50 results found
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Texting to donors and grantees
I would like the capability to text donors, grantees, etc. regarding events, seminars, campaigns, etc.
5 votesHello,
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Grant Catalog as Grant Registry
Would like to develop a Grant Registry as part of Grant Catalog. Would like to see the Grant Request Information Form have the ability to add additional Fields
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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Bulk Update
Any time there is the option to download a file (ex. profiles, opportunities) the best practice is for that file to be able to be uploaded exactly as it is. This is pretty industry standard, so that there is no room for error.
Basically the procedure that we see with profiles. I'm trying to update the new beneficiary on opportunities. However, what I download can not be updated for that field and then uploaded. This not only is time consuming to reorganize the data, but it increases the chance of error
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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allow for mulitple topic categories when posting on idea lab
Many suggestions cross topics such as campaigns, donations and reporting. it would be great to chose multiple topics for a single suggestion so they can found when looking at all the individual topics it may apply to
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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Auto-populate date/description
In date fields, either auto-populate with the current date, or make it default to the last date entered. It would save a lot of time in voucher and journal entry to have an easy date entry. The auto-populating of description on individual lines in the same entry to whatever was entered on the first line's description field would also be a huge time saver. They should still be editable in case they are not all the same, but they often are. Most accounting software has this kind of functionality.
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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SLM Sandbox
If we're supposed to do our big editing and testing in the sandbox, wouldn't it be great to be able to reset the universe or process in the sandbox and easily continue editing the things that came up after we've done some tests?
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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Integrate with an analytics platform, Tableau or another
Our staff is asking for analytics reporting of the data and a wealth engine type of search. What options are available that integrate with CS?
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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Overall Search Functionality Improvement
Search Functionality has to be improved, please! Perhaps you can add a place to search, hit enter, and anything that is related to the search can show up in one report-like page? The search functionality is hamstringing my work!
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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Easy enhancement(s) to left side menu
One frustrating thing about the left menu is that menu items move up and down the list in seemingly random order, depending on which screen you're on. I think the first step is to the most common items at the top of all pages. First priority should be "Add task" and "Add note", then "list", "search", and "edit".
Another nice touch would be to make the blue box at the top of the left menu function as a "home click" so if I click the blue box it goes back to the root menu for that section.
7 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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View Tasks Upon Logging in to CSuite
The Tasks feature in CSuite is a great feature, but it would be even more effective if we had the option to view our current tasks after logging in, rather than seeing the Home Page. This would automatically prompt users to review everything on their current To-Do list rather than having to remember to review tasks.
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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