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  1. When syncing GLM/SLM profiles, CSuite attempts to match and link them by suggesting one or more possible matches. If CSuite does not suggest a match, the only current option is to create a new profile. Many times, a matching profile does exist in CSuite, but with a different version of the first name (Will instead of William) or a different email address (personal email versus school/work email).

    Please add the option to look up and manually enter a CSuite profile ID when syncing GLM/SLM profiles.

    4 votes

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    Proposed Idea  ·  1 comment  ·  CRM  ·  Admin →
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  2. We need to be able to track scholarship specific information (such as associated high school, minimum award amounts, maximum award amounts, criteria, funding use limitations, etc.). Custom fields on scholarships that are REPORTABLE are needed! Custom fields on awards or funds won't suffice because a fund can have multiple scholarships and an award is too far downstream in the workflow. SLM doesn't allow for tracking of this information either so without custom fields in CSuite we are forced to continue tracking this information in Excel :(

    4 votes

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    0 comments  ·  CRM  ·  Admin →
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  3. Feature Suggestion: Task Set Automation with Relative Due Dates

    I'd like to suggest a feature that would allow users to assign a predefined set of tasks to a donor with a single click. These tasks would have relative due dates based on the date the task set is assigned. For example:

    Task: Send thank-you letter
    Due: 1 month from task assignment
    Task: Share copy of signed fund agreement
    Due: Immediately or within 1 week
    Task: First reporting update
    Due: 6 months from fund establishment
    This would be especially useful when a donor gives a gift or establishes a fund. I…

    1 vote

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    Proposed Idea  ·  0 comments  ·  CRM  ·  Admin →
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  4. Create an option to suppress funds, profiles, etc. that have been marked inactive from search results.

    1 vote

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  5. Add a Search Bar on request history page, within an organization summary.

    It would really help if we could search requests by process in the organization 's grant history. We can alphabetize them today, but using a search would help us.

    5 votes

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  6. When you click into Organizations, you can perform a basic "duplicate search" and easily merge duplicates. I would love to see this same option for contacts.

    4 votes

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  7. When applicants create their accounts, it would be nice if the organization field provided a drop-down menu of the current organizations already listed in the account holder's account. This would help eliminate duplicate organizations and save the administrator time going through all the organizations and merging duplicates.

    3 votes

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  8. It would be useful if you could re-arrange the Contact list under Organization Summary in GLM. Simply click and drag to re-arrange the Contact order.

    1 vote

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  9. When people make online gifts sometimes they are giving in memory of multiple people, but we can't connect more than one tribute to the gift so we have to manually keep track. It would be nice if there was a mechanism to help us track when this happens. Support said there is not and to post here instead

    1 vote

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  10. Adding a description field under the Vouchers tab in the new or old Fund Advisor Portal (similar to how it is listed under the Donations tab).

    2 votes

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  11. 11 votes

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    Feedback Needed  ·  0 comments  ·  CRM  ·  Admin →
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  12. Nonprofits often run under a DBA or have a common name they use that does not always match their 501 c 3 IRS Designation name. If there was a field in the GLM profile that allowed for a legal name and common name, syncing that over to C-Suite, which already has a legal name field, would be IMMENSELY helpful.

    8 votes

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  13. We repeatedly run into an issue with organization records in which one org (such as a university or community foundation) is the "parent" organization, and a department or sponsored program is a subsidiary or component fund. It would be helpful if GLM had the ability to show those relationships, have different addresses where needed for the subsidiary, and to segregate the subsidiary's contacts and grant history. For example, I am far more likely to need information about the McDonald Observatory (part of UT Austin) than the university overall.

    12 votes

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    Proposed Idea  ·  0 comments  ·  CRM  ·  Admin →
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