55 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.
42 votes9/3/2024:Templates: Added the ability to delete templates. User will select the template id and delete from the left hand menu. Delete will not be allowed for fund statements.
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Template fields for online receipts
It would be great to have a custom field that only extracts the donor's first name for tax receipts from online donations or ticketed events. Currently, the system includes the donor's full name as the salutation, but we would like the option to use only the donor's first name for the salutation.
3 votesThere is the donor.first.name field available as a merge field for tax receipts.
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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.
7 votes8/9/2024: Templates: Added Scholarship payment amount, payment date, and scholarship custom fields to the Scholarship Award letter.
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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!
7 votes8/22/2024"Templates: Added additional fields to the check template: Fund Group:{{funit_group_name}}, Subgroup{{funit_subgroup_name}}, Division{{funit_division_name}}, segment{{funit_segment_name}}, scholarship award amount{{total_scholarship_amount}}, total grant award{{total_grant_amount}}, scholarship custom fields.
student legal name (student_name is already the legal name if present), grantee name (already available in outer loop as vendor_name
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Sponsored Org mergefields don't exist
Within C-Suite templates (grant letter + award letter templates) there is not currently a mergefield for "sponsored org" name, address to come into the letter template. All of our emergency assistance/hardship grants are paid to a sponsored org vendor for the individual grantee. So, we have been manually creating all hardship grant check letters out of the system, since the sponsored org name/address don't have mergefields.
Important to note that we are not using GLM/SLM for our hardship grant processes. The submission/review for our emergency assistance applications are handled manually and then we bring approved grants into C-Suite to get…
1 vote{{sponsored.profile_name}} is available in a Grant Letter. {{sponsored_vendor_name}} is available in a Grant Award Letter.
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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.
6 votes8/22/2024: Templates: Added additional fields to the check template: Fund Group:{{funit_group_name}}, Subgroup{{funit_subgroup_name}}, Division{{funit_division_name}}, segment{{funit_segment_name}}, scholarship award amount{{total_scholarship_amount}}, total grant award{{total_grant_amount}}, scholarship custom fields.
student legal name (student_name is already the legal name if present), grantee name (already available in outer loop as vendor_name
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General Thank you Template
It appears that there is no current want to generate a letter to a donor advisor (when a gift is received from a Schwab type organization on behalf of a donor). Is it possible to develop a new type of template that would incorporate just about any field, including donor and donor advisor information that could be used for a general (or grant recommendation) type of letter.
2 votesOnce a donor advisor is added to the donation record, the "tax receipt" switches to recognize the donor advisor as the donor. You can create a tax receipt template for this situation and add it to the donation record so that it prints correctly. If you need help with this, please contact support.
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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.
13 votes9/3/2024:Templates: Added the ability to delete templates. User will select the template id and delete from the left hand menu. Delete will not be allowed for fund statements.
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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…
3 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}} -
Scholarship Letters - Fields Available
We generate scholarship letters to both the school receiving the funds and to the students receiving the scholarship so they can send a thank-you to the donor making their scholarship available. The fields available to pull for scholarship letters do not include the fund contacts/donors of the scholarship, nor the name and address of the student receiving the scholarship, nor the student's name in First/Last order (only the Last/First order.) We created custom profile fields to pull out information that Foundant already has, but it is a cumbersome process. Can the fields/information available for the scholarship letters be reviewed to…
11 votes- 8/12/2024:Templates: Added the following fields to the Scholarship Letter: student first name, student last name, student salutation, and student address fields.
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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
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