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15 results found

  1. Tribute Notification

    Please bring back the notification on the tributes tab that used to be there, similar to the tax receipts tab. This WHOLE TIME I thought we hadn't been receiving any tributes when in fact we have but we weren't notified because that feature was taken off for whatever reason. I don't know why something like that would ever be removed, especially if it was a helpful feature that we were already used to. Changes like these are making our jobs a lot harder. You should be mindful of what's actually helpful for the user experience.

    The old system for the…

    11 votes

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    3 comments  ·  Tributes  ·  Admin →
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  2. Tribute "Bucket" notification

    On the donation page, it would be great if the Tribute Bucket would also reflect when something is sitting there and needs attention. We try to check this regularly, but it's easy to forget when you are a small shop.

    5 votes

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    1 comment  ·  Tributes  ·  Admin →
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  3. Grants Out Tribute letter

    We would like the ability to create a grant tribute notification letter to advise individuals when a tribute was created through a grant. Currently we have to create manual letters when a donor makes a grant that is made in honor, in memory, on behalf of an individual. During high processing times such as 4th quarter we have donors that make these types of grants IHO of their employees that ends up being hundreds of grants and hundreds of MANUAL tribute letters, which is not ideal during high processing times.

    3 votes

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    Proposed Idea  ·  1 comment  ·  Tributes  ·  Admin →
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  4. Please make new tributes default to private

    Currently any tribute created is made public immediately. This leads to a lot of clean-up later. Could tributes be made private by default or could we have a setting that makes this an option?

    4 votes

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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  5. Ability to Change Non-Notify Tribute Details

    If the donor fails to enter anything in the 'Whom to notify' area, the donation will result as a non-notify tribute. As the donor as elected not to notify the tribute, we are unable to modify and link to an established tribute.

    We have chosen NOT to display our tribute names to the portal for several reasons. Now that CSuite assumes that if someone enters a Tribute name without notify contact information, that means the donor does not want to send a notification. However we are finding that the donor may have simply not known who to notify.

    Our ask…

    14 votes

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    1 comment  ·  Tributes  ·  Admin →
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  6. memorial

    When I create print letters to notify folks that a tribute gift was made, I typically make edits to the letters before printing and sending. However, if someone has selected to notify the tribute via email, I am unable to edit the letter.

    Could there be a setting to toggle off this option on our website so that the public can only choose to notify people via snail mail?

    Or could the system allow me to edit my letter before it is emailed?

    4 votes

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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  7. Tribute Notification

    There are currently no notifications when tributes are created. It would be nice if there would be a number next to the tab....ie (Tributes (3) like there is for donations. Otherwise you have to keep checking the tab to see if any tributes were created.

    12 votes

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    1 comment  ·  Tributes  ·  Admin →
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  8. tributes content

    Under Tributes content, there is a Tribute Notify Email Body that can be edited to wording of the client's choice. However, you can't add any fields that aren't in the default.
    This is the default.
    Default content: Dear {{name}},

    A gift has been made in {{memorialtype}} of {{memorialname}}.
    Details of the gift have been attached to this email.

    Thank You,
    {{site.name}}

    Then name field populates as the first and last name of the receiver. It would be nice to be able to change so the salutation field is there instead of name. You can't edit that before the…

    4 votes

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    0 comments  ·  Tributes  ·  Admin →
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  9. Tribute search

    I don't see a way to search for a tribute by its ID number. This would be helpful in updating tributes or in cleaning up data.

    Thanks

    2 votes

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    0 comments  ·  Tributes  ·  Admin →
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  10. Include donor and fund name on the new tribute notify report

    We don't always use templates to send tribute notifications, so it's very useful for us to be able to see the tribute, whom to notify, the fund name, and the donor's name. The old tribute notify list included this, and it'd be really wonderful to have that feature back!!

    5 votes

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    1 comment  ·  Tributes  ·  Admin →
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  11. tribute notifications to someone at their business

    When you are entering the information for where to send a tribute notification (without creating a profile), it would be helpful to be able to add the name and business name. We don't want the letter going to the organization without the company name on it. If we were sending to their personal address, it wouldn't be a problem.

    4 votes

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    0 comments  ·  Tributes  ·  Admin →
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  12. Importing Donations with Tributes - need in memory/honor info on Tax Receipts

    The new tribute enhancements removed the requirements for entering Notify info. This was helpful but we still need the "in Memory/Honor" Name officially recorded so it can be pulled into the tax receipt. We don't need the honorees notified but we NEED to include the "in honor/memory" name on the tax receipt so the DONOR knows we recorded their donation correctly. Thank you

    4 votes

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    0 comments  ·  Tributes  ·  Admin →
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  13. 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.

    15 votes

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    0 comments  ·  Tributes  ·  Admin →
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  14. tributes

    It would be great if you could hyperlink the donation id linked to tributes, so you can easily click out and see more information about the gift. Thanks!

    1 vote

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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  15. 3 votes

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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