We are having a tough time making our balance swap an efficient process. It would help tremendously to be able to sort any of the columns in the "Balance Swaps as Needed" section. Being able sort the "account to" and "account from" columns would be amazing, but all of them would be great. Thanks

Include when a donation is deleted in the log file.

In the General Ledger, you can specify a number of parameters (date range, fund, account, etc). You can edit the date range without having to go back to the beginning. But the other parameters, you can only clear. You cannot edit them. It would be very helpful to be able to change the fund or the account or the division, etc. without having to start over.

Add Board date to grant and whether it was ratified, approved or action without a meeting.

I would like to add tributes (in memory and in honor) to the grant requests portal so fund advisors can use this when requesting grants.

Show profile number for reference beside name in the dropdown as you are searching for organizations/profiles in case of multiple organizations or like names/organizations.

A method to choose what account and option if donation is spendable when processed through Stripe. Easy method to adjust these donations that should not go to the default account.

It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up like notes do (or at least having that option for them to show up). We are used to the "contacts" tab in FIMS which both informed the team of communications between donors and staff as well as provided an option to follow up if necessary. Thanks

Please fix it so that the Grant Summary may be edited even after the grant is posted and approved. Perhaps in the same manner that the Description may be edited.

Would be great if we could duplicate donations the way you can duplicate/copy vouchers.

We have some donors that give the same amount every time (but not recurring).

It would also be good to have the ability to choose the payment method for regular recurring donations that aren't paid by credit card (e.g. through direct deposit or Canada Helps, for instance). We have several monthly donors who don't pay by credit card and we currently have to enter the same information each month.

For the 990 report under the "Nonprofit" section there needs to be additional columns added in order to meet IRS reporting requirements. We need the IRC added as well as the grant purpose.

To have a "Start date" and "End Date" for a campaign would be nice. There are several events that are multiple day events. How can you distinguish the "Campaign Date" for a start or ending date? Also, this should be implemented in GLM/SLM. For the follow ups and we have 2 renewal scholarships which dates vary from regular scholarships.

When receiving multiple gifts for the same tribute and each donor has requested a different person to be notified of their gift, there is no way to tell which person is to be notified of which donor's gift.

Also, when receiving multiple gifts for the same tribute and some donors have requested a person to be notified and others haven't, there is no way to tell which donor has requested a notification of their gift to be sent and which donor has no requested a notification to be sent.

Please provide clarification.

it would be AWESOME to see everything in one place. When viewing the till, it would be great to see more details of the till screen. Having amounts the same for various campaigns and/or memberships of donor circles is quite difficult to decipher the purposes. Having to find a needle in a haystack is too time consuming because time is of the essence. Please consider details, details, details in one location....just like a super target or super walmart...ONE STOP SHOP :-)

Currently we have to be in profiles or donors in order to link a fund and profile to a note. It would be nice to have the option of linking a profile to any note added within CSuite.

Create development dashboard from the opportunities module (IdeaLab Live during YFWB). Include
- Open $ by type and open $ by stage
- Allow option to select opportunity type
- Open / Closed $ By Owner
- Open / Closed Breakdown
- Historic comparisons
- Opportunities by donor interest area

We really think that when you look at the financials, the default view should be the detailed view so that you can "choose" to roll them up if you want, otherwise you or another staff person may not realize there are sub accounts. ALSO - the rolled up view should be a sum the sub accounts and the main account.

We get donations to our annual operating fund from our DAF owners.

We'd like to have a template that would enable us to send a "courtesy" thank you to the DAF owner who advised this donation. This is obviously not a tax receipt, but just a way of us thanking them for donating to us via their DAF. It would be great to have a template for this purpose.