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1245 results found
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lbowen@cfrichmond.org
Please change the color of alerts back to red. The orange color doesn't catch the eye as well. Thanks.
3 votes -
RevShare by Fund Group AND Import Internal Grants
We share the cost of SLM across Scholarship fund group and the cost of GLM across Unrestricted and Field of Interest fund groups. Currently, there's no way to RevShare an expense across FUND GROUPS nor is there a way to import long list for INTERNAL GRANTs. We have to hand enter each fund's share of the cost for ~200 funds. If one of these options was available, we'd save hours of our precious time.
So I request:
1) the option to RevShare across FUND GROUP
and
2) the ability to import for INTERNAL GRANTs
Thank you for considering these!
12 votes -
Can't Keep up with Software Updates!
While we appreciate your software and all the grand things it can do, we have found it difficult to keep up with the rate at which you make changes. We are a small office of three people. We struggle keeping up with our day-to-day tasks, let alone keeping up with software updates. We are so far behind on your software updates--we just can't keep up. Can you consider doing these on a broader calendar scale? Or maybe implement them based on changes more for 'big offices' vs. 'little shops' ?
3 votes -
template logic for campaigns
For the new Fundraising type campaign, you can assign a tax receipt template to the campaign. However, there is no logic to pull this letter into a manually entered donation. I have been going into each manually entered gift and editing the tax receipt template to match what is already tied to the campaign. We need logic built so tax templates for specific campaigns will automatically be applied to manually entered gifts.
2 votes -
Candid Search in Portal
We are thrilled to have the ability for our fund advisors to search Candid. However, there are still too many clicks in the process and it is buried. Our donors don't want to think about whether a grantee is already in the One Valley database or not. Please make Candid the default search for "search for a new grantee". Or let us choose that as a setting. If the fund advisors add an org that is already in our database, it is easy to manage through the CSuite grant request bucket. This would simplify things for our advisors.
13 votes -
Fund Advisor Tracking Options
Currently there are very few options for tracking fund advisor activity via the log. The provided columns, after filtering for fund advisor in the profile "Login Log" on sidebar, indicate very generic info such as Timestamp, IP address, 2-factor authentication, logout or locked out notification, error message (such as invalid password), if a team member signed in as a proxy to view a fund(s) in the portal, and location.
From a marketing perspective, we would be interested in knowing not only who and when, but other potential "clicks" or "views" such as for resources/documents (ie: fund statements or other shared files), navigation of grant requests, which funds in their profile were accessed the most, chart viewing, donation records, etc.
I'm hoping there are other organizations who would appreciate similar tracking options!
Currently there are very few options for tracking fund advisor activity via the log. The provided columns, after filtering for fund advisor in the profile "Login Log" on sidebar, indicate very generic info such as Timestamp, IP address, 2-factor authentication, logout or locked out notification, error message (such as invalid password), if a team member signed in as a proxy to view a fund(s) in the portal, and location.
From a marketing perspective, we would be interested in knowing not only who and when, but other potential "clicks" or "views" such as for resources/documents (ie: fund statements or other shared…
6 votes -
Show Tribute Detail on Portal Donations Tab
In the Portal for a Fund Advisor, on the donations tab of a fund, I see the description; however, I have to click into the Donation ID or Export to see if there's any tribute information. It would be great if there was a way to show the tribute information on the initial donation listing page and not have to click into the ID or export. Thanks for considering!
9 votes -
prim date
Prim Date on addresses needs to be a searchable/filterable field by date in Custom Reports.
For large mailings that may be going out in the future, Foundations using professional external print vendors for large mailings will often need to provide an accurate data list of addresses well in advance. If the future mailing date would affect the addresses pulled (e.g. knowing that the future mailing date will have toggled many Prim Dates to a different address than is currently Primary), there is no way to actually search or filter or BULK report for Prim Dates.
Address Type Name is one way to help isolate these addresses, but without the actual Prim Date to reference, it can create excessive and inefficient manual work.
Prim Date on addresses needs to be a searchable/filterable field by date in Custom Reports.
