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922 results found
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Option for multiple Tributes for a single donation
We regularly receive donations that list more than one tribute. It's cumbersome to split the gift, especially when it's $100 or $50 for 3 tributes (which happens quite a bit). It would be helpful to have the option to assign more than one tribute to a single donation. (This idea was submitted two years ago - not by me - and seemed popular, but it was archived without any action taken.)
4 votes -
Donations Report Fields: Opportunity Id and Opportunity Assigned Name
Fundraisers have requested to pull donations linked to opportunities assigned to them. To facilitate this, we have one option available: the opportunity type name. It would be beneficial if you could provide us with two fields—opportunity ID and opportunity assigned name—to filter by in the donations report.
10 votes -
add a team member to fund steward
Add additional staff members to a profile/fund so a team could work together with fund advisors or prospects. Fund Steward remains primary and additional staff could be secondary/tertiary or even equal members of the supporting team. When a note is added to an opportunity or fund, team members who are also stewards for that fund/profile could be notified to see updates about the fund. This helps with collaboration, covering a fundholder's needs if their fund steward is out, provides updates in real time to members of the team.
5 votes -
Balance Swaps Should Warn if a Account goes Negative
C-Suite allows balance swaps to swap out of investment accounts even if it causes the investment account to go negative. There should at least be a warning to prevent this from happening. Requested by GMF.
10 votes -
Journal Entry Errors - Received Prior to Posting
Greater Milwaukee would like a feature to show/run errors for journal entries when they are sent for approval, not when posting. For example, if a JE is approved but has closed accounts, the error shows when posting (after approval) and needs to be edited - therefore sent again for re-approval.
10 votes -
Apply to Spendable for Scholarship Refunds, particularly Post by Payment
From recent experience, if you receive a refund for a scholarship endowment that was marked post by payment, there is not a way to Apply it to Spendable when entering the refund on the scholarship record (which is where knowledgebase recommends you enter it). You have to either do a manual distribution or a journal entry to have the amounts go back towards the spendable balance.
Having a checkbox like you do for grant refunds to "apply to spendable" when entering the refund would be MUCH easier than having to take these additional steps to correct the spendable balance.
3 votes -
Favorite Custom Reports
I know there was already an idea submission about marking custom reports as a "favorite" and it was marked as implemented when the categories were added, but as one poster noted, the categories don't solve this request. Categories are company-wide and favorites are specific to the user. I cannot use a category to mark my favorites. Please consider re-opening this issue.
43 votes -
Portal: staff approval option for profile edits
Right now, if the setting that allows logged in Profiles to edit their profiles is enabled, changes made through the online portal immediately update the profile in Csuite. When the "Email Notify on Profile Edit" setting is enabled, selected staff receive an email notifying them of any changes made to the profile without the need for approval. We would like to have the option for a staff-approval process for profile edits in the portal.
5 votes -
Recurring Donations & Tributes
It would be nice to be able to add a tribute to a recurring donation so it shows on each donation after it is posted rather than having to add the tribute to each donation (monthly, annually) after it is processed.
3 votes -
Option to filter by Service Area
We support multiple communities. When we show promoted funds on the portal, it would be nice to be able to show them by either Service Area or Group:Division. (Internally, we would be willing to use either of these attributes to assign the appropriate community.)
So when the portal is displayed, users could easily find funds in their community.
2 votesDonors do have the option to search by a service area, so if you displayed them on a fund record, they could sort on "xxxx" and a list of those funds would display. We don't plan on adding sort option to the tables, but are considering more filter options in the future. So changed the title to reflect what is possible.
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Closed Funds should appear in Red in Relationships tab
When a fund is closed, it would be nice if the fund name would appear in Red on the relationships tab so a quick look can indicate that the fund is closed, rather than having to click the fund to find out it is closed.
81 votes -
Checkbox on grants - do not affect / apply to spendable
It would be helpful to have a checkbox on grants to control whether the grant affects the spendable balance or not. Of course, the default behavior should be for the grant to decrease the spendable balance of the fund. Occasionally, we have grants that should not affect the spendable balance of the fund, and currently, we need to perform a manual adjustment for these grants. It would be useful to introduce a new checkbox in the grant creation process, labeled something like "Does not affect spendable balance". This checkbox should be unchecked by default, allowing the grant to impact the spendable balance. However, when necessary, users should have the ability to check this box, indicating that the grant should not affect the spendable balance.
It would be helpful to have a checkbox on grants to control whether the grant affects the spendable balance or not. Of course, the default behavior should be for the grant to decrease the spendable balance of the fund. Occasionally, we have grants that should not affect the spendable balance of the fund, and currently, we need to perform a manual adjustment for these grants. It would be useful to introduce a new checkbox in the grant creation process, labeled something like "Does not affect spendable balance". This checkbox should be unchecked by default, allowing the grant to impact the…
8 votes -
Advisor Household label field in grant template
It would be nice to have a field enabling the creation of a formula that checks whether the grant advisor is part of a household or not in the Grant Letter template. If yes, it will pull the household label instead of the individual advisor label field.
