186 results found
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additional notes
We allow the additional notes field with donations but cannot efficiently track or share these notes with others. It would be helpful if the additional notes left by a donor could be viewed from the Posted Donation screen and within the fund portal for fund advisors. Currently we have to click on individual donations to view if any additional notes are included. Could this data field be added as an optional column on the landing screen for posted donations? I've attached a screen shot of donation posted screen I'm referencing.
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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For bulk year-end emailed receipts, ability to filter by donation amount
We want to email bulk receipts to gifts of $250+, but we can't bulk do that as some of the profiles don't have an email. The system kicks the job out, says we need to add emails to the profiles (there are a lot) before we can process. So we ran a custom report with Email is not Null, but to do that I can't get to the donation amount field to add that filter.
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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Tax Receipt Language
On each donation for the tax receipt it would be easier to understand if the language changed to have [yes] [no] [not needed] as click options instead of no to not needed. It makes it confusing when a tax receipt is actually sent to the donors because now it is reading not needed.
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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Add CC Function to Tax Receipts
It would be nice to have the ability to CC a third party (not the donor or donation advisor) on tax receipts created from donations. When we used FIMS, our organization used the CC function to send letters to beneficiary organizations when a donation was made to an endowment fund that benefited them. The CC field in FIMS pulled in the CC'd profile's name, address, etc. so that we could create a personalized CC letter in our acknowledgement templates. We have yet to figure out an adequate way to replicate this notification process in CSuite (Donation Notify through the fund…
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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allowing each fund line to 'apply to spendable' instead of the entire donation
While processing a multi fund donation it would be helpful to allow each fund line to 'apply to spendable' or instead of the entire donation.
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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Customizable Donation Bucket Tabs
Provide the ability to add columns and customize Donation Bucket Tabs. Having to click into gifts or run a separate report to see some basic info when processing gifts is very disruptive to the work flow.
Example of additional columns:
under New tab, add Fund Steward Name
under Receipts tab, add 'needs receipt', tax receipt date', 'tax receipt sent'Thank you
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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Designation Box
Many funds request added information, such as graduation year, sport, an initiative the donor is supporting, etc. This can be required or very important information. It would be useful to have a designation box that can be edited based on the campaign or purpose. While we try to have donors include this info in the donation notes, this request can often be ignored or overlooked. A designation box would stick out and draw people’s attention so this important step will not be missed. Thanks!
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 Birthday emoji to fund portal for anniversary month of new fund
I see the birthday emoji on CSuite, add birthday emoji to the portal during anniversary month of a new fund. :)
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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Donor link to funds
It would be nice to have a bulk edit to unlink donors from specific funds. When I originally started to link donors to one of our funds, I didn't realize I had to link future ones to edit donations to that fund. I would rather just unlink them all to avoid this in the future. There's a lot of donors and it would be great to have a bulk unlink option instead of having to do it manually one at a time.
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 Notes/Label - portal specific
Allow Donation Note/Label fields to be customized by portal. As a supporting organization, we may want to prompt donors to tell us something additional that is more specific to our work. For example, "If you are an alumnus/a of XXXXX school district, please tell us our class year and the schools you attended."
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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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,
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 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,
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 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,
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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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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