7 results found

1. Bulk option to activate Nonprofit designation

   Add 'Activate NonProfit' as an option in 'Bulk Actions' from Reports to allow for bulk activating the NonProfit designation for profiles that are included in a report. This functionality is already available for activating Vendors.

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   1 comment  ·  Nonprofit Directory  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, 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.

2. Nonprofit Directory Enhancements

   We're planning to launch our nonprofit directory page soon, and in addition to a previous idea I added about being able to sort/filter the list by service area, I have a few other ideas for enhancing this area of CSuite. The nonprofit directory already seems to pull some information directly from the profile itself but this can be overridden by editing the nonprofit area which can be different from the profile information. I'd like to see an option to pull over information from the profile so updates on the profile are reflected in the directory. Or have the option to use the nonprofit area to include different information. Right now, it's sort of a mix of both (some info pulling from profile and some from nonprofit area), and I don't want to update information in two places or not be sure where the information is pulling from. My other suggestion would be to allow bulk charity checks to be run on the nonprofits included in the directory so we can periodically ensure the nonprofits listed are in good standing and should still be included. We don't want to be promoting any nonprofits that can't pass a charity check, and right now, there's not a good bulk/non-manual way I know of to accomplish this. Finally, being able to bulk update the nonprofit directory listings (both the information included in the listings as well as the status of the listings) from within CSuite rather than individually or with an additional import would be very useful. I think upcoming enhancements are planned for this area, so I wanted to share my thoughts. Thanks for considering!

   We're planning to launch our nonprofit directory page soon, and in addition to a previous idea I added about being able to sort/filter the list by service area, I have a few other ideas for enhancing this area of CSuite. The nonprofit directory already seems to pull some information directly from the profile itself but this can be overridden by editing the nonprofit area which can be different from the profile information. I'd like to see an option to pull over information from the profile so updates on the profile are reflected in the directory. Or have the option to… more

   9 votes

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   1 comment  ·  Nonprofit Directory  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, 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.

3. Nonprofit Profile - Sort Categories

   Please add a sort field to Nonprofit Categories. Currently when adding or editing a category on a nonprofit profile they display in ID number order, which means the order in which they were created. With a long list this makes it very difficult to find and select the correct categories. We would like the option to alphabetize or a sort field so we can enter the number order like in other areas of CSuite. Thanks!

   4 votes

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   0 comments  ·  Nonprofit Directory  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, 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.

4. Nonprofit directory - Sort nonprofit categories alphabetically

   When editing an entry for the nonprofit directory, it would be helpful to list the nonprofit categories in alphabetical order to make it easier to find the category.

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   1 comment  ·  Nonprofit Directory  ·  Delete…  ·  Admin →
   Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   Hello,

   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

5. Nonprofit Directory - phone numbers, emails, addresses, EINs

   The nonprofit directory needs serious expansion!! We'd love to use it. Specifically, we need phone numbers, addresses, and EINs, but I'd love the option to have multiple and multiple contacts with titles.

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   7 votes

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   3 comments  ·  Nonprofit Directory  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, 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.

6. It would be great if C Suite created auto-notifications for internal donations!

   We have several non-profits that would like to recognize their donors in real time when receiving a donation. They have access to the donor portal, but it's not feasible for them to log-in daily, or even weekly. Just recently, we had a donor submit a $10,000 internal donation and the non-profit was contacted by the donor to make sure they had received it. The non-profit felt terrible about the oversight...had they received a notification they would have followed up with the donor immediately to thank them! The addition of auto-notifications would be such a great benefit for our non-profits!! Thank you for your consideration!

   We have several non-profits that would like to recognize their donors in real time when receiving a donation. They have access to the donor portal, but it's not feasible for them to log-in daily, or even weekly. Just recently, we had a donor submit a $10,000 internal donation and the non-profit was contacted by the donor to make sure they had received it. The non-profit felt terrible about the oversight...had they received a notification they would have followed up with the donor immediately to thank them! The addition of auto-notifications would be such a great benefit for our non-profits!! Thank… more

   3 votes

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   0 comments  ·  Nonprofit Directory  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, 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.

7. Make Nonprofit

   Import data collected from GLM cycles - Org, Contact Name & Email, Website, Mission Statement, logo upload?

   It seems like most of this is also already entered into the Organization Profile, but then doesn't migrate over when selecting "Make Nonprofit" there is also not an option for the "Statement" column in the profile import template.

   5 votes

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   0 comments  ·  Nonprofit Directory  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, 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.