135 results found
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donor portal donation report
I know a donation report can be exported from the donor portal, however, the donor addresses don't export. I've had some requests for this and had to pull the reports from CSuite and email. The fund advisor requested to be able to pull the donation report, along with donor contact information.
5 votes -
Add tribute information to Donor Portal donation description
The ability for a fund advisor to see the "in memory" or "in honor" tribute information in the donation description.
23 votes -
donation report order
When running donation reports, they appear Oldest at the top to the newest at the bottom. Is there a way to change the order by date?
5 votes -
Option for Recurring Donations to Add an End Date
Some of our donors would like to stipulate an end period for their donation. This would be specifically helpful for us internally as we have a giving circle that allows for members to pay in installments for their membership (i.e., $125 / quarter for a annual membership of $500)
52 votes -
Donation Date Locked after Posting
Donation date should be locked down as soon as the donation is posted to ensure the listing of gifts for a given period ties to the general ledger. Currently, donation date can be modified after the donation is posted which means the donation date may not match when it is reflected in the general ledger. A change in donation date should require the donation to first be unposted and then reposted to ensure proper cutoff.
2 votes -
Add image to Fund
Add image to fund for viewing on fund donation page
So often, a photo tells the story. Most online giving sites have space for an image to accompany a story.
As a Community Foundation, we often receive gifts given to uphold the legacy of a loved one. We would like the ability to upload an image for each fund.
44 votes -
Can 'Donate Page' terminology match
On the Donate page... The "tab" says "Donate to A Fund" and then under the page header, before it lists the funds you can donate to it says "Donate to Fund". Can these match?
1 vote -
create tracking for who created an entry like a donation...rright now we can only see a log on changes
create tracking for who created an entry like a donation...right now we can only see a log on changes. It would be nice to look at a log to see who actually made the entry.
5 votes -
letters
It would be great if we could change the font of the signature line on donation TY letters. We send letters via email quite often, but can't change the font on the signature to look more like a "signed name" than just the typed name.
1 vote -
Remove Tribute Notification Address Requirement
Remove the requirements on entering an address for tribute notification. Most of the time the donor does not know the address, so we should not halt their donation if they don't know it or make them somehow find it. Not a good experience for the donor!
14 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
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Donor portal stylization
In the same way that the public facing donation portal can be stylized by fund, we would like to stylize the donor portal by fund. Some affiliates require their own branding or co-branding, which needs to be reflected in both public and fundholder facing portals.
10 votes -
Integrate Stripe Point of Sale for Events
We have a Stripe credit card swiper as well as a Paypal version for use at events. It would be great if the Stripe model could be integrated with CSuite to easily take credit card donations at events.
16 votes -
Stripe checkout page: when you enter your name and address then click Review you can not change the information
Stripe checkout page: If you want to correct your name, address, email or honoree after hitting Review, you can only use the browser back arrow and you have to reenter everything. Could that information be retained as the donation amount is retained?
1 vote -
Include org role as donation filter option
Donation filter options include some, but not all, key profile tags. Including org role would allow us to pull donation info for key constituent groups - like our board members and volunteers.
14 votes -
Recognition field in custom reports
Hello,
Need to provide Recognition Name for custom reports. Background: We have a custom report (1132) to display donors for Advised donations. This is great, however, I was told by Support that there is no field for the Recognition Name that can be added to a custom report. (please see support case ref:00DE0dl0R.5000L1PZgyq:ref )3 votes -
Need Thank You check box
It would be great if the default for the Need Thank You check box in donations defaulted to "yes"
18 votes -
Thank you templates attached to funds
Our organization uses very different thank you templates depending on which fund they donate to, so it would be really helpful if we could attach unique templates to the fund and have the system look there first for which template to use before going to the default in system data.
2 votes -
address type
What is the point of having an address type if you can't filter on that field? Also would be nice to be able to put time periods on addresses so the correct address will pull in based on the times they are at which address - i.e. winter address or summer address. We have several donors with a winter address, but have to go in manually to change the donation for mailing lists, but now can't filter a report to show which ones have a winter address to be able to change it back to their normal home address.
24 votes -
Have fund list on the "Donate to Fund" page be sorted by Fund Name instead of Public Name
Our fund names are arranged so that the donor's last name is listed first so that our funds sort alphabetically by last name. e.g., "Carreon, Allie & Ed Family Fund." But the Public Name should be "Allie & Ed Carreon Family Fund." Unfortunately, because the Fund List on the Donate to Fund page sorts by Public Name, this fund would show up in the A's, and not the C's. We would like to be able to sort the Fund list by Fund Name, but have the Public Name be listed, so everything sorts by the LAST NAME embedded in the…
2 votes -
Make Donate Online Page More Mobile-Friendly
We have fund summaries for our list of promoted funds on our online donation page. When viewing this page on a mobile device, the fund names take up most of the screen and the fund summaries are squeezed very small so it's almost one word per line which stretches out the list and leaves huge spaces between each fund. It would really look and function much better if the fund summaries dropped below the fund names or if the fund summary column was wider. Thanks for considering!
5 votes
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