1066 results found
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designated beneficiaries
This has NOT been implemented per previous post:
We have multiple funds that either roll some or all of their spendable back to the principal balance of the SAME FUND each year to grow the fund or for a specified amount of time (until the donors' death for example). Currently, you can not select the SOURCE fund as the BENEFICIARY fund; it has to go to ANOTHER fund. It would be nice to be able to automate these grants annually instead of manually moving money from Spendable to Principal.
1 vote -
changes to grant request in donor portal
If a fund advisor submits a grant request and needs to correct or edit the request, there is no current option for this in either the portal or on our end. A fund advisor has expressed frustration with needing to cancel and resubmit the request instead of being able to make a quick edit. An edit option for grant requests made in the donor portal would be helpful.
3 votes -
Scheduled Reports and Time Ranged Filters
Allow scheduled reports to change the date within the report. For example, if I want to see how many profiles are created weekly, I could schedule the report to go out weekly but would have to manually change the date range of Created T's. Could we have a scheduled report that also modifies time frames that filter the report.
1 vote -
Outlook integration: Improvements for search email function to search more than the "from" field and search more than primary email
When adding an email from a sent email, the search function only searches the sender, not the "to" or "cc" emails. As we cannot use the integration when drafting an email, the next best option is to attach from the our Outlook send. However, we have to manually enter the email to get to the right profile, as the search is only searching the "from" of the email.
In addition, the search function is only searching the primary email. Many contacts have more than one email (work, personal, volunteer etc).
3 votes -
Add Filter and Export Options for Scholarships in Fund Advisor Portal
When a fund has the Scholarships tab enabled in the Fund Advisor Portal, advisors can click into each scholarship to see detailed information about awarded scholarships.
Unlike the Grants area, which includes both filter and export options, the Scholarships area currently offers neither. This means fund advisors must manually copy and paste the on-screen data into Excel if they want to filter, sort, or analyze scholarship information.
Adding filter and export functionality, similar to what exists in the Grants area, would make it much easier for advisors to review and work with their scholarship award data directly in the portal.
1 vote -
Sort Deposits
My Christmas Wish List Item 1:
We currently have 4 match months going on. It would be awesome if we could sort the recent deposits by fund name. This would help us to ensure that all of our incoming credit card deposits get tagged to a campaign! Thanks!1 vote -
measure number of visitors / analytics
We've had requests from our Board to measure how much traffic our Donor Portal gets. Would be useful to get some basic page analytics / number of page visitors.
5 votes -
Profile Duplicates- Lower Percentage Match
We have so many duplicates in our system that do not pop up in the "duplicates" tab because they are not a 100% match.
For example, John Doe and Mr. John Doe would not populate as a duplicate because of the title.
Can there be a function that detects possible duplicates that may match 90%?
9 votes -
Distribution start date
If a fund has to reach a certain dollar amount before it distributes, is there a way to set a Distribution Start Date by fund balance?
9 votes -
Donor Portal - Dropdown Field for DAF Grants Requests
Provide an optional Dropdown Field on Grant Requests/Recommendations from donor-advised funds:
- General support
- Program support (indicate specifics in Grant Description)
- General support for an event, no benefits are received
- Grant is for an event, full minimum cost to attend has been already paid in full outside the DAFPurpose: Increase due diligence when processing grants
6 votes -
Keep Affiliate Events Separate from Main Giving Hub
I would like the option to have an event listed on an affiliate's giving hub only, and not on our main giving hub.
Right now the work around is to mark the event as private and let the affiliate use a direct link to the ticket.
While this keeps the event off of our main giving hub, it also hides it on the affiliate's giving hub event tab.
5 votes -
Make "Choose an Account to View" the Portal Landing Page for Users with Multiple Accounts
When a user with multiple accounts--nonprofit and fund(s)--logs onto the new portal, please make the "Choose an Account to View" page with account "cards" the landing page. - TCF
7 votes -
Grant Award Summary
When reviewing a Grantee's Grants Tab, the Grants Awarded table accurately reflects values. However, clicking on the total value for a specific year only displays completed grants. This limitation becomes problematic when assessing the total grants for the current year, including both vouchered and completed grants.
3 votes -
fields on edit grant screen
It would be nice if Edit Payment Schedule, Grant Type, and all other grant related fields are available on the edit grant screen. It slows down workflow if I have to select some fields individually to edit, and then go into the main edit screen for the rest of the fields.
3 votes -
Deferred Revenue Option for Future Events where ticket revenue is collected in advance
Adding a Deferred Revenue option when setting up a new Event:
It looks like when you set up a new event in CSuite you need to select a revenue account. However, our procedures (and GAAP standards) dictate that revenue incurred in months prior to the month when "the performance obligation is met" must be allocated to deferred revenue rather than a current revenue account. Deferred revenue is not currently an option for this, and only back-end journaling workarounds exist to remedy it. The clean fix would be to allow for non-revenue accounts to be selected when setting up an event.…
6 votes -
Barb@jewishtoledo.org
Is there any way you can program the system to generate the actual age of a donor? Our organization runs reports, lists, mailing labels, etc. by age groups from Raiser's Edge/Blackbaud. Having this system give us the current age would be extremely helpful. Otherwise, we have to export the report into an excel file and add a formula to show the persons current age which is time consuming.
2 votes -
fund balance report
On the Fund Balance Report: Could you please add ability to see fields for fund group, fund subgroup, fund division and fund segment - especially on the Export of the report.
5 votes -
Upload IDs - Legacy Profile Code
It would be extremely helpful to us, as we continue to clean up our data after implementation, to be able to create reports, and group profiles, by Uploading Legacy Profile Code IDs. We're still grabbing data from our previous system, and those records do not have any connection to their counterpart Profile Id in CSuite.
5 votes -
Link file to fund
Add the ability to link a file to a fund (similar to how you can link notes on a profile to a fund).
7 votes -
Campaign Profile Note
It would be great to have a note that lives specifically on individual campaign profiles. We track unsubscribes from our e-newsletters, and instead of bogging down the individual's main profile page with notes, it would be great to have one tying back to the specific campaign they unsubscribed from.
4 votes
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