1066 results found
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Archiving Campaigns
I wish archiving campaigns was easier than the multiple steps that it is now. If it could be a toggle on the main page, it would be less time consuming.
4 votes -
When copying a fund, provide an option to copy the templates
When setting up a new fund we copy from an existing fund. It makes the process more streamlined. However, the staff then have to go to the templates and add the fund to all the different templates. This is an easy step to miss and we have quite a few templates we use on a fund. This would improve the workflow of setting up new funds and reduce errors.
5 votes -
Expendable Fund Distribution Alert
Our fund advisors would benefit from an alert that would be sent to our staff when a fund advisor creates a distribution request that would leave the fund with little or no remaining balance. As non-profit organizations experience funding challenges, we do see the potential for more agency fund advisors to request funds for emergencies. An alert would create an opportunity to have meaningful conversations with our fund advisors. It would be great if the alert can be sent via email to the foundation’s key relationship managers. It would also be nice if the community foundation staff could determine a…
4 votes -
Add a "do you want to save" message when leaving a custom report build with changes.
It would be very helpful if there were buttons with "Save" or "Exit without saving" when exiting a report screen.
3 votes -
Mark a couple of note types as sticky ones
We'd like to have the ability to mark a couple of note types as sticky ones. This would allow the finance related notes such as those concerning fund agreements or investments pinned at the top for better visibility.
Currently, many fundraisers are adding notes from the profiles selecting the fund name. As a result, finance notes are getting pushes down, making harder for the team to locate critical information quickly.4 votes -
Recurring Stripe Donation Details on Portal
Please provide a setting to toggle on/off to share the recurring donation details with fund advisors.
Example: A fund advisor wants to see if donations to their capital campaign fund are recurring. Right now, this information is not accessible through the portal.
Knowing whether it is a one-time gift versus a recurring gift is something we should be able to easily share with fund advisors!
2 votes -
task
Hello! Just started using tasks, and enjoying it. Would like a weekly task option, so it's easier to see what is to occur within the week. Filter option would be good too on the dashboard.
4 votes -
Ability to edit labels in WORD doc
Please add the ability to edit labels in a WORD doc for tax receipts/donations and export labels in campaigns. This saves us precious processing time.
22 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.
2 votes -
Ability to Rename "Other Foundation Funds"
Please add the option to rename "Other foundation funds" in the Portal when fund advisors submit grant requests (Grant Request > Previous Grantee > Other Foundation Funds). Changing the name would help fund advisors better understand how to use this drop down.
9 votes -
Return Check
It would be great to have a return check feature. When you complete a bank deposit and a check gets return, there needs to be a way to show that check was deposited but returned. The current way requires you to unpost and delete the check/donation. This is problematic especially when crossing months and the reconciliations don't match your bank statement.
8 votes -
default text in content
Could you create a setting in system data that allows users to set organization-wide default content settings for font family (i.e. all content uses Arial font)?
This would help us ensure that all the content in all the possible places could be the same font type, in line with our brand standards and creating a necessary professional look. Since content exists in CS in so many places, it would be much more difficult to check all the spots and settings one by one.
21 votes -
Adding/Editing Notes on Event tickets manually
We are collecting information in a Notes Field on an event which is working when a patron fills it out online. but we have no way to add this note when entering a ticket manually or if a note needs to be updated. Please make this field available in the back office.
2 votes -
Multiple approvers for vouchers based on value of voucher
Can we add multiple approvers to a Voucher, with dollar limits? Vouchers over $1,000 or $5,000 require two approvals? Can we direct which approver needs to be notified based on the dollar amount? This would eliminate the need for paper/electronic forms to be signed for each voucher.
2 votes -
Page Titles Reflect Navigation & Tab Changes
When you change the Navigation or Tab, these changes should extend to the title on the page. For example, currently if you change the left side navigation "Donations" to "Gifts", Donations will still show on the inside of the page above the listing of the gifts.
7 votes -
check labels
ALL labels and envelopes should be downloadable in Word for easy editing. The area where they are not that I have had issues with today is in check batches. I use that feature when we do our large designated check run each year and the labels always need adjusted. Even with Acrobat Pro, this is difficult to do.
8 votes -
Approval Function for Grant Requests in Portal
Please implement an approval function for grant requests in the portal.
It would be great if there were an approval function for grant requests, similar to the Grant Approver function on the internal admin side, that required a percentage of fund advisors to approve the request before the grant request was submitted for processing.
This is particularly useful for funds that require multiple "signers" to approve the request before a distribution is made. This is also a common need for religious foundations/organizations
3 votes -
Add search functionality to tasks
As we are beginning to utilize Tasks, our lists in each bucket are beginning to grow. It would be awesome to be able to search for specific tasks in any bucket by a keyword to make finding them alot easier.
4 votes -
It would be great if we were able to sort Fund Fee Types in alphabetical order.
It would be great if we were able to sort Fund Fee Types in alphabetical order.
2 votes -
Show only Fund Statements needing review
While reviewing fund statements, at times a statement may be skipped/not marked reviewed due to some issue with it that needs to be researched, etc. Going back later to find those few statements that still need review out of a list of 900+ statements is cumbersome by just scrolling through the list looking for those without a review date. It would be helpful to have a option to show only "Not Reviewed" statements in the batch.
3 votes
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