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1338 results found
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notes
It would be great if when adding a new note, you could add it to a household as well as individuals within the household. Or add multiple people onto one note.
9 votes -
Scholarships - Block Applicants from creating a duplicate application
There should be a feature added in SLM to prevent applicants from creating a duplicate application instead of just a warning. A duplicate universal application leads to quite a mess when it is submitted as it then creates duplicate individual opportunity applications as well. It is not only confusing for the scholarship agency, but even more so the applicant as it clutters their dashboard.
10 votes -
Appreciated assets
Brainstorming integrations that would allow gifts of appreciated assets in the giving hub. As a nonprofit, we use the giving block widget on our org website, which is clunky to have to send donors out of the giving hub to a separate page to create a donation such as crypto, stocks, DAF. Is there a way to work on coding these integrations into the giving hub, like we do with Stripe. Can a donation page handle more than one integration?
1 voteProposed Idea · 0 comments · Donations/Pledges/Promises/Public Securities · Edit… · Delete… · Admin → -
Fund Profiles Sorting
Please give the 'Fund Profiles' table on the Relationships Tab the ability to be sorted by column. Currently it automatically sorts by profile name, however, when there are 5-7 profiles linked to a fund with multiple categories of links, certain information can be hard to read.
I would like to be able to sort by category. Thank you.
4 votes -
Create "Convert to Household" button in campaigns!
Please create a "convert to household" button in campaign to easily convert individual profiles to household profiles (with household members) added as guest. Sometimes individual profiles are pulled in from a profile type and there's not option to bring in the household. It would be great to just scroll down the list of profiles in the campaign, see who is in a household, and add the household (with household members as guest) with just one click! (We have a workaround for this now, but it's time consuming!!)
7 votes -
Birthday / Anniversary Dates
Birthday / Anniversary Checkbox
Add a checkbox labeled “Send a Card” to the Birthday field (Individual) and Anniversary field (Household). This should be checked by default, except for donors who have opted out or for minors where sending a card would be inappropriate.1 vote -
Sticky Sorting on CSuite Buckets/Workload Pages
Currently in CSuite, when a user sorts a Bucket/Workload/List page by a specific column (for example: Grantee, Grant Date, Amount, Status, etc.), that sort resets when the user navigates away from the page and then returns. This requires the user to reapply the same sort repeatedly throughout the day.
We are requesting that Bucket/Workload/List pages retain (“stick”) the user’s last selected sort order when navigating away from and back to the page, either for the duration of the session or as a user-level preference.
This enhancement would:
-Improve efficiency for staff who rely on consistent sorting to manage daily workloads
-Reduce repetitive clicks and re-sorting when moving between records and listsThis would be especially helpful for users who regularly process items in a specific order (e.g., oldest first, due date priority, etc.) and expect the system to remember their working view.
Currently in CSuite, when a user sorts a Bucket/Workload/List page by a specific column (for example: Grantee, Grant Date, Amount, Status, etc.), that sort resets when the user navigates away from the page and then returns. This requires the user to reapply the same sort repeatedly throughout the day.
We are requesting that Bucket/Workload/List pages retain (“stick”) the user’s last selected sort order when navigating away from and back to the page, either for the duration of the session or as a user-level preference.
This enhancement would:
-Improve efficiency for staff who rely on consistent sorting to manage daily workloads…2 votes -
Search by Account Name
Right now, we can search by GL account number in the search bar but it would be great if we could search by account name. Is it possible to add that functionality?
4 votes -
Fund Holder Portal - Show Grant Advisor as the Contributor on Internal Donations/Grants
Currently, if an internal donation/grant is made the fund name is listed as the contributor on the gift summary in the fund portal but the Community Foundation contact information is listed on the Contributor Summary. Is there a way to list the grant/donation advisor contact information if one has been entered.
1 vote -
upload voucher
Hey there,
In the voucher upload screen, would it be possible when uploading a csv to get a preview page after the initial upload page where we can verify the data prior to fully submitting? We upload 50+ vouchers as a time to record credit card transactions and it would be very nice to be able to confirm that nothing happened in the upload, like a value shifted and ended up causing a misalignment of values, or a profile number got entered incorrectly. This would prevent any kind of upload problems that would require subsequent manual deletions of a whole uploads worth of data.
