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13 results found

  1. Could you create a setting in system data that allows users to set organization-wide default content settings for font family (i.e. all content uses Arial font)?

    This would help us ensure that all the content in all the possible places could be the same font type, in line with our brand standards and creating a necessary professional look. Since content exists in CS in so many places, it would be much more difficult to check all the spots and settings one by one.

    11 votes

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    Proposed Idea  ·  1 comment  ·  System Data  ·  Admin →
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  2. Allow bulk updates via imports on profile, grants, voucher, and fund tables. This already exist for custom fields but not all fields.

    15 votes

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  3. Create Grant letter email subject in Grant Content so we can edit the subject line when sending Grant letters

    4 votes

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  4. In Salesforce on the home page there is an option to view recent items. It displays the most recent records that the user last looked at. In Csuite this could be anything with a unique id (note, task, profile, fund, vendor, donation, grant, etc.). Even displaying the most recent 5-10. Sometimes you step a way or click out or you need to remember what you last looked at and this can be a helpful tool. I've included a screenshot from Salesforce (with information redacted) and from where I suggest it displays on the home page.

    1 vote

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  5. DonorSearch Integration - If Csuite was compatible with DonorSearch, it would make data management of both systems a lot easier. Importing and exporting data complicates things.

    2 votes

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  6. Can the search include pulling up organizations that use numbers in their name ie. 1st Bank or 34th Street Vet? Right now they don't appear in the drop down.

    2 votes

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  7. I would like the option to enable two-factor authentication on both the live site and sandbox without one overriding the other.

    1 vote

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  8. Foundant is considering integrating Docusign with GLM & SLM. Is this under consideration for C Suite as well? We'd love to have this integration capability on the C Suite side too.

    128 votes

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  9. It's pretty frustrating for folks to have to remember all their passwords across C Suite / GLM / SLM / Compass and Idea Lab. Especially when they don't all update on the same schedule. Would be great to have some synching of the platforms.

    208 votes

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  10. In an effort to keep us from changing a field that is outward facing PLEASE color code them all a certain color. It is difficult for us to keep track of which fields have an effect on the portals. Having them all a certain color would keep us from changing them unintentionally.

    57 votes

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    0 comments  ·  System Data  ·  Admin →
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  11. Two recommendations: 1) when entering in a money amount greater than 3 digits, it would be great if a comma automatically appears. When I enter gifts with many zeros, it is difficult for me to know if it is correct without the thousands separator. 2) when entering dates and phone numbers, it would be great if the format was automated...automatically putting in "/" for date separators and advancing automatically...and "( )" for telephone numbers so that all phone numbers are formatted the same automatically.

    18 votes

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    2 comments  ·  System Data  ·  Admin →
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  12. Save Button on left side menu

    It would be great to have the save button also located on the left side menu instead of at the bottom and/or top of the screen.

    Thanks!

    51 votes

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    2 comments  ·  System Data  ·  Admin →
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  13. To create ease of toggling back and forth between grants, having a back and forward button to advance to the next grant or previous grant.

    58 votes

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    6 comments  ·  System Data  ·  Admin →
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