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60 results found

  1. Grant letter edits

    Would make such a difference if we could make the mini edits we often need to do in a letter (to personalize, make a small correction, etc.) right in the platform. Downloading to word in order to make the edits and then being left with no record of the actual letter sent unless we re-upload it to just an attached file just adds to the clicks and time to do the task.

    6 votes

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  2. Grant Award letter fields needs {{today_nice_date}}

    Doesn't make sense to format a letter without a date! I am unsure if that word date field would update or not

    6 votes

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  3. 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!

    11 votes

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  4. Allow Fund Advisors to See Household Receipts

    Several of our Fund advisors have logged in to the Fund Portal to obtain a tax receipt, but are unable to access it because the gift was attributed to the household. Please update to allow a fund advisor who is part of a household to see the household tax receipts, in addition to their individual tax receipts.

    45 votes

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  5. New Donation Buckets - Receipt only after posted

    We like the new donation buckets. However, we realized today that unposted donations are appearing in the "Receipt" bucket. This is problematic as we may still be reviewing entered donations and another staff member sees things in the Receipt bucket thinking they need to process receipts when in reality the donations have not even been posted yet. Donations should MOVE to the receipt bucket just as they do to the POSTED bucket.

    21 votes

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  6. Yearly tax letter envelope

    We do a summary tax letter for our donors that show all donations made in a calendar year for every donor. I can easily export the letter listing all the donations in bulk. But I am not able to export the corresponding envelope in the same order. So I have to run two separate exports. And neither match up. I can't figure out the order of the way these are exporting. This should be an option with the yearly tax receipt. It is not efficient to spend that much time sorting envelopes to match correctly with letters

    4 votes

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  7. internal grant letters

    Internal Grant Letter Fields -

    Please make the grant advisor fields available in the internal grant letter so that, a letter will be generated with their information

    {{adviseprofileid}} [48019]
    {{advisor.email}} []
    {{advisor.city}} [Redding]
    {{advisor.phonenumber}} []
    {{advisor.state}} [CT]
    {{advisor.address2}} []
    {{advisor.label}} [Mr. and Mrs. Brian Meehl]
    {{advisor.profile
    id}} [48019]
    {{advisor.salutation}} [Mr. and Mrs. Meehl]
    {{advisor.citystatezip}} []
    {{advisor.address}} [331 Redding Rd]
    {{advisor.legalname}} [Brian and Cindy Meehl]
    {{advisor.profile
    name}} [Meehl, Mr. Brian and Mrs. Cindy]
    {{advisor.zipcode}} [06896]

    4 votes

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  8. Invoice Receipts

    Recently we held an event in which various organizations sponsored; a few requested they be issued an invoice before payment for their sponsorship could be processed. CSuite has the ability to create invoices and add payments but does not offer the ability to produce a receipt.

    It would be useful if once payment has been processed on an invoice, we had the option to produce a "Confirmation Receipt" to indicate payment has been received in full.

    7 votes

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  9. Yearly Tax Receipt Formatting Issues

    The table that is created with the yearly tax receipt is not formatted correctly and needs to be fixed.

    1 - The total amount is not formatted in the same way as the donation line amounts. If the donation amount is an even dollar amount, then .00 will print for the cents. If the total amount is an even dollar amount, then no cents print.

    2 - When a dollar sign is added to the template, then a dollar sign prints on every line of the table even when no number is present. Therefore a $ prints on blank lines.

    4 votes

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  10. Recurring donation description on tax receipt

    We recently launched CSuite and noticed that when donors create a recurring donation online, neither the email they receive nor the tax receipt are customizable in a way to indicate that the donation is recurring. I think a simple solution to this would be to update the "description" field to say "recurring online donation" instead of just "online donation" when donors select recurring. If it's possible to also include the end date (if the donor specified an end date), that would be great too!

    We will likely still choose to follow-up with new recurring donors, but we received a lot…

    21 votes

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  11. Login for Donors, without a fund.

    Would be really helpful for donors, who do not have a fund, that give the foundation often had a login where they can access their giving history and tax receipts.

    6 votes

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  12. envelope string for grant letters

    Unless I'm totally missing it in the many lines of field options, there is no envelope string in the the list for grant letters. I use it in tax recpt/thank you letters. Can we please get it in the other letters?

    3 votes

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  13. receipts

    Option to print yearly tax receipts as a WORD document instead of just PDF.

    1 vote

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  14. Templates

    Forgive me if this is a duplicate suggestion... would it be possible to add the "Add Note" function to templates? I love leaving bread crumbs (e.g., notes) for my colleagues at the fund level, grant level, etc. I would also like to document why certain templates have been edited they way they currently appear so that future employees have the important org history even after I'm enjoying life on the beach full time. :-) Thanks for considering.

    3 votes

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  15. Service Area Field for Tax Receipt Templates

    Fund Service Area Field should be able to be used in Tax Receipt Templates.
    Funds are unique and reach both broad and very specific geographical locations within our region, and it would be a benefit to be able to identify that within the template, just as Fund Statement fields are able to.

    1 vote

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  16. student scholarship letter

    We would like to see a template created for student scholarship notification letters and then the option on the right of the scholarship screen to print the letter. We currently create all letters manually and then have to enter in CSuite. This would automate that process for us. We could also customize letters by granting fund.

    10 votes

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  17. 5 votes

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  18. Restore the "Tax Receipt/Bulk Process 'Mark As Sent'" Action

    The new donation bucket system does not seem to have an efficient and accurate way to mark tax receipts as sent. Instead of being able to click on "sent" for individual gifts, it looks like we have to click on those gifts that were sent and "mark as sent" as one of the options of the drop down menu that also includes "print" or "email" tax receipts. The problem I encountered was that I clicked on tax receipts that had been sent - but Csuite marked the ones that were NOT checked, and since we cannot reverse the 'Mark As…

    5 votes

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  19. event ticket receipt

    It'd be helpful for an event ticket receipt field to pull a salutation or the prefix + first name.

    5 votes

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  20. Event Ticket Receipt - Guest Information Fields

    Guest information fields should be available to the the event ticket receipt template. This is especially important when offering multi-unit tickets so that ticket holders can have record of which guests were included in the ticket.

    4 votes

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