1400 results found
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bank reconciliation radio button
Why are the radio buttons on the bank reconciliation on the other side? It would be helpful if they were near/next to the check number. My optometrist would thank you.
3 votes -
Campaign Waitlist Option
I would like the ability to have a waitlist option for campaign tickets. When the max tickets are met, a waitlist option is presented for those to choose. This option sends an email notification after submission that can be customizable and would not include an attachment.
2 votes -
Please consider the ability to automate a person assigned to a particular stage inside an Opportunity.
Please consider the ability to automate a person assigned to a particular stage inside an Opportunity.
2 votes -
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…
6 votes -
Tribute
Tribute tab in Donations - we would like to have the number indicator back on the Tribute tab in Donations. The number indicator let's us know there is something that needs to be addressed on that tab, similar to the number indicators for the other tabs in Donation on the attached screenshot.
39 votes -
Ability to Import Historical Scholarships that will also Automatically Generate Historical Grant and Voucher Records
It is important to have historical data accurately reflected in our records and currently the importing of historical scholarships does not provide for the automatic creation of the corresponding historical grants and vouchers. Currently, the creation of new corresponding grants and vouchers after importing new scholarships results in duplicate/erroneous records. How can we make sure that the import of new scholarships will result in accurate corresponding grant and voucher records?
3 votes -
Allow Multiple Promoted Fund Tiers/Groups on Donate Page
The current "Donate to a Fund" Giving Hub Page displays promoted Funds by default, with users able to view all non-private Funds by selecting "Show Additional Funds."
We would love the ability to further segment promoted Funds into two tiers/groups. Our preferred setup would be:
--Main page/default view: Internal Funds only ("Tier 1 Promoted")
--Additional tabs or sections beneath:
1). “Show Funds Actively Fundraising” (ideally with customizable tab text) ("Tier 2 Promoted")
2). “Show Additional Funds” (existing functionality)This would allow Community Foundations to better prioritize which Funds are highlighted on the primary giving page while still maintaining visibility and…
1 vote -
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
5 votes -
User Experience for "ADD" Button & Basket
It's great that Csuite tried to make updates to allow for donors to give to multiple requests from the main grant catalog page, but the user-experience needs improvement.
The "basket" is hard to find, and the new "ADD" button below each grant catalog request is not intuitive. Please change "ADD" to "ADD TO BASKET" or allow us to edit the "ADD" button language. (It's surprising this is not editable).
On mobile, the "Basket" is especially hard to find, buried under the menu, which is how most donors give. And, the basket total amount does not update on mobile like it…
6 votes -
Fund Relationship Fields
Be able to pull other profile fund relationships on to the fund statement. For example, be able to put successor advisor name and contact information so that the fund advisor can confirm that information annually.
4 votes -
Add Campaigns to Vouchers without unposting the voucher
If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.
With every other function, a user can add the campaign after the entry is posted except when dealing with vouchers. It is extremely frustrating to have to un-post, edit and repost to add a Champaign or change if required.
This idea has been achieved before.... But I think it would be very helpful.
8 votes -
Attach to fund using Outlook add-in
Thanks so much for the Outlook add-in for CSuite!
We would love to be able to attach an email directly to a fund. Is that possible?
Sometimes we might be having an internal communication about a fund and that's where we want this note to be attached, rather than associated with any one Profile.
It would help encourage good documentation practices as you're able to build in more options to this wonderful add-in. Thanks for your consideration!
2 votes -
Donation Notification Delay
There should be a system-wide option to delay sending automatic email notifications to fund advisors when a donation is posted. Delaying it for 2-3 days would give us more time to review and correct any errors.
5 votes -
Multi-fund donation - Payment Date
When entering a donation and using the multi-fund feature, a payment is automatically created. The payment date is defaulting to today's date - it is not pulling the date used when entering the donation. Unfortunately there is no way to adjust the payment date after the fact. This used to not be the case and something has changed.
3 votes -
Ability to hide "out of the box" fields
I am curious to know if it is possible to hide non-custom fields? For example, if we never utilize the Recognition Name field in a profile, can this field not be provided as an option in the creation and view of a profile?
5 votes -
Opportunity Assignment
When assigning opportunities -- The initial assignee and secondary assignee selections function and look differently. It would be appreciated if these were consistent for system literacy. Apart from this, it seems that you can continue to re-add a secondary assignee.
8 votes -
Make Fund IDs More Visible in Portal
It would be very helpful to make Fund ID numbers visible more easily on Fund Manager. At the Community Foundation of the Ozarks, we regularly urge agency partner fund advisors to use Fund Manager to initiate grant requests, but we still have several who email in their requests or simply reach out with questions about their funds. We have been encouraging them to use their fund ID numbers when emailing a grant request or questions, so we can ensure we look at the correct fund, but fund IDs are NOT currently easy to find in Fund Manager. They usually have…
4 votes -
Donation page settings
It would be great to allow us to add a section that asks how the donor heard about the fund they are donating to. They could make a selection from options we provide, such as website, event, referral, etc. This would help greatly with marketing efforts.
5 votes -
Better Notes layout in Reports - include carriage return
When note text is output in reports it loses all carriage returns. This makes it rather difficult at times to read notes that have been laid out in a specific manner.
20 votes -
Description: We would like to request native DocuSign integration within CommunitySuite (CSuite). Currently, DocuSign integration appears to
We would like to request native DocuSign integration within CommunitySuite (CSuite).
Currently, DocuSign integration appears to be available in other Foundant products such as Grant Lifecycle Manager (GLM) and Scholarship Lifecycle Manager (SLM), but not within CSuite. This creates a gap in workflow efficiency for organizations that rely on CSuite for fund management, donor engagement, and grant processing.
Adding DocuSign integration to CSuite would allow organizations to:Streamline document workflows (e.g., fund agreements, donor acknowledgments, and grant-related documentation)
Reduce manual processing and duplicate data entry
Improve turnaround times for signatures and approvals
Maintain a centralized system of record within CSuite2 votes
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