125 results found
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Special Handling Codes
Was wondering if there is any way to create special handling codes for profiles, donations, and funds that would allow an alert to pop up if there is something specific a colleague should know when reviewing each area. An example would be if we have been asked by a donor to not send an acknowledgement letter until the end of the year for all the gifts they give. When we enter a donation from that profile it would alert us to not send a thank you letter. Thanks for considering.
15 votes -
If Pledge is Anonymous, Make Donations Anonymous, Too
It would be nice if the system automatically made a donation anonymous when it is linked to an anonymous pledge.
8 votes -
donate to fund
on the Donate To A Fund page, the search/show all funds list option currently appears at the bottom of the page. We have a LOOOOONG list of funds so our donors end up scrolling a lot to reach the search box (or they use the keyboard shortcut of crtl+f to "find" on the active page). Is it possible to simply move the search/show all funds option to the top of this page?
e.g. https://cfok.fcsuite.com/erp/donatethanks for considering!
28 votes -
Sorting in Community Donor Online Portal
One of our fundholders suggested this to me, and I thought it was a great idea. On the Community Donor Online Portal, when fundholders are looking at their Donation and Grantmaking history, it would be useful to be able to sort by Grantee, Amount, Donor name, etc. The ability to export here also seems helpful for fundholders.
17 votes -
Export Field Selection Defaults
It would be beneficial if we could set default field selections for filtered report exports. This would immensely with the first update that occurred on 11-14-18. This would help with pulling consistent filtered reports from the donations and pledge areas.
3 votes -
Inactivate Profiles
At this time you can only mark a profile as "deceased" if they are not active. This is not always the case in a living situation. Since donors may not have given donations in a while, you should be able to indicate their profile as "inactive."
48 votes -
Donation Page Order of Funds
Under each group of funds on the donation page, have the ability to choose the order of the funds, in case one is being promoted or a fund is a subfund of another fund.
3 votes -
Add Donation Description field to Online Donation
We have donors who wish to designate a program or project within a fund they want to support. Collecting the Donation Description during the checkout process that autofills into the donation and could be edited would be so helpful.
10 votes -
Deposit date - other payments
When adding donations paid by "other payment" (but not Stripe), the system automatically deposits them on the creation date after reconciling. Given 99% of our donations are manually added in the system after the deposit date, that means we have to click on the deposit ID for each donation, unpost, edit and repost.
13 votes -
sell ticket
Add a field for additional donation when selling tickets, similar to purchasing tickets online.
10 votes -
Ability to move the search bar on the "Donate to a Fund" page
It would be great if we could move the search bar to the top of the "Donate to a Fund" page if we're promoting more than a page's worth of funds.
5 votes -
Multiple Donation Entry
Would be FANTASTIC to be able to enter a batch of donations, review them on a report and post as a batch, rather than having to post after each donation ( to create a deposit in the till )
54 votes -
anonymous
I would like the option to filter Profiles by those entities that wish to be marked Anonymous. This is currently tracked on the Profiles with a checkbox but is not an option in the Profile Filters. I know I can filter by Anonymous donations, but I want to filter Anonymous Donors as well.
3 votes -
Credit card fees posted to other fund
When processing credit card fees, paypal or other fees have the ability to charge the operating fund not just the fund receiving the donation
13 votes -
A way to mark that tributes have been sent.
It would be great if there was a way to mark when a tribute acknowledgment letter has been sent out. For example, when you are looking at a list of donations made in someone's memory/honor, add an additional column which a box for each tribute that you could click and a day/month/year box pop up. You could simply select the date when the tribute letter was mailed.
19 votes -
Allow Fund Advisors to export memorials
It would be cool if Fund Advisors could export more detail on their donations. For example, memorials, or recognition names or even an export of the mailing address. Currently, they can only export the following:
donationid donorname date advisedonorname payment_method description amount
18 votes -
Filter reports by donation type and/or source
Client requested to have a filter option that allowed them to filter donation reports based on the type (Cash, Check, Stripe, etc.) and/or the source of the donation (online donations).
15 votes -
Donation amount merge field has commas in it
The merge field for donation amount prints a number with no commas. This is hard to read with large numbers. It would be good to have commas in the donation amount merge field.
9 votes -
custom message
Would like the Custom Message to show up in the CSV export of the Donations report. That way it could be added to thank you letters using Word Mailmerge
5 votes -
date
Would like to have a "nice date" merge field for donation date. This is currently available for today's date, but not the donation date..
6 votes
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