1023 results found
-
Tributes sent - should be in the logs for the profile receiving the notification
Again, with my struggle for documenting when a tribute was sent and who & how it was sent to - please make this reportable.
7 votes -
Update Split Interest Values
Need the ability to update split interest values at the end of the year. Would currently have to write adjusting entries for their over 600 CGAs and CRTs, which is not a feasible solution.
2 votes -
Custom Report - Event Campaign Guest List
Would like the ability to create a custom report for an event campaign guest list. Ideally all fields from the "Guest List" export (located in the campaign profiles tab) would be included as well as "work organization" and "work title" from an individual profile.
Use case: Professional advisors attend an event and are invited by an organization that is not their employer. When printing name tags for the event, if a profile has a work organization and title, would like to pull this information onto the name tags (not the organization that registered the individual for the event).
13 votes -
Combine credit card fees with the donation amount
Instead of having two separate "entries" for a donation when a donor is covering the CC fees, it would be great for those two numbers to be combined and show as one donation. When this process generates two donations, i.e., $500 donation and $23.50 in credit card fees, when you run a report for the Fund Advisor to update them on the number of donations that the Fund received, the number is not accurate because it is counting some of donations as two.
117 votes -
Grant Catalog Item Donations
Currently, Grant Catalog only accepts monetary donations to support the needs of Grantees. We would like to propose an additional option allowing donors to contribute essential items, which could then be tracked through the platform. For example, we envision connecting Grantees with local hardware businesses to provide computers and other tangible resources.
1 vote -
Donor Advisor Portal
My idea is for the donor portal. When a donor advisor submits a grant, it would be super helpful for the "short name" of the fund to populate on the Grant Request page that we use to process the grant. The fund name populates but we use the short name when processing through payables to pay the grant. We have several donors who have more than one fund and this would take human error out of the process.
I am not talking about the donor choosing the wrong fund on their donor portal. I am talking about the Grant Request…2 votes -
invoice
We hold a paid program for executive directors for other local nonprofits every other year. We use C-Suite's Invoices to invoice the nonprofits. For those nonprofits that pay by credit card, the transaction ends up in Donations. It would be great to link their "donation" to their open invoice.
1 voteIn the new portal, a profile will be able to pay an invoice by credit card with the customer tab enabled. This could eliminate this problem. To apply a credit card payment to an invoice, it must be a profile payment, not a donation.
-
Add a Documents/Resources tab to the new Donor Portal
Could you please add a Documents/Resources tab to the new non-Fund Advisor portal. We would use this tab to post announcements and news of our initiatives that these donors may not see otherwise.
2 votes -
Fiscal sponsor: Display on Grantee tab of profile
Please include fiscally sponsored grants on the Grantee tab of the sponsored organization - similar to advised gifts on the donor tab
3 votes -
Bulk change check numbers
Unfortunately, checks are sometimes loaded out of order. In our old system, we were able to renumber checks beginning and ending with specific numbers. We need a way to renumber multiples without changing them one by one.
3 votes -
grant notification to grantees - have two default emails
Currently the grant notification to grantees includes one default email and the option to manually add a second email notice. Is it possible to allow us to have a second default email load rather than adding manually. We have a number of grantees who have two people they want to receive a notice and it is not conducive to have to always remember to add the second person.
19 votes -
award date
When paying out a scholarship, currently, the award date can be later than the payment date. There should be a safeguard in place where this can't happen, in case someone makes a mistake.
2 votes -
Global Search - search report names and ids
I would like the function to search by report name and report ID in the global search.
1 vote -
Donor email merge field for tax receipts
Please can we have the donor/recipient email field added to the templates field list for tax receipts.
3 votes -
Auto Tax Receipt and Event Ticket Receipt based on Donation Amount
The option to auto tax receipt based on the donation amount would be very beneficial as not every single small donation needs a tax receipt. This would be a setting in the donations settings that allows for the inputting of an amount and should that threshold be reached, then the donation or event ticket receipt would be automated. Otherwise, it would have to be manually processed.
3 votes -
Bulk Post Pledges - New Bucket
After importing pledges into CSuite users are unable to bulk post all of the pledges listed in the new bucket. This requires the user to click into each pledge & then post. This requires additional setup time when working with a high volume of pledges.
3 votes -
Campaign - Linked to Pledge on Pledge Import
When bulk importing pledges it is not possible to include the campaign that is associated with each of the pledges that are being imported. It has to be added 1 by 1 after the pledge is in CSuite which requires additional setup time after the import. This would save time when setting up pledges associated with a campaign in CSuite.
3 votes -
Single Sign On with Microsoft 365
Could C-Suite consider integrating single sign on capabilities with Microsoft 365 for employees? This would increase security and cut back on the number of passwords to maintain per user.
6 votes -
Ability to Change Non-Notify Tribute Details
If the donor fails to enter anything in the 'Whom to notify' area, the donation will result as a non-notify tribute. As the donor as elected not to notify the tribute, we are unable to modify and link to an established tribute.
We have chosen NOT to display our tribute names to the portal for several reasons. Now that CSuite assumes that if someone enters a Tribute name without notify contact information, that means the donor does not want to send a notification. However we are finding that the donor may have simply not known who to notify.
Our ask…
22 votes -
opportunity letter - need option to email
When using an Opportunity Template, the only option is to print the letters, there's no option to email them. Please incorporate the option to email letters in batch (all records selected from the listing of open opportunities) for Opportunities.
2 votes
- Don't see your idea?