1125 results found
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Secondary Assignee Notification/Tracking
While it’s great that we can now add a secondary assignee to an opportunity, it doesn’t add much value if the secondary assignee isn’t notified or made aware of their designation. At the very least, it would be helpful if they received an alert letting them know they’ve been added, but ideally those opportunities would also appear on their “My Open” page so they can easily keep track of them.
11 votes -
1099 - Add Mailing Address to Report
The 1099 report pulls the Primary address for a profile, but we need it to pull the Mailing address, the Primary for us is the Physical address. Please add a column for the Mailing Address so that we do not need to check each profile and update addresses before submitting.
I also suggest that you add a column for primary email address as then we could email the 1099s through the filing systems.
Thank you!
54 votes -
Column Spacing for Fund Statement List on Portal
On the Fund Statement page of the new fund advisor portal, the list has 3 columns -- Description, Date, and View. The Date column is much wider in the full page view and the description is too tight. Is it possible to better space those columns so that it fits better the width of the information in the column?
40 votes -
Unwanted Updates to Bank Reconcile
Please bring back a couple of features with Bank Recs!
Please allow for sorting transactions by check number again. I can now filter to only checks but they're not always in order and I don't see any way to make it so.
Allow for easier unreconciling/rereconciling. It used to be if I had to fix something from three months ago that required unreconciling the bank account, I could rereconcile with only one click. Now I have to go in and uncheck every transaction for the following months, reconcile the first month, recheck all the items for the second month, reconcile…
45 votes -
aallieri@cfpbmc.org
Implement an easy way for our fund advisors to make an internal donation from their fund to our Community Foundation fund. Right now, it's done through Grant Request but this requires a number of steps and is not intuitive.
10 votes -
CSuite Interface Contrast
While the updates to the menu and profile layouts for CSuite are exciting, it is really hard to look at now. I am in my thirties and I have a hard time reading the screen. Is there a possibility of making the CSuite page more UI-friendly? It's just so hard to look at and I use CSuite for like 80% of the day. I don't want my eye sight to fade away this early in my life.
11 votes -
Indicate required fields with an asterisk
A great enhancement would be to indicate which fields are required when creating a new record (profile, donation, grants, voucher, etc.) --- such as an asterisk to indicate that a field is required. This is a well-known standard.
Currently, the only indicator is an error message when saving/posting.106 votes -
Portal: Display donor mailing label or recognition name instead of name
Options for how fund advisors see donor info -- When displaying donor info to a fund advisor in the portal, we should have options for how the name is displayed. In many cases, it would be great to have the Mailing Label field (e.g. J. Jackson Smith) or Recognition Name field (e.g. Jack Smith) showing instead of the Name field (e.g. Smith, Jonathan Jackson).
62 votes -
Enable Donate Button for Individual Grants/Funds in the Grant Catalog
Currently, the Grant Catalog settings only allow us to show or hide the "Donate" button across all requests at once. While this is useful for previewing the catalog before donations open, it limits flexibility.
We would love the option to control visibility of the "Donate" button on an individual grant or fund basis. For example, being able to hide the button on some grants/funds while keeping it live for others.
Use Case:
Allowing certain funds/requests to accept donations earlier than others.
Running phased giving opportunities where some requests are open and others are still in preview.
Supporting match pools or…
10 votes -
New look navigation top menu
With the new CSuite Look that was rolled out, we can no longer customize what's on the top menu. This has impacted both our finance team and grants/scholarship team. For grants - I now have to click on Money Out or Home to get to the grants bucket (or likewise for scholarships). Will we get the functionality back to customize the top menu?
10 votes -
Customize Event/Ticket Registration Fields
Allow additional information to be gathered when people are registering for events. Information such as dietary needs, guest age, consenting to/ understanding guidelines, etc. would be handy.
7 votes -
Allow a Ticket Cap
Allow a ticket cap to be implemented so that there is a maximum amount of tickets that can be claimed in one transaction.
6 votes -
Cart Button for Affiliates in Portal
When an affiliate logs into the portal and submits grant requests, the "cart" button does not appear for them. They must go to the left hand navigation to navigate to the Grant Requests page where the grants are in the cart. It would make more sense for them to have the same "cart" button appear like other funds.
11 votes -
Toggle off closed accounts in bank reconcile
I would like to be able to toggle off the closed accounts in the bank reconciliation page. I see the sense in being able to see them sometimes, but I think the reconciliation page will become cluttered over time.
43 votes -
Interfund transfer and promises
We would like to be able to apply an interfund transfer to a Promise as payment.
10 votes -
populate household address
When creating individual profiles from an existing household profile, please automatically populate the household address.
13 votes -
% Probability Field within Opportunities
I would love if there were a % probability field within opportunities for development/philanthropic services financial projections & reporting!
12 votes -
aallieri@cfpbmc.org
Allow new Chat box to pop out so can still see when moving from the page where it was initiated. This feature was available with the old chat.
7 votes -
An Inactive address should not be an option when selecting Print Envelope. Only the active addresses should be an option.
Upon searching I see this was noted in 2023 but do not see that it was ever addressed. We had to inactivate a bunch of addresses that were provided by NCOA and we noticed that when selecting the "print envelope" feature within a person or organization's profile, all of the listed addresses populate to select from...even the "inactive" ones. Because of this you have to select the back button to confirm the active address. Please list only the active addresses and the top option should be the primary address. Please do not show the inactive addresses.
15 votes -
Fund Advisor Options - Donations and Grants Emails
We would love the option of toggling donations and grants notifications BY THE FUND for fund advisors. We add designated funds for our designated fund recipients so they can see previous year's grants, BUT we don't want them to receive the grants notification email when the grant is made, since some funds benefit more than one organization.
41 votes
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