99 results found
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Navigate to donation home page after bulk marking tax receipts as sent
After marking tax receipts as sent can the page navigate to the donation home page. (See screenshots below - Not real data)
3 votes -
Option for a donor to select if their donation is to be applied to the principal or spendable balance of an endowed fund.
For endowed funds, We would like there to be an option somewhere in the donation process for a donor to select whether they would like their donation to go towards the principal or spendable balance of the fund.
Right now all donations are automatically applied to the principal but we have some donors that will make a contribution to the spendable balance of a fund in order to cover the difference for a grant/scholarship going out.
2 votes -
Online Donation Email Subject
Please implement content for the subject of an online donation email. There is currently a content area for the body of this email, but not for the subject of this email.
10 votes -
inactive household profile
When we went to enter a donation, the household profile was inactive because the husband had passed. We need a way that you cannot use the household to create a donation.
If I did not know the husband was dead the widow would have got a letter with Mr. and Mrs. The household profile was inactive and she was still able to do a donation.
Is there a way to fix this?
2 votes -
Stock Gifts
When entering stock gifts with multiple different stocks, once the securities have been created, it would be helpful for them to be listed in alphabetical order. Once you click Create, they are not in alphabetical order.
3 votes -
Donation Review
On the donation review page/tab, when reviewing all, could we add the column of the receiving fund to match the "new" tab to allow reviewing in bulk with checkboxes?
1 vote -
receipt donation function shows unposted donations
Currently, donation receipts show in list before posted for receipts. If they only appeared after posted, it would reduce the potential error in sending out a donation receipt too early, but allow for a placeholder to be made.
3 votes -
Donation Review Button
I would be helpful that after a donation is reviewed the system does not move to the next donation that needs review. For us it causes the reviewer to go back to that donor if they have multiple donations to review.
2 votes -
Identify Recurring Donations
It would be great if donation email notifications to fund advisors specified if donations are recurring, so that we can steward these donors differently. Also would be great if recurring donations were identified in the donation list in the portal.
5 votes -
User configurable recurring donation intervals
I would like to have more options for recurring donation cadence, or for it to be user-configurable. For example, I would like to add twice per month (to align with donors who are paid twice a month) and semi-annually (ie: 2 times a year) as options.
4 votes -
Bulk sale of public securities
Quickly sell public securities in CommunitySuite without realized gains/losses, fees applied. "Sell all" or checkbox list option when selling. Public Securities comprise the majority of gifts received. RBC typically does not record the realized gains/losses, fees until month end statements are produced for the investment accounts.
2 votes -
End of day EOD values for public securities
Return the End of Day values when entering public security donations.
2 votes -
Ability to edit labels in WORD doc
Please add the ability to edit labels in a WORD doc for tax receipts/donations and export labels in campaigns. This saves us precious processing time.
23 votes -
internal grant show originating fund name in donation report
When a donation/grant is INTERNAL, please show in the description field, or the trefname field that has the grant number, the name of the fund where the donation is originating from. Please have this show up in reporting.
3 votes -
Return Check
It would be great to have a return check feature. When you complete a bank deposit and a check gets return, there needs to be a way to show that check was deposited but returned. The current way requires you to unpost and delete the check/donation. This is problematic especially when crossing months and the reconciliations don't match your bank statement.
8 votes -
Making the Additional Tab required
I think the Additional Notes section needs to be required so that when other information is needed people will put the information there and not be able to check out until it's there.
1 vote -
Sort Deposits
My Christmas Wish List Item 1:
We currently have 4 match months going on. It would be awesome if we could sort the recent deposits by fund name. This would help us to ensure that all of our incoming credit card deposits get tagged to a campaign! Thanks!1 vote -
Donation Receipt only after posted
Generate receipt option only after donations are posted to avoid errors and accidentally sending a receipt too early, but still allow you to save the donation in the system as a placeholder.
2 votes -
kerry@centre-foundation.org
Option to post recurring donations automatically instead of having to go into recurring donations to post every month, quarter, and year.
3 votes -
Add option to add a Custom Field to view on a profile's Donor link
Add the option to be able to add a Custom Field in the Donor link on a Profile when viewing a Profile's donation history, if the organization has added a Custom Field associated with a donation. Currently, we have a Custom Field that can be viewed only when we open each donation. We would like to be able to see at a glance, the Custom Field when opening the donation history on a profile. Currently we either have to open each donation to see this field or run a report for a donor when we want to see this field.…
1 vote
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