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1060 results found
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Option to delete more than one report at a time
Please add an option to be able to delete more than one report at a time. I'm searching for reports I've created by date last run (in this case 2022) and after I search, select a report to delete, then confirm delete, the screen goes back to all custom reports and I have to research and do the whole process again to delete another report. Add an option in the Bulk to also be able to delete reports.
4 votes -
Clear Tribute Verbiage
When selecting [clear] next to a tribute on a donation, you are brought to a confirmation page which says "Confirm Donation Delete" yes or no -> the wording on this page is confusing as it seems you may actually be deleting the donation, not the tribute.
Would be nice to update the verbiage to something more clear like "Confirm clear tribute" to avoid confusion4 votes -
Option to filter by Service Area
We support multiple communities. When we show promoted funds on the portal, it would be nice to be able to show them by either Service Area or Group:Division. (Internally, we would be willing to use either of these attributes to assign the appropriate community.)
So when the portal is displayed, users could easily find funds in their community.
4 votesDonors do have the option to search by a service area, so if you displayed them on a fund record, they could sort on "xxxx" and a list of those funds would display. We don't plan on adding sort option to the tables, but are considering more filter options in the future. So changed the title to reflect what is possible.
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Ability to remove Work Organization and Title from Campaign Mailing Addresses
We desperately need an option to remove Work Organization and Title from mailing addresses created from a campaign!
Currently there is no option to remove these fields, which is frustrating because we like to utilize them internally but people's titles and working organizations change frequently.
Also, can we export the mailing labels as a docx?
3 votes -
Donor Portal
Allow Donor Portal users to be able to separate subfunds from the main fund to view financials.
3 votes -
On Home Page left column display Recent Items like in Salesforce, a view of recently viewed records (top 10 of anything with a unique id)
In Salesforce on the home page there is an option to view recent items. It displays the most recent records that the user last looked at. In Csuite this could be anything with a unique id (note, task, profile, fund, vendor, donation, grant, etc.). Even displaying the most recent 5-10. Sometimes you step a way or click out or you need to remember what you last looked at and this can be a helpful tool. I've included a screenshot from Salesforce (with information redacted) and from where I suggest it displays on the home page.
5 votes -
Identifying Yearly Tax Recipients
Would it be possible to create a Boolean field on profiles to indicate that they should receive a Yearly Tax Receipt? The batch process for generating Yearly Tax Receipts relies of filtering the list of Donors, however there does not currently appear to be a consistent field/value available to filter Donor records for this purpose.
2 votes -
1099 Indicator box bulk update
Please allow this box to be bulk updated. I'd like to set them all as "Yes" so that when one is "No" it means we've done the research needed to determine that they are a corporation or otherwise exempt.
2 votes -
non gift tax deductible notifications
For a non-gift, is there a way to generate a notification to thank donors for their gifts that come from another donor advised fund or a commercial fund that do not receive the tax deduction notification?
2 votes -
campaign tax receipt
When you setup a campaign event you are not allowed to suppress the automated online donation tax receipt. So the donor receives the campaign event tax receipt and the online donation tax receipt. It would be helpful if foundant could add a check box to suppress the automated online donations tax receipt letter for campaigns without affecting all online donations.
17 votes -
New Portal: Grants listed in Make a Grant Request
In the Fund Advisor tab, when a user clicks the menu item to make a Grant Request, it leads to a page that lists a bunch of recent grants, but there doesn't seem to be rhyme or reason as to the time frame of the grants listed. I've logged in as different Fund Advisors (with old DAFs) and the grants listed aren't the same time frame. One listed grants as of last May, one listed grants as of last February. It seems strange and arbitrary.
It would be much better to have the Grant Request menu item lead directly to the Create a Grant Request page rather than the extra button click. If someone wants to see their recent grants, they can choose the Grants menu item instead.
If it must lead to the page with seemingly arbitrary recent grants, can we get a definition of what grants are being listed so we can explain it to Fund Advisors?
Thank you.
