202 results found
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Add Online Fees to Donation Reports
It would be very helpful if the fees taken out of the online donations were included in the donation reports. When we pull a report for our unrestricted fund to see how much came in from donations we have to create a new line item to go back and pull the online giving fees amount, which is then deducted. Better yet, it would be great if there was a column beside the 'amount' column that showed the actual amount deposited into the fund.
4 votes -
Fund name field available for into paragraph in tribute letters
We would GREATLY prefer to see the fund name field available to use in the text above the list of honorary or memorial donations for a number of reasons. First, when it's repeated over and over for multiple donors in the "for each donation" section, the letter is cumbersome and awkward. Secondly, to specify a different Tribute for each fund name as the come up is both tedious and overwhelming. Please make the fund name available to use up front - or within, but certainly up front. I've attached a sample I created to show you what I mean. Thank…
2 votes -
4 votes
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tributes
When entering tribute details with a donation, the tribute fields should be linkable to a current profile.
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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Online donations auto fill county in second address line
Online donations - is there a way NOT to fill in County in second address line? we do not want this in our database. Also, on the online form, is there a way we can remove the middle name line?
3 votes -
reoccuring
We have 800 funds...Would help our teams follow-up...knowing which of our staff should connect with which donor more quicklly if the "fund" to which the reoccuring donation was made showed in the systems summary log report as a new column...after clicking on the Reoccuring link on the donation page.
1 vote -
donation pledge
When entering a donation with an outstanding pledge, have the pledges available list include the pledge's fund name.
4 votes -
New and Return Donor Reporting
Currently there is no information or way to pull a report for a donor who has given in the past then waited a few years and donated again. We track this information so it would be helpful to have this option, currently we look back at donation history when each donation is entered but some could get missed with this method.
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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don't let unposted donations hit fund portal or appear on donation lists until after posting
Currently, donations show up on the online fund portal immediately after creation and before they have been posted. They are also included on donation reports before they are posted. Please don't show any unposted donations on the fund portal or on donation lists until after they are posted.
8 votes -
Display ALL errors upon donation spreadsheet import attempt
Currently, when you attempt to import a donation spreadsheet which has an error (invalid zip, email, etc.), C-Suite only tells you one error at a time. Meaning sometimes you need to upload the import spreadsheet several times before you finally have all errors corrected. If C-Suite just told you all the errors at once, so you could correct them all at once, it would save so much time!
2 votes -
Donor Recognition Name
We would like the to be able to make the donor recognition name field on the online donation page form to be a required field. We rely on this field for our reporting and are noticing that many of our online donors skip over it because it is marked as optional.
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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tribute report
Please have the tribute reports list the donations in chronological order and not randomly like they currently appear. Or at least give us the option to export and sort by date.
7 votes -
Recurring memorial donations
Recurring memorial donations
The original donation shows that the recurring gift should be in memoriam, however, when we post the recurring gifts, it does not show that these are in memoriam.
1 vote -
Improve Mobile Interface
Loving our new Foundant Technology! The donate and login pages are great on a PC but in a mobile interface, do not present well. Example: If looking to donate to a specific fund, you would have to know to swipe over to find a "Donate" button. Login is better but once inside the fund, reports dont pull up as nicely.
Big issue: Donate page is not mobile friendly or intuitive.
9 votes -
Number of Donations
I would like to be able to generate a list of donors in C Suite who have given only once, especially to identify new donors in the past year. It would be very handy to have a filter that could segregate the list of donors by the number of times they have donated.
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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tributes
$0.00 Donations - we have some donors who make a donation at the beginning of the year, and throughout the year, they want a portion of the donation to be counted toward a memorial or honorarium. We'd post a .00 donation for that donor and note that it is linked to the previous donation. Then we can enter a tribute like usual and it will merge with our report/letter.
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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splitting funds
A large endowment fund started by one family will need to be divided into 5 smaller funds after the patriarch dies. It's not just splitting the assets 5 ways, its also keeping the donation history so all spendable balance calculations continue as per the original fund. CS needs a way to split funds: assets, history, everything. Way more than transferring assets.
2 votes -
Add credit card fee to donation import
In order to streamline the process of importing donations from a separate payment platform (paypal, network for good, etc.), can you please add a field on the import spreadsheet for the transaction credit card fee? That would allow it to be recorded per transaction instead of monthly through the general ledger.
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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Interface between Community Suite and Client website - Donations
The CS funds can be promoted on our website. However, the promotion display is awkward. The column on the name of the fund a 4x has wide as the description of the fund column. Is it possible to balance the two columns? Widen the fund description display column and reduce the size of the column that displays the name of the fund. Do clients have the ability to change the column width? Thank you.
1 vote -
Allow individual profiles to belong to one active and multiple deceased households
Many people are married multiple times (divorced, widowed, etc). CSuite allows an individual profile to belong only to a single household. Which means donations associated with previous households are no longer linked to your profile. It makes sense that an individual profile can only belong to one living household, but it should be possible for an individual profile to also be a member of multiple deceased households.
6 votes
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