1272 results found
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Hide Contact Information for Show Student Data on Portal
When "Show Student Data" selected in the Donor Advisor Portal Setting have it only show student's name and school they're attending, but no personal information.
36 votes -
Primary Contact Field in Reports
You can set a primary contact for an organization. But there is no way to pull that into a report. We prefer not to set the contact on the actual organization profile because it then prints that name on a check. There is no way to pull primary contact as a field in a report. It would be great if this was a reportable field so we can create effective and efficient contact lists.
36 votes -
Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”
"Microsoft Word 97 - 2003" file format is not compatible with Microsoft SharePoint. In this file format, you can’t use the “autosave” function, and multiple people are not able to collaborate in the document concurrently. Updating format to "Microsoft Word Document" will likely improve user workflows.
(Same with Word and Excel files in GLM/SLM. Will post idea there too)
36 votes -
Option to rename "login" button for Portal
Please add the option to rename the "login" button for the Portal when accessing from the Giving Hub.
When a fund advisor is logged in to the Portal and navigates to the Giving Hub through the "Donate" tab, it may appear as though they have been logged out since the button to return to the Portal says "Login." Being able to change the name of this tab would allow fund advisors to easily see where to click to get back to the Portal.
35 votes -
Recurring donation record with ACH as a Payment option
Add more payment methods for Recurring Donations. I have some donors that prefer ACH'd donations every month that come directly to our Bank Account. It would be nice if I could add a recurring donation for the same amount every month and have it marked either Other Payment or Check.
35 votesMoving this idea back to Proposed. This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).
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Syncing a Csuite campaign into an already existing Mailchimp tag
Can a function be created to sync a new Csuite campaign into an already existing Mailchimp tag? Right now, a new Mailchimp tag has to be created for each Csuite campaign causing clutter in Mailchimp. For reoccurring newsletters, having the option to sync individual campaigns into the same tag would be very helpful.
34 votes -
Grant Approver: Easier way to create new approver
Provide the functionality to be able to either copy a grant approver to another grant approver, mirroring the funds they can approve, or allow for bulk adding of funds to a grant approver based on fund group.
34 votes -
Tribute bucket shows number of tributes needing to be sent in parentheses
Tribute bucket in donations should show the number of tributes needing to be sent in parentheses at the top of the page, next to the word Tribute, similar to the Receipt bucket and how it shows the number of donations that are done being reviewed and need their tax receipt sent.
34 votes -
Add Profile Fund Category to Fund Advisor Fund Custom Report
Can you add the Profile Fund Categories to the Fund Advisor Fund Custom Report? We establish tab settings based on the profile fund category.
We have been unable to find any other report that combines the tabs with the profile fund categories, fund advisors and fund information.
34 votes -
Do not send Grant Notify email when a grant is unposted
We would like to be able to turn off the Grant Unpost email, as it tends to cause concern for Fund Advisors when minor changes are made to a posted grant. It would be nice to separate the settings!
34 votes -
Multiple Email Options for Communications
When individuals unsubscribe from Mailchimp emails, it is impossible to discern if they want to unsubscribe just from marketing/ communication emails and who should just simply be marked "do not email". If Foundant could add choices on emails that indicates something to the effect of, "Marketing Emails" and/or "Foundation business" as boxes to check as options, similar to "mailing" or "inactive" for mailing addresses, that would be very helpful. Currently, if someone unsubscribes from a MailChimp blast, there is no way to realistically remove that person from marketing email blasts unless you go 1-by-1 and remove them from every campaign…
33 votes -
Batch Donation Notify and Grant Notify Emails
Send one Donation Notify and Grant Notify email per day summarizing gift activity or grant activity for that fund that day rather than, in some cases, dozens of transactional emails.
33 votes -
Custom Field permission by record type
It would add so much to our internal workflow if permissions allowed us to specify access to custom fields on each record type. For example, we track succession plans as a custom field on the fund record. Our fund liaisons want to be able to edit those selections if/when a fundholder changes them. However we cannot give them access to edit the custom field on the fund record without them having full access to edit a fund record (which we do not want).
Making it possible to edit only custom fields on record types would decrease the # of internal…
33 votes -
Link Tasks to the Stages in Opportunities
It would be great to be able to link tasks to the stages of an opportunity. Opportunities with tasks has the possibility to create a wonderful roadmap; however, not all stages take the same amount of time to be accomplished. When fostering relationships or solicitating money, these opportunities are dependent on each individual experience, independent of each other. While one relationship may take days, another may take months or even years. To have tasks have to be set by time and not stage, is to say that each opportunity takes exactly the same amount of time, while clearly, they do…
33 votes -
QR Code generated for online tickets sold for fundraising events & check in capabilities
Our world has moved to paperless tickets, it would be awesome when people purchase an online ticket for a fundraising event, they can receive a receipt that has a QR code they can save on their phone and can be scanned at the door when they check-in. Like they have for concerts/ball games. It would be nice if there was a platform then to scan those tickets and the system can record that they are checked in on Csuite. Don't want to use another site/platform to do it.(Eventbrite). Would be nice to have them all in one place and since…
33 votes -
Admin Fee Report/Audit Support
When generating the admin fees, I would like to see the total calculation that the fee is being processed on. It shows in a description box but not in a column on it's own (nor does it show the total). Would be very helpful to make sure fees are calculating on portfolio balances accurately. This was something that FIMS included on their admin fee report, it showed both the full portfolio balance along with the fee column.
33 votes -
Custom Field Type - number option
It would be great to have a # option in the custom field types, that can then be counted or sorted like other numbers in a Report.
33 votes -
Fiscal Sponsorships/Sponsored Orgs
Currently, the ? icon for the "sponsored org" field indicates this is the vendor the check will be made out to. We're having trouble making that work when giving to a group with a fiscal sponsor, though this is the field we've been directed to use for those situations. The check needs to be made out to the fiscal sponsor, since that's the legal entity, but it makes no sense to put the sponsor in the "Sponsored Org" field, since it's the opposite of that. We're worried staff will never understand what the information in that field means, since it's…
33 votes -
API for Constant Contact
We recently switched from MailChimp to Constant Contact as it offers more options and we believe it is a better platform. Would appreciate it if you would revisit adding Constant Contact as an option for the Campaign API kep.
32 votes -
Do Not Allow Admin Fee to make a Fund Balance Negative
Admin Fees should not make a fund balance negative. The situation we recently had was that a fund was set for closure, the final grant had been made and the balance was $0. However, the fund had not yet officially been closed in Csuite (we wait for the final check to clear.) Quarterly Admin Fees were posted which included this fund. It then made the fund balance negative. It seems an alert should pop that there are not sufficient balance to cover the fee. .....and yes, ideally we should remove the admin fee type on a fund when it is…
32 votes
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