Currently, online donations via Stripe create a New Profile if the donor enters different data in any of these four fields: First Name, Last Name, Phone, Email. For orgs that receive numerous online gifts, the duplicates can quickly become a nightmare. We suggest the Stripe-CSuite data matching be modified to look for a match on 2 of 3 fields - say, last name, street address or email address, to reduce the number of duplicate profiles.

Please also:
- add 'date created', and the ability to sort by date created in the duplicates form
-devise a bulk de-deduping process

It would be great if we could have a way to organize the files attached to a fund or profile... some type of folder feature?

When merging a duplicate with two identical addresses, merged profile should only include one address, as it does with email or phone numbers.

When viewing the historical grants, it would be great if they sorted in reverse chronological order (newest to oldest) instead of oldest first.

Please give us the option to choose an existing profile for a memorial/honor contact INSTEAD of creating a new profile every time. This wastes our time later because we have to merge profiles. Thanks!

Attaching/uploading a copy of the actual bank statement directly to the bank reconciliation file created gives all the documentation needed at all levels of this process. The "Attach File" option is available in other transaction processes within CSuite...bank reconciliations should be included as well.

For multi-year grants, it would be nice to have a way to be alert to grant payments that need to be initiated.

We need a way to test send emails from the system, particularly those that go with fund statements. Even though we can see the preview in Content, this doesn't simulate how different email providers will handle the email. Both times we've sent out our quarterly fund statements, despite our best efforts, we realize a mistake only after seeing it hit fund advisors' actual inboxes.

It would be very helpful to have a detailed general ledger report of all the transactions for a particular fund or set of funds to review data. Most systems have a report that is often requested by auditors and fundholders to get a complete picture of all the detailed line items that have gone into their fund.

This report would make it easier to review data.

Please add commas to the formatting for printed checks. With the template the amount ten thousand prints as 10000 and it looks unprofessional and is confusing. Thank you!

Currently, it is only possible to add 1 tribute per donation in Community Suite. Is there a way to add the ability to apply multiple tributes? And have them pulled into the acknowledgement letter template?

Split payments to multiple funds in one screen
We will have donors give to 20+ funds in one payment. It would be great to be able to split the payments in one screen with drop downs for each fund and amount applied. Currently, there are too many steps in the split payment process with the potential of errors.

I recently discovered that marking a profile deceased did not prevent donation notification emails from being sent to this fund advisor. Knowing this now, I will always delete a deceased profile's fund advisor access as well as marking their profile deceased. However, it would be very helpful if after a profile is marked deceased, the system would refer to that and not send any automated emails to that profile. Thanks for considering!

Please make transaction logs available for every type of transaction (included deleted) that show user, date, transaction number and action taken. I had a deposit deleted and cannot find out who did it (it was a mistake I'm sure). Every accounting program I have worked with has some sort of running record that shows who did what and when. It's an excellent tool when building roles for access and for auditing.

Would it be possible to add the ability to have folders for funds and within the Donor Portal? We are finding the ability to add files useful, but having the ability to organize files into folders would be more efficient and make the files easier to find. Thanks!

Would be FANTASTIC to be able to enter a batch of donations, review them on a report and post as a batch, rather than having to post after each donation ( to create a deposit in the till )

The new zip code feature is not efficient. The auto-fill feature of the zip code was helpful. Now it is gone. This means, the problem for a few is now the problem for all. In that I now have to take time to enter the citystatezip for all profiles. How about, let's keep the autofill zip code feature and provide the option to change the citystate from that same window. That would be helpful.

When profiles are added to campaigns, they are automatically assigned the "Profile is" designation of "donor." This is not true. Some invitees might be grantees or prospects. As a result the designation of donor becomes useless as a sorting field for segmenting profiles in reports. Please disconnect that default or allow for us to remove the "is donor" tag without having to also remove a profile from a campaign.