CommunitySuite Idea Lab
44 results found
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Inactivate a Letter Template
Now that you cannot delete a letter template once it has been attached to a grant, it would be great to be able to "Inactivate" an old template to remove it from the dropdown list of options. Otherwise, the template option list may become very lengthy and hard to navigate.
5 votesYou can delete a letter template as long as the template is not your default.
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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
8 votes5/24/2023: Templates: Added today_nice_date merge field to the following templates: invoice, checks, grant award letter, grant letter, internal grant letter, scholarship, yearly tax receipt. Added the grant award letter to have the advisor mailing label use the first last name, if there isn’t a mailing label filled out. Added advisor household label the grant letter template and the apply to spendable to tax receipt.
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Household yearly tax receipt
We would like to see the ability to run yearly tax receipts for donations for a household even if donations were added to individuals within the household separately. It would be nice to have the option to combine donations.
64 votesDonations: Enhanced the yearly tax receipts with an option to print by household or individual based on filtered list. Also, renamed the pdf attached that is emailed to read YearlyTaxReceipt, instead of the date range. Release Date 11.17.2022
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Include multiple funds in tax receipt templates
If a donor makes a split gift (one gift that will be directed to two or more funds), the tax receipt should have the power to merge EACH fund name in the letter text. This is not possible with a simple {{fund.name}} merge, so I looked to the next option, below.
I hoped the {{#foreachitem}} option could resolve this issue, but placing #foreachitem" in a paragraph will create a duplicate paragraph to repeat with the second fund name.
I've attached a PDF that demonstrates the repeating issue, using the same {{#foreachitem}} merge at the top AND the bottom of the…
2 votesThe for each loop should work to generate multi fund tax receipts. Please reach out to Success by clicking on the help icon then selecting the Success tab. A member of our support team who is an expert in templates should be able to help with this.
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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.profileid}} [48019]
{{advisor.salutation}} [Mr. and Mrs. Meehl]
{{advisor.citystatezip}} []
{{advisor.address}} [331 Redding Rd]
{{advisor.legalname}} [Brian and Cindy Meehl]
{{advisor.profilename}} [Meehl, Mr. Brian and Mrs. Cindy]
{{advisor.zipcode}} [06896]6 votesThe following fields are available for internal grant letters:
{{advise_profile_id}}
{{advisor.address}}{{advisor.address2}}
{{advisor.cf_advisor}}
{{advisor.city}}
{{advisor.citystatezip}}
{{advisor.email}}
{{advisor.household_label}}
{{advisor.label}}
{{advisor.legal_name}}
{{advisor.phone_number}}
{{advisor.profile_id}}
{{advisor.profile_name}}
{{advisor.salutation}}
{{advisor.state}}
{{advisor.zipcode}} -
Stock Proceeds and Year End Tax Receipt
We need the ability to use stock proceeds fields in the yearly donor tax receipts area. We have to do these 60+ letters manually each year. The are fields available on the donation receipt and should be available on the Yearly Tax Receipt. We need time to work on our templates before the end of December. Please add these fields ASAP so we can complete the tax letters for donors who gave public securities through cSuite.
6 votesThe following fields have been added as available fields for the year end tax receipt template: Today’s Nice Date, Public Security Fields in loop: Symbol, Quantity, Description, Unit Cost, Initial Value.
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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…
24 votes01/26/2024: Templates: Added the Recurring donation fields to the Tax Receipt Template{{recurring.description}},
{{recurring.end_date}}, {{recurring.end_date_iso}}, {{recurring.interval}}, {{recurring.next_date}},{{recurring.next_date_iso}} , {{recurring.rc_donation_id}} , {{recurring.start_date}}, {{recurring.start_date_iso}} -
student scholarship award 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 votes6/7/2023: Scholarships: Enhanced Scholarships to have a Scholarship Award Letter. This will be a new bucket within Scholarships. This will allow for bulk processes such as: Email, Print, Mark the Award Letter Sent, Unset the Award Letter Sent, UnSet Award Letter Needed, Set Award Letter template. In the Open bucket, there are two new left-side menu options for Set Award Letter Needed and Clear Award Letter Sent. On the Award, there will now have two new fields: the Award Letter and the Award Letter Template. the Award letter field to mark the award if the letter is needed, mark it as sent, pdf, word, or email option. There will also now be an Award Letter Template filed. This will allow clients to select the correct template for the scholarship.
Templates: Enhanced Templates with a new Scholarship Award letter template. Clients can have awards letters based on funds, fund groups, subgroups,…
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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…
6 votesThis enhancement was released on 9/20/2023:
Donations: Enhanced Tax Receipt Bulk Actions to save the selected list of donations. This will allow clients to make a selection of the Tax Receipts and then process through Printing letters, Envelopes, Labels and Marking the donations sent. This update will also print the envelopes in the same order as the letters.
