64 results found
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Print Envelopes as a Word Document
Currently, the Print Envelope feature only allows envelopes to be generated as PDF files. It would be very helpful if there was an option to choose for the envelopes to be generated as a Word document, as there is usually a need to edit the envelope prior to printing.
10 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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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 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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Allow custom fields from funds on list of available merge fields for Grant award letters
It would be great to have custom fields available on the grant award letter templates, especially from funds and other modules.
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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Memorial Notifications
Could we include the name of who is being notified for a memorial in parentheses after the name?
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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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 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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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 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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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 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 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.
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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IRA Gift Tax Receipt Letters - Salutation & Envelopes
IRA Gift Tax Receipt Letters - Salutation & Envelopes
When processing IRAs or charitable bank gifts, while we can now get the address on the tax receipt letter to populate as the Donor Advisor instead of the "donor"/Bank - I am still having issues with the salutation being the Banks/"donors" name and not the Donor Advisor, even when I populate this field to "John Smith".
Then, when I print envelopes, no matter what I do, the envelope will print with only the Bank/"donors" address. I have to go in separately and print an envelope from each personal profile since I…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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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.
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 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 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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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 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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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 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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Tax Receipt Template - Salutation
Hi, We have a variety of donations from Individuals, households, DAF, and grants. The salutation field works when the donations advisor is blank but not working when the donation advisor is not blank; Unfortunately, the salutation pulls the donor name salutation instead of the donation advisor. Is it possible to be fixed if it is a glitch? If not, is it possible to have a field for the donation advisor to do a formula when it is blank we pull salutation if not we pull the donation advisor name.
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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creating letter templates
When you create a letter template, you can assign the funds by "group". However when you add a new fund to that group, it doesn't automatically assign it to the letter template. You have to go in and add it manually. It would great, and make so much more sense, if the funds were assigned by group, then if a new fund is added to that group, it should automatically pull into that letter template so that we didn't have to remember to add it manually.
5 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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online donation receipts
Alert: Online Donation Receipts Merge INCORRECT DONOR INFO
If a donor with an existing CSuite profile enters new contact information while making an online gift, CSuite will port that information into their profile before emailing a tax receipt. However, the tax receipt is merged using the primary contact information, NOT the new info the donor has just shared. This is true for both the mailing address and the email address.
Example: Joe and Jane have an existing household profile; Joe’s email is marked as primary. For Joe’s birthday, Jane makes an online gift to a fund they love. She enters…
11 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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Option for Stripe Gift Letter Templates
We are finding that it would be helpful to have the ability to use more than one letter template for Stripe gifts.
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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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.
11 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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Checks merge field option
I would like a merge field for the "vendor profile ID number" that I can print on the checks for quick reference to a particular profile since a lot of our profiles have similar names.
(Also for the global search to list profile id in results and be able to search by them but I went and found those ideas and voted on them.)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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Add Logics to Grant Letter Templates
Like tax receipts, it would be great if the ability for logics to be set up so that you can have a template for 2 different grant letters to be used. Or have the ability to upload the letter template id when doing a mass import.
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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