Problem Definition and Discovery
Wealth Screening Integration
CSuite
Bank Reconciliation Updates:
CSuite
Loan - Impact Investing Pool/Revenue Share
CSuite
Form request in CSuite
CSuite
Portal Updates
CSuite
This Quarter (90%)
CSuite Outlook Plugin
CSuite
Financials: New Reports & Custom Column Options
CSuite
Year End Processing/Audit Support
CSuite
Smart Simple Integration
CSuite
Enhancements: Recurring Donations for NPD; Grants; My Dashboard
CSuite
Next Quarter (75%)
Data Visualization/Reporting
CSuite
Investment/Bank Integration
CSuite
SSO option for Users
CSuite
2 Quarters Out (50%)
Electronic Payment Solution
CSuite
Workflow/Approval Tasks
CSuite
CSuite-GLM Integration Updates
CSuite
3 Quarters Out (25%)
Docusign Integration
CSuite
Portal: Add "My Events" for attendees and "My Campaign" for FA's
CSuite
Campaign Enhancements
CSuite
Completed
New Donation Portal: Updates/Feedback on new experience
CSuite
Term Investments - Updates for Religious Foundations
CSuite
CSuite Quality of Life
CSuite
Dashboards: Vouchers, Vendors, Campaigns & Opportunities
CSuite
Campaign Updates
CSuite
CSuite Quality of Life
CSuite
Donation Portal: Nonprofit Directory
CSuite
Donation Portal: Fund Donation Page
CSuite
Account Advisor Withdrawal Template and Workflow
CSuite
Grant Catalog Updates
CSuite
Workato: Additional Profile Data
CSuite
Donation Page UI Updates: Funds, Events, Grant Catalog & Campaigns
CSuite
Canadian Enhancements
CSuite
Dashboards: Filters & Drilldown
CSuite
CSuite Quality of Life
CSuite
Journal Entry Updates
CSuite
Workato: Donation & Nonprofit Designation fields
CSuite
Workato: Pledge Fields
CSuite
CSuite Quality of Life
CSuite
New Portal: Fund Advisors (New style & updated functionality - RELEASED IN SANDBOX ENVIRONMENTS)
CSuite
New Portal: Donors, Grantees, Nonprofits, Vendors, Customers & Students (RELEASED IN SANDBOX ENVIRONMENTS)
CSuite
New Portal: Donor's - Recurring Donations & Pledge Updates (RELEASED IN SANDBOX ENVIRONMENTS)
CSuite
Custom Dashboard per User
CSuite
New Portal: Voucher Request Option for Vendor Designation (RELEASED IN SANDBOX ENVIRONMENTS)
CSuite
Public Security Enhancements
CSuite
Reporting: Power BI API
CSuite
Custom Reports: Updates & Additional Fields
CSuite
Templates: Additional Fields
CSuite
Portal & Giving Hub: Client Feedback
CSuite
CSuite Quality of Life
CSuite
