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207 results found
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8 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
Madison Leighty
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8 votesMadison Leighty
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33 votesMadison Leighty
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16 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Madison Leighty
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8 votesMadison Leighty
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24 votes
An error occurred while saving the comment Madison Leighty
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20 votesMadison Leighty
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20 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Madison Leighty
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9 votesMadison Leighty
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5 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Madison Leighty
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19 votesProposed Idea · 7 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Madison Leighty
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89 votesMadison Leighty
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6 votesMadison Leighty
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14 votesMadison Leighty
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7 votesMadison Leighty
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63 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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40 votesProposed Idea · 9 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
An error occurred while saving the comment Madison Leighty
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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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14 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Madison Leighty
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102 votesMadison Leighty
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52 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).