Could you add a donations block to the top of the page where home, tasks, donations, etc are? That would be nice to have there.

The new zip code feature is not efficient. The auto-fill feature of the zip code was helpful. Now it is gone. This means, the problem for a few is now the problem for all. In that I now have to take time to enter the citystatezip for all profiles. How about, let's keep the autofill zip code feature and provide the option to change the citystate from that same window. That would be helpful.

Would it be possible to see (with links to profiles) the more recent profiles opened? Like the most recent 10-20?

It would be great if we could set the time for the Sandbox to auto sync. Right now it seems to be occurring from 1pm-2pm each day (eastern standard time) and causes quite a bit of performance slowdown for everyone working in the system at that time. Please either make all auto syncs happen off work hours or allow users to set that time.

With a list of 673 duplicate profiles in a campaign, I would love to be able to select, and bulk delete, the profiles from the Invitee list. It would also make it easier if a column with the profile number was included by the name.

When filtering a custom report on a field with dozens or hundreds of entries (Ex: fund account listings) you currently need to check one... checkbox...at...a...time. This forced exercise in patience and eye-straining focus is simply unjust. We don't need the carpal tunnel injury lawyer sharks to start circling our Foundat dev team. Let's agree that the humane solution is to grant the user the civilized option to hold down shift while selecting between checkboxes, to auto check all the ones between them. Just 2 clicks needed for a range, not 200.

letshifthappen

Add the FromFund field to custom donation report options.

We have been asked by our auditors in the past to provide a report showing when all journal entries are created and approved.

There should be an option to pull an Excel report for an individual's donations to the Foundation. Right now you can only pull an excel report for a fund.

Recurring grants, vouchers & donations all have a way of reminding you that it's time to post/initiate. Wish pledge reminder letters had a similar prompt. Yes, can use Tasks or Outlook but a CSuite reminder to send letters would be great. With the ability to set how long (week/month etc) prior to next pledge date to get the reminder prompt.

I love being able to designate tax receipts by fund. I wonder if it would be possible to designate them by campaign as well. When we run a special event, we often create a campaign to track the donations and create a special letter for that. It would be awesome if donations for that campaign would automatically route to the special letter. Thank you for the consideration--you guys rock!

When creating custom reports is there a way to show the date when you created the report?

Currently, those with statement types of "Online" and "Email" receive an email alerting them to their fund statements being available in the Fund advisor Portal. If there could be an email alert option for those who have paper statements as well that would be helpful, as it might encourage "paper" types to check their fund portal before they receive their statement in the mail.

When campaign tickets are purchased online via Strip, use the revenue account from the campaign (since we can indicate it there) and/or allow us to indicate a donation type to specify the account to post the donation to instead of using the default account. Most campaigns are special "events" and the donation goes to a special account and not our normal contribution account.

When in the process of Add Donor Campaign Guest, the ability to add Households instead of individual profiles would be helpful. Also, with that feature the system should be able to recognize the HH with 2 tickets. Then the "To Assign" number is reflected correctly.

Does anyone use Give Lively and have experience with it coming into CSuite?

It would be helpful if reports could be exported directly to excel files, rather than exclusively to a csv format. We often have staff export a report, highlight cells and add formatting, then lose their changes when they close the file, not realizing it was a csv.

Fund History graphics - option to have a column chart in the portal that shows total grant dollars per year rather than by month. Total grants at a glance!

Our fund advisors want to write thank you notes to their donors whenever they receive a gift, but the notification email (in System Data, Content, donationnotifyemail_body) only includes the donor name and donation amount. So they have to contact us to get the address information. It would be SO much more convenient if the donor's address was included in this notification email, but we can't add any merge fields to this message. Can you?