NonprofitCore Idea Lab

  1. 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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  2. 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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  3. Unposted Revenue Total

    When logging donations in "Revenue" it would be helpful to have a total dollar amount of unposted gifts. This would be an easy comparison of total donations entered and the amount of the bank deposit to be sure that all donations have been included. Currently, I had to manually add up each donation to make sure it matched my bank deposit before I posted them. Thank you.

    4 votes

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  4. 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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  5. 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.

    3 votes

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  6. Ability to duplicate profile information when creating a new profile

    Constituents may have the same address as family members/roommates and it would be helpful to not have to copy and paste the information again

    3 votes

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  7. Grant Tribute notification

    We would like the ability to create a grant tribute notification letter to advise individuals when a tribute was created through a grant.

    Could the field "Grant Beneficiary" be made available to use in an Internal Grant letter template?

    1 vote

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  8. 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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  9. 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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  10. Add Check number for check deposits

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

    5 votes

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  11. Revenue fields

    I'm wondering if it's possible to have all the "Adding Revenue" fields on one screen? (i.e. donor name, date, amount, category, credit account, service, opportunity, etc.) Currently you must go to 3 different screens in order to log one donation. It seems like this process could be simplified and save time if all the information was on one screen.

    2 votes

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  12. Ability to change the Email subject in the automatic donor acknowledgement email

    RIght now it says "thank you for your order" and that's a bit odd!

    1 vote

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  13. 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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  14. More customization for the donor portal

    Would love to see more customization for the donor portal to make it look seamless on our website! The current one looks okay on desktop, but is too wide for mobile users and requires side-scrolling to see all the information.

    1 vote

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  15. Rename the "subnational" tag to State/Providence

    I was not aware of the meaning of Subnational, and since we're a US client focused company I think we should change this tag to State/Providence.

    2 votes

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  16. 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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  17. 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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  18. Eliminating posted gifts from the Add Revenue screen

    Is there a way to archive donations that have been posted so that the "Add Revenue" screen only shows current donations that are being processed to be posted?

    1 vote

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  19. 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.

    1 vote

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  20. 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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