803 results found
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When editing a Note, allow fund name to be removed
Allow the fund name to be deleted from a Note when editing a Note. Currently, we have to delete the entire Note and re-add the Note without the fund name so that Note doesn't appear in the Fund's Notes tab.
7 votes -
Improve Campaign Requests
Update campaign requests so that they appear before a guest checks out. Please also add functionality to assign guest names before checkout. There is no indication for a purchaser to add their guest's name or meal choice (request) after checkout and we have to contact literally every single person who buys a ticket to get their meal choice for events. This is a huge inconvenience.
We would all appreciate this implementation!!
8 votes -
Tribute bucket shows number of tributes needing to be sent in parentheses
Tribute bucket in donations should show the number of tributes needing to be sent in parentheses at the top of the page, next to the word Tribute, similar to the Receipt bucket and how it shows the number of donations that are done being reviewed and need their tax receipt sent.
12 votes -
Automated Workflows for Donor Stewardship
Used to be a RE NXT user, and one of the best features was Workflow Designer. You could create processes — known as workflows — as an automated series of steps in the form of actions, emails, or conditions. You can assign actions to someone in your organization to complete, then add conditions to have the workflow move to the next action.
You could add emails to your workflow and set conditions to automatically send those emails to your constituents. You'll add actions and emails based on your chosen criteria and let the workflow do all the work, saving yourself…16 votes -
4 votes
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filename description
Enable an edit button for file names in the voucher area without having to unpost. Currently we have to unpost and repost then go through the approval process again.
3 votes -
Manual entries - Admin Fees, Distributions, Journal Entries
I'd like to see a link to "create" another entry immediately after posting a manual admin fee, distribution, or journal entry. It's cumbersome to have to back up multiple screens to get back to the "create" link.
4 votes -
Non Tribute Gift Reporting - Donor vs Donation reports
This defect or design issue was discovered in comparing our non-rolled-up donation report (#1660) which indicates that there is a tribute made by a particular user during a particular time period, while the rolled-up donor report (#1699), using the exact same fields, does not. The fields used are Tribute Name and Tribute Donation. With help from Support, we learned that this particular donation lands in the Non Notify Tribute field because the donor did not populate the Whom To Notify Field and/or did not select the mode of notification. The workaround given was to use the Non Notify field in…
5 votes -
Decouple the inactive button from the deceased button
When you mark a profile deceased, it is automatically marked inactive and you have to reopen it to make that change. Not all deceased profiles are inactive - we pull them frequently but if they're also marked inactive they might not get pulled.
4 votes -
Donor Report Vs Custom report
It appears that when creating a Donor Report for a Fund, which can give you helpful information immediately, does not translate very well to a Custom report.
You have the ability to "save" the Donor Report, but when you open it up under a Custom Report (Which is where it ends up) all the columns are completely different. Therefore, giving you different information.
Both the Donor Reporting tool and the Custom Reporting tool give you different abilities, which are not always available for both options. It would be nice to streamline these reporting abilities so you can add/remove more information.
7 votes -
board portal
Create a Board portal. A place to put documents, ByLaws, minutes, agendas, governance documents etc. Board would login here to retrieve documents for meetings instead of email and re-emailing with changes.
157 votes -
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 votes -
ability to make a grant from the fund advisor portal grant history page
When a Fund Advisory clicks on an organization in their grant history with the intention of making another grant please add a link/option directly on this screen so that they have the ability to make the grant request. Currently there is no streamlined process for this - they have to leave this screen and go to the Make A Grant Recommendation tab.
4 votes -
Household profiles - two birthdates
I would like the option to add birthdays to a Household profile that contains two individuals (typically a couple) who want to be recognized as one entity.... without needing to create two individual profiles.
7 votes -
Fund Statements
At year-end, is there a field that is or could be made available in the fund statement template that will pull the calculated spendable for the upcoming year for each fund? Right now I use a custom field and bulk update.
4 votes -
Change GL Code on AP Voucher
Sometimes we need to change an expense code on an AP voucher after that month has been closed. Would love some functionality that would allow this in a subsequent month. The current workaround is a JE but that means the voucher has the wrong code for 1099 purposes.
4 votes -
Edit Submitted Grant Request Before It Is Processed
It would be great if the fund advisors can edit their submitted grant requests before it is processed instead of canceling it and having to create a new one. We have had many who feel this would be helpful.
3 votes -
Ability to build custom dashboards
Similar to HubSpot's dashboard features, it would be useful to build custom dashboards where a collection of reports are saved on a particular page with a customized name.
With this feature, the user could build custom reports and save them in a collection on a page where other users could access the dashboard to check metrics.
This would help users who need to track custom metrics that aren't necessarily represented on the dashboards already created by CSuite.
HubSpot example attached.
16 votes -
new checks - total for all checks and each batch
In the checks module, when there are checks in the new check bucket, it would be helpful to have a total of all checks in the bucket on that screen. Additionally, when you click into a given batch of checks (regardless of which bucket it's in), it would be helpful to have a batch total appear on that screen as well.
22 votes -
campaigns
When editing a Campaign and go to delete, keep the screen where you left off instead of it bouncing back to the beginning of the campaign
2 votes
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