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  1. Currently there is no automatic notification to notify the user that their request for approval is approved. Normally the personal with approval authority is very busy. The extra time spent to send an email confirming the request has been approved is very inefficient. Please add automated approval notifications so the staff requesting approval can be ready for the next step in their process.

    22 votes

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    Proposed Idea  ·  1 comment  ·  Other  ·  Admin →
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  2. It would be great to have a # option in the custom field types, that can then be counted or sorted like other numbers in a Report.

    20 votes

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    3 comments  ·  Other  ·  Admin →
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  3. When filtering a custom report on a field with dozens or hundreds of entries (Ex: fund account listings) you currently need to check one... checkbox...at...a...time. This forced exercise in patience and eye-straining focus is simply unjust. We don't need the carpal tunnel injury lawyer sharks to start circling our Foundat dev team. Let's agree that the humane solution is to grant the user the civilized option to hold down shift while selecting between checkboxes, to auto check all the ones between them. Just 2 clicks needed for a range, not 200.

    letshifthappen

    36 votes

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    Proposed Idea  ·  2 comments  ·  Other  ·  Admin →
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  4. The only search function that allows you to search using ID #s is the main search bar on the top left of the home page. It would be great if the ID # search would be available in all search areas instead of having to type in the fund name, profile name, etc. We are at the beginning phases of using CSuite and have multiple profiles that have the same name. It is impossible to find the correct profile when searching only by name. Using ID search in all areas would help keep errors to a minimum.

    36 votes

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    4 comments  ·  Other  ·  Admin →
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  5. It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  Other  ·  Admin →
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