1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time

2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security

3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry

I understand that the dropdown selection for financials columns (fund, fund segment, fund division, etc.) has been moved under the "Edit" option on the left menu. This seems very hidden and many more clicks to get to. Please put it back on the top right corner of the report screen! Support said many people have been wondering today where that option went.

Please make the Fund Advisor login NOT case sensitive. Many donors are accustomed to entering their emails with various mixes of upper and lower case characters. All fund advisors emails in CSuite appear to be lower case. The donor portal interprets a case difference as a different email and does not allow a login, or a forgot password email to make it through. This is causing lots of issues with our fund advisors.

We process a great number of interfund grant/donations and really need for CSuite to generate an automatic notification to the recipient fund advisor informing them that their fund has received a donation from another fund at our foundation. Is there any way you can do this for us?

Currently, online donations via Stripe create a New Profile if the donor enters different data in any of these four fields: First Name, Last Name, Phone, Email. For orgs that receive numerous online gifts, the duplicates can quickly become a nightmare. We suggest the Stripe-CSuite data matching be modified to look for a match on 2 of 3 fields - say, last name, street address or email address, to reduce the number of duplicate profiles.

Please also:
- add 'date created', and the ability to sort by date created in the duplicates form
-devise a bulk de-deduping process

It would be nice to know when the last time the sandbox was synced. It could be a simple status line System Data. Better yet, maybe something that everyone could see, like in the red "this is your test site" line - "this is your test site (mm/dd/yy)". But having access to it anywhere would be great.

When invitees are added to a campaign, the list is broken up over several pages. A 600 person list might have 4-5 pages, for example.

The RSVP count should show a total on the front page. However, the RSVP count shows a separate total for EACH page. One must click through all pages, then manually add up the RSVP numbers for a total.

Please, fix this.

Please give us the option to choose an existing profile for a memorial/honor contact INSTEAD of creating a new profile every time. This wastes our time later because we have to merge profiles. Thanks!

Currently you are able to set Org roles as inactive or active, but it is not reportable. This means when a report is built to list those associated with the org roles, it shows all profiles with no way of sorting the ones that are currently active. It would be great if we could filter by whether or not that are active, or how some indication (like italics) that show the difference.

We use the mailchimp integration with CSuite and would love to have the ability to batch update the bounced emails as "Do not email." Currently these have to be done individually, which takes a lot of time when you have over 100 to do.

We would love the ability to split a donation in to multiple funds. Donors are able to do this online. We often get 1 check from a donor with instructions on how much they would like to go in to each fund. However, I only send 1 tax receipt. Having to enter each donation separately and then manually add things in to a tax receipt template creates quite a bit of extra work.

It would be helpful to have the ability to have the grant description required in the donor portal when fund advisors are recommending grants. This will satisfy the need for a "purpose of grant" for Donor Advised Funds.

It would be great to have the ability to turn off the offset transactions within the NACHA file. Our bank has requested this and said it is an "easy click of a button" in most accounting softwares but it is not an option yet in C-Suite.

This offset transaction is causing multiple transactions for the same payment to appear in our banking.

Please add the ability to search profiles by EIN it would make it much easier to find the correct organization as SO MANY use similar names or DBA other names

I would like the ability to post electronic checks as a batch rather than having to do so individually. This is especially important now that we're using ACH payments for vendors and grantees and soon to implement ACH scholarship payments. Having to post each electronic check individually takes a lot of time when the ACH batch has more than a few payments.

We very much like that we can generate and send the tax receipt letters out by email from within CSuite.

However, the pdf letter that gets generated and attached to the email has a long strange filename which can be concerning for some wary of files with viruses. The filename looks something like 92b81c76-8015-4099-a6b8-11d8beddb983.pdf.

Can the filename be made to be something that is more recognizable? i.e. DonorTaxReceipt