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1338 results found
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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I see this idea has been archived a few times and I think it warrants a second look.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 -
Bulk Update Assigned Employee on Opportunities
It would be useful to re-assign opportunities from one employee to another in bulk. Specifically thinking about handing things off when there are staffing changes.
1 vote -
Filter on org role date
Please allow us to filter by Org Role Date in custom reports. Currently, you can only see and filter by the Org Role Date in the Home Profile Designation area. It would be very helpful to filter by Org Role Date in custom profile and donation reports.
4 votes -
Remove option to Leave Admin Fee as Blank
There is currently an option when setting up admin fees to leave it as blank. Since there is an option for No Fee already, is it possible to remove the option to leave it as blank? With No Fee being option, leaving it blank can cause confusion
1 vote -
Last Note/Task Date on Donor Report
Having the last note date from a profile on the donor report would be incredibly beneficial. This may get too complicated as there are various notes (grant, fund, opportunity, etc.) vs. the specific task types that can be edited. However, it would aid philanthropic/donor services teams to easily run the donor report and view team/staff activity compared to donor/donation activity (like last donation date and donation summary data).
5 votes -
Hand Deliver Only
For grantees who have recurring issues with mail, how about a Hand Deliver Only option that is right up front on the main grantee profile page? We have an organization that does not get checks in the mail from us on a regular basis. This option would make it clear what the delivery mode is without a need to read or refer to a note.
3 votes -
Additional payment types when creating a batch of checks
Similar to where you can check a box to include blank default payment types to populate when you create a batch of checks add an option where you can select alternative payment types.
Currently if you want to pay with a check for something that is typically electronic or ACH you have to change the default payment in order to create a check and then remember to change it back.3 votes -
Adding in a pop-up message/warning to users that are entering in pledge payments that are taken in before the pledge date.
Can there be a popup/warning message implemented for when users are entering in pledge payments taken in before the pledge date? When payments are taken before the pledge date, it can cause issues for the accounting team. Having a popup message put in there alerting the user that the payment is being taken before the date would stop those issues from occurring
1 vote -
System-Wide Google Analytics Support for Donor Journeys across Portal and Giving Hub
Foundations increasingly want to understand the full donor journey. From public website or email campaigns into CSuite, through the donor portal or Giving Hub, and ultimately to completed actions such as gifts or grant recommendations.
While Google Analytics can currently be applied to Giving Hub pages, there is no way to track end-to-end donor behavior across CSuite, particularly once a user enters the donor portal or navigates authenticated areas of the system.
What’s Missing Today
Current Google Analytics support allows for:
-Page and event tracking on Giving Hub pages
-Donation-related event data via Measurement ProtocolHowever, it does not allow foundations to:
-Track how users move from a public website or email into CSuite
-Understand donor behavior inside the portal
-Identify where donors drop off during multi-step workflows
-Analyze which pages, actions, or pathways lead to successful outcomes
-Measure friction points without relying on anecdotal feedbackProposed Enhancement
Introduce system-wide analytics support that allows foundations to track anonymous, non-PII donor journeys across CSuite, including:
-Entry points (website, email, QR codes, etc.)
-Public vs authenticated experiences
-Portal navigation paths
-Grant catalog interactions
-Drop-off points during donation or recommendation flows
-Completion of key actions (donations, recommendations, logins)This could be implemented via:
-Broader Google Analytics event support
-Or a native analytics layer that integrates with common analytics platformsWhy This Matters:
-Helps foundations identify friction points that prevent completed actions
-Supports UX improvements without changing donor intent
-Informs decisions around page design, messaging, and workflows
-Reduces reliance on external tools and guesswork
-Aligns with donor expectations for modern, intuitive digital experiencesFoundations increasingly want to understand the full donor journey. From public website or email campaigns into CSuite, through the donor portal or Giving Hub, and ultimately to completed actions such as gifts or grant recommendations.
