- or
No existing idea results
- ~ No ideas found ~
1116 results found
-
Tribute information fields should be added to Donation Notify Email Content
We need the fields for tribute information on a donation to be available to pull into the donation notify email body content. Right now, the tribute fields aren't available for this template.
We send agencies notifications about donations made to their agency endowment, and we need tribute information to be included. If it's not, the agency doesn't get the full context of the gift.
5 votes -
Add ability to COPY internal grants in new Portal
In the new Portal, in Grants / Grant History, it's possible to COPY a previous external grant, but not to COPY an internal (i.e. fund to fund) grant. See attached screenshot. Why? Can this functionality be added?
12 votes -
Tax Receipts: Separate fields for Donor profile and Donation Advisor
Please create separate tax receipt template fields for the Donation Advisor profile that mirror the currently available fields for the Donor profile (salutation, legal name, org contact label, work title, organization, recognition name, etc.). While it's helpful that the address fields beginning in "addr." will change depending on if there is a Donation Advisor applied to a particular donation, we still have to make manual updates on every tax receipt letter to correct salutations, etc. when we have a Donation Advisor applied to the donation. Creating two separate sets of fields would reduce both the staff time spent making these corrections and the chance that an error would inadvertently make it to a final letter sent to a donor. A simple IF conditional on users' tax receipt templates would ensure that the Donation Advisor profile information is merged when it exists and that the Donor profile information is merged when a Donation Advisor does not exist.
Please create separate tax receipt template fields for the Donation Advisor profile that mirror the currently available fields for the Donor profile (salutation, legal name, org contact label, work title, organization, recognition name, etc.). While it's helpful that the address fields beginning in "addr." will change depending on if there is a Donation Advisor applied to a particular donation, we still have to make manual updates on every tax receipt letter to correct salutations, etc. when we have a Donation Advisor applied to the donation. Creating two separate sets of fields would reduce both the staff time spent making these…
6 votes -
Steward
Create settings for Stewards. We would love for Stewards of funds to get notified if a donation is made to a specific fund.
3 votes -
Investment activity on Fund Summary dashboard in portal
I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
Our big wish is to display net investment activity from the most recent period (month) on the Fund Summary screen. We know we can pull this field into a statement of activity, so I'm wondering if we can work with Foundant to find a way to display it on Fund Summary, pulling from the same field as we do for our statements of activity. Happy to share a sample of our fund statement if that would help.I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
Our big wish is to display net investment activity from the most…7 votes -
Sort Feature on Bank Reconciliation
Please bring back the sort feature on bank reconciliation. It was very helpful when looking for check #'s and deposits.
7 votes -
DAFPay | Opt-out
We would like the ability to remove or block connections with DAFpay. Currently the block occurs after a donor has linked their portal to Chariot's (without our permission or visibility). Instead, that block should exist at the start of the donor's attempt to connect DAFpay to CSuite's donor portal. We feel this is key for maintaining data/donor security.
2 votes -
Make a way to encrypt fund statements from CSuite.
Make it possible to encrypt the fund statements when we send them out to fund advisors.
2 votes -
Campaign Removal Options
I'd like to be able to bulk remove from campaign IF they've been invited to another campaign. For example, if we're having a special reception for an invite and we don't want that group to be included on the general invite list, and vice versa.
8 votes -
Add Bulk "Attach File" Function to Journal Entry Menu
Please add this option to the Journal Entry menu as an action on the left hand task bar. From an accounting perspective, we often use the "Import" function for Journal Entries each month as all information is compiled in an external Excel/CSV file and formatted after completion to import and save time. These imports split into dozens of journal entries separated by fund. Currently, we have to manually go into each individual entry and attach the same Excel workbook for documentation entry by entry.
A bulk "Attach File" option would save significant time and make repetitive tasks much more efficient.
3 votes -
Assign Scholarship Letter Templates to Grantee/School Profiles
Sometimes different schools have differing criteria for the student information they would like us to communicate along with scholarship payments and being able to accommodate those differences within the templates assigned would be a great convenience. At the simplest level, some schools request we include a student info form and it would be great if our letter could reference that form as part of the complete correspondence, while not referencing any attachments on letters to schools that do not request supplemental documentation.
