1169 results found
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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.
5 votes -
Campaign Registrations source info and Dedupes
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 -
Create Report that Combines Profiles default report, Profile Log fields and Logs fields
Please create a report that includes the Logs fields When (date and time), Who (who initiated the system action), Ref (link to the specific system action), Log Message (summary of the action) and the Profile Log fields When (date and time), What (profile update information), Who (who initiated the profile update) with all the fields available in the Profiles default report.
Please allow filtering by all of these fields.
This will allow us to see relevant information about updates to profiles all in one place, including profile name and ID, date, user, system action and summary of action.
12 votes -
correct formatting
With the addition of the print option in the left hand menu of pages with C-Suite, the print page option now prints vertical lines between column headings and a box around the data on a page. This visually clutters up the report. Could you please reformat to the old format that just included the horizontal lines making the report easier to read but not cluttered?
Also, it would be EXTREMELY helpful to repeat column headings on multiple page printouts. It's next to impossible to know what data is in each column that is being reported on page 2 of an…
5 votes -
Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields
For numeric fields in a custom report there is currently a "Total Column" checkbox option to total the data from all rows in that column. The total will display in a new row at the bottom of the column.
We'd like the same thing but with the option for Average, Min, Max, Count, etc. Those are only possible now by grouping and removing all other fields. We end up with the calculated value but can't see any of the individual records or details. We can get what we need in Excel by exporting and adding a formula but would like…
27 votes -
Multiple directories tied to profiles
Allow for multiple directories to be tied to profiles. For instance, we use the nonprofit directory feature, which is awesome. We would also like to have a consultant directory. I'm thinking same look and functionality, just allow for more than one directory option.
5 votes -
Primary email for grant letters
It would be SO helpful for the primary email that gets pulled in to email grant letters be for the development person (or whoever should get the letter). This is usually different than the primary email for the grantee (CEO, info account, etc.). I think the best way to do this is on the profile have the ability to mark an email for specific tasks (primary, grant letter recipient, etc.). Thanks!
7 votes -
Fixed Assets and Depreciation
I would love a Deprecation Schedule module in Community Suite! Currently, we pay our auditors to track our fixed assets and we could purchase software, but it would be great to have it integrated. Thanks for considering!
19 votes -
Add classes to fund cards to distinguish promoted funds from advised funds
In the Giving Hub, there is currently no way to differentiate between funds that appear on the promoted-funds page because they are promoted and those that appear there because a logged-in fund advisor is viewing the page. I would like to be able to apply different styles to those two types of fund cards so it is clear to fund advisors at a glance which funds are theirs and which are promoted. To enable this, please add classes to the fund cards that reference the reason they are appearing on the page, such as "promoted-fund" and "advised-fund."
3 votes -
Inactive funds/profiles Search
When searching for a fund/profile, "deceased, inactive" or "closed" is displayed at the very right of the name. Is there a way to make these a different color as well so they stand out better? I'm looking at the left side and would rather not scroll through numerous records to find the open fund/profile.
4 votes -
Add closed funds to fund advisor designation
Now that closed funds have an option to be viewed in the portal, it would be nice to have the option to add closed funds to the fund advisor designation so folk can see the history in the portal.
3 votes -
bulk create voucher requests
Similar to Create Grant Requests in a bulk action from the Grants bucket, it would be nice to have a bulk create voucher requests. Currently, I have to do these one by one and it is a very slow process to have to do that for recurring vendors who are paid through the fund advisor portal.
3 votes -
Revise the CSuite login page
Revise the login page so I don't have to scroll down to enter my username and password, and the same with the next page when I need to scroll down to enter my choice for authentication, and the next page when I have to enter the code. Attached are screen shots showing the inconvenience.
14 votes -
Bi weekly internal for recurring voucher
Now there is no Bi-weekly interval when creating recurring voucher. It would be greatly helpful to have that for organization that do bi-weekly salaries.
7 votes -
Multiple Email Options for Communications
When individuals unsubscribe from Mailchimp emails, it is impossible to discern if they want to unsubscribe just from marketing/ communication emails and who should just simply be marked "do not email". If Foundant could add choices on emails that indicates something to the effect of, "Marketing Emails" and/or "Foundation business" as boxes to check as options, similar to "mailing" or "inactive" for mailing addresses, that would be very helpful. Currently, if someone unsubscribes from a MailChimp blast, there is no way to realistically remove that person from marketing email blasts unless you go 1-by-1 and remove them from every campaign…
36 votes -
krandall@nccommunityfoundation.org
Suggestion for Fundraising Campaigns - Allow the capability for donors to create recurring gifts from the donation page.
1 vote -
Allow donations/pledges to use invoicing and tax receipt functionality
When soliciting donations from larger corporations, many of those organizations are requesting an invoice (or proforma invoice) from us to pay the donation. Currently there is no way to create an invoice and associated it as a donation. If an invoice is created, there is no way associate that payment with a tax receipt and include this payment as a donation on the manual statement of the fund. A huge enhancement would be integrate the invoicing functionality with a 'donation' or a pledge to allow for proper accountability with the fund statement and give the ability for tax receipts to…
6 votes -
Alert report
Alert report - I would like to be able to run a report with all alert notes.
5 votes -
Check register needs to include Description from voucher/grant
The check register export needs to include a Description from the voucher/grant. When I send the check register to committee members, they will ask why did I send a $ amount to a particular recipient. If the description is included, the distribution would be more clear.
4 votesA custom check report could be used to send out. That way you could add the columns that you would like.
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aallieri@cfpbmc.org
Provide the ability to indicate on a profile the use of 'bulk mail pointer'. This was a function in FIMS where the profile could point to a different profile when a mass mail list was being produced. The report (campaign) would have an option to use the bulk mail pointer. This is very helpful when individuals are on more than one profile for different roles they hold. A good example is when a Professional Advisor has a professional profile w/ business address but also has an IND/HH profile w/ home address. We only need to send mail to the home.…
11 votes
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