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1337 results found
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Fund Statement Email Body
Fund Statement Email Body
Can we tailor the email body to be pulled by division? Currently we have a very generic email sent out since our CF has affiliates underneath us. My thought is to do statements by organization, but then we are having to change the default email that goes out. We are really pushing for email or online statements and this would streamline the process and make it more visibly appealing to donors. Right now our email that goes out seems very generic and spamish.1 vote -
Address Validation - Default Drop-Down Menu Option
If Address Validation has been enabled, the Default Drop-Down Menu Option should be "Replace with validated address" instead of "Do nothing". This will allow the user to simply click Save instead of changing each address's drop-down option one at a time and then clicking Save.
1 vote -
Janinne@glcfoundation.org
Is it possible to hide all closed funds. It's frustrating to accidently click on the closed fund and have to go back again to retype. Staff here complain all the time to me.
2 votes -
Would love to be able to set the default dashboard period
Currently, my Dashboard defaults to a rolling 12 month period. I just want data related to the current financial year. Every time I open the Dashboard, I have to edit the Start/End dates.
It would be great to have a default setting for this!!20 votes -
Customize Your Information Settings Per Campaign- Individual/Household/Organization
When setting up a campaign, it would be helpful to select the fields required per event.
At the moment, by default, CSuite allows registrants to select Individual, Household, or Organization. This has resulted in many individuals registering as a No Name Organizations.
During setup, if we could choose the registrant type appropriate, for example, only allow individuals to register, we can get their appropriate information.
Then, if "Add Organization Name" was an additional field that we could set to required when applicable, we would be sure to get all the info when needed.23 votes -
place hold on future payments for multiyear grants
We have several multiyear grants that are tied to one application. Once we process the first payment, the remaining payments are listed under voucher even though they are not due for a year or two. Can we get a "place hold" button for these multiyear grants so we don't accidently initiate payment?
2 votes -
Grant Approvals for Multiple Advisors
1- Can C Suite help track approvals from multiple fund advisors and automatically put the grant in when enough approvals are received? And also do reminder emails to fund advisors who have not responded with their approval or disproval.
2 votes -
Signatures instead of Docusign
2- Can C Suite help with signatures on fund agreements or amendments, etc. instead of Docusign. Or at least help track signatures
1 vote -
llynch@cfok.org
Change the fund statement notification and email alert to a template which would allow for images (logos). Or add images <img src=""/> or {{img src=""/}} to html options. The current email is very basic despite having html capabilities. It's easy to overlook or mistake for spam. We currently send out an email notification through a third party which allows for image and logos. We would like to utilize the Csuite functionality instead.
4 votes -
Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund
In the new portal, if a fund is marked private (like we do for agency funds that only accept contributions from the agency itself, not the public) it is currently showing up as an option to donate to when she goes to the Giving Hub via her donor advised fund dashboard.
Example: Jane Doe is a fund advisor on both her family donor advised fund and she's a fund advisor to the Pawsome Animal Clinic agency fund, for which she serves as a volunteer treasurer. Even though “Donate” is not checked in her advisor access options for the Clinic's agency fund, it still shows up as an option to donate to it when she presses the Donate navigation (which moves to the new Giving Hub).
We strictly follow FASB136 guidelines and thus no person or entity may contribute into an agency fund besides said agency. This did not occur in the legacy portal; thinking it was a missed connection when moving to the new portal.
In the new portal, if a fund is marked private (like we do for agency funds that only accept contributions from the agency itself, not the public) it is currently showing up as an option to donate to when she goes to the Giving Hub via her donor advised fund dashboard.
Example: Jane Doe is a fund advisor on both her family donor advised fund and she's a fund advisor to the Pawsome Animal Clinic agency fund, for which she serves as a volunteer treasurer. Even though “Donate” is not checked in her advisor access options for the Clinic's agency…
26 votes -
Custom Fields for Pledges
I would like to be able to create a custom field for pledges.
