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1218 results found

  1. We recently used the mailchimp tag syncing for an event to add the initial invite list. Some of the attendees added were marked in CSuite as Do Not Email, but the sync still added the new tag to their email in Mailchimp so some got the email that did not want them. Just like the csv export, all the emails of any Do Not Email profile should be excluded from the sync so they both should not be added to the audience if they are not on it and they should not be updated with the campaign tag if they…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  2. Would really like to be able to see a calendar view of tasks and deadlines in CommunitySuite or be able to integrate with their Outlook or Google calendar.

    15 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Our organization makes loans to external organizations. It would be helpful if the information from the loan module could be exported to a fund statement. I believe currently only internal loan information is able to be published on a statement.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Fund Statements  ·  Admin →
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  4. Can you make it so that grant letter emails can be tracked? It would be great to be able to run an Undelivered Email report and see if these emails were actually delivered.

    2 votes

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    Proposed Idea  ·  1 comment  ·  Other  ·  Admin →
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  5. Good morning, Foundant! I would like to 'export' a list of newly created profiles by the date option. Right now, I have to highlight the profiles created and export it to excel. It would save time to have the 'export' option at this stage. Thank you for considering my request today.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  6. I am in agreement that they s/b able to correct their contact information but I think it would be better at the profile level to then be toggled "inactive" instead of disappearing altogether "deleted". Instance that just happened they removed their work email and replaced with a personal email, which is fine but now the work email is no longer on their profile at all. Please change to inactivated vs deleted when changes are done on the portal.

    39 votes

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  7. Would it be possible to update the individual and batch processes for Yearly Tax Receipts to save the generated documents to the Donor’s profile?

    4 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  8. Please add the ability to have custom fields on vendors. I'd like to be able to flag those who are corporations, or otherwise meet a 1099 exception so never need a 1099.

    5 votes

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  9. When entering vouchers and searching for a vendor it would be great if inactive vendors did not populate in the drop down while you are typing. If they are inactive they shouldn't be having vouchers charged against them anyways. It would be nice if they also showed at the bottom of the regular search bar instead of mixed in with everything else.

    1 vote

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  10. It would be nice to include an "Item Date" for tax receipts in the foreach item section. Currently, if you wish to include the date of an item/donation for a tax receipt in a table, a SET-REF condition needs to be used within the template.

    1 vote

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  11. Hello,
    We have a need to pull donations for certain subsets of profiles, which we achieve by running profile reports and filtering. However, we need to pull donation reports for these. Which would be simple if we have the option to upload IDs (as you do for other reports) and then be able to run a donation report on that uploaded list.

    1 vote

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  12. We would like a feature that would generate a "welcome to the foundation" letter template for new funds when they are set up.

    2 votes

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  13. We would like the functionality for our fund steward's business contact information to only show in the portal and have another set of public facing contact data to show on promoted/public funds in the giving hub. this way we keep the personal connection within the portal and sensitive contact information away from the public.

    3 votes

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  14. The Allow Grant Request Notes gives us the option for fund advisors to put special instructions in as a note. However, when processing in bulk there is no clear way for the grants administrator to see that there are special instructions on that grant. They would also need to scroll all the way to the bottom to see this in the individual grant. So we have this feature turned off. We would like to turn it on, but we want to make sure that it is clear to our users in the back end that there is a special request…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  15. I would like in a donation report to pull the campaign field. This way we could have a much more detailed donation report or group donations by campaign. Because we would like to see donations that came in because of a campaign and ones not from the campaign in one report. Right now there isn't a way to do this without using the external API and building it in PowerBI.

    1 vote

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  16. It would be nice to batch update the award date and payment date in the scholarship tab of c-suites when they come over from SLM. As it is now, we have to change each scholarship award date and payment date individually.

    1 vote

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  17. It would be great if you could create a text field for the LinkedIn URL.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  18. Automatically Populate Grantee Contact on Internal Grants:

    It would be great if the grantee contact field would automatically populate with the primary fund advisor on the recipient fund for internal grants and/or we could have a drop down menu with fund advisors to pick from, as opposed to having to manually enter the grantee contact via profile ID each time.

    This already happens for external grants-- so it would great to have the same functionality for internal grants.

    Thanks! -TCF

    12 votes

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  19. If you reclass a transaction to a different GL account, then the 1099 status of the current account should be applied and not the original account.

    5 votes

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  20. A. There should be a way to see what information was imputted when they registeded. This would be beneficial so that
    1. If there is an issue with a registration it is easy to see what information was actually submitted and
    2. If they add additional information like phone or address info we did not have before that it could be added to the profile.
    B. When matching registrations to profiles, if the information entered matches a profile with it marked primary, it should trump other profiles not marked primary (aka if matching email, and I have 3 profiles with…

    4 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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