49 results found
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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 -
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 -
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 -
Drill into Expense/Revenue from Profile
Would like the ability to drill into the expense/revenue record from the profile cards. For example, I'm looking at an Org profile and am looking at the expense card. I want to be able to click on an expense and be taken to that record in accounting.
5 votes -
Bank Transaction Integration
Please build an integration with banking no different than the functionality supported by Quickbooks. EVERY CLIENT HAS A BANK ACCOUNT! This activity is repeated every month by every client. The ability to MATCH and assign accounts, program/services & opportunities should be designed to facilitate full posting information.
5 votes -
allow drag and drop for file attachment
currently have to upload each file separately, one at a time, from a folder on my computer. Would be nice to drag and drop.
5 votes -
Banking→deposits and/or payments, allow me to return the place I was working when I het back
- I am working banking→payments or deposits.
- I adjust my view to 250 transactions to scroll down to see a payment from previous months.
- When I view an individual transaction and then finish, I always am thrown back into the main view page with only a handful of recent transactions.
- I have to change my view again to 250, then scroll down to the previous payment again to get back to where I was working. This takes up an inordinate amount of time and would be frustrating to those working in book keeping.
- Could you just allow me to go back…
5 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 -
Allow for Custom Configurations by Task
Current configurations apply to all tasks (Example: setting an email reminder for an approaching due date). It would be great if I could set custom configurations by task or types of tasks (reports = reminder 30 days out, general tasks 15 days, etc).
4 votes -
Hiding inactive accounts
Ability to hide accounts that are inactive [accounts that got pulled over for historical purposes, but we do not actively use them anymore].
4 votes -
Budget Reports - Expand/Collapse
I'd like to expand/collapse in Budget reporting just like we can in other reports.
4 votes -
Global Search / Keyword Search
Global Search: (1) Search keywords in emails you sent. (2) Search keywords in Notes/Tasks descriptions (3) Search keywords in Opportunity descriptions.
4 votes -
More payment options for donation collection via Donation Form and Donation Hub
Apple Pay, Pay Pal, have been the two I have heard the most
4 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 -
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 -
All filters for all custom reports
When creating custom reports, you should be able to create a custom donor report (not just adding filters to the default), and all custom reports should have the same filters available. Attempting to create custom reports with all the data we need within one report is sometimes impossible because not all report topics offer the same filters.
3 votes -
Tasks
For recurring tasks, please create functionality to be able to duplicate existing tasks then modify as needed rather than having to recreate them over and over.
3 votes -
Vendor name on Check Stub
We use our check stubs in multiple areas and do not necessarily have it attached to an invoice - the name of the Vendor does not print on the stubs that we keep. We will have to hand write it and when processing a batch of 30-40 checks at a time, that will be time consuming. Is it possible to add that field to the stub?
3 votes -
Revenue and Expense Cards Next to Each Other on an Opportunity
On an Opportunity, we would like the Revenue and Expense cards to be side by side each other, rather than having to scroll down to see the Expenses. This makes the user's experience better, so they may see the most important information at the top next to each other.
3 votes -
3 votes
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