94 results found
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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 -
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.
9 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 -
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 -
Live Credit Card Fee Calculation
Csuite currently allows us to set a CC fee percent that donors have the option to cover when processing a donation online. It would be great if instead of a fee percentage, they could see a "live calculation" for their credit card fee. I have attached an image of another platform that uses Stripe as their payment processor and they have integrated a "live calculation" so that the donor can see a dollar amount versus a percentage.
6 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.
2 votes -
Donor List
When entering a donation on the donation page, I would like to see only names labeled as a donor not all names.
1 vote -
hebrew date
We have a supporting organization that includes the Hebrew date under the Gregorian date in all of their correspondence. For the automatically generated tax receipts that are merged and emailed for credit card gifts from the new Giving Hub, it doesn't seem like it's possible to include the Hebrew date with a conditional merge field because where would it pull the date from? I normally do a manual find & replace using [Hebrew date placeholder] in our grant and gift templates for this org, but the tax receipts are auto generated. Has anyone found a way to add the Hebrew…
2 votes -
Net proceeds total for stock donations
When reviewing stock sales the screen shows the list initial value of the securities with a total. The sales history on the same screen shows the net deposit without a total. Can you add a total so we can tie out to the net deposit?
8 votes -
Please add a filter to donations by employee who entered
Filter donations by employee who entered - We have multiple people entering donations and it's very time consuming to go through the unposted donations and check them one by one to match that employees deposit for the day.
It seems like it should be a simple thing to add.
Thanks!
2 votes
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