1173 results found
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Profile Payment Item custom report
Allow data from the item to be reported such as the fund name and not just from the profile payment. You can add multiple donations and invoices to a profile payment that are being put into funds other than the initial one entered on the profile payment. We utilize the information multiple times a day to create confirmation of correct information entry. We want to know when there are both donations and invoices on a profile payment. But knowing the different funds, when there are multiple donations is just as important.
2 votes -
Fund Statement Labels
When printing labels for paper fund statements, please change them so they print in the order that the fund statement prints instead of alphabetical order by the fund advisor's name.
1 vote -
Link multiple opportunities to a donation
Although we now have the ability to link multiple beneficiaries to one opportunity, this wasn't the case in the past. It would be great to have the option to link a donation to multiple opportunities since some of our bequests gifts benefit multiple organizations and separate opportunities have already been created for these gifts.
1 vote -
Link multiple opportunities to a donation
Although we now have the ability to link multiple beneficiaries to one opportunity, this wasn't the case in the past. It would be great to have the option to link a donation to multiple opportunities since some of our bequests gifts benefit multiple organizations and they have already been made created as separate opportunities
1 vote -
Add “Last Login” Field to Reporting and CSV Export for Fund Advisors
Please include the "Last Login" field in custom reports and the Export CSV on the Fund Advisor page.
It would be extremely helpful to have access to a Last Login field for Fund Advisor users in both custom reporting and the Export CSV. This data point would allow staff to:
Track engagement with the Fund Advisor Portal
Monitor inactive users over time
Measure portal adoption and effectiveness
Proactively reach out to unengaged advisors
Currently, there is no way to systematically report on or export this information, which makes evaluating portal usage difficult. Adding this field to reports and exports would…
2 votes -
Default Bank Account Selection per Fund for AP/Voucher Payments
It would be helpful to have the ability to assign a default Bank/GL account to specific funds, so that when vouchers are created for those funds, the system pre-populates the designated account. This would streamline AP workflows and reduce the chance of user error, especially for organizations that manage legacy funds with dedicated legacy bank accounts.
Organizations managing multiple legacy funds that have their own bank account(s) need a reliable way to ensure vouchers tied to those funds are consistently paid from the correct account without relying on filtering or memory.
2 votes -
Fundraising Campaigns - Campaign Profiles Tab/Profile Engagement Tab
Excited to use the new Fundraising Campaigns option. Would love to have the Campaign Profiles tab reflect which profiles have contributed to the campaign (versus using RSVP or Attended) and in turn have that info reflected on the profile's Engagement tab for that campaign.
2 votes -
Filter for approval (or lack of) for various voucher approvers
Please add a filter option on the Approval Vouchers page (Approval bucket in Vouchers) to filter out vouchers that a particular approver has already approved. Two of three approvers must approve each voucher, but I can't tell which ones I have already approved or ones I still need to approve without opening each voucher individually. Thank you!
1 vote -
Check Template Field Request: Advisor Email
It would really be appreciated if we could have access to the fund advisor's email address in the check template. It's available on the grant letter template as {{advisor.email}, but not in the check template. We generate most of our grant letters with the checks.
The reason we'd like this is that we have at least one fund advisor who would like her email address, not her physical address, on the cc portion of the grant letter with the check. It would be great to be able to accommodate that.
3 votes -
paste in address block
Copy/Paste address block and have the Address, City, State, Zip auto populate. This is a feature offered by other apps that manage addresses, such as mailing apps (example screenshot below).
1 vote -
It would be very helpful to have under "Recurring Grants" a choice like "pay on the first Weds of each month. T
It would be very helpful to have under "Recurring Grants" a choice like "pay on first Weds of each month" instead of a specific date because our check processing dates are on the 1st of the month - not a specific date each month.
1 vote -
Improve API between Smartsimple & Salesforce
We want to be able to connect Organization and Individual from Smartsimple to Account & Person Account from Salesforce.
Today it is only possible to connect Contact & account. Person account is an object in Salesforce that consider an individual as Person and as an organization, which is more powerful than only use contacts. Person account is also a fusion of Contact & Accounts field in Salesforce. In an ideal world, it would be also usefull to connect Affiliation from SmartSimple to Affiliation' object in Salesforce.
Thanks !1 vote -
Net proceeds total for stock donations
When reviewing stock sales the screen shows the list initial value of the securities with a total. The sales history on the same screen shows the net deposit without a total. Can you add a total so we can tie out to the net deposit?
8 votes -
Fields for DonorSearch Import
There are certain fields requested by DonorSearch to complete wealth screenings on profiles. Most are readily available in CSuite, but some are not as easy to access. In order to reduce the amount of manual and spreadsheet lookup work needed to prepare an import file, please consider adding the following enhancements for the donor rollup report to make HH reporting easier: Largest Gift Date, Last Gift Amount, First Gift Amount, and First Gift Date and Last Gift Date to aggregate data across all rolled up profiles (currently shows HH dates even if IND profile dates are first/last).
1 vote -
Please add a filter to donations by employee who entered
Filter donations by employee who entered - We have multiple people entering donations and it's very time consuming to go through the unposted donations and check them one by one to match that employees deposit for the day.
It seems like it should be a simple thing to add.
Thanks!
2 votes -
export button on grant summary
In the portal, the grant summary does not include an "export" button like the grant history page does. I think adding this would allow for a consistent experience for users. Please add an "export" button to the grant summary page.
4 votes -
Ability to report on which address a voucher is set to send to once processed
We would like the ability to run a report that shows which address a voucher payment will be sent to once processed. Our Finance Director would like the ability to review these addresses before approving them for payment to ensure the payments are sending to the correct address.
Most of our records default to the primary address. A few direct to the pay address if we have used it, and sometimes we enter an address under "other" so it's currently not easy to pull those fields into a report for our director to review.
4 votes -
Grant Letters - Disable Create Individual Grant Documents
There is a new feature in the sandbox that allows users to manage the Create Grant Documents flag at the individual grant level. However, grant requests pulled in from the fund portal (and maybe GLM) and existing requests in process have to be individually marked Yes for a grant letter. We would like to turn off this feature or set the default to Yes.
2 votes -
charity check
Currently an atttached Charity Check keeps us from deleting a vendor and profile that have no other activity. Please update the logic to allow profile to be deleted.
10 votes -
View Only permission option for Log In As in New Portal
We would like a 'View Only' permission option for the 'Log In As' function in the new portal. For audit purposes, we can't have multiple people use this feature as it stands. However, it is crucial for our donor/partner engagement teams to be able to support our fund holders and grantees using this feature.
6 votes
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