For large mailings that may be going out in the future, Foundations using professional external print vendors for large mailings will often need to provide an accurate data list of addresses well in advance. If the future mailing date would affect the addresses pulled (e.g. knowing that the future mailing date will have toggled many Prim Dates to a different address than is currently Primary), there is no way to actually search or filter or BULK report for Prim Dates.
Address Type Name is one…
3 votes -
Separate "Create" and "Link Profiles" in Permissions
Can you please separate the "Link Profiles" permission from the "Create" permission under Profile Permissions? We don't want some staff to be able to create new profiles, but we want them to be able to link existing profiles to each other under relationships. Thanks so much.
5 votes -
Giving Hub link for guest Donations to Funds marked Private
Stealing this from an archived submission: "We should be able to provide a link to give directly to a fund, even if it is marked private. This would allow people who have the direct link to give to the fund, but it wouldn't show up in the list of funds or be searchable. Sometimes people don't want it public, but have a few family/friends they would like to be able to support a fund. It would be particularly helpful in memorial situations."
This functionality exists for Campaign Events that are marked private. Can it please be implemented for donations to Funds that are marked private as well?Stealing this from an archived submission: "We should be able to provide a link to give directly to a fund, even if it is marked private. This would allow people who have the direct link to give to the fund, but it wouldn't show up in the list of funds or be searchable. Sometimes people don't want it public, but have a few family/friends they would like to be able to support a fund. It would be particularly helpful in memorial situations."
This functionality exists for Campaign Events that are marked private. Can it please be implemented for donations to…23 votes -
API endpoint for multiple profile address types
As an organization using the CommunitySuite API to link profile data to another system.
I need to be able to select the relevant address type on the profile
So that both systems have the same information for each type of address.2 votes -
CSuite API - Endpoint for Journal Entry Integration
We capture some donations in bulk as journal entries instead of as individual donations, and need to track these journal entries in CSuite as well as an external system.
2 votes -
budget
It would be great to be able to put alternate budgets (reforecasts) into CSuite for the same year so report on both the original budget and updated forecast. Right now, it only allows one budget per year.
7 votes -
Hide UI Elements for Users that Lack Permission
Please configure the software to hide all UI elements (buttons, menu items, sections) for which the user lacks permission. Only display controls and features that the user is authorized to access.
1 vote -
Allow Vouchers to be placed on-hold
This idea has been posted multiple times but keeps being archived. Please allow vouchers to be placed on hold just as grants are.
13 votes -
Loan Creation
When creating a new loan, it would be helpful to be able to create one loan but assign it to multiple funds. For our organization, it is typical for several fund advisors to participate in the same loan so it can be time consuming to have create separate loans for each fund rather than one "parent loan".
2 votes -
donation
Please change back the donation page. Why would you put the Reference, Task, Files, Notes in the middle and have additional information below that when that is more important. Is there ever communication with your customers to see if this is what they like or want?
1 voteProposed Idea · 1 comment · Donations/Pledges/Promises/Public Securities · Edit… · Delete… · Admin → -
Uploading documents in portal for fund advisors
Love that I'm able to upload documents, such as newsletters, with visibility in the portal for online fund advisors. The only limitation is that it must be done for ID of every fund group (ie: scholarships, donor advised, Agency, etc). It would be really nice to have a global option to upload a document (and potentially a notification) in 1 transaction that impacts all funds. If that exists and I missed it, please share!
3 votes -
crm
When running an opportunities report or viewing opportunities, it would be beneficial to be able to filter the opportunities by stage. Viewing and reporting by stage can facilitate progress updates and help identify categories/levels of donor engagement when used for moves management.
3 votes -
If we update an address when updating a profile, we are asked if we want to update the same address for other similar profiles. This is a ni
When updating an address to become inactive on a household, the option to update other matching addresses in the individual profiles pops up. Please remove this pop-up, as it's not possible to extend the 'inactive' status when checking the boxes. OR, allow the active/inactive settings to be extended to other profiles when checking the box. It seems ridiculous to offer an option to take action when literally no action can be taken.
2 votes
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