49 results found
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Separate Description for Allocation Line Items
It would be helpful to be able to put a description for each line item of an expense that's allocated to different account codes. That way we'll know exactly what each allocated $$ was for.
3 votes -
Sequence of added Revenue
When entering individual donations they do not appear to show up in the order they were entered. This makes it difficult to follow and compare what has/has not been entered. For instance, I just entered two donations. One appeared at the top of the list and the other was found down below in the middle of posted donations. It would be ideal to have the donations show up in a sequential order based on the order in which they were entered. Thank you.
4 votes -
Donor information when logging revenue
When adding Revenue and selecting a name for the "Received from" field, is it possible to include the donor's address? This would not only help differentiate between donors with the same name, but help in a situation when the donor's address has changed. If the donor's address is not visible we cannot compare it to the address they are providing on their check or return envelope. Thank you.
6 votes -
CRM: Revenue Summary
In cases where a donor has made many donations and therefore has a lengthy revenue summary, we are unable to scroll down to the very bottom of the summary.
When we try to scroll down to the bottom, it automatically jumps back up to the top several entries.
4 votes -
Create newsletter subscribers off website in CRM
Part of getting more donors is building your list of interested individuals. One was is to build a strong newsletter and have the call to action of 'subscribe' on the website. It would be nice to have these new profiles be added to your CRM
7 votes -
Allow 3-part check format with check in middle position
We have multiple checking accounts and all use 3-part checks with check in the middle; changing to only top check will require new checks at a cost of several hundred dollars
2 votes -
Allocation Tables by $, not just %
When I'm using allocation tables, I want the ability to allocate the amount by dollars instead of percentages. This will be important as I allocate funds from different grant amounts I receive.
5 votes -
Need a way to identify a vendor's FEDin or SSN
Vendors need to be identified if they require a 1099 (SSN) or their EIN for In-Kind Services or Goods (required by IRS).
3 votes -
Bulk generate and send Gift Letters
There is no bulk way to generate gift letters. Creating singular communications will literally add hours to the process. There is also not an option to print out the gift letter - Print Screen captures the Email headings from the template.
7 votes
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