64 results found
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Bulk Update Grant Letter Templates by Fund Steward
I would love to be able to bulk update grant letter templates by fund steward rather than fund group or the other options. We have different templates for each assigned fund stewards' signature so it would be nice to update based on that.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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salutation
Having the Grantee Contact Salutation as a merge field for Grant Letter and Grant Award Letter Templates would be useful to me.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Templates: country field in template
Country field in Grant Letter template.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Template - Grant letters
Would prefer if when 'grant letter template' is left blank - no letter is created. And that in order to generate a letter, a template 'must' be selected.
We don't always have a letter accompanying a cheque.3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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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
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Service Area in Tax_Receipt Templates
To support the various scholarships and grants that have specific focus areas, it would be nice to have the option to specify the granting location in the tax receipt letter.
Since our organization covers a large region, there are many established communities with their own goals and therefore deserve their own acknowledgement.
1 voteHello,
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Tax Receipt Address
I do not understand why the tax receipt template only allows for the primary address to be chosen (as opposed to the mailing address). It would be preferable to mail out tax receipts where the address on the envelope and the address on the letter match.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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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.
20 votesHello,
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Thank you
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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.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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tax receipts
Would it be possible to have types of tax recepts? ie, note/list which ones are for email attachments and which ones are for printing. Obviously I note in the description, but might be nice to have them sorted accordingly.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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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?
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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event ticket receipt
It'd be helpful for an event ticket receipt field to pull a salutation or the prefix + first name.
12 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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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.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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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.
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3 votesBecause this issue can be fixed within the template, this idea is being archived. Thank you.
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6 votes
Hello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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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 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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It would be nice if in the student award granting letter that the student name show first then last name
When pulling the student award letter, it would be better to pull the students first then the last name - not last then first, does not make sense to do that...
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add Fund Beneficiary Description to the Check Templates
It would be very helpful if the fund beneficiary description was added as a field in the check templates.
We have an annual COE event where we present distribution checks to each organization with endowment funds. We want to use the grant letter on the check template and we need the fund beneficiary description to be available as a template field. Without that field being available we can only rely on using a custom field, and even with that we have to find a way to associate those descriptions to the grants we create.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Preview option on send tax receipts option page
Would be great to have. I'm ocd about anything I send out being correct.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Indication of non-receipted gifts being acknowledged
Currently there does not seem to be a way to mark a donation record saying that an acknowledgement letter was sent to a donor that is not eligible for a serial numbered tax receipt.
The record currently shows that no Serial Number was issued, however, we still acknowledge these gifts and it would be incredibly helpful to have a box saying 'Acknowledgement Sent?' Yes/No.
Currently our staff have to hunt through their inboxes to find these records when an ineligible donor requests a copy of their acknowledgement letter. They only have the donation date to go by in their search.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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