1237 results found
-
Have a Fund Advisor be Able to Upload a Document
Have a Fund Advisor be able to upload a document to staff. This would be similar to using a secure email service.
2 votes -
Embed Donations into Personalized Donation Pages
We utilize personalized donation pages on our website to promote specific funds. We want to be able to embed a link to the C-Suite donation page directly within our own unique URL that donors recognize as ours and trust. This is something we were able to do with CanadaHelps, but C-Suite functionality doesn't currently allow it. And the C-Suite donation pages look and feel very different from our web page, due to their limited design capabilities.
6 votes -
Custom Reporting: Portal Edit Report
To maintain data integrity and streamline auditing/reviewing, I propose a Fund Advisor Portal Edit Report that tracks fund advisor profile modifications in the portal. This report would summary any changes that the fund advisor makes to their profile within the portal. This would include, change of username, address, phone number, the new banking information, TIN, SSN, etc. Currently, an email is sent to say there was a change but users have to go into the log to find what was changed or updated. If created, this report will improve oversight, ensuring accurate data and easier auditing/reviewing.
3 votes -
Donation Portal: Filter/Search Funds
An option for users to select multiple fields (radio buttons/checkboxes) rather than just searching for a fund.
So, the checkboxes could allow a user to select two different service areas and filter the funds that way.
Anything in the works for filtering funds?
25 votes -
multifund recurring voucher
Need to create a recurring voucher that has a multi-fund. Currently, I create the lines for each fund's account but can only put in one fund. Once I create the voucher, then I can select the multiple fund. Opportunity for Functional Reporting and Efficiency: We figured out a method to do mutliple fund for functional reporting as transactions are recorded. This allows for timely reporting of by functional accounts. However, it takes more time with our recurring vouchers (75% of our transactions) to edit for the mutliple funds.
2 votes -
Grant Report Due Notifications
It would be great if you could create a task for grant reports that are due and link them to the grant report due, assigned to the individual responsible for collecting and reviewing the reports. That way there would be an easy spot to see any overdue reports and follow up with grantees without having to track in an external location.
1 vote -
View/Edit/Delete Custom Field Import
Previous Journal Entry bulk imports can be viewed/edited/deleted easily. The same should be true of custom field imports. Currently there is no way to reverse a custom field import and since these imports can change large amounts of data, there should be an option to reverse or undo the import.
2 votes -
View/Delete Previous Imports for Custom Fields
For Journal Entry imports, you can view previous imports and view/unpost/delete the transactions tied to those import events. The same should be true for the custom field imports. Right now, there is no way to reverse a custom field import if it is made in error. The poses a threat to the data as large amounts of data can be altered and then lost.
2 votes -
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.
9 votes -
export till
This was suggested in 2022 & archived without being implemented, but I'm re-posting because I would find it very helpful to be able to export the list of undeposited items in the till. I often need to add totals by period and currently have to manually add them. There are also times I need to sort by something other than date.
5 votes -
All Bulk Update Files Consolidated into a Single Bulk Update File
When Bulk Updating profiles, there are four different files to bulk update the profiles with. When editing profiles, we usually need to update all four areas of the profile and this requires us to download and manipulate all four.
Instead, it would be better if they were consolidated into a single file/sheet so we could update all of those fields in one go. This would make this process much less tedious and allow us to make one bulk edit, instead of four individual bulk edits.
We aren't asking to get rid of the four individual bulk update files, but instead,…
9 votes -
Add filters to grant document bucket
It would be helpful to add filters to the grant document bucket similar to all of the other buckets in the grant module.
9 votes -
tribute
When you have a tribute and want to add a Non-Profile Notify that is an organization, you should be able to add a name along with the organization name. We are not going to send a notification to an organization without a person's name attached to it. We want to be sure that it goes to the correct person. Would like the organization name to be there along with first and last name as fields that we can enter.
4 votes -
Donor Portal App
We would like the ability to have a donor portal app, with our Foundation's branding, that users could access from mobile devices.
11 votes -
Financial Views
When adding an account group in the financial view, it would be helpful to be able to have a box "select all" accounts and then unselect the ones that are not needed. Otherwise, it takes a long time to select a large group of accounts.
19 votes -
Bulk set donor designation
In the portal there is now the option to see household donations, which is a feature we highly requested that was implemented recently (https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48809117-household-donations-on-donor-portal). However, if a profile does not have the donor designation, they are unable to see the donor portal when they log in as a fund advisor, thus are unable to benefit from seeing the household donations. In order to allow these profiles to see the household donations, I'd like a bulk way to set the donor designation on to profiles. This way they can have access to the portal. Otherwise, this household donation visible…
2 votes -
Custom Field Report Name for Profile Steward and Fund Steward Are the Same.
I'm not sure when this field changed (recently as I pull reports regularly). The previous field for the steward on a profile was 'Steward' and the field for fund steward on a fund was 'Fund Steward'. This has recently changed to the same field name of 'Steward Employee ID'. The only way you can tell the difference is by what section the field is under, profile or fund. It would be nice to know when fields change on a report so I can ensure that my existing saved reports are pulling accurately.
I suggest changing the field for the fund…
1 vote -
Change Engagement Strategy type of variable
Sometimes you want to run a report to include multiple types of engagement strategies, but not all strategies. There is currently no way to do this in CSuite. If the Engagement Strategy variable type would be changed from Varchar to Array (Like Profile Types) we could select multiple Engagement Strategies at once.
1 vote -
Sponsored org
Can we add sponsored org to the profile of a organization. This would be helpful so if we create a check for an org, that sponsor automatically goes on the check and gets paid. This will also help with record keeping when we pay grantees.
8 votes -
media file library
There could be an image/media library in which I reuse images and PDF files that are uploaded to the cloud
6 votes
- Don't see your idea?