824 results found
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Add more than one picture to a campaign
We were discussing a future campaign and looking at how it looks on our website when people register for tickets. It would be a great idea to be able to have more than one picture on the website. For example, the first page with the campaign information would have one picture, the tickets page would have another, and the thank you page could have a third. We also would like to be able to size our pictures appropriately instead of just using a small square picture. The main page would ideally have a long header type picture, for example.
4 votes -
Rich text in content please
No explanation needed. We really need this to look professional. I kill myself over looking good graphically and visually. I have an html/text transfer site open on my computer...for all your software does, this seems fairly high in importance.
12 votes -
Sync attachments in csuite and glm
It would be nice to have a feature to sync attachments in GLM &/or CSuite over to the other rather than having to attach in both places. Ideally, we would be able to pick which attachments we want to sync over. For Community Grants, we start our process in GLM so we start attachments here and then sync to CSuite for final processing. For Donor Advised/Designated Granting we start in CSuite and include attachments here then sync over to GLM for tracking purposes.
19 votes -
990 Report - Option to filter to DAF
We need the option to filter to show only DAF gifts and grants. The current report shows all donations. We are also required in Schedule D to show only DAF donations and grants. This cannot be accomplished with the 990 Report.
14 votes -
Hide donation amounts on fund statements if fund is marked to hide amounts
If a fund is set to hide donation amounts from fund advisors, then the amounts shouldn't pull in on fund statements. So, similar to hiding scholarship awardee names on fund statements, don't allow donation amounts to show either.
6 votes -
Fund Detail Summary needs to stay the way it is, please.
When you pull up a fund, you need to be able to see a description of the fund on the Details as it is now, not the new changes coming. There are too many processes to get the info you need.
1 vote -
Fund Advisor Portal page title shows /erp/fundmanager in browser
Donors and staff at affiliates have noticed the page title that shows in the browser for the Fund Advisor Portal is /erp/fundmanager. Can it be set to something that's more helpful, especially when multiple tabs are open? "Fund Advisor Portal" or "Donor Portal" would work.
5 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
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Separate Unlink Fund Profile from Delete Profile Permission
In our organization, the group responsible for managing fund profile relationships is not the same as those who are responsible for deleting profiles. However, the Delete Profile permission is required in order to unlink a profile from a fund. We need these permissions separated.
12 votes -
online donation receipts
Alert: Online Donation Receipts Merge INCORRECT DONOR INFO
If a donor with an existing CSuite profile enters new contact information while making an online gift, CSuite will port that information into their profile before emailing a tax receipt. However, the tax receipt is merged using the primary contact information, NOT the new info the donor has just shared. This is true for both the mailing address and the email address.
Example: Joe and Jane have an existing household profile; Joe’s email is marked as primary. For Joe’s birthday, Jane makes an online gift to a fund they love. She enters…
9 votes -
Event campaigns - adding fund advisor ability to view in portal
Please consider adding the ability for us to check/uncheck a fund advisor who is associated with a fund of an event campaign, so that fund advisor can see who has purchased tickets.
7 votes -
Budget to actual reporting
Have the ability to customize financial reports with funds across the top for the budget to actual reports.
1 vote -
"Invoice" descriptions in Donor Portal
Campaigns with multiple ticket types/amounts are causing confusion to donors who cannot tie tickets to individuals. They can see a description if there is a charitable component (in the donation tab), but if it is a straight invoice (no charitable component), they are clueless on the ticket type. Our donors (for a golf tournament) would like to have immediate access through the portal instead of having to wait on ticket reports from staff. It would be helpful if the ticket type/name could be added to the description column in the invoice tab in the donor portal!
4 votes -
Credit card fees and tax recpts
Can we please have one donation listed for credit card gifts that cover the fee? I know that both get covered in the template amount, but it's weird to have them listed as separate gifts that we then have to click the red sent button for...
12 votes -
Notes
We are having difficulty tracking and following up correctly with "Notes" that donors add when requesting a grant. The Notes are at the bottom of the page and do not follow the grant through the process. There is also "alert" that a donor has added a note. It would also be great to be able to include any Notes in Grant Reports or reporting in general.
1 vote -
Keep Attached Files When Tributes Merge
When merging tributes I'd like the ability to automatically move the attached files from the deleted tribute to the remaining tribute. Similar to the feature that was recently added when merging profiles.
15 votes -
Profile Types & Permissions
We allow many people to get into Profile Types. That’s an easy way to view and export profiles based on the assigned type. Once we give someone the Profile Type permission, they can get in there. So far so good. Then there’s permissions for Archive Profile Type and Delete Profile Type. However, those permissions are surprisingly narrowly defined to just the Profile Types. Nothing applies to Profile Fund Categories, Address Types, Email Types and Genders. So anyone who has the Profile Type permission can fully delete any of those, which is not good. And anyone can create any type and…
17 votes -
check void date
CSuite does not allow users to enter the void date on a check, it defaults to the day that it was done. It would be so helpful if we could enter the date that we want it to be voided.
23 votes -
Change Fund Group at a Point in Time
For audit purposes, it would be helpful to be able to change a fund group type at a point in time instead of changing all of history. We have memorial funds that come in as "Unrestricted" but turn into restricted scholarship funds (or others). When we change the fund group it changes the data for all of time which makes our ending balances for PY not match beginning balances in terms of audit categories.
Right now we are closing the memorial funds completely and opening a new scholarship fund but this has us lose the donor/donation history for the fund.
85 votes -
Would be great to have some visual indication on the home page that there are things to look at in our various buckets.
ie, like a little colored dot or something when a recurring grant has come due, or a donation has been made online....
35 votes -
Grant Dashboard
Grant dashboard includes Denied Grants. Denied Grants are not Grants. Please correct this.
2 votes
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