5 votes -
"Hand Deliver Grant Checks" as an option for funds
A local organization does not get mail from us, for reasons that are not known. These missing mailings include checks. We have documented this situation for more than a year. Their profile is now set to Do Not Mail, but an option to Hand Deliver would make it much clearer that all letters need to go by hand.
3 votes -
Hold tribute emails for review
Recently a donor opened a new fund in honor of someone's 90th birthday. They asked that we hold notifying the honoree until after their birthday so it would be a surprise about the new fund.
Unfortunately there wasn't a way to stop a donor from automatically sending the email. I would like an option to edit/approve these email messages rather than them automatically sending.
6 votes -
Tax Receipt Template in Donation Reporting
It would be beneficial to be able to add the Tax Receipt Template field available in reporting.
14 votes -
reoccurring donation
We would like a fund advisor to be able to see when a reoccurring gift has been made to their fund. Currently they can see when the gift comes in but not if is reoccurring. Staff must relay this information. This would be particularly helping for project based funds who may be managing their own pledges outside of our system.
5 votes -
Fix Sort Order on Files Tab for Affiliates
On the Files tab for Affiliates, the default sort order currently displays the oldest uploaded files first, which is inconsistent with other areas of the portal. To improve usability, newly uploaded documents should appear at the top by default.
While users can manually adjust the sort order using the arrows, setting the most recent files to display first would save time and create a more seamless experience.
If you agree, please vote to prioritize this fix!
16 votes -
Assign Learning Center Courses to Specific Users
To train our Users, we would like for our Admin to be able to assign individual courses in the Learning Center to specific Users.
10 votes -
Donor & Donation Dashboards
We receive multiple internal donations from DAF's when Fund Advisors opt to support our work or contribute to our discretionary granting capacity. These types of internal grants are lumped into the dashboard (and reports) as one donor - us. As a result we are unable to use the dashboard to get an accurate count of "our donors." If cards could be added to the dashboard that equals count of internal fund donors, that would be brilliant!
Every time we try to monitor this metric, we have to export a custom report and run pivot tables, which creates a margin for user error in resulting data.
We receive multiple internal donations from DAF's when Fund Advisors opt to support our work or contribute to our discretionary granting capacity. These types of internal grants are lumped into the dashboard (and reports) as one donor - us. As a result we are unable to use the dashboard to get an accurate count of "our donors." If cards could be added to the dashboard that equals count of internal fund donors, that would be brilliant!
Every time we try to monitor this metric, we have to export a custom report and run pivot tables, which creates a margin for…
1 vote -
Additional Color Style Selections, please!
Could you all add more customization options for colors? I've been able to edit a lot using CSS, but I know that isn't an option for most people. Here are colors that I've manually modified or am working on finding the code to modify to match our branding:
- Underscore on the current tab in the top menu (Giving Hub and Portal) that lists profile/funds/logout (portal) or funds/campaigns/grant catalog (giving hub)
- Background color behind login form
- Selection color for dropdown/fund changer in fund portal (and background color - if you set the background to anything other than white, it affects the dropdown menu)
- Hyperlink colors
- Box outline color on form entry
- Prompt text and background colors (i.e., when you are prompted to enter two-factor authentication)
Could you all add more customization options for colors? I've been able to edit a lot using CSS, but I know that isn't an option for most people. Here are colors that I've manually modified or am working on finding the code to modify to match our branding:
- Underscore on the current tab in the top menu (Giving Hub and Portal) that lists profile/funds/logout (portal) or funds/campaigns/grant catalog (giving hub)
- Background color behind login form
- Selection color for dropdown/fund changer in fund portal (and background color - if you set the background to anything other than white, it affects the…
19 votes -
Button to click "todays" date
I see this idea has been archived a few times and I think it warrants a second look. Folks that have never used it before wouldn't understand the value but whenever you choosing a date from a calendar, it would be nice to be able to quickly click "today" instead of having to toggle through the month and year. I've had this option in previous databases I've worked in and it's simple but invaluable. Once people have used it, they'll see what they have been missing.
1 vote
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