Thanks!
Hey there,
In the voucher upload screen, would it be possible when uploading a csv to get a preview page after the initial upload page where we can verify the data prior to fully submitting? We upload 50+ vouchers as a time to record credit card transactions and it would be very nice to be able to confirm that nothing happened in the upload, like a value shifted and ended up causing a misalignment of values, or a profile number got entered incorrectly. This would prevent any kind of upload problems that would require subsequent manual deletions of a whole…
2 votes -
Batch run fund statements based on Fund IDs
It would be great to have more options for running batches of fund statements that do not belong to the same group, subgroup, or segment. For example, pulling fund statements based on Fund IDs (Funit ID) would be extremely helpful.
8 votes -
More Email Bulk Update Options
Add "Other Detail" field to the Bulk Update option in emails, like how it's an option when updating phones.
6 votes -
Alumni Designation
The “Alumni” designation is a great option for adding education information to a profile. However, it would be better if we could rename it to “Education,” since the current label doesn’t really fit a community foundation’s needs.
3 votes -
Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On
Foundant for Outlook is a great App but it doesn't allow for specifying a Note Type which is important for our internal reporting. Please add the option to specify the Note Type when using Foundant for Outlook.
10 votes -
Add Campaign to Voucher Import
It would be great if an additional column for Campaign could be added to the Voucher Import template. Importing vouchers helps a lot, but it would be even more helpful if a campaign could be tagged during the import as well. Thanks for considering!
12 votes -
Add Bulk "Attach File" Function to Journal Entry Menu
Please add this option to the Journal Entry menu as an action on the left hand task bar. From an accounting perspective, we often use the "Import" function for Journal Entries each month as all information is compiled in an external Excel/CSV file and formatted after completion to import and save time. These imports split into dozens of journal entries separated by fund. Currently, we have to manually go into each individual entry and attach the same Excel workbook for documentation entry by entry.
A bulk "Attach File" option would save significant time and make repetitive tasks much more efficient.
5 votes -
Journal entry order: keep in entry/import order
Please STOP the system from resorting journal entries by amount. At the very least, have the all the data necessary in custom reports so the data can be sorted in the entry order for review,
When users create journal entries there is usally is a method to the order they are entered but for some reason the system re-sorts the entries by dollar value before posting. This makes it difficut to review the entries and makes them harder to follow if researching them.
13 votes -
Donation thank you option on every donation entered
We would love to see an option to add a thank you call/letter task to every donation made in CSuite. Allow this to be toggled on or off for every donation received or set to donation ranges ie: 20-500, 501-1000, etc... We can set a task now to go in and check for donations made, but if there has been none it becaomes a task that we can ingor rather than a triggered task. It woud be great to be able to set alerts or task to be assigned to any staff member to call or send a thnak you letter outside of receipting. More immiedate.
We would love to see an option to add a thank you call/letter task to every donation made in CSuite. Allow this to be toggled on or off for every donation received or set to donation ranges ie: 20-500, 501-1000, etc... We can set a task now to go in and check for donations made, but if there has been none it becaomes a task that we can ingor rather than a triggered task. It woud be great to be able to set alerts or task to be assigned to any staff member to call or send a thnak you…
1 voteProposed Idea · 0 comments · Donations/Pledges/Promises/Public Securities · Edit… · Delete… · Admin → -
search for school using id number on the student record
We have a lot of schools with similar names. For example, we have about 25 profiles associated with The University of Texas system. It would make identifying the school much easier if you could search for the profile id of the school on the student record instead of only being able to look for the name.
0 votes -
Automatically Post Recurring Donations
Please implement a feature that allows for the system to automatically post the subsequent donation for recurring donations.
Currently recurring donations must be posted manually on some sort of cadence, which takes up a lot of time. It would be highly beneficial if the system could post these automatically when they are due for their next donation.
15 votes
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