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1082 results found

  1. DonorSearch Integration - If Csuite was compatible with DonorSearch, it would make data management of both systems a lot easier. Importing and exporting data complicates things.

    2 votes

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  2. On grants related to the Grant Advisor field, the field prepopulates with an individual who has the Fund Advisor designation. It would be helpful for the field:
    to default to blank or a Fund Founder instead and
    contain the ability to list multiple people in the case of a fund with multiple founders.

    2 votes

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  3. it would be nice and save a tremendous amount of time if the journal entry import was a field or column mapping process. The strict formats provided are tedious and take a lot of time to format prior to import.

    2 votes

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  4. We have several fund groups that have the same beneficiary and we have to add them individually. It would save a lot of time if we could bulk edit the fund group to add beneficiaries.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  5. Send CSuite grant to GLM for reporting purposes

    2 votes

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  6. Household is setup with members but the members, in the profile module, do not have profile links setup, for instance SPOUSE. Would be great to be able to bulk update the members to automatically assign a profile link to the members instead of manually adding.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  7. When reviewing files in a fund, it would be nice to bulk checkmark attachments as Yes to Share. Currently, it is only done one by one and it takes you to a different screen after marking Yes to share for every file.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  8. A fund statement interval (statement type) of semi-annual would be useful to us.
    Thanks for considering.

    2 votes

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  9. On the 990 Report, allow for bulk action of adding profile type so we can use the profile type to generate a custom report showing each donation detail for the donors who are on the 990.

    2 votes

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  10. Favorites or Search History - this idea was previously archived, but I would like to bring it back for review. It would be super helpful and save time if we could have a favorites feature for profiles and funds.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  11. A 1099INT report for the Term Investments would be helpful. I can't pull everything I need from a custom report.

    2 votes

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  12. We would like to be able to edit a campaign after tickets are created. Currently, we cannot edit any information on the "Details" tab once tickets are created. Sometimes, we need to make slight changes to descriptions or event names and cannot do this once tickets have been added to the event.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  13. Can we have an option to turn off the "include credit card fees" box for the cart on the Event Tickets tab only? We want it for our Donate To a Fund" tab, but when it comes to Events, we find that if we have an event price=event value (there isn't a donation component in the event price), then if someone includes the option to cover the credit card fees, then an automatic donation letter for the credit card fee amount (less than $2.00) is sent to the even ticket purchaser. We want to keep the option for a DONOR…

    2 votes

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  14. Our current recommendation regarding the inclusion or exclusion of a table in a fund statement involves using a conditional statement based on the "Grants Total Amount". While effective, we encountered an issue recently: if a cancelled amount equals the granted amount, the total grants display as "0.00". These unrelated grants should ideally still be visible on the fund statement.

    I propose adding a field indicating whether grants were issued during the statement period, marked "yes" or "no".

    1 vote

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    Proposed Idea  ·  0 comments  ·  Fund Statements  ·  Admin →
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  15. It would be great to have more options for running batches of fund statements that do not belong to the same group, subgroup, or segment. For example, pulling fund statements based on Fund IDs (Funit ID) would be extremely helpful.

    0 votes

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    Proposed Idea  ·  0 comments  ·  Fund Statements  ·  Admin →
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  16. Add "Other Detail" field to the Bulk Update option in emails, like how it's an option when updating phones.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  17. Would like to be able to use an online service called DAFpay. This would allow fund advisors of donor advised funds to make grants through this service instead of going through a donor portal.
    https://www.dafpay.com/

    1 vote

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  18. Add a Donation Notify button that users can subscribe to in order to get notified immediately when someone donates through the Portal or Giving Hub. Just like for recurring donations and grant requests.

    1 vote

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  19. I noticed that the Outlook integration app works well for emails that have been sent, but that I can't access the app while drafting an email. It would be nice to have this feature, as then as soon as I hit send, it attachs to the file without having to go into my sent folder. Thanks!

    1 vote

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  20. Give us "USPS Validated" as a report field.

    Use case: We can filter our grants or voucher buckets to quickly determine which addresses still need to be validated.

    As it stands now, I cannot run a report to see which profiles have a USPS validated address.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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