Settings and activity
269 results found
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26 votes
Madison Leighty
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21 votesMadison Leighty
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27 votesMadison Leighty
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20 votesMadison Leighty
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87 votesMadison Leighty
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81 votesMadison Leighty
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27 votesMadison Leighty
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39 votesMadison Leighty
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35 votes
An error occurred while saving the comment Madison Leighty
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27 votesProposed Idea · 11 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Madison Leighty
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66 votesMadison Leighty
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An error occurred while saving the comment Madison 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.).
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116 votesMadison Leighty
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83 votesMadison Leighty
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64 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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23 votes
Hello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Madison Leighty
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60 votes
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.
Madison Leighty
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21 votesMadison Leighty
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25 votesUnder Consideration · 3 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Madison Leighty
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50 votesMadison Leighty
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116 votesMadison Leighty
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We also struggle to manage varying communication preferences, especially as we'd like to do so without creating an unmanageable number of profile type codes. It would be great to classify profiles based on common donor preferences like "no solicitation," "no newsletter," or "no mass communications." We are committed both to our marketing strategy and to our donors' communications wishes, but it would be a lot easier to manage both of these priorities if there were some tools in our database for doing so.
It would also be nice to see more communication options applicable to individual mailing addresses or email addresses e.g. newsletter address, statement address, mass mailing address (along the lines of the current Pay, Mail, and Primary options).