It would be great if clicking a link to a record, report, etc could still take you to the right place, even if you're not logged in. As it is, if I click a link in an email to, say, a profile, I'm asked to login and then unceremonisouly left at the main page. Have to click the link a second time (now that I'm logged in) to get to what I wanted.

Thanks!

There is no profile relationship called sister in law, but there IS one for brother in law. I'd like to see the sister in law relationship added.

Would like to able to change the title of the "Giving Card" tab and the URL name.

when typing a account or fund in a drop down box and the smart search returns too many items, the scroll feature will not show any items returned past the first 10. When you click outside of that to try to use the scroll button on the right side of the page, the return results in the dropdown box disappear.

Right now, there are two ways to support a project listed in the Grant Catalog - one with a credit/debit card, the other by making a grant recommendation in the donor portal. It would be helpful if there was a webpage that showed both options on one single page. Right now, you have to visit two different webpages depending on how you want to support the project. Combining these options into one page could make for a better user experience. Thanks for your consideration!

I am fixing a long-term error: it would be beneficial for me to pull a report that tells me which funds are designated to have their spendable balance kept in the checking, as well as what that spendable balance should have been at a certain date.. Any way that can be done?

After you create a grant, it would be awesome if you could see the fund balance right there. it seems like you could through loading a custom report, but ultimately it doesn't show correctly (maybe because it needs to be approved first?) in any case, this would be super helpful!

Since Covid-19, the universities have been sending the refund checks to the students. Some students send the refund checks to the foundation from their checking account. When entering the refund to the original scholarship, it would be really nice to be able to change the grantee from the school to an individual's name. Also need a place to enter their check number.

We would like to report the Investment Earnings and Fees as Net Investment on fund statements. We had to make the management fee account a revenue account for it to show as net. If there is a way to keep it as an expense account and still report a net amount in the statement account, that would be great.

I would like to be able to pay credit card fees from more than one fund. We have funds with lots of online donations so rather than our Operations Fund being charged for all of these fees I would like the ability to have the fund the donation is going to pay for those credit card fees. Thank you

It would be nice on the custom reports if you could insert a line break between fields. For instance, on the custom gifts report when you sort by fund, there is no break between fund1, fund2, fund3....

It would be amazing to be able to EDIT the email that goes out with bulk receipts. Also it would be great if the default sentence: Attached is the receipts for your donation on xx/xx/xx <<<included a period at the end.

Thank you!

It would be great if you could change the fund on a grant after an installment has been paid or be able to change the fund on an installment basis. Once an installment has been paid there is no ability to do this. The system does allow a fund change if there is only one installment.

When a donation is received from a donor with a pledge payment due, have a pop-up or flag saying so. This way the donation will be applied to the pledge versus being recorded as a donation.

Thank you for your consideration.

Having so many funds and individuals associated with us, it is difficult to see the fund or individual of options that come up on the search bar. If possible, it would be great to search exclusively within a category (individual or fund name (you could filter even down by type there)). For example, I'd like to search the Smith Family Fund. I will choose "Fund Name" then type in Smith, and only funds with the name "Smith" in their Fund will come up.

Allow users to add profit centers designations for expense accounts. The profit centers facilitate aggregation of various 'native expenses' to a budget area or project. For example, for fundraising projects, we might aggregate design, printing, fulfillment, postage, credit card charges, etc. We're finding that in order to accomplish this is Csuite, we need many new accounts and subaccounts

Add the option in event/campaign ticket sales for an attendee to put in a note.

It would be very helpful if you could add a way to pull in refunds of scholarships or grants that were entered into Fims as non-gifts. Or even generate fund statements as Word documents that can be edited to add a row in grant details for a refund, so the total of the grant details tie to the grants summary line item above. Otherwise it does not match.

Import data collected from GLM cycles - Org, Contact Name & Email, Website, Mission Statement, logo upload?

It seems like most of this is also already entered into the Organization Profile, but then doesn't migrate over when selecting "Make Nonprofit" there is also not an option for the "Statement" column in the profile import template.

Search feature in Fund Advisors

Search for a specific fund advisor by name instead of scrolling or exporting (like in vendor).