. At minimum the ability to delete individual statements would save us from having to rerun the full batch each time, which can be time consuming.

    28 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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    This idea was implemented on 8/23/22.  Here is the release note:


    Fund Statements: Enhanced fund statements to have the ability to print or email the fund statement after it has been generated. To email or print the fund statement again, go into the the fund statement batch and select email or print from the brackets next to the sent date.

  11. Fund Advisor Portal - email case sensitivity

    Please make the Fund Advisor login NOT case sensitive. Many donors are accustomed to entering their emails with various mixes of upper and lower case characters. All fund advisors emails in CSuite appear to be lower case. The donor portal interprets a case difference as a different email and does not allow a login, or a forgot password email to make it through. This is causing lots of issues with our fund advisors.

    75 votes

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    Implemented  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  12. Fund activity report

    Would love to see a fund report that gives Beginning balance, detailed transactions for donations, investment income, grants, vouchers, and ending balance. Similar to the Fund activity report in FIMS software.

    Thanks for your vote!

    14 votes

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    3 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →
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  13. Tribute Notifications

    Reinstate the ability to "print all" tribute notifications needing to be sent as a Word document not just a pdf. This capability was available prior to the "feature update". You can go to individual Tributes and print from there, which isn't helpful when numerous Tributes need tribute notifications sent.

    10 votes

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    Implemented  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  14. Campaigns - Remove "is donor" designation to profiles invited to a campaign

    When profiles are added to campaigns, they are automatically assigned the "Profile is" designation of "donor." This is not true. Some invitees might be grantees or prospects. As a result the designation of donor becomes useless as a sorting field for segmenting profiles in reports. Please disconnect that default or allow for us to remove the "is donor" tag without having to also remove a profile from a campaign.

    84 votes

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    Implemented  ·  6 comments  ·  Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
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  15. Post checks

    I would like the ability to post electronic checks as a batch rather than having to do so individually. This is especially important now that we're using ACH payments for vendors and grantees and soon to implement ACH scholarship payments. Having to post each electronic check individually takes a lot of time when the ACH batch has more than a few payments.

    39 votes

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    Implemented  ·  5 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →
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  16. QEV Export

    It would be most helpful to be able to export 12 qtrs of QEVs in bulk. Example: all Division X funds 12 qtrs from XX/XX/XXXX to XX/XX/XXXX. I believe this can presently only be done on a fund by fund basis.

    8 votes

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    Implemented  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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  17. recurring grants using percentages

    We have several funds that award grants annually, but are based upon a percentage available from a fund rather than a specific recurring dollar amount. It would be helpful to have the option to choose a percentage and have it pre-set; otherwise I have to enter in a new grant every year. This idea was submitted previously but it looks like it was inadvertently marked as implemented and so I am submitting again.

    3 votes

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    Implemented  ·  1 comment  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →
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  18. Sandbox Sync Date

    It would be nice to know when the last time the sandbox was synced. It could be a simple status line System Data. Better yet, maybe something that everyone could see, like in the red "this is your test site" line - "this is your test site (mm/dd/yy)". But having access to it anywhere would be great.

    83 votes

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    Implemented  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  19. 990 Report needs to include the actual Donation (if stock the name of the stock and how many shares)

    990 Report needs to include the type of donation (Cash or stock) and if the donation was stock needs to include the name of the stock and how many shares. My auditor is requesting it.

    10 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  20. I'm now losing my account filter on GL transactions when I edit the date

    When I do a GL transaction search on a specific account, it shows the results, and also gives the option to 'edit' the date range. If I edit the date range, it does not keep the 'account' as a filter, instead it gives me a transaction list for EVERY account, with the new date range. This is a new problem I'm encountering, after last month's big update. I assume it was inadvertent, so I'm bringing it to your attention, would be great to have it fixed as it is something that I use frequently.

    8 votes

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    Implemented  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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