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24 results found

  1. More options for donation collection through Donor Hub

    Apple Pay, Pay Pal, have been the two I have heard the most

    3 votes

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    Proposed Idea  ·  1 comment  ·  Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Drag and Drop

    The Idea Lab has the feature to drag and drop files. This should be a feature in the Files and Notes sections for Fundraising

    1 vote

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    0 comments  ·  Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Folders

    Ability to create folders in files section to organize similar items, create less clutter and easier identification of where items I'm look for

    1 vote

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    0 comments  ·  Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
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  4. 1 vote

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    0 comments  ·  Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Banking→deposits and/or payments, allow me to return the place I was working when I het back

    1. I am working banking→payments or deposits.
    2. I adjust my view to 250 transactions to scroll down to see a payment from previous months.
    3. 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.
    4. 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.
    5. Could you just allow me to go back…
    1 vote

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    0 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Expense Tags in Email Templates

    Be able to put expense-related tags in email templates. Line items, expense amounts, descriptions, etc. This is so that clients can send "proof of payment" to the profiles they send expenses to.

    1 vote

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    0 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
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  7. Keep track of check number based on starting check

    This helps to minimize data entry for each expense paid and reduce errors or missing data in payment entries.

    5 votes

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    Planned  ·  0 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
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  8. Search or filter in CRM- retain results when navigating away from and returning to page

    When you manipulate the CRM data using the search or filter options, it would be great if the database retained those search terms or filters when navigating away from and back to the page. When you have several individuals or organizations with the same name, click into the profile, and determine you needed a different record, you have to re-search/filter to retrieve your results.

    6 votes

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    Planned  ·  0 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
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  9. 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.

    4 votes

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    Proposed Idea  ·  0 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
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  10. 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.

    1 vote

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    Under Consideration  ·  0 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
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  11. 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

    5 votes

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    Proposed Idea  ·  0 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
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  12. Grant User Permissions with Site Invite

    When inviting someone to join a site it currently defaults to view only. It would be great to manage those permissions with the invite to reduce back and forth.

    Clients adding volunteers, new employees, etc. will have to have the individual let them know when the account has been made to grant those permissions.
    CS team will have to go back and forth with clients to get them full access to sites.

    4 votes

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    Planned  ·  0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
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  13. Anonymous gifts

    There is not an option to flag an anonymous gift. This flag would suppress the donors name when you run a report - this is available in CSuite.

    5 votes

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  14. Revenue: Add Check # (or other payment type)

    when recording a check; there is not a space to add the check number.

    5 votes

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  15. 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.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
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  16. Tribute a Donation to "In Memory Of"

    When creating a donation, there is not an option to tie it to a Tribute (Memorial, In honor of)

    9 votes

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    Planned  ·  1 comment  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
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  17. 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.

    2 votes

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    Proposed Idea  ·  0 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
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  18. Search via magnifying glass- option to return more than 10 results

    When you search using the left-hand magnifying glass search in the CRM and Opportunities modules, only 10 results are displayed. It would be great to have a setting to configure the number of results displayed in the drop-down menu.

    2 votes

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    Proposed Idea  ·  0 comments  ·  CRM  ·  Flag idea as inappropriate…  ·  Admin →
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  19. Financial report formats

    The current option appears to be to export to CVS and then format; would be nice not to have to follow this additional step and have reports actually look like financial reports without reformatting

    2 votes

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  20. 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

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