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211 results found

  1. FA Donation notifications should include tribute information

    72 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michelle Schneider supported this idea  · 
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    Michelle Schneider commented  · 

    It would be helpful to include the tribute name in the email that is sent to a Fund Advisor when a donation is made to their fund.

    Specifically, we would like to see the same information that is listed in the cart on the donation portal. When someone makes a donation and includes tribute details, in the cart, you show the following information:

    "Donation to fund :: (fund name)
    Tribute: In Memory/Honor of (tribute name) / Notify: (notify name)"

    This would ease a great deal of the processing we currently do to provide this tribute information to fund advisors.

  2. Be able to update RSVPs in bulk

    26 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michelle Schneider commented  · 

    Agree with the struggle that Stan expressed. Also think this pairs nicely with the idea of not requiring an invoice to "sell" a free ticket in the backend -
    https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/47318660-do-not-require-an-invoice-to-sell-a-0-00-free-t

    Michelle Schneider supported this idea  · 

  3. display future year's spendable amount on fund statement

    33 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Michelle Schneider supported this idea  · 

  4. Viewing vouchers under a vendor

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Michelle Schneider supported this idea  · 

  5. Organization's name in event ticket

    49 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michelle Schneider supported this idea  · 

  6. Tickets without Guest Information

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michelle Schneider supported this idea  · 

  7. Add Fields to the Donation Import Template

    20 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Michelle Schneider commented  · 

    Agreed and would also like mailing label and a middle initial.

    Michelle Schneider supported this idea  · 

  8. Custom Report - Event Campaign Guest List

    13 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michelle Schneider commented  · 

    This would be extremely helpful for us. We are working hard to encourage all of our sponsors to update guest information through the event portal. We then need the ability to use the information they are entering to process name tags for the event.

    Michelle Schneider supported this idea  · 

  9. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    64 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michelle Schneider supported this idea  · 

  10. Last Donation Date does not reflect accurate last gift date

    108 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michelle Schneider supported this idea  · 

  11. Do Not Allow Admin Fee to make a Fund Balance Negative

    27 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Michelle Schneider supported this idea  · 

  12. Event campaigns - adding fund advisor ability to view in portal

    9 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Michelle Schneider supported this idea  · 

  13. Add to Calendar on Emailed Event Receipt and/or Event page

    40 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michelle Schneider supported this idea  · 

  14. Merge suggestion should automatically be removed when an individual is added to household

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michelle Schneider supported this idea  · 

  15. online donations creating new profiles each time

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Michelle Schneider supported this idea  · 

  16. Tribute bucket shows number of tributes needing to be sent in parentheses

    32 votes

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    9 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Michelle Schneider commented  · 

    Love this idea!

    Michelle Schneider supported this idea  · 

  17. Ability to Change Non-Notify Tribute Details

    22 votes

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    2 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Michelle Schneider shared this idea  · 

  18. Ticket Purchasing: Multiple Ticket Types option on one screen

    60 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Michelle Schneider supported this idea  · 

  19. QR Code generated for online tickets sold for fundraising events & check in capabilities

    19 votes

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    0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michelle Schneider supported this idea  · 

  20. Closed Funds should appear in Red in Relationships tab

    90 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Michelle Schneider supported this idea  · 
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