186 results found
-
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
-
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 -
Importing Donations
For the template that is provided in CSuite - can a Salutation merge field column be added.?
2 votes -
Detail Trial Balance Donor Name in Description
To have the Detail Trial Balance pull the donor's name into the description field would be helpful. It is already pulling the vendor name in this way, and it would be great if it could do the same and include the donor's name in the description of this report instead of just 'Online Donation' or something similar. Thanks for considering!
11 votes -
Note area for Reoccurring donations
Hi! Could you please add a notes area to reoccurring gits? We have close to 100 reoccuring donations going and sometimes we get notices of "insufficient fund" - would like to keep notes on this if poss
2 votes -
Images for all funds on donate page
I like that you can now add images to the donate page, but it appears this is only for promoted funds. I realized having the images appear on the all funds listing would probably be too much, however, it would be nice if the image would appear once you select a fund.
4 votes -
Consolidate Public Securities Area
The public securities section of CSuite is great! There is a lot of clicking required, though. It would be nice if the securities, sale history, etc. all showed on the donation page without having to click through so many areas to have a complete picture of all associated with the gift. Thanks for considering!
18 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
-
Anonymous Donations in Donations Screen
Would like it if donations that come in as anonymous are marked that way in the Undeposited and Recent Donations screen. Can still show the donor name but everyone who looks at that screen should know which donations are anonymous without having to go into the gift.
10 votes -
Provide Advisor Salutation field in Thank You templates
We like to send a "courtesy" thank you to the advisors of Advised Donations. The templates for Thank You letters provide fields for Advisor Label, address, etc, but NOT the salutation for the Advisor. Please provide a field for this.
Thanks,12 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
-
ADMINISTRATIVE FEES
We are in process of setting up C Suite and we charge fees on incoming donations and "non-gifts". It would be great to be able to have 1 code to do both rather than having to set up multiple fee codes.
2 votes -
Add notify name, address, and email fields to custom reports
Right now on donation (and tribute) custom reports, there are fields that link to the tribute ID and show the name of the person being honored, but there is no field to show who is being notified or how they are being contacted. We'd love to be able to view those fields in custom reports.
22 votes -
"anonymous for publication"
Create an "anonymous for publication" option on the donate page. This would allow the gift to be known within the organization, committees of volunteers, etc., so we could accurately thank and track the donor, but not include the donor contact info in publication.
11 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.
-
Add "Steward" to the Choose Export Columns
If you click on Donations up top, then "Filter Reports" on the left-hand side, you have the option to Choose Export Columns after you hit Export. This is a great way to customize mailing lists, etc. Adding the "Steward" field would allow us to connect the best contact with each person included in the export.
12 votes -
Add option to have multiple tributes per donation
Currently, it is only possible to add 1 tribute per donation in Community Suite. Is there a way to add the ability to apply multiple tributes? And have them pulled into the acknowledgement letter template?
71 votes -
Online Donation-Processing Fee Donation
Have the online donation-processing fee donation be pulled with the original online donation, not separated out to generate additional letters. It's understandable if it is a "ticket" purchase, but not a fund donation.
6 votes -
Enhancement to Donation Thank You page
Several of the pages in Community Suites have the option to use toggles at the top and sort the rows by column headers. I would love this capability to be added to the https://______cf.fcsuite.com/erp/donation/thankyou/print page. That way we could sort all of the letters needed for one fund at a time instead of searching and clicking which becomes very time consuming.
5 votes -
Column export choice for all lists
When I go to Donations and pull a list, the system gives me a choice of the columns I want to export. Can this also be done for lists pulled from Profiles, etc?
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
-
Change the text on the prompt for the credit card fee
Please change the prompt from
"Do you want to add 3.0% to cover our processing fee?" to
"Do you want to add 3.0% to cover the credit card company's processing fee?"
Many donors have a negative reaction to the charity charging a fee. Using the word "our" sounds like we are charging the donor to make a gift. On the other hand, everyone knows that the credit card company (aka the bad guy ;) ) charges a fee.20 votes
- Don't see your idea?