1470 results found
-
Full System Audit Trail / User Activity Logs should be mandatory
CSuite would benefit greatly from having a comprehensive system-wide audit trail that logs all user activity across every module and function.
Recently we discovered grants had been entered using the “Create Spendable” function, but no user log was available to identify who performed the action. Without that information, the only way to determine what happened is to ask staff individually if they made the entry. When you have multiple staff entering grants, this is important. Not only from an operational standpoint, but from a chain of custody one. We have also had issues with profiles being marked inactive and no…
85 votes -
Mobile application for Fund Advisor Portal
We have fund advisors who would like the ability to access the fund advisor portal via a mobile application. Is this request a possibility in the near future?
73 votes -
Create VIEW ONLY proxy / "login as" permission
My team finds it incredibly helpful to proxy in / login as a donor to help them navigate the portal. Right now, if you have the proxy in permission, you are able to make grant requests and changes to the constituent's profile and fund. The system log does not mark those actions as the person who proxied in. It marks those actions as though the constituent made the changes. This is critical for audit purposes and creates several security and control issues.
My request for fixing this issue is to either create a VIEW ONLY option for proxying in as…
52 votes -
Customizable Voucher Payment Schedule / Recurrence Frequency (Same as Grant Payments)
"Currently, a recurring voucher payment can be used for a voucher that needs to be paid on a regular schedule, but the only frequency options are Monthly, Quarterly, Semi-Annual, and Annual. We would like to be able to customize the frequency and specific payment dates the same way that is currently available for grant payments."
19 votes -
fund statement formats
We would like to create Fund Statements with 5 columns: One column for each quarter and the 5th a YTD. This is currently not possible.
We think it would be helpful for Auditors, Donors, Staff, etc. I attached an example.
15 votes -
Revert back to the old Grant UI
The new Grant UI is too confusing and cumbersome to navigate. I'm now required to click between multiple tabs in order to make sure I haven't missed any information, such as special instructions our donors might have included on their grant requests or any files they might have uploaded. It's also our practice to upload original grant suggestions for any grants we create manually. My Grants Manager will now have to click on multiple tabs while reviewing entries to verify that all information is correct and properly recorded. All of this was easier when ALL information was on ONE page.…
17 votes -
Change the "Submit" button to "Continue" for Event registrations
When people register for events, they first put in their contact information to create a profile/add their profile to an event. The button on that screen says "Submit" and then immediately sends a confirmation email, even though the guest has not put in any additional information or answered any specific questions (ie. dietary restrictions, donor preferences, etc.). Can we please change the "submit" button to a "continue" button? Or make this event registration process one-step instead of two-steps? The current set up makes it impossible to host event registration within C-Suite and get the information we need about event participants.
20 votes -
Profile type directory suggested improvements
First of all, THANK YOU for creating the profile type directory! I was super excited to find out it existed while at Summit. I would love for you to expand the capacity of it and make it similar in function to the Nonprofit Directory with the ability to decide what information to share--even if it was in the setup and not particular to one person/organization. For example, I would love to be able to share a person's name, title, workplace and address in addition to the phone and email. I appreciate you Chris and team!!
15 votes -
portal grant request
Change the term "Description" on an online grant request to "Grant Purpose." Description is too confusing and donors don't know what to enter in that field.
79 votes -
Add Secondary Steward to Profiles/Funds
Similar to having secondary assignees to opportunities, it would be extremely beneficial if we could add secondary stewards to profiles and funds. Right now, the limitation to one steward per profile is problematic as we have profiles with more than one fund which have different stewards.
41 votes -
Donation Totals under Donations Tab of Donor Profile
We have many donors who have given monthly over several years. It is difficult to determine the sum of their total giving when looking at the Donations Tab on their Donor Profile. Is there a way to show a sum for each section under the Donations Tab?
Direct Donations Total
Advised Donations TotalWe do not want to have to run a report to see this information when we are on the individual / household / organization donor profile.
12 votes -
View Opportunities associated with Fund on Fund Page
When on a fund page you should be able to quickly just to any associated funds with an opportunity or at least see a list of associated opportunities. Maybe on the relationships tab.
12 votes -
Statement Type Editing
The Set Statement Type area (Home > Fund Advisors > Set Statement Type) applies bulk changes immediately, without a confirmation step. Unlike other bulk edit functions in CSuite, selecting a statement type option (Online, Paper, or Email) takes effect the moment it's clicked -- with no prompt to confirm the action. This lack of verification increases the risk of unintended changes being made to statement types across multiple records.
18 votes -
Grant UI update June 2026 (Sandbox)
Please post feedback about the UI update here. Note this is a sandbox release as of June 2026
7 votes -
Top Navigation Bar
The top navigation bar changed today to follow the new UI updates. The option to revert back to our previous navigation bar is not available now. Please give us back the option to use our previous navigation bar!
26 votes -
Auto-Populate Names
When creating a profile, I would like to have the already entered First Name, Middle Initial and Last Name fields automatically populate into the Salutation, Recognition Name and Mailing label fields, in order to speed up data entry. Currently this is data that must be duplicated. If, for example, I enter John Michael Smith in the top line Name fields of an individual profile, I would like the Salutation field to be auto filled with John, and both the Recognition Name and Mailing Label fields to be auto filled with John M. Smith (taking the first initial of the middle…
44 votes -
Opportunity Notes - Make Custom Field(s) reportable
With the addition of custom fields to Notes, we know the custom field is available for use in regular Notes and Opportunity Task Notes, as well as available on Opportunity Notes. The custom field appears as a reportable field in custom reports for Notes and Opportunity Task Notes but NOT for Opportunity Notes. My assumption is the custom field should show on the Opportunity Note report based solely on the objects being used in that report (i.e. Opportunities and Notes). Can the custom field please also be connected/available for the Opportunity Notes?
26 votes -
Donation UI Feedback
Please provide feedback around the Donation UI update here.
27 votes -
Use organization domain for email communications
Enable sending automated emails from the organizations actual domain via the use of domain authorization rather than sending everything from fcsuite.com.
Emails from fcsuite.com are confusing, often caught in spam, and it is impossible to ensure that every online customer recognizes and properly whitelists it. This has caused significant overhead on our staff to manage missed communications. In addition, some organizations spend a lot of time and money to build their brand reputation and improve name recognition within the community. The many thousands of automated emails that go out every year should be representative of, and enhance, this investment. While…
104 votes -
Custom Field Descriptions to Show When Using the Field
My team uses custom fields on opportunities for unique tracking. The description of the custom field is where we have the instructions for how and when to use the field but is only seen if you go to the custom fields page.
Can the description of a custom field appear when USING the custom field? For instance, when you click into the custom field to select from the dropdown menu, you would also see the description of the custom field which explains when you would need to use the custom field. That way my team does not have to reference…
10 votes
- Don't see your idea?