1302 results found
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Allow payable amounts to stay in checking during balance swap
Each fund has an option to keep spendable amounts in the checking account. We use this for all invested funds. For several long term grants, we post the grant long before it's paid which will take it out of spendable so our program staff doesn't overspend the fund. However, during the cash swap process, CSuite wants to roll those funds back into the investment. Since we've already committed those funds, we don't want them at risk in the market. The only current option is to remember to uncheck those transactions when balancing the asset accounts so it doesn't swap. This…
5 votes -
Expand Notification - Tasks and Notes
Currently the only notification related to tasks and notes is the notification that is sent to a user when they are assigned to a task that they do not own. If I add myself to a task I am creating, I would not receive an email.
It would be nice if the creator and anyone that the task is share with could receive a notification when any notes are added by the user that the task is assigned to.
6 votes -
Open Report in New Tab
I would like to open multiple reports from the dashoard without leaving it! I want to right click the report id to open in a new tab without being blocked. This is helpful to me when comparing certain metrics and different reports. I know there are workarounds (i.e opening up multiple report tabs and then clicking the id) but would really like to see things streamlined.
4 votes -
Opportunity Stage Adjustment
Currently, when attempting to sort the stages within an opportunity, you need to use the numeric sorting method -- I believe a drag & drop option could be more impactful and user-friendly. This style of sorting is seen throughout the Csuite and would benefit opportunities.
8 votes -
bequests
Money In / Bequest Pledge -- our foundation deals with complicated bequests every year which need detailed reports for our Audit. Please create the ability to have a Pledges-Bequest section which can be booked to our GL account for bequests receivable, which could map to our correct net assets GL code. Using Opportunities for bequests receivable does not allow for our desired Audit reporting requirements. We have experimented in the Sandbox for setting up bequests as a pledge, but currently it is too cumbersome having to constantly change the pledge default codes.
10 votes -
link donations
I would love to be able to link donations from the opportunity side of the equation, and not just from the donation side.
7 votes -
UI Refresh Interface released on 10/1/2025
The UI Refresh looks great, however when a user decides to go back (disable the shiny new look) to the original look in the Styles Settings. It changes it globally for all the users in CSuite. Please make it so it doesn't change it for everyone and make it based on the users preference. Thank you.
7 votes -
List both Individual and Household opportunities under Household profile
It would be great to access both Individual and Household opportunities under the Household's profile. I am imagining something similar to how you can view all the donations under the household whether it be the individual or household.
8 votes -
donation import file
Add the fields below to the donation import file so they can be populated during import, reducing the amount of manual work required after a profile is created:
Salutation
Mailing Label
Recognition Name
Address Type
4 votes -
Restrict logging in as other Users to the Admin security group
The current functionality allows any user with permissions to Login As (UserA) to login as another user (UserB) and act as UserB with UserB's permissions which may be different than UserA's permissions. For example, someone who assists Fund Advisors and has no financial permissions could Login As someone with Accounting group membership and surreptitiously generate and print checks. There is currently a security feature that prevents users who are not in the Admin security group from logging in as a User who is in the Admin group. Could this feature could be expanded so that only Admin users can Login…
2 votes -
rhondap@lcf.org
Provide option to move a note that is in a profile to an opportunity that is also in the profile. Currently we have to manually move notes if a note is mistakenly added to the profile rather than the opportunity.
11 votes -
Closed Funds - indicate in search results that fund is closed When you search in the general search box, add "(Closed)" after the fund name,
When you search in the general search box, add "(Closed)" after the fund name. This was a previously implemented idea but I'd love to see a tweak to it - can you change the "(Closed)" to RED letters? I love that it's there but still often click on the wrong fund because it doesn't catch your attention
2 votes -
"Add File" option when creating a Note
Not too long ago they have us the ability to add a file to a note - this is super helpful because we can often attach email correspondences without junking up the "Files" tab with so many attachments.
HOWEVER - you can only "Add File" AFTER you post the note. So many staff members have forgotten that option is available now. Please put the Add File Option to the Add Note screen so we can attach at note creation.
Thank you!
11 votes -
Add Fund Steward as a field for grant letter templates
Consider adding the Fund Steward as a field for grant letter templates, just like the fund statements. We use a custom field to present this information on our grant letters but having the Fund Steward available is ideal. It's available in other templates so hopefully this is easily implemented.
9 votes -
Multiple Tributes to One Donation
Currently, it is only possible to add 1 tribute per donation in Community Suite. Is there a way to add the ability to apply multiple tributes?
The case exists in that we have multiple appeals, and even regular donations, where donors send in one gift, one fund, and name many tributes. They are NOT sending one gift to multiple funds with multiple tributes.
13 votes -
Sandbox Grant Approval
It would be helpful if the sandbox feature that prevented anyone but the creator of a grant from approving the grant was turned off.
I struggle to understand why would preventing other people from posting my grants help in training?
If the intent is for a user to be able to approve their own grant, CSuite offers a togglable setting that provides for this. Hard coding sandbox to prevent any user other than the creator of the grant from approving the grant is an un-necessary restriction.In reality it, prevents users from testing their internal control environments. It also requires…
8 votes -
Sub Category option for Files
The category function is great for organizing files but we would like to provide more organization by having sub categories. Like a main category would be Finance and sub categories would be documents finance would be concerned with such as W9s. Thank You cards would be a Donor sub category. etc.
4 votes -
Copy Note to an Opportunity
With the new note copy function, it would be great to include opportunities as one of the types of records a note can be copied to.
6 votes -
Add option for customizable header on Giving Hub checkout page
We would like to add instructions on when to use individual vs household vs org on the checkout page. Currently, a lot of households use the individual setting and we can't change it on the back-end.
That, or make the choices more visible. They're easy to miss!
5 votes -
Show Tribute Type in the Tribute Search
Show Tribute Type in the Tribute Search. There are often Honor/Memorial tributes for the same Tribute Name - CSuite requires the type to be defined.
2 votes
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