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9 results found

  1. Keep Attached Files When Tributes Merge

    When merging tributes I'd like the ability to automatically move the attached files from the deleted tribute to the remaining tribute. Similar to the feature that was recently added when merging profiles.

    9 votes

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    0 comments  ·  Tributes  ·  Admin →
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  2. When a stripe gift is entered with a tribute, why isn't a profile created by C-suite for the person that needs to be notified?

    When a stripe gift is entered with a tribute, why doesn't C-suite create a profile for the person to be notified when all of their information has been provided by the donor?

    3 votes

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    1 comment  ·  Tributes  ·  Admin →
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  3. tribute

    When you look at a tribute, it would be helpful if the donations would be listed in date order. We often look at this to determine if we need to send a report to the family, rather than them getting a notice for each donation. They are not listed in date or alpha order.

    10 votes

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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  4. Tributes should be flagged somehow when there is similarity

    For online gifts, one donor calls the honoree Dr. Joe Smith, another, Joe Smith, yet another Joseph Smith...currently, that makes 3 completely different tributes, when it's the same person and the same person or family for a memorial should get notified...that's a hot mess. Also, is it fair to assume we in the position of entering a check gift would know that there is an existing tribute?? In my clicking I learned that you can merge them, but really...perhaps you could combine the two fields and if there is an existing tributed person they would pop us and we could…

    3 votes

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  5. Tributes: Dropdown Selection like Tax Receipts

    For tributes it would be nice to have a similar checkbox and dropdown menu to the tax reciepts process. We typically only like to send 1 email/letter for tributes but for the payments via Stripe there is often a processing fee that the donor covers which creates two-line items in the system. A checkbox process, like tax receipts, would make it easy to mark these second line items as “sent.”

    3 votes

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  6. Tribute List Sort Options

    On the Tributes List page (fcsuite.com/erp/memorial/list?), it would be helpful to be able to sort this list by each of the column headers.

    Am also wondering why the Tribute Sorting Idea was Archived.

    https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/34594057-tribute-sorting

    3 votes

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    0 comments  ·  Tributes  ·  Admin →
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  7. Memorial Funds - all donations automatically coded as tributes

    We have a new scholarship fund in memory of a young person who passed away recently. We have been receiving many donations, both via check and online. When they come as a check, we know that because it is a memorial fund, there should be a tribute attached to it so we will know to notify the family members. However, many of the online donations that we've been receiving have not had the "in memory/in honor of" section filled out. We are thinking that the donors assume that since it is a memorial fund, all donations will be acknowledged to…

    15 votes

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    1 comment  ·  Tributes  ·  Admin →
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  8. Tribute option to grant requests & fund advisor portal

    I would like to add tributes (in memory and in honor) to the grant requests portal so fund advisors can use this when requesting grants.

    24 votes

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    3 comments  ·  Tributes  ·  Admin →
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  9. tribute

    When receiving multiple gifts for the same tribute and each donor has requested a different person to be notified of their gift, there is no way to tell which person is to be notified of which donor's gift.

    Also, when receiving multiple gifts for the same tribute and some donors have requested a person to be notified and others haven't, there is no way to tell which donor has requested a notification of their gift to be sent and which donor has no requested a notification to be sent.

    Please provide clarification.

    30 votes

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    2 comments  ·  Tributes  ·  Admin →
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