1462 results found
-
Engagement tab should include guests of campaigns
We have some campaigns set up where an org profile has signed up for the event, and then individuals are the guests of the org. OR, someone is signing up on behalf of another person, and that other person is the guest. Those guests, if they are linked to a profile in CSuite, should show up on the Engagement tab under Campaigns, so we can see the full picture of what events a person has attended or RSVPed to.
3 votes -
Bulk Adding Profile Types from a Campaign
I would love to see a new left side menu option in a Campaign to "Bulk Add Profile Type" for profiles that are included on a specific campaign. I end up spending far too much time figuring out which fields to use in the custom reports area trying to achieve this. It would be a great way to streamline bulk adding/removing profiles to/from profile types for things like memberships.
1 vote -
Notes - Order by date (most recent at top)
Currently, notes on profiles are posted in order of note ID. It would be helpful to have a setting to choose how to order notes (ie. by date, ID number, category, etc). OR, at minimum create a new default for all notes to be ordered by date with newest at top.
I have seen multiple other recommendations for this upgrade, but those ideas were archived to lack of interest. I think this would benefit a number of users and should be reopened for consideration!
2 votes -
Revert back to the old Grant UI
The new Grant UI is too confusing and cumbersome to navigate. I'm now required to click between multiple tabs in order to make sure I haven't missed any information, such as special instructions our donors might have included on their grant requests or any files they might have uploaded. It's also our practice to upload original grant suggestions for any grants we create manually. My Grants Manager will now have to click on multiple tabs while reviewing entries to verify that all information is correct and properly recorded. All of this was easier when ALL information was on ONE page.…
13 votes -
Public Security Ticker Symbol Verification
Run a ticker symbol check or allow users to edit ticket symbols without unposting/deleting. Currently, if the symbol is incorrect, the current workflows requires the transaction be deleted, then reentered with the correct symbol. There is no way to edit. Requested on behalf of Alaska Community Foundation.
1 vote -
Add Ability to 'Show/Display' Vendor ACH Details
Add the ability to 'show/display' a vendors ach details. Requested on behalf of Alaska Community Foundation.
1 vote -
User favorites
You should create a favorites page for each user or make it part of their dashboard. Users should be able to select or favorite the items they frequently use, so they don't have to navigate menus to find them. If I want journal entries, vouchers, donations, account transfers, and reports as my favorites, then I can just see those instead of all the menus.
1 vote -
Allow decimal points in quantity for AP import voucher
Please allow decimal points in AP voucher import for quantity - I recently had an expense report with 22 lines of mileage and I thought I could save some time doing an import; however, you cannot use a decimal point in quantity for an import, only in a manually entered voucher.
Allowing the decimals would make mileage much easier to manage using an uploaded AP voucher template!
Thanks!
Michele Jeican
Director of Finance
Northern New York Community Foundation
Watertown, NY 136011 vote -
Attach file to recurring donation
You can't add files to the main recurring ID - only to the individual donations linked to it. We need the option to add information to the main ID so that you don't have to go through each linked donation.
For example, if we get a request to end a recurring donation or update payment, we need to attach to the main donation.4 votes -
Notify assigning staff when a task is completed by another teammate
When a task is assigned by another teammate, they should be notified when such task is completed. This applies most when our Grants and Data Specialist assigns a steward a task to follow up with a DAF advisor on a grant recommendation question (EX: verifying a description for the grant and confirming no improper benefits). Once that task is completed and the steward provides notes on the discussion and next steps, our Grants and Data Specialist is not notified that the task has been completed. The steward has to reach out independently to verify the task was finished. If there…
7 votes -
Donation Totals under Donations Tab of Donor Profile
We have many donors who have given monthly over several years. It is difficult to determine the sum of their total giving when looking at the Donations Tab on their Donor Profile. Is there a way to show a sum for each section under the Donations Tab?
Direct Donations Total
Advised Donations TotalWe do not want to have to run a report to see this information when we are on the individual / household / organization donor profile.
3 votes -
Grant Catalog Donation Review
If you have the Review bucket turned on in donations, grant catalog funding doesn't update until the Review (Needs Review) button in Donations has been clicked. This unnecessarily delays the grant catalog update.
Can grant catalog funding and other internal donations (from one fund to another) be excluded from the Review bucket?
2 votes -
Cancel Scholarship Button
Possibly not a big deal, but I wonder if this would fool anyone: When canceling a scholarship the confirmation button is "cancel." Not sure if anyone would be working fast and realize they didn't want to cancel the scholarship and click cancel wanting to exit from the prompt instead of confirming. Possible update "OK to Cancel"
1 vote -
recurring grants
It would be nice to have a report that shows when a recurring grant expires - showing on a report to easily know what donors to contact.
1 vote -
Notes on Shared Reports
Many of our shared reports require detailed background on how to use correctly -- for instance, when internal donation totals should be included or excluded. Right now, that knowledge has to be stored in a space entirely separate from the report itself, which leads to information-transfer challenges when bringing on new staff. If we could add usage notes to shared reports, we'd know that all staff have the knowledge they need to use reports correctly right there.
The description field is not ideal because you essentially have to save a new report every time you want to edit it.
2 votes -
JE Reports Don't Include Reversing JEs; GL Reports Don't Include JE Creator Nor Approver
For JE object custom reports, all transactions are tied to the same Journal Entry ID, which prevents the report from capturing reversal entries. For example, if a prior-year JE is reversed in the current year, the reversal will not appear when pulling current-year JEs.
The report should include reversal dates, transaction IDs, and account numbers. It should also present reversing entries as separate lines (ideally at the individual line-item level), rather than linking everything back to a single Journal Entry ID.
For audit purposes, we need a complete report of all manual JEs. Currently, this requires pulling two separate reports…
4 votes -
Custom Field Descriptions to Show When Using the Field
My team uses custom fields on opportunities for unique tracking. The description of the custom field is where we have the instructions for how and when to use the field but is only seen if you go to the custom fields page.
Can the description of a custom field appear when USING the custom field? For instance, when you click into the custom field to select from the dropdown menu, you would also see the description of the custom field which explains when you would need to use the custom field. That way my team does not have to reference…
10 votes -
Fund Group Listed in Profile Record
When in the Profile record, it would be helpful for the view in the Relationship tab of the Fund Profile to include the fund group. We need that information for the view to keep from having to open each fund if a fundholder asks about their "Donor Advised Funds", for instance.
4 votes -
Student Probation
Not all, but some of our multi-year scholarships have GPA requirements that place students on probation for a semester. I would love for there to be a toggle or checkbox on the student's profile that would allow us to flag these students. Somewhat like an "alert" in Csuite. It would be helpful rather than keeping a separate list elsewhere.
2 votes -
Profile type directory suggested improvements
First of all, THANK YOU for creating the profile type directory! I was super excited to find out it existed while at Summit. I would love for you to expand the capacity of it and make it similar in function to the Nonprofit Directory with the ability to decide what information to share--even if it was in the setup and not particular to one person/organization. For example, I would love to be able to share a person's name, title, workplace and address in addition to the phone and email. I appreciate you Chris and team!!
14 votes
- Don't see your idea?