824 results found
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mobile adaptive online portals
The current layout/style does not adapt well to different screen sizes.
4 votes -
import voucher - add check memo field
Since the check memo field is now entered at the voucher creation stage, it would be great if the import voucher CSV template could be updated to include a check memo field.
4 votes -
Available to Grant in Fund Advisor Portal Should Not Show a Negative Number
With the downturn in the markets we have more funds than usual that are underwater and have no spendable income available to grant. Those funds are currently showing a negative number in the Fund Advisor Portal. This is confusing to Fund Advisors. Is it possible to update the calculations so that if the available to grant is negative it would show as a zero on the Fund Advisor Portal. Or is it possible to turn off the showing of the Available to Grant by fund instead of all or nothing?
4 votes -
Nonprofit Directory: Keyword search for donors + more elegant appearance
We want the Nonprofit Directory to be an engaging tool to educate donors on our nonprofit partners and quickly connect them with an easy way to donate to them.
DONOR EXPERIENCE
* Allow donors to search by keyword to find non-profitsMore elegant look/feel than the simple link. An idea would be an experience more like the Grant catalog with ability to have a picture, overview of the non-profit, contact details including phone & email address.
Donate button that takes them right to that NP's grant catalog page.
ADMIN EXPERIENCE
* Ease of updating the page, perhaps even ability for…4 votes -
E-Mail Attachment and Responses
It would be great if you could attach a document to an e-mail and also when the person responds, it goes into their Profile record
4 votes -
View Tasks Upon Logging in to CSuite
The Tasks feature in CSuite is a great feature, but it would be even more effective if we had the option to view our current tasks after logging in, rather than seeing the Home Page. This would automatically prompt users to review everything on their current To-Do list rather than having to remember to review tasks.
4 votes -
Affiliate organization
We would like to see the Affiliate/Supporting organization or division field from the fund details appear in the grants.
We need to be able to recognize the funds from our affiliates in order to process the grants using the correct payment type and award letter.
3 votesIt is possible to create an award letter template and assign it to a fund. Is that what is needed here? This is done within the template. There is an option to add funds.
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Payment Types
When paying invoices or grants, it would be beneficial to have other payment types, or have the option to create custom payment types. There are some invoices that are auto w/d or paid online, and having to create separate electronic batches so they aren't imported in the NACHA file can lead to issues. Being able to choose between ELECTRONIC, and Auto Draft, or Online bill pay, something along those lines would be helpful.
3 votes -
types of labels and salutations
I would like to be able to create different types of mail labels and salutations (i.e. a formal, informal, board member, Professional Advisor). We use formal mail labels and salutations when notifying a non-profit of whom they can thank for the grant. But when we are sending mail to a fund advisor we use an informal label and salutation.
3 votes -
spendable internal grant gl account edits
For spendable internal grants, have the ability to edit the gl revenue account instead of posting to the default. The gl expense account can be edited, but not the revenue gl account.
3 votes -
Employee Name
Having the ability to update the employee name would be great. Right now, everything defaults to "Last Name, First Name." Right now when I send system generated emails, they get signed like this;
Sincerely,
Wright, LeeannWould love to change that so other employees that send system generated emails are not in the same boat.
3 votes -
Changes to Approvers (Grants / Vouchers) Recorded in Fund Log
Is it possible to track changes to grant approvers and voucher approvers for a fund in the log associated with the fund?
3 votes -
Export Outstanding Contributors List in Campaigns
It would be great to export a list of folks that have yet to contribute/donate/buy tickets in a campaign for the purpose of being able to quickly have list to refer to in order to send follow ups etc.
3 votes -
3 votes
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grant catalog card view
Love the new card view for the Grant Catalog. Would love to have this same view for the Fund Manager portal as well so when a fund advisor logs into their fund portal and clicks the Grant Catalog link, the catalog would be in card style like the donation portal of Fund Listing, Grant Catalog, Events, and Nonprofits since we don't use Stripe.
3 votes -
Add KPI tab to profiles
Key performance indicators are difficult to track and manage within CSuite. It would be nice to have it's own tab with some preset fields (most commonly reported fields) and custom fields that we can set our own reporting dates/times/notes etc...
We are currently using opportunities and then reporting separately for Grant and donation information. Ideally, this tab could have options to show/view total yearly/quartely donation amounts, grant amounts. There's many other items we report on but always have to go to a few different places to see/view what we need to report on.3 votes -
Add Qualified Donee row/option
Add a row to Grants and Grantee profiles that allow us to select Qualified Donee as an option for Organizations/Profiles as qualified donees are eligible to receive grants. Currently, with AJAH turned on and the word "Qualified Donee" in the FedID field, it does not allow us to check or process a grant therefor, we need to keep AJAH off and manually check the charity status for each grant. This may also include bypassing AJAH charity check if Qualified Donee is set.
3 votes -
Bank Reconciliation - Cancel Feature
There should be an additional confirmation step for the "Cancel" option in the bank reconciliation. I lost an entire bank rec with 1 accidental click.
3 votes -
Journal Entry Import
Journal Entry imports, which allow for a main description and other ones, is only accepting the main description and populating that on each entry in the import. Would be preferred to have a unique description on each entry.
3 votes -
NACHA file can be downloaded before checks are posted
Right now the NACHA file can be downloaded for a particular date before the checks are approved and posted. For internal control purposes we would like to only be able to download the NACHA file after the checks are posted for that date.
3 votes
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