805 results found
-
Envelope in Grants
It would be helpful to have the envelope function in grants to add the full contact person name when printing envelopes. Also when exporting the grant data it would be helpful to have the full contact name to the export for merging envelopes to print not just salutation. In my export you can see Salutation and Label and the label on an org profile the label uses the org name. Every time I export I have to go research the persons full name for envelope.
4 votes -
Tributes sent - should be in the logs for the profile receiving the notification
Again, with my struggle for documenting when a tribute was sent and who & how it was sent to - please make this reportable.
4 votes -
address type - apply to all linked profiles
When you add or update the Address Type (Home, Work...etc.) why does this delineation not change when it asks if you want to change this on other linked profiles with the same address? It is very inefficient to update a household address and add 'home' as the address type, check the boxes hoping it gets labeled as such, only to go back in and see the address type is blank but the address has been updated. Can the address type be updated with the "update checked profiles with this change" option too. This affects reporting when you want to sort…
4 votes -
tax receipt labels in WORD, not pdf.
Please have the option of printing tax receipts labels in WORD. You can run the tax receipts letters in WORD or pdf, but not the labels. We have so many situations where we may need to edit the labels and cannot in the pdf form.
5 votes -
Show "Deceased" in Profiles/Funds related to a deceased profile.
Currently when a profile is marked as deceased, this does not show up on the profiles and funds that have been linked to that profile so without clicking into the profile there is not an easy way to know that the profile is marked as deceased. Would really like to show "deceased" next to the profile name on the profiles and funds linked to the deceased profile.
9 votes -
Ticketed Events
It would great if for ticketed events we had the option to require guest information or not. We often see individuals buy tickets but skip the part about adding their guests information. It becomes quite difficult the day of the event to know who is coming with that guest, especially if they do not arrive to the event at the same time and haven't been instructed by the ticket purchaser to mention they are they guest of so and so.
15 votes -
Option to not show donation amount in graphs on donor advisor portal
The graphs on the fund advisor portal are great....except that we do not share donation amounts with the fund advisor. If you hold your cursor over the graph for donations, it shows the amount. Could we have the option to turn this off? Or have more options about what we could have on each portal? It might be nice for some just to have their grant history. The graphs are very impressive & we think our advisors will appreciate the visual.
9 votes -
Copy Voucher
It would be helpful when using the copy voucher feature on a multiple fund voucher that it copies it exactly like you entered it prior.
5 votes -
Check Batch ID and Paid Grants
Include the Check Batch ID in the Paid Grant Summary
5 votes -
Change Log back to detail it used to provide
The log previously provided more detail on what was actually changed. Now in some areas, it's just showing the CSuite reference ID for the field that was changed. This is extremely confusing to follow as sometimes it's not anywhere else in the system. For example, instead of showing the phone number and address in the log that was added or removed, it just has the field reference ID. And I can't tell which phone number or address was updated based on it. Additionally, I just changed the subgroup on a fund, and instead of it saying the name of the…
8 votes -
Files - Report when there is NOT a file attached (NULL)
We want to see items that do not have a file attached....specifically vouchers. We want to verify that all vouchers had documentation attached to it before discarding the paper we have. At this time, it appears a Files report only will show you items that do have a file attached but not the opposite of not having an attachment. A "null" option for files would be helpful to see those items that are missing documentation.
14 votes -
Update profile data in CS from GLM updates
When a grantee updates their contact information in GLM, it would be nice if that information would sync over to CS either automatically or into a queue to be accepted or ignored. That way both systems are showing the same information and grantees/students can update their information in a way that reflects across all systems.
4 votes -
Add "Admin Fee Type" or "Admin Fee Group" to Financial Filter
Please add "Admin Fee Type" or "Admin Fee Group" to Financial Filter. We have many different types of Admin fee types linked with many Admin Fee Groups. We would like to be able to quickly run financial reports by those grouped funds.
4 votes -
Be able to update RSVPs in bulk
Our foundation manages certain donor-initiated events and fundraisers where the ticket buyers are not great at adding the Profile Campaign Ticket Guests after they check out. Please make it it possible to update the RSVP list in bulk or make the Profile Campaign Ticket Guests mandatory to be filled out before check out. This would be such a time saver.
15 votes -
Make it possible to change Profile Fund Category without Unlinking/Relinking
It would be great to be able to change a Profile Fund Category by simply selecting a new category from the table, rather than having to unlink the profile from the fund then re-link the profile and fund with the new category.
6 votes -
First and Last Donation Date to change based on other report filters
It would be extremely beneficial if the first and last donation date field would change based on other filters in the custom report. Ex. A donation report filtered by a fund that shows all the donors to the fund with the date of the first and last donation to that fund.
4 votes -
include all data fields if record available for a report
If a record is included in the list of data to select for the report, allow all fields on the record to be added to the report. Example: opportunity report allows me to report org role id and type but not the start and end date. We track when donors are added to our legacy society through org roles (because it's dated) and stewarding those members through opportunities, it would be helpful to know when they joined (start date).
3 votes -
Make Suggested Donation Levels Customizable for Affiliate/Supporting Org Donation Portals
We like the idea of the suggested donation levels but would love to have them be customizable for our Affiliate/Supporting Org pages. Our giving circle has a specific membership level and it would be great to have that amount be the suggested donation for that page while having other suggested donation amounts for the general donation page. Thanks for considering.
3 votes -
Profile mailing address
We have profiles with a Primary address and a different Mailing address. When creating a report we are not able to have Mailing Address as a field, only whether or not there is a mailing address. Could the Mailing Address be a radial button like the Pay and Primary addresses are? This may also help with Campaigns . . . If a profile has a Mailing Address, that is the address used. If not, the Primary Address is used. Currently we get labels for both Primary and Mailing Address and one needs to be removed. Thank you.
4 votes -
Provide a review screen before Public Security Sale posts
In the current Sell process of Public Securities, the information is entered and once Save is hit, the entry posts. There is no opportunity to double check outside of the transaction entry screen. As in other areas of Csuite and for consistency throughout the program, the process should initially create the unposted entry, provide a screen to review & double check the unposted transaction and then select Post on the left menu.
7 votes
- Don't see your idea?