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1143 results found
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notes reporting - reference the primary profile from an opportunity note
Report on all notes in the system and be able to see the profile associated with the note, whether the note is directly on the profile or the note is on an opportunity with a profile as the primary opp profile.
5 votes -
"Inactive/active" donor data in portal
It looks like our fundholders don't have a way of seeing "inactive/active" data about donors in their portal, which can cause problems when they download the list to send cultivation and stewarding letters.
It would be great if this could be added as a column to the donor reports they can pull in the portal.
As a result of lacking features like this, many of our fundholders have to use a separate donor CRM to support their cultivation and stewardship efforts, which is silly!
7 votes -
Link Grants to Campaigns
We’d love to see the ability to link grants to a fundraising campaign, the same way donations can be linked. Sometimes grants come in as a direct result of campaign efforts, and right now there’s no way to capture that connection.
Having this feature would give us a clearer picture of the true impact of our campaigns and make reporting more meaningful. It would also help us tell the full story of how our campaigns generate support—not just through donations, but through grants too.
3 votes -
interfund grants import
I would like the ability to import a spreadsheet for internal grants. It is possible for 'regular' grants, but not for internal grants at this time.
3 votes -
Add Additional Fields to Grant Request in Portal
Please add additional fields to the Grant Request settings in CS/Portal. We need additional fields to capture the fund advisors' recognition for each grant request.
12 votes -
Sort Voucher Items Columns
Similar to the grants bucket and other areas of the system with sorting capabilities, it would be great if the Items columns in individual Vouchers could be sorted - Expense Account, Description, Quantity, Unit Cost, Total, and Campaign. When entering a voucher with many items, the sort order changes once the voucher is saved, so it would be very helpful to be able to sort these columns on screen. Thanks for considering!
7 votes -
Fund History Report Pie Chart Numbers
On the Fund Profile History page the actual amounts for the grantees are only visible if the mouse is hovered over a piece of the pie chart. It would be great if this pie chart could show the number values so that it can be used in greater detail at meetings with Fundholders.
And/or, the ability to export the pie chart to excel to make these edits ourselves would work well. Right now it can only be copied as an image.
3 votes -
Expand Reports for Opportunities
With thanks to @Jessika Ellis: We really need this
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp Task Name field, Stage Name, AND Task Description text field
Note custom report pulls in:
Task Type Name field +
full Note Text field
Ref Name field shows Opportunity ID#, BUT no Label/Name etc field for the Profile associated with the Opportunity, and no Task Description fieldOpportunity custom report pulls in:
Profile ID#/Label etc fields
Stage Name
Opportunity Type Name, BUT no fields for Task Name, Task Description, or any Note fieldsFor full integrated reporting, one custom report should have all these possible Available Fields, with both names (of Stages, Task Type, Opportunity Type) and ID#s as options, and certainly with the ability to capture the 'full' contents of an Opportunity record with Note and Descriptions text.
With thanks to @Jessika Ellis: We really need this
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp…
6 votes -
move profiles to new campaigns
ability to move profiles in bulk from one campaign to another
4 votes -
Reports: Freeze the column headers
Freeze the column header in all reports so it will always display when scrolling through the records.
56 votes -
Use Existing Statement Accounts in Financial Views
Please allow for pre-built statement accounts to be selected/utilized when building out a new financial view.
When building financial views currently, the accounts must be re-selected for each financial view when netting them together.
Instead, it would be better if we could pick from an existing list of statement accounts as they already have the related accounts netted together and renamed. Of course, it would still be nice to have the option to choose within the financial view as well without impacting the existing statement accounts.
14 votes -
Profiles Marked as Deceased
I would like to suggest for Fund Advisors to be able to see (in the portal) whether a donor's profile is marked as deceased.
7 votes -
Add a label field for the Fund Steward section for each fund in the Giving Hub
In the Giving Hub on the individual fund's donation page, we'd like to add a label that allows us to specify that the person whose contact information and picture showing is the fund's main contact (or as we call it, "Fund Liaison". That way someone from the public can know why the person's contact information and picture is showing.
13 votes -
Journal Entry Approval - Auto Advance
It would be great if journal entry approval worked like voucher approval by auto-advancing to the next je requiring approval!
2 votes -
display future year's spendable amount on fund statement
When creating fund statements at the end of the year, it would be useful to include the spendable amount for the next year on the statement.
38 votes -
Multi-Fund Invoice
Would like the ability to create multi-fund invoices.
Requested on behalf of Maple Ridge CF
4 votes -
Dashboard
Change/Edit Date Range for Dashboard display should be sticky. Currently, the Start and End Date for Dashboard can be edited to display a different range than the default, pre-populated range. However, navigating away from the Dashboard reverts the date range back to default values. It would be amazing if the Start and End Dates were sticky, so I don't have to edit/re-select dates every time I go to the Dashboard.
8 votes -
sfuller@wc-cf.org
Same Beneficiary, Different Purpose: We have a fund whose fund advisor wishes the funding to be sent all to the same organization but for two different purposes. Currently we work this out by having the organization as the beneficiary to receive 75% of the funding for one purpose, and then we've set up a recurring grant for the organization for the separate purpose, but we have to manually adjust the amount each year. It would be great if we could set up the beneficiary twice for the two different purposes.
4 votes -
inactive household profile
When we went to enter a donation, the household profile was inactive because the husband had passed. We need a way that you cannot use the household to create a donation.
If I did not know the husband was dead the widow would have got a letter with Mr. and Mrs. The household profile was inactive and she was still able to do a donation.
Is there a way to fix this?
2 votes -
Export format to excel to preserve hyperlinks
This idea has been proposed before but archived for lack of engagement. However, I think it's worth posting again as it would be extremely beneficial to be able to export report to formats other than a plain CSV. For example, if we could export as an excel, it could preserve the hyperlinks in a report.
8 votes
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