847 results found
-
On Hold Grants
It would be great to have the "On Hold" grants put into an On Hold or Deferred bucket - similar to the "Deferred" bucket in the scholarships section.
18 votes -
Reverse JE
We like the new feature which allows us to indicate the reversal date for a journal entry. Sometimes, when we create an entry, we don't know we'll need to reverse the entry at a later date. Can functionality be added so that we can reverse an entry after it's been posted? I'm envisioning an option on the left menu.
5 votes -
pledge promise
Please add the pay schedule to Pledge/Promise reports. We want to be able to see upcoming expected payments to be able to send reminders. I thought of creating a custom field so solve this issue but it doesn't seem like there's an option to create custom fields in Pledge/Promises.
13 votes -
Export Outstanding Contributors List in Campaigns
It would be great to export a list of folks that have yet to contribute/donate/buy tickets in a campaign for the purpose of being able to quickly have list to refer to in order to send follow ups etc.
3 votes -
chat box
Can you please have the chat box stay up on the screen instead of disappearing each time you have to move to a different tab, it's very annoying to have to restart the chat each time.
Thanks!21 votes -
Tasks - custom report fields
In creating a custom report for tasks, we can pull a Profile ID but NOT Profile Name. We are not sure why we cannot pull the Profile Name. Can this please be added.
7 votes -
Add "Fund Statement Format" to the Fund Statement Template Area
I would like to see the Fund Template area of System Data show the Fund Statement Format(s) using the template. Additionally, this could help create greater visibility on what Fund Templates and Formats are actually being used on a per/fund basis.
Please let me know if you have any further questions for me!
2 votes -
3 votes
-
Add Grant Card Fields to Reporting
At this time, no fields are available in custom reports. There is a wonderful report built into the grant card groups (just by hitting the export button), but there is no way to recreate this in custom reports for all grant cards together. Instead you have to manually click into each grant card group and export each group to it's own file. This is not a good solution. If the grant card fields can be exported into an excel file from the grant card group, can we please add these to custom reports so that we can actually make use…
4 votes -
Allow "Self Service" password resets in the Sandbox or add warning that password resets don't work in Sandbox
Because the Sandbox environment disables all system generated emails, the "Forgot Password" feature does not work (the email is never sent to the user).
Ideally the sandbox environment would be updated to all ONLY these password reset emails to send. But if that isn't implemented, at the very least the sandbox environment needs to disable to "Reset Password" options, or include additional language and warnings that the password reset will not work.
Currently our internal staff have to manually reset user passwords AND deal with staff that are attempting to do the right thing by manually resetting their passwords but…
2 votesOnce a sandbox is synced, the User Name/Password is the same as the live site. That should eliminate the need to reset your password.
-
Add KPI tab to profiles
Key performance indicators are difficult to track and manage within CSuite. It would be nice to have it's own tab with some preset fields (most commonly reported fields) and custom fields that we can set our own reporting dates/times/notes etc...
We are currently using opportunities and then reporting separately for Grant and donation information. Ideally, this tab could have options to show/view total yearly/quartely donation amounts, grant amounts. There's many other items we report on but always have to go to a few different places to see/view what we need to report on.3 votes -
Add Qualified Donee row/option
Add a row to Grants and Grantee profiles that allow us to select Qualified Donee as an option for Organizations/Profiles as qualified donees are eligible to receive grants. Currently, with AJAH turned on and the word "Qualified Donee" in the FedID field, it does not allow us to check or process a grant therefor, we need to keep AJAH off and manually check the charity status for each grant. This may also include bypassing AJAH charity check if Qualified Donee is set.
3 votes -
Bank Reconciliation - Cancel Feature
There should be an additional confirmation step for the "Cancel" option in the bank reconciliation. I lost an entire bank rec with 1 accidental click.
3 votes -
Merge suggestion should automatically be removed when an individual is added to household
If I am linking a profile to a household, the merge suggestion in the Engagement tab should automatically be marked as reviewed or however it needs to happen on the backend so that it stops suggesting to merge the household that was just connected to the individual or vise versa.
12 votes -
internal grant letter
We would like to be able to print a letter for an internal grant. Currently, when we process a grant from a DAF to another foundation fund, it prompts to choose if we want a tax receipt and then we can select a tax receipt template, but there is no option to print. We understand this isn't a tax receipt, but often need to notify a donor confirmation their grants have been made, even when it is to one of our funds and not an external recipient. After talking with chat, we were told there is no way to do…
4 votes -
Ability to request a change to investment portfolio on Donor Portal
Would really like the ability for a fund-holder to be able to submit a request to change their investment strategy/where their money is invested from within the donor portal.
2 votes -
Multi fund donation subtotal line
When using the multi fund feature on donations, it would be amazing if there was a subtotal line summing up the donations as they're entered.
2 votes -
Filter Checks Listings
Please add an option to filter posted and voided items on the Checks page in CSuite. Currently, there is no way to search for a check without having to page through 30 checks at a time (ctrl+F only works page-by-page) or export a list by date to Excel. I realize a custom report option exists, but the listing has already been built into CSuite. Please allow us to search it easily.
2 votes -
Decision Date
Bulk update Decision Date for non competitive grants created in CSuite.
1 vote -
Ability to build custom dashboards
Similar to HubSpot's dashboard features, it would be useful to build custom dashboards where a collection of reports are saved on a particular page with a customized name.
With this feature, the user could build custom reports and save them in a collection on a page where other users could access the dashboard to check metrics.
This would help users who need to track custom metrics that aren't necessarily represented on the dashboards already created by CSuite.
HubSpot example attached.
19 votes
- Don't see your idea?