- or
285 results found
-
Filter grant reports by grant letter template
It would be very useful to be able to pull a report of all grants that were assigned a grant letter template. For example, we occasionally receive requests from grant advisors asking for the grant to be mailed to a different address from the grantee's main payment address. We have a letter template that includes a receipt form that grantees are asked to complete and return to us. The Grant Letter Template filter would allow me to quickly look up any grant that we need to track for this receipt.
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
-
Move Grants tab from Donor profile to Fund Advisor profile
Currently, the Grants tab (showing a profile's grant history) is on the Donor designation profile but it needs to be moved to the Fund Advisor designation. Two reasons: 1) There are grant advisors that are not donors and 2) only data related to Donations should be on the Donor designation if we want to use Is Donor filtering to define actual Donors. If grant history "turns on" the Donor designation but that profile doesn't actually have any donations, then it completely negates the use of the Donor designation to define actual Donors.
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
-
Moving individual Custom Reports to new Categories
I'm so pleased that we have the ability to create our own Categories in Custom Reports to classify them in areas that make sense to our organization.
However, having to 'Save As' to access the Category menu is proving painful. I have to Save the report to the new category which leaves me with duplicate reports. I then have to go back and delete the report under the CSuite defined category.
Can you please allow us to edit the Category to move the report to complete the reclassification in one simple move?
1 voteThe is a Bulk Update option in the left side menu in Reports. This will populate a report list and allow you to add a description and update the categories without navigating one by one.
-
Checking Account on closed funds
All funds, even closed funds are required to have a checking account. However, if a checking account is listed on any fund, that account can't be closed when the bank account is no longer in use. We are running into an issue where we have a bank account that has been closed, but there are many (44) old, closed funds that have it listed as the checking account, so the account can't be closed in Csuite. While I can reopen and change the checking account on the closed funds, this is time consuming and I still have to change it…
1 vote -
Provide list of profiles not imported/added to campaign
For the profiles that are not added/imported into a campaign (deceased, Do Not Mail, Do Not Email, Do Not Call, duplicates), we would love to get a list (or have the option to) of these profiles to review. This would be especially helpful for surviving spouses who are in deceased profiles... because we do not want to change the names on the household's historical giving, when one spouse dies, we keep both names in the household, decease the household and create/keep the surviving spouse individual profile in the deceased household. Historical giving is preserved accurately and future giving is applied…
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.
- Don't see your idea?