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More Profile/Donor fields for event_ticket_receipt template (for mailing receipts)
Our events/tickets are being created and 'purchases' are being entered by staff, NOT the purchaser/attendee via Stripe. We would like to generate receipts for event/ticket purchases and MAIL them, via USPS, to the purchaser in one fell swoop from the receipt template itself. HOWEVER, there is no field available to merge in to create an address block for the donor/attendee - only fields available are (#for each receipt) donor.name, donor.email. and donor.phone.
Can't we also somehow pull in fields like donor.label, donor.address, and donor.salutation (et al)? This info exports in the CSV, but could it not be folded in for…
9 votes9/7/2023: Templates: Added additional fields to the Event Ticket Receipt. Added the guest registration link. One thing to note is that if the link is close to expiring, it will create a new one invalidating the current one. Added additional fields: Address, CityStateZip, Address Name, Address State, Address City, Donor Salutation. Mailing Label will now work like the tax receipt Mailing Label field, if the mailing label is complete it will pull that information, if not it will pull the name. In the ticket loop, campaign id, ticket_id, ticket price, ticket totals/sum for quantity of tickets, purchase amount, donation amount.
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Customize Envelope Template
The ability to be able to customize the envelope template would be extremely helpful. Currently, I have to run envelopes through twice to print our logo and mailing address and then again to print the recipients address on them. The ability to customize the envelope template would not only save time, but printing costs as well.
Thanks!57 votesTemplates: Enhanced templates by adding a envelope template. Clients will also be able to assign envelope templates to funds, fund groups, subgroups, divisions, and segments.
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fund name
Allow for fund statements and tax receipts to display the fund public name as opposed to the fund name in the system.
9 votes -
Template Field Request: scholarship check number
Please add check number field to Scholarship Payment reports. Right now we can add the CSuite Check Id, but not the check number. I'd like to include the check number in my merged letters to schools.
2 votes -
Add Steward to Tax Receipt Fields
We have multiple stewards who would like to sign tax receipts. It would be great if we could have a field that pulls the steward first and last name into the letter. Title of steward would be great too but that isn't as important to me as just having the function to get the steward name on the letter.
10 votes -
Please bring back tax receipts in Word format
I want to be able to modify/personalize tax receipts, if necessary. Also, the pdf version doesn't look like the template I created at all. I feel like I'm back to square one with them, figuring out how to make the pdf look professional. Attached is the pdf I get now as well as the Word document (saved as a pdf).
2 votes -
Split Donation to Multiple Funds
We would love the ability to split a donation in to multiple funds. Donors are able to do this online. We often get 1 check from a donor with instructions on how much they would like to go in to each fund. However, I only send 1 tax receipt. Having to enter each donation separately and then manually add things in to a tax receipt template creates quite a bit of extra work.
10 votes -
Annual Tax Receipt Address 2 Field
There is not currently an option to have Address 2 included in the annual tax receipt letters. This has caused a major issue for our team! We would love to have this field option added as it is pretty standard to have Suite and Apartment numbers associated with an address. Thank you!
7 votes01/26/2024: Templates: Added Address line 2 and the country field to Yearly tax receipts.
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Add Student Address in template fields.
I want to be able to create a letter for the students who are receiving the scholarships to let them know we have forwarded the money to the school. I have created a second page within the scholarship letter template and it's working brilliantly (killing two birds with one stone) with the exception of the Student Address. There is no way for the information to merge into the document.
2 votes6/7/2023:Scholarships: Enhanced Scholarships to have a Scholarship Award Letter. This will be a new bucket within Scholarships. This will allow for bulk processes such as: Email, Print, Mark the Award Letter Sent, Unset the Award Letter Sent, UnSet Award Letter Needed, Set Award Letter template. In the Open bucket, there are two new left-side menu options for Set Award Letter Needed and Clear Award Letter Sent. On the Award, there will now have two new fields: the Award Letter and the Award Letter Template. the Award letter field to mark the award if the letter is needed, mark it as sent, pdf, word, or email option. There will also now be an Award Letter Template filed. This will allow clients to select the correct template for the scholarship.
Templates: Enhanced Templates with a new Scholarship Award letter template. Clients can have awards letters based on funds, fund groups, subgroups, divisions,…
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Legal Name added as tax receipt field
The Legal Name field is not an available field for tax receipt templates. I'm hoping it can be added to the Template Fields List for tax receipts.
This field would be the ideal field for donor names in tax receipts. Our CSM has suggested using the mailing label, but we use that field for informal/preferred names (when we have them). Also, the profile name is not always in an appropriate format for letters (for example, the name for households is formatted as "LAST, First and First" for efficient searches and campaign lists).
7 votesThe following field is available on the tax receipt template: {{donor_legal_name}} -
Adding a date to the yearly tax template
For Yearly Tax Receipt template, please add a "date" field so we show when the receipt is printed and sent. It's on the "tax receipt" for one time entries. Why not on the yearly tax receipt?
4 votes05/24/2023: Templates: Added today_nice_date merge field to the following templates: invoice, checks, grant award letter, grant letter, internal grant letter, scholarship, yearly tax receipt. Added the grant award letter to have the advisor mailing label use the first last name, if there isn’t a mailing label filled out. Added advisor household label the grant letter template and the apply to spendable to tax receipt.
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