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6 votes
Madison Leighty
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79 votesMadison Leighty
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12 votesMadison Leighty
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4 votesMadison Leighty
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6 votesMadison Leighty
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57 votesMadison Leighty
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34 votesProposed Idea · 6 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
An error occurred while saving the comment Madison Leighty
commented
Yes! Would be great to have all address, salutation, etc. fields for tax receipts and envelopes be the information from the Donation Advisor profile when one is applied to the donation. We have noticed that both envelope addresses and tax receipt salutations tend to reflect donor information, even if the donation advisor address is correctly pulled into the tax receipt. Donation advisors are not an infrequent occurrence for us, so this means we spend unnecessary time correcting this information.
Madison Leighty
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8 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Madison Leighty
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83 votesMadison Leighty
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2 votesMadison Leighty
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46 votesMadison Leighty
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46 votes
An error occurred while saving the comment Madison Leighty
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Similarly, it would also be helpful for household member opportunities to be "rolled up" and viewable from the household profile.
Madison Leighty
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34 votesMadison Leighty
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17 votesMadison Leighty
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14 votesMadison Leighty
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9 votes
An error occurred while saving the comment Madison Leighty
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This is very important. Non-notify tribute gifts are still tribute gifts and should be reflected as such in the donor portal.
Madison Leighty
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15 votesMadison Leighty
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31 votesMadison Leighty
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12 votesMadison Leighty
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47 votesMadison Leighty
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We are currently pulling a report of all funds opened during a particular month and then manually editing the data in Excel to only reflect funds which are celebrating a milestone "anniversary" in a given year. This is time consuming! Other databases have previously given us reporting options which allowed us to pull multiple date ranges and combine them, e.g., pull all funds opened in November of 2022, 2018, 2013, 2008, etc., for a November 2023 anniversary notification. I would love to see something similar in CSuite, both in the funds area and in other custom reports with date ranges (grants, donations, profile birthdays/anniversaries, etc.).