13 votes -
Add "Are you sure you want to copy?" to all copy buttons
The copy buttons don't require any confirmation that you actually want to copy prior to the copy being completed currently. This is an issue because it is often next to "edit" or "merge" buttons, so it is fairly easy to mistakenly click from time to time. Additionally, it can be fairly easy to miss that you did copy the record since the only indication is a refresh of your screen in most cases, so this can result in duplicate records and confusion. A simple screen asking if you want to copy this record would avoid this without causing too much disruption to intentional copies.
The copy buttons don't require any confirmation that you actually want to copy prior to the copy being completed currently. This is an issue because it is often next to "edit" or "merge" buttons, so it is fairly easy to mistakenly click from time to time. Additionally, it can be fairly easy to miss that you did copy the record since the only indication is a refresh of your screen in most cases, so this can result in duplicate records and confusion. A simple screen asking if you want to copy this record would avoid this without causing too much…
10 votes -
Add conditional logic to custom fields
It would be great if we had the ability to enable conditional logic to custom fields.
14 votes -
Donation Portal Fund Grouping, Nonprofit Service Area, and Tabs
Thanks for all the great recent donation portal updates! I like that we now have the option to show the fund's grant type on the fund listing page. It would be great if there was also the option to group funds by their grant types like how the nonprofit directory works. We like that the nonprofit directory includes the grant types, but it would be great if service areas could be an additional way to filter this page. In addition, it would be great to be able to reorder the tabs that appear on the portal. We don't currently have many events and would like the Nonprofits tab to appear before that. Thanks for considering!
Thanks for all the great recent donation portal updates! I like that we now have the option to show the fund's grant type on the fund listing page. It would be great if there was also the option to group funds by their grant types like how the nonprofit directory works. We like that the nonprofit directory includes the grant types, but it would be great if service areas could be an additional way to filter this page. In addition, it would be great to be able to reorder the tabs that appear on the portal. We don't currently have…
11 votes -
Custom Additional Fields for Tickets in Event Campaigns
As a small community foundation, we have a fund holder who has the local artistic community creating about two dozen posters to promote freedom of expression. They'll be "sold" (given as premiums) for a donation to a C-Suite campaign. Each poster design is offered as one ticket.
We are running into the limitations of the C-Suite Ticket object here. We need each ticket to be able to add CUSTOM ADDITIONAL FIELDS similar to the way the Note field works at present. We would want Shipping Address for fulfillment on each item.
I know there are some order options that we can use for this purpose - since you will soon be able to indicate a "vegetarian/non-veg" or "adult/child" option on each ticket, we might use this for "Framed/Unframed" as an option.
We'd imagine that ALL those data points might be available to the template for the donor receipt. Also we'd like multiple orders of the same item (4 copies of the same poster) to appear on the receipt as such, rather than generating four unique PDFs (the current behavior for multi tickets).
Lastly, I'd like the Fund Holder to be able to login to the Portal and trigger some kind of report on the granular tickets with detail, that contributed to their fund. At present the whole order is rolled up into a single donation amount.
I know this might not be ready till NEXT Thanksgiving, but I"m putting it out there now so that others who could use it might chime in.
premiums #tickets #custom #fields #templates
As a small community foundation, we have a fund holder who has the local artistic community creating about two dozen posters to promote freedom of expression. They'll be "sold" (given as premiums) for a donation to a C-Suite campaign. Each poster design is offered as one ticket.
We are running into the limitations of the C-Suite Ticket object here. We need each ticket to be able to add CUSTOM ADDITIONAL FIELDS similar to the way the Note field works at present. We would want Shipping Address for fulfillment on each item.
I know there are some order options that we…
30 votes -
scheduled reports
Scheduled reports: Would be nice to be able to add text to the body of the email when scheduling reports for distribution. This would allow for addition information to the recipient on purpose and/or use of the report data. Particularly useful when sending data in CSV format where that data is intended for use in a subsequent process.
3 votes -
Tracking Updates to Profile Addresses, Phone Numbers, and Emails
Make the ID numbers of profile addresses, phone numbers and email addresses visible on all profiles. This would allow the log data for address/phone/email updates, additions and deletions to be better understood and would allow address, phone and email IDs to be filtered on in reports.
7 votes -
Fiscal Sponsor Field on Grantee Designation to Auto-Populate on Grants
We would like for the option to pick a Fiscal Sponsor on the Grantee Designation of a grantee's profile so that it automatically populates on a grant record when it is created for that grantee. Similar to how the Grant Type field on the Grantee Designation automatically populates on a grant record, this would save us time and clicks.
4 votes
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