While Google Analytics can currently be applied to Giving Hub pages, there is no way to track end-to-end donor behavior across CSuite, particularly once a user enters the donor portal or navigates authenticated areas of the system.
What’s Missing Today
Current Google Analytics support allows for:
-Page and event tracking on Giving Hub pages
-Donation-related event data via Measurement ProtocolHowever, it does not allow…
2 votes -
Recurring Grants - Update Language from "Recurrence" to "Occurrence"
For recurring grants, the language used for the number of grants is confusing. The wording that advisors see when they make a request is "Number of Recurring", and the wording that staff sees is "Max Recurrence." However, in practice, the number in this field will be used for the total number of grants (one initial grant PLUS any recurrences). Can the language be changed to "Total number of grants" and "Max Occurrence" - or something similar that makes it clear that the first grant should be included in the count?
4 votes -
Recurring Alerts on Home Menu
My idea is for the Donations, Grants, and Vouchers on the dashboard to be outlined in a red box when there are recurring donations, grants, and/or vouchers to process. This is similar to what happens to Tasks when there is a task with a due date on or before today's date. It will make it easier to see what action is needed right on the dashboard.
102 votes -
deceased
When profiles are marked as deceased and linked to a household, the household is being pulled with the deceased information instead of now defaulting to the active individual profile only. This impacts mailing lists for marketing campaigns and grant letters as it now pulls in deceased households.
There should be an automatic unlinking/adjustment so that we do not have to manually unlink which is the only workaround to solve this issue right now. Ideally, there would be a way to keep the individual linked to the household profile for historical purposes too.
19 votes -
Reporting on donations by campaign groups
Would like campaign groups to be a field in a campaign report. This would help me pull a report on donations made by specific groups/tables.
Currently, campaign donations report only show ticket purchases and not donations also made via stripe.
4 votes -
Add Note ID to Global Search
We schedule weekly custom report emails to all staff. This report includes Note ID. If a note refers to an attached file, having the ability to jump into Global Search to bring up the Note ID would be a time saver for all staff.
7 votes -
Detail Trial Balance - Add to Left Menu
Add Detail Trial Balance to the list of reports on the left menu when in a fund record. Right now, if we go into a fund record we have to select Trial Balance, then the date, then go back to reports and select Detail Trial Balance and then adjust the date range.
18 votes -
Add Option to Copy Opportunities
Add option to copy an Opportunity so the stages are retained in the new Opportunity and can be updated from there.
5 votes -
Fundraiser Campaign Enhancements
Love the fundraiser campaign functionality but would like to see some additional options/updates to further customize the donation page and receipts that it creates including:
- Option to hide tribute fields on donation form (or have it be inherited from the fund which it is associated with)
- Option to customize giving levels son donation form (or have it be inherited from the fund which it is associated with)
- On the receipts generated from donations that come in via fundraiser campaign can the word "fundraisers" be removed from the start of the description merge field?1 vote -
Journal Entry approval
When approving vouchers, grants, etc., the system takes you to the next entry in line after clicking approve. Can this happen with Journal Entries as well? Right now, you have to approve the journal entry, then back out a few clicks to the original screen to view the next one.
1 vote -
aallieri@cfpbmc.org
option on custom reports to have a column on each record that only shows the profile types that were requested in the filter. For example, if filter equal Board Member and Legacy Member, show each record with only the profile type(s) that met the criteria for that profile not all profile types on the profile.
5 votes -
Allow Word Version of Pledge / Promise Payment Letter
Reposting this idea from 2020 that was archived in 2025. We need the option to generate the promise letter in Word so that we can make some slight adjustments. It is not clear why these letters are only available as PDF versions.
Original Request from 2020:
When generating Pledge Reminders/Statements, it would be very helpful to be able to merge them into Word so changes can be made to specific letters. Currently after clicking on Payment Documents all the pledge letters are merged into a PDF.1 vote
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