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  1. As the nonprofit completes the Grant Catalog request form, they're prompted with a with a "submit another request" button. We'd like the option to disable that button. We only allow nonprofits to submit one request per Catalog and this feature is confusing for them. If there could be an option to Allow

    13 votes

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  2. In the Giving Hub on the individual fund's donation page, we'd like to add a label that allows us to specify that the person whose contact information and picture showing is the fund's main contact (or as we call it, "Fund Liaison". That way someone from the public can know why the person's contact information and picture is showing.

    13 votes

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  3. Freeze the column header in all reports so it will always display when scrolling through the records.

    55 votes

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  4. Please add a salutation field to the checkout screen and add a checkbox that can be used to make this field required/not required for all donors on a site.

    This would allow the option for a salutation to be created and entered in the salutation field in CSuite and save us from needing to manually enter salutations for new donor profiles.

    Amy Staufenberg
    TCF

    23 votes

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  5. I'd like to be able to bulk remove from campaign IF they've been invited to another campaign. For example, if we're having a special reception for an invite and we don't want that group to be included on the general invite list, and vice versa.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  6. Please add the option to add particular custom fields to the edit menu of specific designations. For instance, it would be amazing if we could add a custom field to the Grantee designation's Edit menu.

    This would allow me to choose particular custom fields that would show on the edit menu of one or all of the specific profile designations. When I go to that Designation and click Edit, I will see the custom field I added and the ability to input/select a response for the custom field.

    13 votes

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    Proposed Idea  ·  4 comments  ·  Profiles  ·  Admin →
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  7. It would be very helpful if we could bulk add year-end receipts to the portal so our fund holders can view their year-end receipt with all gifts in one receipt in one place. Fund Statements are generated and posted on the portal so it seems like the mechanics are in place to do something similar for year-end receipts. It would be great for our donors who have a fund, especially those who make multiple gifts during the year, to be able to view/print a year-end receipt from the portal.

    8 votes

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  8. Our alumni are marked using custom fields. It would be helpful to be able to change these records to the new Alumni Designation using bulk updates and to have an option to import alumni records.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  9. Introduce the ability to categorize funds within the Giving Hub - allowing users to filter the fund list by specific types, such as scholarship funds.

    Each filter view would generate its own unique URL. For example, the filtered list of scholarship funds could be accessed via: csuite.com/donation/scholarship-list

    This would allow these specific fund lists to be easily shared on websites, etc.

    5 votes

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  10. Please add additional fields to the Grant Request settings in CS/Portal. We need additional fields to capture the fund advisors' recognition for each grant request.

    11 votes

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    Proposed Idea  ·  3 comments  ·  Portal  ·  Admin →
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  11. As we are beginning to utilize Tasks, our lists in each bucket are beginning to grow. It would be awesome to be able to search for specific tasks in any bucket by a keyword to make finding them alot easier.

    5 votes

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  12. Please create separate tax receipt template fields for the Donation Advisor profile that mirror the currently available fields for the Donor profile (salutation, legal name, org contact label, work title, organization, recognition name, etc.). While it's helpful that the address fields beginning in "addr." will change depending on if there is a Donation Advisor applied to a particular donation, we still have to make manual updates on every tax receipt letter to correct salutations, etc. when we have a Donation Advisor applied to the donation. Creating two separate sets of fields would reduce both the staff time spent making these…

    5 votes

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  13. We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.

    7 votes

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  14. Please STOP the system from resorting journal entries by amount. At the very least, have the all the data necessary in custom reports so the data can be sorted in the entry order for review,

    When users create journal entries there is usally is a method to the order they are entered but for some reason the system re-sorts the entries by dollar value before posting. This makes it difficut to review the entries and makes them harder to follow if researching them.

    7 votes

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  15. Currently a Fund's unique donation link can only be found by navigating to the Giving Hub and searching for that Fund, then copying the link from the search bar. That link should be available directly in the Fund profile.

    8 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  16. Please add a field so that the subject line of the guest link email can be changed. While the recent updates to allowing for the email body content are great, they still do not solve the issue that individuals will not open emails that look like spam, and the current subject line looks like spam.

    The current subject line is: Event Ticket Portal Link.

    Refrencing this recent update: Portal Options-Giving Hub Content-Campaigns: Added a Resend Guest Link Content area. This will allow users the ability to customize the resend guest link content.

    8 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  17. In the Fund Advisor portal, on the Catalog Request Form, there is no indication (such as with an asterisk) which fields are required, so a NPO copmleting the form must click the submit button before they are advised which fields are required. It would be helpful if required fields could indicate they were required when the form is first loaded.

    Currently, if they click the "next" button without completing ALL the required fields, it just clears out the form. Would also be helpful if we could add sub-directions for each field. For instance, put "max 200 characters" as sub-directions for…

    12 votes

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  18. When creating fund statements at the end of the year, it would be useful to include the spendable amount for the next year on the statement.

    35 votes

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  19. This idea has been posted multiple times but keeps being archived. Please allow vouchers to be placed on hold just as grants are.

    9 votes

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  20. We have a long list of funds and so do not use the default card-style view for the Giving Hub because users have to scroll VERY far down to view all. Instead we use the "list view" for the Giving Hub, so it would be awesome if we could have fund advisors land there when they select Donate from their fund advisor portal, instead of on the card view.

    8 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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