186 results found
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anonymous
When doing an interfund grant, if 'anonymous' is checked, both the grant AND the donation should be marked as anonymous. As it stands, only the grant portion is marked as anonymous. The grantee fund clearly states the donating fund name in donation reports unless you separately go to each donation and check 'make anonymous'. This is cumbersome and easily forgotten in the workflow.
5 votesHello,
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Consider adding graphics content capability to the donation acknowledgement page.
Consider adding graphics content and more formatting and message options (ie, title, paragraph formatting) capability to the donation acknowledgement page.
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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customer & donor totals
Would like to see all money in from any profile - including donations, customer amounts, etc.
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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Tribute Field Update/Donation Portal Setting
It would be great to have the option to include Custom Messages for donations on the donation portal. Currently the only option for the donation portal is to have Donation Notes, which is not an option on the Template Fields List for our Tribute Notification Templates.
This means that we either have to leave out the donation notes from donors to the individual they are sending the tribute to, or we have to cut & paste the donation note into the custom message section (as this is a field that can be mapped to the template)
The other option is…
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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Where are the retention reports?
I need an easy, canned report that will automate and update a donor retention percentage. I'd also like to see if customizable by fund or fund group.
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 notification should include the donor address
All donation notifications should include donor address.
We have a very active fund where Stripe is used heavily for donations and the fund rep receives the auto notification of the donor's name and donation amount; but we have to constantly email her the donor addresses because the Stripe donations post automatically as well. This is very inefficient when the software could be doing this for us.
When we receive a donation by check, we type the address in the description line, so that the auto notification includes the address, but this is inefficient as well.
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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Donation review bucket
I love the concept of the "review" bucket but it would be awesome if we could choose the payment type(s) that end up there. I review all the Stripe gifts that come in, even though they post automatically, to be sure they are attached to the correct profile and the formatting is correct for any new profiles. It would be great if they could go into a review bucket until I have a chance to look at them. I enter the rest of the payment types myself and someone else posts them, so the review bucket is unnecessary for our…
10 votesHello,
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Thank you
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Mailing Label - Title Optional
It would be nice if an 'optional' box could be checked next to the Title field for organization records. I'd appreciate the flexibility to not include the title on mailing labels. Thank you.
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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internal donations
For internal donations - When viewing posted donations on the donation tab, it would be very helpful to be able to see the "sending fund" name. Could a separate column be added for that info or perhaps a separate tab for viewing "posted internal" donations?
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.
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Thank you
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CC fees recorded to seperate income fund
If a donor elects to cover the CC fee of a donation, it would be nice if this amount could be recorded under a separate income account vs fund contribution.
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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Drag & Drop Feature or Better Sorting to Highlight Funds on Donation Page
I would love to see an easier way to sort funds on the donation page.
Currently, our Agency Funds (and other grouped funds) cannot be separated from their groups within the donation page...so if we want to highlight just ONE fund of a group at the top of the Donation Page, all funds in that group will follow, pushing other important funds we'd like highlighted further down the page.
A simple drag and drop feature would be very useful here, as we like to rotate the funds we highlight.
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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search by donation check number
Is it or could it be possible to search by donation check number? We've had numerous instances of a donor having a check number that I've verified has cleared our bank, but I can't do a quick search for it in Csuite. Would help in situations where the distributions are made via financial institutions or staff have misspelled a name in the donor profile.
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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Donation Choose Profile Search - by email?
LOVE the new profile search options call outs. Would it be possible to get that same option (or at least search by email) added to donation creation? An email address is often easier for me than searching through fifteen John Smith possibilities and would help me ensure correct attribution.
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.
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Thank you
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Process Recurring Donations Automatically
Would like the system to automatically process recurring donations without staff having to manually process them.
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.
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Thank you
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Batch Approvals
Currently, you have to finalize approvals one-by-one. I work with a foundation that gives the same amount of grant to every grantee. It would be helpful to be able to select multiple organizations in the portal and give them all the same decision, similar to how we can do a batch denial or give multiple organizations the same follow-up.
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.
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Thank you
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In-Kind Donations
Currently when in-kind donations are entered a monetary value is required, but our organization does not assign worth to items donated such as furniture or books. It would be useful if the "Amount" was optional for In-Kind donations so we do not have to go outside of CSuite to create a thank you letter/receipt.
7 votesHello,
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Thank you
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Goaled Fundraisers through the Online Donation Portal
Have the ability to set up goaled fundraisers for specific funds, that will populate a unique link in the Donation Portal. Also, have the ability to track the progress towards the goaled amount, similar to GoFundMe.
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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Email Receipt - Function Improvements
I find the Email Tax Receipt function very clunky and inefficient. It would be nice if a column was added that has PRIMARY EMAIL listed so that we can EASILY decipher which receipts can be emailed and "marked as sent" after - right now it's a guess and a lot of work to get to a list to email.
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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Enable HTML in Fund Advisor Email Log in content
I could have sworn that HTML was previously enabled in email content entered through the System Data area, however, we noticed recently that our email links were not working in those emails. I contacted support and was told that those fields were not HTML friendly. Would love if they could be!
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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Donate Button Style
Would be great to change the color of the donate buttons. That blue really clashes with our logo (let alone being just not nice regardless) It's very important to me to keep branded and us looking good across all that we do.
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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