1253 results found
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Full System Audit Trail / User Activity Logs should be mandatory
CSuite would benefit greatly from having a comprehensive system-wide audit trail that logs all user activity across every module and function.
Recently we discovered grants had been entered using the “Create Spendable” function, but no user log was available to identify who performed the action. Without that information, the only way to determine what happened is to ask staff individually if they made the entry. When you have multiple staff entering grants, this is important. Not only from an operational standpoint, but from a chain of custody one. We have also had issues with profiles being marked inactive and no…
49 votes -
Mobile application for Fund Advisor Portal
We have fund advisors who would like the ability to access the fund advisor portal via a mobile application. Is this request a possibility in the near future?
56 votes -
Donation UI Feedback
Please provide feedback around the Donation UI update here.
27 votes -
Top Navigation Bar
The top navigation bar changed today to follow the new UI updates. The option to revert back to our previous navigation bar is not available now. Please give us back the option to use our previous navigation bar!
23 votes -
Add Secondary Steward to Profiles/Funds
Similar to having secondary assignees to opportunities, it would be extremely beneficial if we could add secondary stewards to profiles and funds. Right now, the limitation to one steward per profile is problematic as we have profiles with more than one fund which have different stewards.
31 votes -
portal grant request
Change the term "Description" on an online grant request to "Grant Purpose." Description is too confusing and donors don't know what to enter in that field.
57 votes -
Create VIEW ONLY proxy / "login as" permission
My team finds it incredibly helpful to proxy in / login as a donor to help them navigate the portal. Right now, if you have the proxy in permission, you are able to make grant requests and changes to the constituent's profile and fund. The system log does not mark those actions as the person who proxied in. It marks those actions as though the constituent made the changes. This is critical for audit purposes and creates several security and control issues.
My request for fixing this issue is to either create a VIEW ONLY option for proxying in as…
22 votes -
Use organization domain for email communications
Enable sending automated emails from the organizations actual domain via the use of domain authorization rather than sending everything from fcsuite.com.
Emails from fcsuite.com are confusing, often caught in spam, and it is impossible to ensure that every online customer recognizes and properly whitelists it. This has caused significant overhead on our staff to manage missed communications. In addition, some organizations spend a lot of time and money to build their brand reputation and improve name recognition within the community. The many thousands of automated emails that go out every year should be representative of, and enhance, this investment. While…
89 votes -
French
There are formatting problems when creating reports, statements, tax receipts, etc. in French. In terms of the text, it is easy to select the correct language templates (FR or EN in our case). But when it comes to formatting of dates and numbers, it is important for these to come correctly from the system.
In French, the date format should be: YYYY/MM/DD or Le DD MM YYYY if written out in words, with the name of the month written in French (not English) and beginning with a small letter (not a capital).
For dollar amounts, they need to be presented…
17 votes -
Auto-Populate Names
When creating a profile, I would like to have the already entered First Name, Middle Initial and Last Name fields automatically populate into the Salutation, Recognition Name and Mailing label fields, in order to speed up data entry. Currently this is data that must be duplicated. If, for example, I enter John Michael Smith in the top line Name fields of an individual profile, I would like the Salutation field to be auto filled with John, and both the Recognition Name and Mailing Label fields to be auto filled with John M. Smith (taking the first initial of the middle…
30 votes -
New Look Navigation Top Menu
This was already posted and marked as implemented back in December, but now our top menu option has been taken away. Please give us back the option to use our old menu at the top of the page!!
Old post for reference: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/50537628-new-look-navigation-top-menu
20 votes -
Ensure that the check memo line is being populated in the NACHA files for grants
We would like to ensure that the check memo line is being populated in the NACHA files for grants. Right now, we have to copy over the grant descriptions into the check memo line once they make it to the voucher module. For regular vendor vouchers this is not an issue because we are manually entering this data, but when it comes to grants the description is only copied to the reference number. However, the NACHA file pulls in the check memo line for bank payments which means that our team has to copy over the description for each electronic…
12 votes -
Portal: ACH Option
With the addition of ACH information to the portal, I propose adding a verification button to improve security and accuracy. Verifying ACH details before use is a standard best practice to minimize user errors and prevent fraud. This feature would notify the foundation when new ACH details are added, prevent unverified transactions, and reduce errors and fraud by allowing a temporary hold on banking information being used until verification is complete. Implementing this feature would enhance data integrity, security, and overall operational efficiency.
147 votes -
Tag More Than One Fund in a Note
It would be very helpful to be able to tag multiple funds in one note. Internally, we put notes on the fund advisor/donor profile and tag the note since we cannot do it the other way around. Would it be possible to tag multiple funds in a note, so we do not have to create duplicate notes on multiple funds profiles.
15 votes -
Enable RSVP "No" for events
Right now people only have the option to "purchase" the ticket to indicate that they are RSVP-ing "Yes". It would be extremely helpful to have some way for people to indicate that they RSVP "No."
The "RSVP" field under a campaign currently populates based on Yes/No they have responded (bought a ticket) as opposed to Yes/No if they are attending.
My larger hope would be that this field is used to see either:
1) they RSVP'ed "yes" and plan to attend,
2) they RSVP'ed "no" and cannot attend, or
3) they have not RSVP'ed at allPerhaps there could be…
46 votes -
Add Donation Type: Properties
Please add a new Donation Type as "Properties" with a sell function similar to Public Securities entry and sell processing. Our foundation receives donated properties that must be "sold" that have gain/loss that needs to offset on the correct asset general ledger account. This would be a huge help to the Finance Department.
14 votes -
salutation
Make Household Salutation and/or Donation Advisor Salutation available for tax receipt templates
12 votes -
Login As --Removes user's existing login
I know that Login As was intended to bounce the user out of their own CSuite login when used; however, I would ask that you reconsider this approach. From a Customer Service perspective, this is a nightmare. We most often use Login As when on the phone with a Fund Advisor (and now could be anyone with portal access), to help them troubleshoot either getting into the system or working with the system. If we then have to answer any questions that require us to be logged into CSuite ourselves, the portal user has to wait while the customer service…
269 votes -
An easier way to link a note to multiple funds or profiles
Right now you have to copy a note to a profile or fund - there is no way to automatically, upon the time of note creation, to link to multiple profiles for funds. For instance, when we add a note to an individual profile, it would be far more efficient to choose to link at the time of note creation to their workplace, other profiles, or to multiple funds.
8 votes -
DAFPay | Opt-out
We would like the ability to remove or block connections with DAFpay. Currently the block occurs after a donor has linked their portal to Chariot's (without our permission or visibility). Instead, that block should exist at the start of the donor's attempt to connect DAFpay to CSuite's donor portal. We feel this is key for maintaining data/donor security.
22 votes
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