27 results found
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Delete Default Templates
I created a template I need to delete. I can't delete it because it is the default, and there is no other template in that category. We just don't need one in that category. But having one bad one isn't great either - I just want to delete it.
24 votes -
Envelope Printing Incorrectly for DAF Donations
For Donations that are from a Donor Advised Fund or other scenarios where you have an Advisor to the donation that needs the tax receipt or acknowledgement letter (e.g., Edward Jones account is donor, but Jane Smith is advisor), the envelope template in Csuite still pulls "Edward Jones 1234 Foundant St" as the address, not the donor advisor. How can this be changed or can I change the envelope template and re upload this? I have to go to the donor advisor profile each time and print an envelope from their profile, rather than just use the streamlined 'print envelopes'…
33 votes -
Yearly Tax Receipt Templates Download Word.Doc
Currently, Yearly Tax Receipts can only be produced in bulk as PDF's versus Word Documents. I would like to have the ability to select the file format download you'd like (PDF or Word.docx) for the Yearly Tax Receipt. This would then keep the options for YTR the same independently if you run them in bulk or individually.
Currently, we would need to have something similar to Adobe Acrobat to turn the PDF into a Word Doc.
16 votes -
Advisor Household label field in grant template
It would be nice to have a field enabling the creation of a formula that checks whether the grant advisor is part of a household or not in the Grant Letter template. If yes, it will pull the household label instead of the individual advisor label field.
11 votes -
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, ZipDear salutation (primary contact first name)
9 votes -
scholarship award letter
It would be helpful to have "payment amount" as a field for scholarship award letters. Currently only "award amount" is available, and its confusing on multi-year scholarships to only have the full award amount as an option.
6 votes -
adding grantee name in template field list under {{#foreach check}}
Please add grantee name or grantee label as a template field list under {{#foreach check}}. Currently the only way to pull a grantee name or label is under the {{#foreach grant}} template fields list. We combine our grants into ONE check when possible but when we create the grant letter it will pull the grantee label FOR EACH GRANT instead of FOR EACH CHECK which therefore requires hand editing. The process would be much smoother and quicker if there was a grantee name or grantee label in the {{#foreach check}} template fields list. Thank you!
6 votes -
Student Name on Check Template
On the check template the student name is limited to being presented as last name, first name. It would be nice if it could be formatted to be first name last name for those that do a combination of a letter + check.
5 votes -
Include Tribute_Name as a field that doesn't include in memory of or in honor of prior to the name
Include Tribute_Name as a field that doesn't include in memory of or in honor of prior to the name.
8 votes -
internal grant letter
We would like to be able to print a letter for an internal grant. Currently, when we process a grant from a DAF to another foundation fund, it prompts to choose if we want a tax receipt and then we can select a tax receipt template, but there is no option to print. We understand this isn't a tax receipt, but often need to notify a donor confirmation their grants have been made, even when it is to one of our funds and not an external recipient. After talking with chat, we were told there is no way to do…
4 votes -
Bulk print year-end envelope template
Add same field options for the envelope template that are on the year-end receipt template. The names on the bulk year-end envelopes are not the same that print on the letter.
From CS CHAT:
Unfortunately, I cannot change the fields pulled in on the envelope fields -- This would need to be suggested to our Idealab. As our developers are primarily focused on the needs of our clients as a whole, putting this into our Idealab will allow them to see if this would be widely appreciated and therefore implemented. In addition to your Idealab post, it also gives me…4 votes -
Fix the merge fields advisor.address and advisor.address2 on grant letter template so these fields can appear on one line
{{advisor.address}} and {{advisor.address2}} on grant template always shows as two lines on the merged letter. Fix this so that these merge fields can appear side by side on the grant letter.
3 votes -
Add Recognition Name as an available field for Internal Grant Letter Templates
We request that the Grant Advisor's Recognition Name be an available field for Internal Grant thank you letters. Currently the only option is the Advisor Legal Name field, and it isn't always how the advisor wants to be acknowledged.
3 votes -
Automate the Grant Card Template
The grant card template (giving card acknowledgement/receipt, not tax receipt) is available as a template and can be sent manually from the donor's grant card page, but the process is unable to be automated.
Donors should receive a letter letting them know how their grant card was spent. There is no reason this shouldn't be automated just like every other template. And if they aren't going to be automated, they need to at least show a timestamp after one is manually sent so that it is clear that a letter has been sent.
3 votes -
Tax Receipt Template Logic - "Fund" Assigned Should get the highest value
In Tax Receipt Template Logic, currently "Payment Type" is assigned the most points. It would make more sense that a the Fund assigned to the template get the most points. Funds often have nuances that need to be addressed in the tax receipt, and the current value system does not easily or simply allow for that.
2 votes -
Fund Summary in Tribute Letter Template
Our foundation would like to see the option of adding the fund summary description to a tribute letter (both honor and memorial).
2 votes -
Fund Advisor Template - Total by Advisor vs Fund
We have many separately invested funds where the profile/donor and financial advisor are the same. One GL account may contain multiple funds to invest the balance in one account vs one account per fund.
It would be extremely beneficial to have the template for Fund Advisor Transfer Letters contain an option for the total by financial advisor instead of by fund. The financial advisors may not be aware that there are multiple funds invested in the single donor account. This is currently causing confusion and making the templates less useful then they could be.
1 vote -
Tax Receipt Template
For yearly tax receipts, allow the fund Public Name to be an available template merge field. Given that the receipt is a public facing document, the fund public name should be able to be used rather than the internal name which may include internal language.
1 vote -
Ability to change fund template to advanced
Since the ability to archive templates isn't an option, it would be helpful if you could change a template to Advanced.
1 vote -
tax receipts downloaded in word
There are times when a tax recpt/ty template used for a donation may need a tweak or personalization for various reasons. However, if we do that, we then don't have what we actually sent the donor on the particular donation record bc we downloaded the letter at made the edits in word. Unless we then save and upload to have the proof. PITA. Please please put an editor/template creator in the software so we can have everything we do in one place!
21 votes
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