186 results found
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Fund Advisor: Grant Request workflow
When a donor enters a grant request with an error, the portal loops them back without an error message or anything to let them know what is causing it. The portal should at least highlight the problem field so the donor knows what to correct.
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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On the main donation screen for internal grants, show the fund name the grant is coming from.
On the main donation screen for an internal grant, either expand the Donor field to show the Foundation and internal fund name that's to the right of the 'dash' or add a column 'From grant fund name'.
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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Donations from 3rd Party Platforms
It would be great to link other profiles to donations, so that we can send thank you letters to the original donor. For example, booking a donation from the United Way where John Smith was the original donor. It would be helpful to link John Smith's profile (to the UW donation page), so the thank you letter can go to him, instead of to the United Way. This would be specifically helpful for incoming donations from all 3rd party platforms.
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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For individual donors, automate the salutation to the first name
When entering a new individual name, automate the salutation to the first name.
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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Correct Error Message on Tribute Address Entry on Donation Portal
On the Donation Portal, when a donor selects to add a Tribute Name and mailing address, if they enter the full state name in the address, the site responds with the following error message "Address validation error, ARIZONA is not valid"
It is not obvious to all donors that they need to change the state name to the state abbreviation. Please correct the error message so that it lets the donor know what they need to change.
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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Configurable Grant Catalog Shopping Cart Expiration Date
For our giving day or other special fundraising events that are run through the Grant Catalog, we would like to be able to allow donors to do research & fill their cart with all of their planned donations, but then hold it for the future, so on the date of the even they can just hit "submit."
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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3 votes
Hello, 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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Search By Philanthropic Interest Type for Donate Page
On the Donate to a Fund page, I'd like to be able to code for a few main sectors (arts, children & family, religion, education, healthcare, animals etc) to allow potential donors the ability to sort by their area of passion and see all of the related funds we have for that sector to learn more. I tried searching by terms in the description boxes, but that didn't work. Even if I had to search by #arts that would be very helpful! https://cfnn.fcsuite.com/erp/donate
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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Adding Email to "Add Donation" page in Donations
We are trying to create a process for emailing tax receipts. We have many tax receipt templates and want to ensure we choose the correct one via mailed vs electronic. However, the biggest hurdle is that we do not know if an email address is available for each donor when we are in the "add donation" page.
It would be easier to create donations through the donation tab rather than finding each profile. If the email was added to the options in the section shown in attached, that would help us plan accordingly.
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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add donation advisor in donation notify email
It would be helpful to our fund advisors if "Donor Advisor" were also a field on the system email Donationnotifyemail_body. Ultimately, it would be most helpful if we could customize these emails with additional donation fields that are needed instead of only being able to use the default fields that are there.
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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Default donation
Default Donation Entry - When year-end campaign checks pour in, it would be very helpful to be able to save donation settings temporarily while processing a pile of checks that all go to the same fund, to the spendable portion, and are attributed to the same campaign. This is a huge savings in time and is a feature of other fundraising software systems.
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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donation entry - increase size of clickable area for spendable
Make clickable area BIGGER - when entering a pile of spendable donations, it slows down the process to have a tiny circle that needs precision-clicking to check "spendable".
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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contact record
A major downside of CSuite is the lack of a robust "contact record" for each donor profile. The engagement tab isn't it because you can't bulk upload a particular contact method. For instance, I have about 40 new contacts that I sent a mailing to. I want to (1) bulk upload them as new profiles then (2) make a record of the mailing and (3) include the pdf of the document I mailed.
Any other modern CRM can easily accomplish this, and list the mailing as a contact alongside phone calls, emails, etc.
The only way to do this in…
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 Email Subject Line
It would be very helpful if we could edit the subject line in the thank you/receipt email to donors.
9 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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recurring ach donation
I previously requested a recurring donation option to have other payment methods than stripe as an option in Csuite and it stated implemented but it was not. I would like the option to post a donation as recurring "Other Payment" in Csuite, not only Stripe. This is great for people who have recurring ACH donations coming from their financial institution to ours. Currently I copy this from their previous donations every month, which they set up for a few years at a time.
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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Posted online donation attached to a specific campaign (Annual Appeal)
Hi,
Amazingly, all the online donations are posted automatically in the donation tab.
It would be nice if we could attach a couple of funds to the annual appeal campaign. This attachment can be blank or a different annual appeal campaign, Fall Annual Appeal, Spring Appeal, Challenge Appeal, etc... This feature will help us to compare a couple of years of giving for the same appeal, where we are comparing to last year, and how far from the goal. I know we can add manually the campaign for online donations but human errors can happen. The office decides to go…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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Fund Advisor Donation Notification
With the Fund Advisor donation notification, the only fields allowed are donor name, amount, and description. For our fund advisors, this is not enough information with each email notification. In order to write thank you letters, our fund advisors need the physical address and/or email address. In our previous system, we were able to send all of this information for each donation. It would be great if Foundant could include those fields in the notification.
11 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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Credit Card Refund for prior month donation/payment
We should be able to refund a credit card for a donation or payment that was made in a month that has since been closed. This should not go back to the original donation/payment but be a new item . We use campaigns to purchase "tickets" and then those "tickets" could end up not being used or needed and the donor would like a refund.
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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Recurring Donation
It would also be helpful to see incoming recurring donations in need of posting to come up on the donations page, on the review page or in its own bucket. Additionally, have recurring donations with an end date not be on the main list, but to be on their own separate list.
7 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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Year-End Tax Receipt - for donors $250+ include all donations made by donor
When running year-end tax receipts, if we include criteria of $250+, if a donor made a donation of $250+, include all gifts made that that donor during that year.
7 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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