It would be nice to be able to flag a profile to have access to the online portal, but not be labeled a fund adviser. For example, many of our clients want their quarterlies to me mailed to their accounting firm, etc - however, having their name show as a fund adviser is misleading!

The ability to assign tribute templates by fund instead of by the individual tribute would be very useful. In our experience, every tribute donation we receive is only for one fund, so assigning a template at the fund level (similar to how it's done for donation templates) would save us from remembering to choose a different template when we don't want the default used on certain funds. Thanks.

We are wondering if there are plans to integrate Csuite with Constant Contact in the same way that you did with Mail Chimp. We are exploring moving to Mail Chimp, but don't want to go down that road if you are planning to integrate with Constant Contact in the near future.

Having page numbers shown when printing several pages of information would be nice.

When staff members make changes to gifts or grants that have already been posted. I.e. date changes, then the system re-sends the email to the fund advisor. This is confusing to the fund advisors. It would be nice if CSuite recognized that an email had already been sent and will not send another one.

Santa thinks this might be a good idea...

Can we please create a cleanup screen to identify profiles with no activity (meaning, the profile isn't a grantee, donor, fund advisor... nada.) so that we can simply remove the unwanted clutter from our system. Thanks for considering!

It would be great to be able to sort the columns in the till section and to also add a column for gift date.

Currently to change the address we have to go to profiles, change the legal name and/or address, print an envelope, then return to profiles and change info back to what is was before changing the address.

Can an alternative address be added to profiles for use in printing envelopes and be an option when printing an envelope.

It would be nice if the Fund Names or the Donor/Grantee Names would be bolded when using the search box. This would help distinguish between the items and make it easier to find exactly what I am looking for.

I think it would look best if the fund names were the ones that were bolded. :)

I would love to have a way to view emails sent via CS located on the profile tab. This would include emails sent via Fund Advisor login, online donation emails that include the attached tax receipt, etc.

Thanks!
Missy Belles

When receiving multiple gifts for the same tribute and each donor has requested a different person to be notified of their gift, there is no way to tell which person is to be notified of which donor's gift.

Also, when receiving multiple gifts for the same tribute and some donors have requested a person to be notified and others haven't, there is no way to tell which donor has requested a notification of their gift to be sent and which donor has no requested a notification to be sent.

Please provide clarification.

Add a field for additional donation when selling tickets, similar to purchasing tickets online.

Currently, you can only have one payment method of other. We would like to have multiple "Others", for instance "Other - Canada Helps" and "Other - Square" so we can easily separate these out.

Fund Advisors should be able to at least view (if not manage/edit) Campaigns attached to their funds. We facilitate events to some degree for our clients, but don't manage the day to day planning, RSVP list, etc. As it is, we have to provide them a guest list manually. They prefer to use other systems like Event Brite, etc., since they have much more control. When they do, we have to manually enter their ticket sales income... The real benefit of the Campaign system for us would be to empower clients to run their own events!

In addition to searching profiles by name, it would be helpful to be able to search by address. We often find duplicates that happened or profiles created and not linked to their household because a person's name was slightly different on the checks from one account than another, or because they were listed as Mrs. John Smith on the joint check and Jane Smith on their individual check. If we could check by address, we would probably catch more of these.

It would be very useful if we could sort the "Donations Needing Tribute Notifications Sent" page by the columns "ID Date Donor Fund Payment Method Amount Tribute" like on the Grants page. There are many times we need to merge tributes or are only interested in looking at the tributes to one fund, and this sorting capability would be very helpful when looking for duplicate tribute names or viewing one fund at a time.

It would be great if we could type the recognition name in the profile and it would pre-populate based on that field, but we could override if only one member of a household was the donor. Also it would be great if recognition name could either be exported from donor records or profiles for our annual report.

In order to have a second person double check deposits made are entered correctly, it would be excellent to be able to print a report that lists out all information for a specific till #. (ALL INFO for a donation donor name, donor address, account it went into, donation total)

Currently the till print out is OK, as it gives an ID number, and we can navigate in the system to find the transactions - but it would be 10x easier if we had a print out to check against!

Hopefully someone has a solution for this.

We have many fund advisors that are attached to multiple funds (ex. donor advised and agency funds) and their contact information has to be different for each fund.

So how can we do a mail-out to just agency funds and have the agency address inserted if their home address is their primary?

When it is audit time, letters and statements need to go out for each fund to each fundholder. How can we do that if there is only only primary address?

Do we need to have multiple profiles for one person?

Help!

To be able to download export the trial balance by division as with the balance sheet