1400 results found
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USPS Address Validation - Spell out city name
When validating addresses in CSuite with the USPS validation, please spell out the entire city name as preferred by the post office (see screenshot below) instead of abbreviating city names that are 13 or more characters.
17 votes -
Portal: Display donor mailing label or recognition name instead of name
Options for how fund advisors see donor info -- When displaying donor info to a fund advisor in the portal, we should have options for how the name is displayed. In many cases, it would be great to have the Mailing Label field (e.g. J. Jackson Smith) or Recognition Name field (e.g. Jack Smith) showing instead of the Name field (e.g. Smith, Jonathan Jackson).
66 votes -
Add "planned giver" and "prospect" designations
We would like to add two designation types to the existing options: Planned Giving/Gift/Giver (whatever makes more sense) and Prospect. We currently use a Profile Type, but it hides that under the Relationships tab. It would be helpful to see they have a planned giving commitment at the native profile level, just as easily as whether a profile is a Donor. We also anticipate this will give us other ways to run reports and dashboard data not currently available.
4 votes -
Toggle off closed accounts in bank reconcile
I would like to be able to toggle off the closed accounts in the bank reconciliation page. I see the sense in being able to see them sometimes, but I think the reconciliation page will become cluttered over time.
49 votes -
CSuite Interface Contrast
While the updates to the menu and profile layouts for CSuite are exciting, it is really hard to look at now. I am in my thirties and I have a hard time reading the screen. Is there a possibility of making the CSuite page more UI-friendly? It's just so hard to look at and I use CSuite for like 80% of the day. I don't want my eye sight to fade away this early in my life.
11 votes -
Support Multiple Fund Advisors in Grant Letters (One Letter Per Advisor)
Many foundations have funds with multiple advisors (e.g., primary advisor + successors). When a grant is processed, foundations often want to:
-Send the main grant letter to the grantee
-Send a separate notification letter to each fund advisor that outlines what was sent to the granteeCurrently, only the single Grant Advisor field on the grant can be used in merge fields. Since only one Grant Advisor can be selected at a time:
-Only one advisor can be merged into a letter
-Users must manually reassign the Grant Advisor and regenerate the letter for each additional advisorThere is no…
4 votes -
Remove "Review Grant Request" and add Submit
Currently in the donor portal, before a donor submits their grants, there is a button that says "Review Grant Request". Can we please change this to say submit the grants? I have had numerous phone calls from our donors because they are frustrated with the clicks before the grants are submitted. We have several older donors who are confused by that button and let their grants sit in the cart. I would love to see an easier process/button to submit grant requests.
5 votes -
Submit Idea
When checks are generated in CommunitySuite, the written dollar amount currently appears in the following format:
Two thousand two hundred and forty-eight dollars and 47/100
This format includes “and” within the whole-number portion of the amount. While grammatically correct, it differs from the more common U.S. check-writing convention, where “and” is typically reserved for the cents portion.
Example of the commonly used U.S. format:
Two thousand two hundred forty-eight and 47/100 dollars
This wording is standard in many U.S. accounting systems and check templates, so the current format can appear unusual to finance teams that are accustomed to the U.S.…
4 votes -
add approved by to the posted journal entries report
Auditors ask for who approve the journal entry. Would like to have Approve By on the Posted Journal Entries report for our Audit requested information.
5 votes -
aallieri@cfpbmc.org
Display a “Fund Donation Total” on the Advisor Portal showing the all-time total donations made to a fund. This can be placed on the Donations tab or another location on the portal where it is best suited.
6 votes -
Summit April 20th: CSuite API - Feedback
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any feedback about how the CSuite API can be made better. List any additional endpoints & the actions you would like to take with the endpoints.
2 votes -
Require Primary Advisor Approval
Require Primary Advisor Approval - Multiple Advisors
On a fund with multiple advisors, currently only one Primary may be indicated when requiring approval of a grant request. If someone other than the Primary submits a request, the Primary is notified to log in and approve the request. If the Primary submits a request, none of the other advisors are notified for approval. We need to be able to require equal approval from all advisors, so that when any advisor makes a grant request, the other advisors will be prompted to log in for approval.
14 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…
3 votes -
Auto-populate & Log all emails in Grant Email Award Letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields. This would save so much time and not require staff to remember and manually add ccs each time. Alert notes don't even show up in the Email Grant Documents area so there's not an easy way to be reminded of who needs to be cced. There should be an option to automatically include more than just the primary email. Please also add any cc emails sent to the log of the grant and profile. Currently only the primary email…
8 votes -
Resend Auto Emails for Granters and Grantees
When an email did not send and the issue is corrected, we would like the option to resend the emails to granters or grantees notifying them of the grant completion.
2 votes -
Calculations in field while posting vouchers, journal entries etc
Quickbooks online has a feature where in the field you can do some basic math which is convenient for the way we have to post hst in Canada. In a field you can say 300/1.14 to calculate out the tax. It saves having to have a calculator beside you and is very convenient.
2 votes -
Online Pledge / Promise Submission form June 2026
Please post feedback related to this release here!
2 votes -
donation advisor
Change the way CS searches names when adding a donation advisor: Currently, when you search names to add a donation advisor, the search factors prefixes and suffixes. It would be much easier if it just search Last Name, First Name. In some areas of the system, this is how the search function works, but it's not consistent across all area.
5 votes -
donation type on donor profile
Would like to see the donation type (cash, securities, etc.) displayed on a donor's profile detail/summary.
13 votes -
Grant Notify
Grant notifications should be triggered when they are moved to paid/complete bucket. Currently the notifications are triggered when the grant is posted/unposted, rather than when the grant is processed for payment. Requested on behalf of Community Foundation of the Ozarks.
2 votes
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