1106 results found
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Add an alert when a profile with a Nonprofit role is edited to check the Nonprofit profile.
When the profile of a Nonprofit Organization is edited, it would be awesome to have some sort of reminder that there is a Nonprofit profile associated with it that may also need to be updated. For example, if an organization profile has a new primary contact and it is also tagged as a nonprofit, most of the time that means the Nonprofit profile primary contact also needs changed, since they are not linked.
8 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.
3 votes -
Add option to toggle off ability to request a RECURRING grant in the standard grant request form on the fund advisor Portal.
Please give us the option to toggle off the option for a fund advisor to request a RECURRING grant through the Portal.
This is a repost of a previous idea that was closed. I think there was a misunderstanding about what we are requesting.
1 vote -
Stripe Terminal
Currently only one person can be assigned to a Stripe Terminal and therefore is the only person that can process payments. We hold multiple events where different staff members will need access. Please add the option of multiple users per terminal. There could be a check box list of all users for our foundation and we could select which ones could have access. Thank you!
16 votes -
Link opportunity to a pledge
It would a great addition to the system if we were able to link pledges to opportunities to help track engagement and follow through.
27 votes -
Underwater Report - Rolling Average
We have an underwater policy that involves calculation of a 12 quarter rolling average of the fund compared to the principal balance. I would love options to add to the underwater report to allow for such calculation.
5 votes -
General Ledger account detail lookup
When doing a lookup in General Ledger for a specific account, it would be beneficial if there were an option to 'save' lookup parameters so users don't have to keep entering the same search criteria multiple times. For example, 90% of the time I am reviewing transactions in only a few GL accounts for the current month's date range. Every time I do this, I have to re-enter the account and date criteria which wastes a lot of time. It would be helpful to be able to save these search criteria and just select these from a list of saved…
2 votes -
Donations
With split donations - the ability to attach documents that will be applied to however many donations there are.
2 votes -
Add Advised Donations to First and Last Donation Dates
Please include advised donations in First and Latest Donation Dates. Or at least the ability to have a setting for which way your organization prefers.
2 votes -
Pledge Reporting - Custom Reports
Add partial cancelation field in pledges in custom reports. This will allow for a formula to get the true amount outstanding for a pledge in custom reports.
I am aware the information is available in the pledge module. Unfortunately, the reports in the pledge module are not able to be linked to PowerBI or Google Looker Studio.3 votes -
New portal for fund advisors - please mark on the profile card which one is the advisor
we don't want to confuse our fund advisors - please put the word "fund advisor" on the profile card if they are a fund advisor - in the new portal.
6 votes -
add a team member to fund steward
Add additional staff members to a profile/fund so a team could work together with fund advisors or prospects. Fund Steward remains primary and additional staff could be secondary/tertiary or even equal members of the supporting team. When a note is added to an opportunity or fund, team members who are also stewards for that fund/profile could be notified to see updates about the fund. This helps with collaboration, covering a fundholder's needs if their fund steward is out, provides updates in real time to members of the team.
10 votes -
Recurrring Donation - Last Donation Date
Recurrring Donations: It would be great if there was a "Last Donation Date" column. It would be helpful when looking for errors and to confirm the recurring donation went through.
2 votes -
It would be helpful to have a report that will show us the scholarships we offer that require an essay and/or open response component. Not a
It would be helpful to have a report that will show us the scholarships we offer that require an essay and/or open response component. Not all scholarships we offer have this requirement, and we would like to identify the scholarships that do.
1 vote -
Promise and Event Tickets
Some donors have committed to attending an event, and we would like the ability to attach event tickets to a promise (with no finance involvement). We cannot use a pledge, as some commitments are paid in various ways and require complex financial processing to adjust and apply payments. Using a promise will enable us to reserve the tickets until payment is applied. This approach will also allow us to present the reserved seats and the remaining balance.
8 votes -
Annual grant letter for an organization - customized merge fields
We would like to create a custom letter that exports all the grant data for an organization in a fiscal year - similar to a donation report for funds.
We are looking at ways to reduce the administrative burden on our grantee partners and one of the things we are looking at is reporting.
Currently in GLM we require our grant recipient organizations to complete a report for every single grant they receive. As some organizations receive over 10 general purposes grants a fiscal year, they have to complete 10 individual reports. To try and relieve this burden, we would…
14 votes -
Grant deletion message
When deleting a grant, have a message appear about making sure you want to delete the grant. I've deleted numerous grants on accident and having an extra step would be helpful to prevent this.
1 vote -
scholarship import
We do a lot of importing of scholarships with new students and having the ability to import birthday and gender on the original import template would save the step of a batch update after the import.
2 votes -
Post internal grants with regular grants
When checks are created for regular grants, please also post the payments for internal grants. Csuite used to do this and now internal grants have to be 'paid' one at time. If there was a reason the functionality was changed, please create an ability to batch 'pay' internal grants.
1 vote -
Campaigns: Additional Permissions
Ability to assign specific campaign permissions? I Create all campaigns, but there are specific staff that manage rsvps for their events. Is there a way to limit access to only apply rsvps to that specific campaign? thanks
3 votes
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