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1422 results found
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Ticket Report with Guest Name
I'd like to be able to view the guest name when looking at ticket reports, currently I have to choose between knowing which ticket it is or who it is for
11 votes -
Custom Reports: Using "And" and "Or" between multiple filters for the same report
For custom reports with multiple fields for criteria, we can currently select either "And" to exist between the filters or "Or". We'd like to be able to have a combination of "And" and "Or" between the filters within the same report.
17 votes -
Fund Portal Recurring Donations to Advised Fund
Create an option so that fundholders can still set up recurring donations to the funds they manage. With the recent change from the left hand option to the Donate button, recurring donations to a private fund are no longer possible.
4 votes -
5 votes
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Recurring/beneficiary scholarships
I would love to be able to set up default scholarship distributions, similar to recurring grants and grant beneficiaries. We have funds that release scholarships every year but there is currently no way to automate this process for scholarships similar to how it can be done for grants through recurring or grant beneficiaries.
3 votes -
Connected Profiles in Notes
While there is the current ability to copy (duplicate) notes, it would be extremely helpful to have a Connected Profiles field, just like we are able to do with Opportunities. That way, if a note needs to be updated/edited, all connected profiles will show the update/edit. As of now, we'd have to find all copies of the note and update/edit each one separately.
6 votes -
Add Tribute Option for Grant Requests
PLEASE give Donor Advisors the option to add an in honor or in memory tribute that also links to tribute notifications where we can download tribute letters.
7 votes -
fund advisor
I discovered today that the left menu under Fund Advisors no loner has an export. It only has "Export Email" on the left menu. Would you please put the normal export on the left menu. To work around I would need to create a report that provides all the information that I used to be able to just export from the Fund Advisor screen with one click.
4 votes -
New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page
In the legacy portal there is a clear way for an Advisor to search for another foundation fund to recommend a grant. In the new portal you have to click "Previous Grantee", even if the Advisor has never given to that fund before. There should be a button that says Grant to Another Foundation Fund so that Advisors know where to go to make interfund grants. This is especially important for emergency & disaster response funds and giving circles. Please make it clearer so our Fund Advisors know how to recommend grants to other funds at the foundation.
73 votes -
Profile Type Report - Total Profiles
We would like to be able to run a report or somehow be able to see how many Profiles have a specific Profile Type. There is no way to quickly access this in a single report - we have to run a report for each Profile Type, then see how many profiles populate. Having a list to easy reference the number of profiles that have a Profile Type would be helpful to keep the data clean and up to date.
5 votes -
Resend Auto Emails for Granters and Grantees
When an email did not send and the issue is corrected, we would like the option to resend the emails to granters or grantees notifying them of the grant completion.
3 votes -
Calculations in field while posting vouchers, journal entries etc
Quickbooks online has a feature where in the field you can do some basic math which is convenient for the way we have to post hst in Canada. In a field you can say 300/1.14 to calculate out the tax. It saves having to have a calculator beside you and is very convenient.
3 votes -
Grant Notify
Grant notifications should be triggered when they are moved to paid/complete bucket. Currently the notifications are triggered when the grant is posted/unposted, rather than when the grant is processed for payment. Requested on behalf of Community Foundation of the Ozarks.
3 votes -
Journal entry should not force you to type in 0 in the credit field when posting a debit and vice versa
Journal entry should not force you to type in 0 in the credit field when posting a debit and vice versa
3 votes -
Functional Expense Allocation by Account
It would be helpful to be able to split accounts by functional expenses. For example, Occupancy accounts may not change allocation year over year, so it would be great to be able to set Occupancy accounts to be, for example, 75% G&A, 25% Program. You have enabled allocations on vouchers, but it appears accounts have to be set up as all or nothing, and that is not overly helpful.
4 votes -
shiny new look
Why would you take away the option of not using the Shiny New Look???? Do you listen to your customers when they tell you that it is hard to see, hard to find tabs? Why??
5 votes -
Grant Request Notification - Include More Information
The grant request notifications we currently receive when clients request a grant, contain the name of the fund advisor who submitted the grant request, the grantee name, and the grant amount. We would prefer that the grant request notifications include more information similar to that of the grant request emails that fund advisors receive. The information we would like to see included would be fund name, grantee EIN, grantee address, and grant description.
3 votes -
Fiscal Sponsor Field on Grantee Designation to Auto-Populate on Grants
We would like for the option to assign a Fiscal Sponsor on the Grantee Designation of a grantee's profile so that it automatically populates on a grant record when it is created for that grantee, similar to how the Grant Type field on the Grantee Designation automatically populates on a grant record. This would save users time and avoid forgetting to add the sponsored org to each grant before payment is processed.
4 votes -
Legal Terms for Grant Requests Submitted through the Giving Hub
Currently, the Giving Hub setting that requires donors to review and agree to legal terms (one of CSuite’s latest releases) applies only to donations.
As a donor-directed Foundation, we require donors, each time they make a grant request, to approve and attest to the IRS written acknowledgment confirming that no services or benefits are received in exchange for a distribution.
Having this Giving Hub setting extend to grant requests submitted through the portal would allow for this process to be streamlined.
6 votes -
An Inactive address should not be an option when selecting Print Envelope. Only the active addresses should be an option.
Upon searching I see this was noted in 2023 but do not see that it was ever addressed. We had to inactivate a bunch of addresses that were provided by NCOA and we noticed that when selecting the "print envelope" feature within a person or organization's profile, all of the listed addresses populate to select from...even the "inactive" ones. Because of this you have to select the back button to confirm the active address. Please list only the active addresses and the top option should be the primary address. Please do not show the inactive addresses.
24 votes
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