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1284 results found

  1. Change Log back to detail it used to provide

    The log previously provided more detail on what was actually changed. Now in some areas, it's just showing the CSuite reference ID for the field that was changed. This is extremely confusing to follow as sometimes it's not anywhere else in the system. For example, instead of showing the phone number and address in the log that was added or removed, it just has the field reference ID. And I can't tell which phone number or address was updated based on it. Additionally, I just changed the subgroup on a fund, and instead of it saying the name of the…

    7 votes

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    Proposed Idea  ·  0 comments  ·  Logs/Users  ·  Admin →
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  2. tax receipt labels in WORD, not pdf.

    Please have the option of printing tax receipts labels in WORD. You can run the tax receipts letters in WORD or pdf, but not the labels. We have so many situations where we may need to edit the labels and cannot in the pdf form.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Ability to edit Vendor "Terms" for Vouchers

    Currently the only billing "Terms" available for use on Vendor records is "Due on Receipt". Having the ability to edit this field to include additional billing terms would allow for more complete vendor records and assist with payment schedules.

    It would also be beneficial if the "Due Date" field auto populated during Voucher entry should specific "Terms" be selected on a Vendors profile.

    6 votes

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  4. percentage of gift to spendable

    It would be nice to have the ability to apply a percentage or dollar amount of a donation to the spendable and the remainder to the endowed portion. We have some funds that have been setup this way but currently the donation has to be entered as two separate donations in order to achieve the split.

    30 votes

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  5. Include Tribute_Name as a field that doesn't include in memory of or in honor of prior to the name

    Include Tribute_Name as a field that doesn't include in memory of or in honor of prior to the name.

    8 votes

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  6. 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

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  7. 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

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  8. Files - Report when there is NOT a file attached (NULL)

    We want to see items that do not have a file attached....specifically vouchers. We want to verify that all vouchers had documentation attached to it before discarding the paper we have. At this time, it appears a Files report only will show you items that do have a file attached but not the opposite of not having an attachment. A "null" option for files would be helpful to see those items that are missing documentation.

    12 votes

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    1 comment  ·  Files  ·  Admin →
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  9. Option to not show donation amount in graphs on donor advisor portal

    The graphs on the fund advisor portal are great....except that we do not share donation amounts with the fund advisor. If you hold your cursor over the graph for donations, it shows the amount. Could we have the option to turn this off? Or have more options about what we could have on each portal? It might be nice for some just to have their grant history. The graphs are very impressive & we think our advisors will appreciate the visual.

    7 votes

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  10. 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

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    4 comments  ·  Other  ·  Admin →
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  11. 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

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    1 comment  ·  Reports  ·  Admin →
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  12. Campaign categories showing on event tickets

    I would like at least the option to remove the Campaign Category name from the event registration process. We use campaign categories for internal organization and do not want/need them on the public-facing page.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  13. SLM/CSuite Integration: Attached documents should integrate

    It would be nice to have documentation that has been uploaded on GLM/SLM to be transferred to C-Suite once the grant has been synced.

    6 votes

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  14. Obtaining ACH information

    We'd like a secure way to obtain ACH information from grantees and vendors that feeds directly into CSuite. We obtain it now through an outside system and it's very manual and requires extra communication.

    136 votes

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  15. 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

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  16. 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

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  17. Payment Processor View

    We need to be able to see the StripeIntent field to allow for manual inspection and verification of a successful payment in the Payment Processors tab for Stipe.

    We've had a handful of donations that didn't go through, however, the list we see gives no indication of which ones were successful and which ones had a "Bad_Request".

    It would be most helpful if the information showing whether a payment was successful was client facing so we can see it.

    6 votes

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  18. Make it possible to change Profile Fund Category without Unlinking/Relinking

    It would be great to be able to change a Profile Fund Category by simply selecting a new category from the table, rather than having to unlink the profile from the fund then re-link the profile and fund with the new category.

    5 votes

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    0 comments  ·  Profiles  ·  Admin →
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  19. Tribute Notification

    There are currently no notifications when tributes are created. It would be nice if there would be a number next to the tab....ie (Tributes (3) like there is for donations. Otherwise you have to keep checking the tab to see if any tributes were created.

    12 votes

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    1 comment  ·  Tributes  ·  Admin →
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  20. Update profile data in CS from GLM updates

    When a grantee updates their contact information in GLM, it would be nice if that information would sync over to CS either automatically or into a queue to be accepted or ignored. That way both systems are showing the same information and grantees/students can update their information in a way that reflects across all systems.

    4 votes

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    0 comments  ·  Profiles  ·  Admin →
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