1586 results found
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Tasks - when completing add option to add a follow-up task and retain Description
When completing a task, add option to add a follow-up task
When completing a task, it would be nice to have an option to add a follow-up task. When any of our staff I've assigned a task to, completes a task it would be nice for them to see an option to add the next follow-up task to ensure this occurs. Otherwise if they don't, I need to re-review their portfolios and make sure there is a follow-up occurring as needed. Especially with Stewardship follow-ups.8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Function before Form
Please stop adjusting the form/appearance of the modules in cSuite. You are making it more complex with more clicks and issues finding information. There is so much functionality we need that has no impact on how something looks. cSuite is making the appearance more complex but not focusing on the functionality issues we have and need adjusted to function with less barriers. Where is the gift adjustment without unreconciling? Why do idea lab ideas get 'implemented' when they clearly are not functioning in the way the poster intended? I understand that design is easier and cSuite can say 'look what…
24 votesThank you for reaching out to us with your feedback.
While it is very difficult for us to hear that you are no longer satisfied with our product it is necessary to take your valid criticism to heart so we can keep improving, and for that we thank you.
We do want to assure you that each change is based on the future state of our product and client feedback. As additional fields and functionality are added, we do our best to organize the fields for easy consumption and with that has come change to our fund and profile areas. We continue to strive to improve the lives of our clients by offering a very robust system. After all, loyal clients such as yourself are the backbone of our company – we never forget that.
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Bulk year-end receipts - remove extra $ above the Total line
When printing bulk year-end receipts, the Total of gift receipt amount is generated and added to the receipt although the receipt letter has an extra $ above the $ with the total gift amount. Small thing but it looks like a mistake when we send this to donors. And also add, to gift Total with no cents, .00. Right now it just prints gift amount without decimals if it is an even amount.
6 votes -
Improve Bulk Grant Emails by Defaulting to Payee Address
When using the bulk email feature to send grant letters, the payee email address does not automatically populate - instead it defaults to the primary email address. This is problematic because the payee email is the one that needs to receive the notification.
Manually changing each individual email address is extremely time consuming, given our high volume of 50-100 grants per week. I suggest updating the bulk email tool so that it pulls the payee email address by default, rather than or in addition to the primary email. Automating this would save our team substantial time and effort each week…
11 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Tribute Notification
Please bring back the notification on the tributes tab that used to be there, similar to the tax receipts tab. This WHOLE TIME I thought we hadn't been receiving any tributes when in fact we have but we weren't notified because that feature was taken off for whatever reason. I don't know why something like that would ever be removed, especially if it was a helpful feature that we were already used to. Changes like these are making our jobs a lot harder. You should be mindful of what's actually helpful for the user experience.
The old system for the…
11 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Recognition Name / Change Donor
We often receive online donations from individuals who wish to attribute the gift to their household. They indicate this in the Recognition field. However, the donation continues to be displayed under the individual donor's profile. It would be helpful to have the ability to click 'Change Donor' on these gifts, allowing us to transfer the donation to the Household profile instead of listing it under the individual.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Donations > Email Users/Staff when donations are posted
For Donations --> I would like to see a feature similar to Grants > Request Notify where automatic emails are sent to staff/CSuite Users when donations are posted. This would instantly alert my philanthropy team when gifts come in. I know this functionality exists for fund advisors but I'd also like to see it available for staff. Thank you!
24 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Search by Fund Number
It would be great if we could use the FUND ID to search for a fund, similar to how we can search by short name.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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recurring donations with fund
When managing recurring donations, I would like to see the fund associated with the recurring donation in the view: Donations->Recurring Donations. The view under Donors includes the recurring donations and specifies the fund associated with the recurring id.
13 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Remove Automatic Capitalization on Fund Names
The system is automatically capitalizing every word in a fund name at the top of the fund screen even though it is not entered that way. I thought i had typed the name of a new fund incorrectly when I saw it at the top only to discover that I had entered it correctly and the system is doing the capitalization at the top. The top heading should match exactly the fund name as entered. (See screen shot).
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Change in how the Fund Advisor record treats the login field, please go back.
Up until very recently (3/2024) we could create and update a fund advisor record to NOT have the login field populated when we were creating/editing fund advisor records that do not access the portal (email/paper). Now that we are forced to populate this field it has destroyed our process for creating/monitoring fund advisor records. Please only make that field required IF the record is ONLINE.
2 votesThis is a bug that will be fixed shortly. Moving this to archived.
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Do Not Require an Invoice to Sell a $0.00 (Free) Ticket
Would it possible to sell a $0 ticket in CSuite without having to require the user to have the permission to create an invoice?
We host donor events where we simply need our donors to RSVP for the event. The event is free. We are just collecting names for name tags and to confirm the number for catering, etc.
We would like the ability for our Events Manager to add someone to the event from CSuite ("sell" a $0 ticket). However, because we do not want to give our Events Manager permission to "Create" an Invoice, she has to work…
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Ability to Reorder Grant: Grants>Document Bucket>Grant Documents list
Please allow for the reordering of the results in the Grants>Document Bucket. Specifically, it would be helpful to reorder by date Created and/or GrantID.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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list cart report
I would like to have a scheduled report of the items in the cart on the fund advisor portal. The scheduled report would provide our Donor Relations team with a prompt for the items in the cart that haven't been processed.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add Next: Review and Submit Grant Requests
Add NEXT: Review and Submit Grant Requests on the New Grant Request page when there is a grant in the Unsubmitted Grant Requests "cart." And, make the NEXT: Review and Submit Grant Requests with a blue background so it draws attention that this needs to be done.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Allow donation addresses to be exportable
The addresses found on donation records cannot be exported and added to custom reports. Since the address on a donation may differ from what's found on a donor's profile, it would help to be able to view donation addresses through exports or custom reports. Right now, it requires manually viewing individual donations in the system.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Anonymous grants should not have advisor listed on grant (should not auto populate)
Hi there - it would be super helpful if when a donor advisor marks their grant "anonymous" that the advisor would not auto populate. It should be blank - thank you!!
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Fund Portal First Time Login - allow CS to make temporary PW
Can you please figure out how a Fund Representative can set up their own login and password (create their own account) so that we don't have to send the a login email link? Even if we could just provide them a temporary pw, that would be sufficient. It is so hard to get folks to click on that "email login link" in a timely manner and then it expires and then they never login and then their fund eventually becomes inactive in many cases....
11 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Unsubmitted Grant Requests- Change button wording and add back button
Please change the "Review and Submit Grant Requests" to just "Submit Grant Requests". There is no review feature in the next screen, there is nothing to do but to submit them from there. Also, please add a BACK button at the final submit screen. If someone does see an error prior to submitting, they have no identifiable way to edit the grant recommendation. They have to know to click the back arrow of the browser. Not good UX experience. Or, save the review and have the second screen contain the edit, delete and submit buttons all on the same screen.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Be able to both include and exclude different profile types in reports.
Can you add an option in profile reports to be able to see all profiles that match a specific profile type, but then remove any of those profiles that also match a different profile type. For example if I have a profile that is marked "group A" and "group B", and I want to run a report that shows all the profiles that are marked "group B", but want to exclude any that are also marked "group A".
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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