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1422 results found
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Inactive Vendor
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.
2 votes -
Make Promote Date reportable?
With the new ability to create a "promote end date" for a promoted fund (awesome!!) it would be great to be able to report on those. Our public-facing fund descriptions often change after a period of promotion, and it would be great if we could easily find funds whose promotion has expired so that we can adjust the fund summary.
Than you!
2 votes -
Campaign Fundraising Income Statements - add filters
In Campaign / Events / Income Statements - please create the ability to add filters. Currently, on fundraising events, the income statement pulls revenue from a fees/general ledger account that does not relate to the actual event revenue and should not be mixed in with the fundraising general ledger activity. This results in always having an incorrect Income Statement for Fundraising Events tied to specific fund types where other fees might occur.
1 vote -
batch update award date in scholarship list
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.
2 votes -
Linkedin
It would be great if you could create a text field for the LinkedIn URL.
2 votes -
Show Additional Funds - Sort Order and Groupings
Please implement additional sorting options for funds that are not promoted, but show up on the "Show Additional Funds" page. Currently, this page sorts alphabetically.
It would be great if those funds could be sorted in different ways, including but not limited to fixed numerical ordering, like you can with promoted funds.
Also, it would be helpful if the funds could be grouped based on fund group, sub-group, division, or segment. Then, sorting within each of those groupings as well.
4 votes -
More Relative Date options: Yesterday and Today
Please add yesterday and today for relative date filtering. We have a lot of scheduled reports we have set to this week, when we really need to check yesterday's or today's information. There is also not a great way to see only today's date unless you put the date in the range which is not intuitive and would take more work than just having a relative date option.
4 votes -
grant to spendable
It would be very helpful to have the option to post internal grants to receiving fund spendable during grant entry. As it is now, we have to post the internal grant, then click on the Donation ID, then click on Apply to Spendable [change].
6 votes -
widget
With the launch of the new Fundraising campaigns, I would love for it to give the capability to export a script code for a widget that would allow some of our fundholders to fundraise on their own websites. We work with a variety of donors that have existing websites and would like the option of a widget to live on their site.
3 votes -
Add option to add a Custom Field to view on a profile's Donor link
Add the option to be able to add a Custom Field in the Donor link on a Profile when viewing a Profile's donation history, if the organization has added a Custom Field associated with a donation. Currently, we have a Custom Field that can be viewed only when we open each donation. We would like to be able to see at a glance, the Custom Field when opening the donation history on a profile. Currently we either have to open each donation to see this field or run a report for a donor when we want to see this field. See attached as an example.
Add the option to be able to add a Custom Field in the Donor link on a Profile when viewing a Profile's donation history, if the organization has added a Custom Field associated with a donation. Currently, we have a Custom Field that can be viewed only when we open each donation. We would like to be able to see at a glance, the Custom Field when opening the donation history on a profile. Currently we either have to open each donation to see this field or run a report for a donor when we want to see this field.…
1 voteProposed Idea · 0 comments · Donations/Pledges/Promises/Public Securities · Edit… · Delete… · Admin → -
campaign start time
Currently, when setting up a campaign, the date that shows in the event registration first page to add tickets shows the end date of the event. However, the time that displays is the start time of the event, making this very confusing and doesn't align with the information being entered for the fields showing on the ticketing page. Suggestion is to fix the date showing noted as START DATE to align with the START TIME. The next screen that allows selecting the number of tickets should then reflect the END DATE and END TIME for ticket sales.
In the screenshots the date showing is the event end date.
Currently, when setting up a campaign, the date that shows in the event registration first page to add tickets shows the end date of the event. However, the time that displays is the start time of the event, making this very confusing and doesn't align with the information being entered for the fields showing on the ticketing page. Suggestion is to fix the date showing noted as START DATE to align with the START TIME. The next screen that allows selecting the number of tickets should then reflect the END DATE and END TIME for ticket sales.
In the screenshots…
2 votes -
campaign start time
Currently, when setting up a campaign, the date that shows in the event registration first page to add tickets shows the end date of the event. However, the time that displays is the start time of the event, making this very confusing and doesn't align with the information being entered for the fields showing on the ticketing page. Suggestion is to fix the date showing noted as START DATE to align with the START TIME. The next screen that allows selecting the number of tickets should then reflect the END DATE and END TIME for ticket sales.
In the screenshots the date showing is the event end date.
Currently, when setting up a campaign, the date that shows in the event registration first page to add tickets shows the end date of the event. However, the time that displays is the start time of the event, making this very confusing and doesn't align with the information being entered for the fields showing on the ticketing page. Suggestion is to fix the date showing noted as START DATE to align with the START TIME. The next screen that allows selecting the number of tickets should then reflect the END DATE and END TIME for ticket sales.
In the screenshots…
2 votes -
Add Subscribed & Unsubscribed checkboxes within email fields
We would like to eliminate the need for a custom row for tracking purposes. We would like to see both a Subscribed & Unsubscribed checkbox within the email rows. Sometimes our contacts move orgs or change emails and we'd like to track which email(s) are unsubscribed to ensure we are using the correct information. We would also like this option added in the reporting sections.
9 votes -
default expense accounts
When a fund advisor submits a voucher through their portal we have to have a default expense account set up. Our funds have different expense accounts depending on the type of fund it is. It would be nice if we didn't have to set a default and could just assign an expense account when we create the voucher on the back end OR be able to set these defaults by fund or fund type.
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!
11 votes -
Paid/Check Date as a column in Paid Bucket
Could there be an additional column to include the check date, so that we can see when the voucher was paid, when viewing the paid bucket?
3 votes -
Clarify individual/organization information needed in shopping cart check-out
The shopping cart radio button for Individual or Organization is leading to regular confusion/misinformation as we sell tickets for our fundraiser. It defaults to Individual so naturally people fill that out, but many of our donors are making payments on behalf of their businesses/organizations. Then we have to manually go in and change the donation from the person's name to the business/organization name as the donor. It would be nice to very clearly capture whether the Organization or the Individual is the actual donor and capture the appropriate corresponding information in the cart, to avoid all the manual fixes in the CSuite Donations section. At a minimum, in our case for our event, I would prefer to default to the Organization button over the Individual button. Also, the buttons being on the right of the page are kind of hidden. They should be on the left... or do away with the radio buttons make it a single form to capture organization info if applicable, and recognize when an organization is listed, the donation is from the organization.
The shopping cart radio button for Individual or Organization is leading to regular confusion/misinformation as we sell tickets for our fundraiser. It defaults to Individual so naturally people fill that out, but many of our donors are making payments on behalf of their businesses/organizations. Then we have to manually go in and change the donation from the person's name to the business/organization name as the donor. It would be nice to very clearly capture whether the Organization or the Individual is the actual donor and capture the appropriate corresponding information in the cart, to avoid all the manual fixes in…
3 votes -
Syncing a Csuite campaign into an already existing Mailchimp tag
Can a function be created to sync a new Csuite campaign into an already existing Mailchimp tag? Right now, a new Mailchimp tag has to be created for each Csuite campaign causing clutter in Mailchimp. For reoccurring newsletters, having the option to sync individual campaigns into the same tag would be very helpful.
35 votes -
Opportunities - Grant files
I would love for a successful Opportunity to be turned into a Grant. All correspondence on the activity could then be rolled over to the Grant file.
2 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 audit report.
Most of these reports are quick reports used for both internal and external purposes, and having to export and reformat just to get repeating column headings is a huge waste of time and productivity.
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…
8 votes
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