199 results found
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Donation Tribute Info - less is more?
When entering a new donation, it would be great to have the tribute notification fields only appear if they are needed
1 voteHello,
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Create donation tab
Can we get the Create Donation button at the top of the left side column list or at least all caps and a different color? It gets lost in the text to my eyes. Or am I missing a more obvious location from which to add a donation?
2 votesHello,
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Stock decimal setting
Would love to have the opportunity to edit a setting that can decides across the board how many decimals we use for stock gifts, in order to match what our broker does. Would rather not override that every time.
1 voteHello,
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stripe id
Stripe Reconciliation: I need the fund identified in Stripe to share with Fund Advisors or a way to merge the Stripe information with the Foundation information via the Stripe ID. Currently the field, Stripe ID, is not available in custom reports. Other than copy and paste manually to get this information ... I would prefer a better method than hoping that the email/name is consistent between the two systems for validation then reconciling where it isn't 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.
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Recent Donations
When inputting donations, being able to see recent giving history from the "Add Donation" screen would be helpful. Something similar to the voucher side where you can see recent vouchers from vendors.
9 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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Report using filter for "or" instead of "and"
Want to be able to extract data by using two different filters using the "or" instead of "and". Example would be to extract gifts by donation service Id or profile service Id.
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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identify recurring donation
It would be great to have a notification or way to identify if an online donation is recurring immediately, rather than waiting to see the next month when it needs to be posted. We'd like to do some specific stewardship and thanking for those recurring gifts as soon as they are made in Stripel
4 votesHello,
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Thank you
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online donation confirmation email without an attachment
Have the ability to send a confirmation email for online donations that does not include any kind of tax receipt. Most online "shops" send an email to confirm receipt of payment and we would like to do this. However, we have many tax receipt/acknowledgements that need to be manually edited before being sent that we don't want to automatically send those via email. Especially for events where tickets are part of the purchase process and there is a charitable and non-charitable piece to the payment.
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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Add Donor Email to Donation ID When Creating a New Donation
We are trying to create a process for emailing tax receipts. However, the biggest hurdle is that we do not know if an email address is available for each donor. When we create donations we don't know if donors have an email address or not, which in-turn doesn't allow us to choose the appropriate template to use. Is there a way to add an area within the 'create donation' section that shows an email is provided in the profile. Maybe have it listed under the address area. Example attached.
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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Please include internal donations in the donation notifcation to fund advisors
It would be great if the donation notify action would include 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. If you have any questions, issues, or concerns please let us know! Thank you
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Multifund and Multitribute Donations
We have many donors that send in one check to donate to multiple funds and/or for multiple tributes (especially at the end of the year). It would be great to have a multifund and multitribute option on donations so that I do not have to enter the single donation multiple times to allocate it to the proper funds and/or tributes.
19 votesHello,
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Thank you
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donor history
I would love to see a donor history view that looks similar to fund history. Now when you click into a fund's history, you see top donors, a graph of giving over time, and a pie chart. It would be wonderful to see this on a donor's profile as well that easily displays funds they have given to, years they have given the most etc. etc.
10 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 a file upload field to donation import
In order for the donation import option to help streamline recurring debit authorizations, we need to be able to attach a support file. Otherwise, we still have to open every donation to attach the support.
I appreciate your consideration!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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Ability to bulk add tasks to report results
It would be great to be able to add tasks in bulk to report results. For example, I pulled a report showing me the donations which were received in the last month, between say $500-999. I'd like to add a task to make a thank you call to all those donors in that report. Rather than entering one by one, since the task will look identical, it would e great to b able to add the "thank you call task in bulk to ideally the donor profile, or the donation (which hopefully rolls up the the donor page)
3 votesHello,
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Thank you
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Donation Advisor - letters are backwards??!!
We are struggling to produce an accurate letter for gifts that come through with a donation advisor (we call it soft credit). The letter produces for the donor - but we want to thank the donation advisor. Example - someone that gives from their donor advised fund. It's ironic since CSuite is built around DAFs!! Please improve the ability to recognize a donation advisor in a letter!
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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Emailing Tax Receipts
My idea about having the tax recpt in the body of the email is already out there, but until that changes, I have worded the email appropriately, and coded for html so it looks good and branded. However. There are times when you want to personalize the message. The block that appears for the email is all in code and a PIA to edit in. If you can preview the message in content in html, can you work toward having everything work that way? ie editing, creating, etc... ALSO. you can see that you've emailed the donor a rcpt in…
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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Ability to change the subject line on email donations
I'd love to be able to change the subject line on email donations. My co-worker is currently copy/paste changing the email subject line for every single email donation! I know this functionality exists in other parts of C-Suite so I'd love to see it extended to this area.
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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Leave the Donation Date Blank
When entering a new donation, the date of entry auto populates with that day's date, but we rarely are entering donations for that date. It would be helpful to have that be blank so it's not overlooked and we know to change it. Right now, because there is already a date in that field we tend to skip over it.
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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How to mark a donation as a new donor
Is there a way to add a box marked new when you get a new donor that gives?
1 voteCould you use a custom field to configure that data point. https://support.foundant.com/hc/en-us/articles/4409038143511-Custom-Fields-Overview
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Stripe donations for donors with multiple credit cards on file
Stripe donations for donors with multiple credit cards on file: It would be helpful for recurring donation processing, that donors who input multiple credit cards into their Stripe account be able to be processed using the default credit card the donor provided. Since Stripe allows for multiple credit cards to be input, it would be helpful for the CSuite system to allow their processing as well. Currently, when these come through for posting, we have to login to Stripe and remove the non-default credit card information that the donor input in order for the donation to be processed.
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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