In the Fund Advisor tab, when a user clicks the menu item to make a Grant Request, it leads to a page that lists a bunch of recent grants, but there doesn't seem to be rhyme or reason as to the time frame of the grants listed. I've logged in as different Fund Advisors (with old DAFs) and the grants listed aren't the same time frame. One listed grants as of last May, one listed grants as of last February. It seems strange and arbitrary.
It would be much better to have the Grant Request menu item lead directly to…
2 votes -
Grant Request: See grantee address on grant request page
When making a grant request fund advisors are able to see the grantee name, but not the address. They can see the address at the review stage before submitting, but this means if they selected the wrong location they need to go back, delete it, find the right grantee and make the grant request all over again. We've gotten some feedback that some fund advisors are afraid to move forward in the grant request process because they are worried they selected the wrong one. If they use the grantee search they can see the address, but if they use the previous grantee option they won't see the address until the end. I think displaying the grantee name and address would alleviate a lot of that concern.
When making a grant request fund advisors are able to see the grantee name, but not the address. They can see the address at the review stage before submitting, but this means if they selected the wrong location they need to go back, delete it, find the right grantee and make the grant request all over again. We've gotten some feedback that some fund advisors are afraid to move forward in the grant request process because they are worried they selected the wrong one. If they use the grantee search they can see the address, but if they use the…
2 votes -
Automated Cart Reminder Email: Allow an option to pick which days of the week it is sent.
Right now, there is an option to either send the Cart Reminder Email daily automatically or manually, which we can control. We think daily is a bit too frequent and would love the option to set which days it is sent. Like Mondays only, or Monday and Wednesday, etc. That way we can control the cadence to work better with our workflows for grant processing, and not overload our users with too many emails.
2 votes -
Yearly tax receipt - would like to bulk email to those with emails and mail to those without emails
We would like to email our yearly tax receipts to donors, but if a profile doesn't have an email the bulk job doesn't complete and all of the profiles without emails are listed so we can add an email to the profile to them run the job again for emailing receipts. In many cases we don't have the donor's email (when they mail a check for example). It would be great if the job would complete and send to those with an email and then create an 'exception report' for those without an email so we can mail those receipts to those donors.
We would like to email our yearly tax receipts to donors, but if a profile doesn't have an email the bulk job doesn't complete and all of the profiles without emails are listed so we can add an email to the profile to them run the job again for emailing receipts. In many cases we don't have the donor's email (when they mail a check for example). It would be great if the job would complete and send to those with an email and then create an 'exception report' for those without an email so we can mail those receipts…
9 votes -
Quick view for attachments on vouchers
I would love to see a column in the Vouchers listing showing which ones have attachments and which do not. Maybe it's just me but sometimes I mean to upload an invoice we've received to a voucher - showing the status of an attachment on a voucher will help me remember which ones to go back and upload.
2 votes -
duplicate data entry
Please auto populate the Nonprofit Directory with an organization's contact information. We have to enter the same information twice which feels quite redundant! It would be much faster if the information appeared and we could then simply edit anything if needed.
2 votes -
Checks Content - Date Merge Fields
Please make available the US(MM/DD/YYY) DateStyle selected in Site Data in the Checks > Content > Check and Voucher Date merge fields.
Currently only YYYY/MM/DD is available .
Thank you .1 vote -
"Grant Letter Template" name as grant report field
"Grant Letter Template" name as grant report field:
It would be very helpful to be able to add the grant letter template name as a field to CSuite grant reports.
This field would allow us to do a quick check of all the recent grants to ensure the right template was applied before printing our grant letters.
6 votes -
New Portal - Grant Request History Export to show Advisor Name field
The Grant History page shows the name of the advisor that made the grant request.
When you go to export this page to a spreadsheet using the Export option, the exported spreadsheet does not include this field. Please add the name of the advisor who made the request to the export spreadsheet.
4 votes -
Financial Package
It would be great if we could create a financial package of specific financial statements with certain filters and column settings and then be able to run it as of a specific time frame and it generates all of the reports into Excel or something.
18 votes
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