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13 results found

  1. Pledge Reminder Primary contact full name

    Including the organization contact label field in the pledge reminder template would be highly beneficial.
    Currently, the template displays the donor's name "(organization)" without providing the primary contact's full name field.
    It shows:
    Foundation Name
    address1, 2
    City, State, Zip

    Dear salutation (primary contact first name)

    9 votes

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  2. Allow Editing/Deleting the Automatic Pledge Adjustment

    Please provide a way for us to edit/delete an automatic pledge adjustment. There is no way to do that in the system, and if you accidentally miskey something that causes an automatic pledge adjustment, it's permanently recorded. This not only messes up the GL details, but it also creates an inaccurate pledge total amount that shows up in the system.

    Case in point, we accidentally added an extra number on a payment which then increased a pledge by $2.5 million. It was a simple mistake, pure accident. However, we're stuck now in perpetuity with the wrong figure showing on this…

    15 votes

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  3. pledge promise

    Please add the pay schedule to Pledge/Promise reports. We want to be able to see upcoming expected payments to be able to send reminders. I thought of creating a custom field so solve this issue but it doesn't seem like there's an option to create custom fields in Pledge/Promises.

    13 votes

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  4. When indicating 'Promise' in the Pledge/Promise record, do not require 'First Payment Date'

    When 'Promise' is indicated in the 'Add Pledge/Promise' function, please make 'First Payment Date' NOT a required field. Majority of time, this information is unknown.

    7 votes

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  5. pledge promise notify

    It would be helpful to add notifications to Fund Advisors of new Pledges and Promises as a function on the Fund Advisor designation in a Profile.

    2 votes

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  6. Ability to show Promises as paid when paid by Internal Grant

    Please provide a way to show a promise as being paid without having to link it to a donation "automatically". We have several promises that were paid via Internal Grant from various donor-advised funds, but CSuite isn't recognizing those as being linkable donations. In our campaign, we expect to have several others in the same situation. Or is there another way to show those paid by Internal Grant as being paid? Thank you!

    1 vote

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    0 comments  ·  Pledges/Promises  ·  Admin →
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  7. After completing pledge payment documents, give option to print envelopes.

    After completing pledge payment documents, give option to print envelopes.

    2 votes

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  8. Bequests

    There should be a clear and simple process to log a bequest intention or future planned gift so that you can keep track and monitor your planned giving pipeline. I tried to do it as a Promise, but you need to have the date of first payment and that has obvious issue.

    1 vote

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    How about an Opportunity?  You can attach both a profile and fund.  You can create a Bequest Opportunity type with stages that match your process.  Opportunity types can be created in the left side menu of an Opportunity.  Once created, you can create stages.  We have many clients that track bequests this way.  Would that work?


  9. next pledge payment date

    On the main list screen for open pledges it would be helpful to see the date when the next payment is due - it could be highlighted in red if it is past due.

    7 votes

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  10. cancelled pledge

    When a pledge proved uncollectable and is cancelled for a donor who has no other history of giving, the label "donor" carries forward and the pledge status shows as "paid." This can create errors in nonfinancial reporting, such custom lists of donors to a fund or "paid" pledges. Can there be another status for cancelled? And can there be a way for the user to remove the "is donor" designation on a profile that has a pledge history but no actual payments. Maybe don't assign the "is donor" designation until money is received and create a different designation for "is…

    5 votes

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  11. Pledge reminders - option to email

    When generating Pledge Reminders/Statements, it would be very helpful to be able to email them out individually. Currently, they only print into a bulk pdf to print.

    9 votes

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  12. Show Linked Pledges in Donation History

    When looking at a donor's donation history it would be helpful to see if the donations are linked to pledges.

    6 votes

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  13. pledge reminders - option to download to word

    When generating Pledge Reminders/Statements, it would be very helpful to be able to merge them into Word so changes can be made to specific letters. Currently after clicking on Payment Documents all the pledge letters are merged into a PDF.

    12 votes

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