9 votes -
Update Other Profiles Function
I attached a photo of what Community Suite shows when a profile is updated and there are other profiles that had the same phone, email or address that matched the record you just changed. This function worked previously, but it no longer functions. When the boxes are checked noting if you want to change values for the other profiles as well, the updated address does not change on any of the profiles selected. Again, this function used to work and it was very helpful. I would love to see it work the way it is designed to. Thanks!
4 votes -
Prevent sending grant notify email when we void and reissue Grant to the fund advisor
Sometimes nonprofits don't cash their checks for grants and after months we need to void and reissue a check for the grant. The problem is that the system sends a grant paid email to fund advisors who have grant notify on. This causes a lot of confusion because fund advisors are notified that a grant is paid and think it is a mistake, they don't attribute it to the original grant they made because it could have been months ago. They also don't except to see multiple emails of a grant payment for one grant. Can there be a way for us when we void and re-issue a check for a grant it doesn't send an email? Or it is a separate template and we have an option to communicate a repayment or not communicate a repayment on a grant to fund advisors.
Sometimes nonprofits don't cash their checks for grants and after months we need to void and reissue a check for the grant. The problem is that the system sends a grant paid email to fund advisors who have grant notify on. This causes a lot of confusion because fund advisors are notified that a grant is paid and think it is a mistake, they don't attribute it to the original grant they made because it could have been months ago. They also don't except to see multiple emails of a grant payment for one grant. Can there be a way…
4 votes -
new fund advisor
We work with organizations with high administrator turn over. When replacing a new administrator, they need to be set up as a Fund Advisor and then we have to manually add each individual fund. This is cumbersome.
Under "add funds" function, can you add a "Fund Advisor Like...." option that would allow multiple funds to be added at once. For example, Mr. Smith leaves an organization, can Mr. Brown be set up as a Fund advisor, click Add Fund, and Set up funds "like": [enter Profile name] Mr. Smith in this case.
4 votes -
Alert or Task Pop-Up Reminders
It would be very helpful if you could set a pop-up reminder for a task or alert that automatically popped up when you log into the system on the date that the reminder is set for.
9 votes -
Submit idea
When someone donates with a credit card and agrees to pay the processing fee (we use Stripe), the PDescription language that shows up in the ledger states "Cover creditcard fee". Creditcard is misspelled. It should be "credit card". My suggestion is to change that hard coding.
2 votes -
deceased in donor portal
Add donor address type to fund/donor portal as well as if donor is active or deceased.
Please show the type of address next to the addresses listed when you click on a donor in the portal. It would also be nice to see if this donor is active, deceased or inactive. Currently all donors even if now deceased.When a fund rep clicks on a donor with multiple addresses, all the active addresses are shown, however you can't tell if it is the primary address, the home address, the business address, etc because the address type is not shown.
2 votes -
Financial Statement exports to PDF using a predefined template
Financial Statement export option to PDF. It would be nice to be able to export all financial statements in the same manner that you can create/export a fund statement. Being able to add the foundations logo and have it look "pretty". If a fund statement can be created in this manner, so can financials, since it's pulling from GL accounts the same as the fund statement. We should be able to create our own Financial Statement Templates.
8 votes -
Hide/Archive Option for Templates
Since it is not currently possible to delete templates that have grants/donations attached to it, it would be super helpful to be able to "hide" or "archive" old templates. Since so many hands touch these systems over time, it can get pretty overwhelming and difficult for anyone using the system.
11 votes -
Donor Portal
The donor portal graphs for fund advisors currently default to depict the prior 12 months of activity. Our donors find little utility in this view as they are most focused on the activity which aligns with the calendar/tax year perspective. Can there be an option available on the portal for a Foundation to set this as the default view rather than ask the donor to make this switch each time they log in? Further, can there be an option for the Foundation to select to have the default for the graphs to depict the current calendar year vs the prior calendar year? This will allow fund advisors at a quick glance to see how the donation and grant activity are trending.
The donor portal graphs for fund advisors currently default to depict the prior 12 months of activity. Our donors find little utility in this view as they are most focused on the activity which aligns with the calendar/tax year perspective. Can there be an option available on the portal for a Foundation to set this as the default view rather than ask the donor to make this switch each time they log in? Further, can there be an option for the Foundation to select to have the default for the graphs to depict the current calendar year vs the prior…
5 votes
- Don't see your idea?