174 results found
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New tax receipts--too many clicks!!
Please cut down on the number of clicks required with the "new" bucket setup for the process of printing tax receipts, envelopes, and marking sent. The new system is unreasonably cumbersome for such a basic, daily task.
13 votesHello,
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Recurring Donations: add a log option to the main recurring ID.
Right now, there isn't a way to access a log for a recurring ID. You can access one for the donations attached to it- but that won't give you any information on if edits were made to the original donation request or who created it.
1 voteHello,
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Recurring donor acknowledgements
Would love to be able to have a special acknowledgement letter template for recurring donors. Donors who are willing to make gifts every month should not be receiving the same acknowledgement every month - or the same one as one-time donors. Each email or letter is the opportunity to build a relationship and tell them what happened in the last month.
4 votesHello, 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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Tax Receipt Templates - Campaign Event Name
Currently there is not an option for the Campaign name to populate into a tax receipt letter. Many donations we receive are linked with Campaigns and it would simplify our process to have this field available since we would have to manually add the Campaign name in the case a donation is linked with an "Event".
Example: We have an Annual Appeal for our Women's Fund Program, so a Campaign Event is established in CSuite. When we receive donations associated with said Campaign Event, the gifts are then linked but this information cannot be pulled into our tax receipt letters.
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8 votesHello, 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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Multiple stock donations in one letter
We enter the sale proceeds for stock donations and do not use the lookup feature. Each stock donated is entered separately with the number of shares and stock name/symbol in the description line. When it's time to do the donation letter, we have to manually do them if there is more than one stock donation as there is currently no way to combine them into one letter.
It would be so helpful to be able to generate the letter from CSuite for multiple stock donations from one party.
1 voteHello,
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Apply to spendable options while creating multi fund donations
Would love the opportunity to "apply spendable" or NOT when entering multi-fund donations that have different needs. Thank you!
3 votesHello, 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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donor portal styling
Recommend Csuite tweak the donor portal styling template to add in more classes to optimize sections for mobile.
For reference, the first screenshot is how it is now, and the second is what it could look like if the classes were col-sm-12 col-md-6. (We are only currently able to make these changes in our browser, not in the template for universal use).
4 votesHello, 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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Establishing Relationships with First Time Donors
Presently there is no way to run a report outlining who the First Time Donors are to each Fund. This is imperative in order to build donor relations! Please fix!!
4 votesHello, 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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Cryptocurrency as Payment Type
We would like Cryptocurrency to be added as a payment type as it is not a public security or stock. Other Payment will work in the meantime, but this would be a great addition.
4 votesThis 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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Fund Advisors Should Be Able to See Total Amount of a Contribution, Minus Fees, on the Portal
It would be great if the Fund Advisors, when logging into the portal, could see the total amount of their contributions, minus any fees (credit card fees, etc.). As it is now, they can only see the original amount of the contribution and have to estimate what their fund actually received.
2 votesHello, 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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anonymous
When doing an interfund grant, if 'anonymous' is checked, both the grant AND the donation should be marked as anonymous. As it stands, only the grant portion is marked as anonymous. The grantee fund clearly states the donating fund name in donation reports unless you separately go to each donation and check 'make anonymous'. This is cumbersome and easily forgotten in the workflow.
5 votesHello,
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.
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Consider adding graphics content capability to the donation acknowledgement page.
Consider adding graphics content and more formatting and message options (ie, title, paragraph formatting) capability to the donation acknowledgement page.
6 votesHello, 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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customer & donor totals
Would like to see all money in from any profile - including donations, customer amounts, 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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Tribute Field Update/Donation Portal Setting
It would be great to have the option to include Custom Messages for donations on the donation portal. Currently the only option for the donation portal is to have Donation Notes, which is not an option on the Template Fields List for our Tribute Notification Templates.
This means that we either have to leave out the donation notes from donors to the individual they are sending the tribute to, or we have to cut & paste the donation note into the custom message section (as this is a field that can be mapped to the template)
The other option is…
8 votesHello, 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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Where are the retention reports?
I need an easy, canned report that will automate and update a donor retention percentage. I'd also like to see if customizable by fund or fund group.
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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Donation notification should include the donor address
All donation notifications should include donor address.
We have a very active fund where Stripe is used heavily for donations and the fund rep receives the auto notification of the donor's name and donation amount; but we have to constantly email her the donor addresses because the Stripe donations post automatically as well. This is very inefficient when the software could be doing this for us.
When we receive a donation by check, we type the address in the description line, so that the auto notification includes the address, but this is inefficient as well.
4 votesHello, 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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Donation review bucket
I love the concept of the "review" bucket but it would be awesome if we could choose the payment type(s) that end up there. I review all the Stripe gifts that come in, even though they post automatically, to be sure they are attached to the correct profile and the formatting is correct for any new profiles. It would be great if they could go into a review bucket until I have a chance to look at them. I enter the rest of the payment types myself and someone else posts them, so the review bucket is unnecessary for our…
10 votesHello,
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Thank you
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Mailing Label - Title Optional
It would be nice if an 'optional' box could be checked next to the Title field for organization records. I'd appreciate the flexibility to not include the title on mailing labels. Thank you.
5 votesHello, 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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internal donations
For internal donations - When viewing posted donations on the donation tab, it would be very helpful to be able to see the "sending fund" name. Could a separate column be added for that info or perhaps a separate tab for viewing "posted internal" donations?
4 votesHello,
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Thank you
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CC fees recorded to seperate income fund
If a donor elects to cover the CC fee of a donation, it would be nice if this amount could be recorded under a separate income account vs fund contribution.
3 votesHello, 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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