968 results found
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Allow users to have their own personal dashboard that tracks stats relevant to their role.
Allow each user the ability to set up their own dashboard so they can see at a glance some data that is of interest to just them, tasks, etc, all in one place.. Perhaps by using widgets or similar.
4 votesThe following was released on 8/8/2024:
Site: Updated the Home page to have a personalized Dashboard or landing page. This option can be accessed by going to "Me" information where a new "Dashboard" option has been added to the left-hand menu. This will prompt you to edit your dashboard if no charts have been selected. Users can select from the list of dashboards available from: Donations, Events, Funds, Grants, Opportunity, Profile, Scholarship, and Vouchers. Dashboards can be organized in Rows and users will move items between rows by dragging the chart name. Row can be removed using the delete button to the right of each row and rows can be added by using the add row button at the top of the table.
Users can choose to make the dashboard their landing page for a more customized start to their CSuite experience by selecting the Set As Landing Page left…
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Change Fund History Total Grants to not include unposted grants
When a user is on a Fund and selects History, it will list Total Grants with a dollar amount. We discovered that this total will include unposted grants and clicking the link for the backup list of grants does not include unposted grants. This is confusing and needs to be fixed.
We'd rather Total Grants under Fund History did not include unposted grants in the total. Or if unposted grants are part of the total, at least include them in the linked report.
5 votes -
Journal Entry Errors - Received Prior to Posting
Greater Milwaukee would like a feature to show/run errors for journal entries when they are sent for approval, not when posting. For example, if a JE is approved but has closed accounts, the error shows when posting (after approval) and needs to be edited - therefore sent again for re-approval.
11 votes -
Add Indicator on Profiles to identify them as having been created by Import Donations Tool
Add indicator on profile records that indicates the profile was created from the import donations tool. Allow this field to be filtered on in reports. This will help greatly in identifying duplicate profiles created by imports.
10 votes -
Fund Sort Key searchable
Some of our funds have fund names that do not indicate the donor name. In the sort key we reference the donor name. However, the sort key is not a searchable reference. We can't leverage the short name because we use our legacy fund ids there and want to continue that system. We would like the sort key to be a searchable term so if we were searching it pulls up the fund wherever we would put a fund name/id.
3 votes -
Allow Grant Catalog content to be customized
If you visit a grant catalog while it is closed (specifically the URL of a specific grant request), the text is not customizable. Right now, it says "Sorry, that grant cycle is closed," which I think is unfriendly and almost unprofessional? There's not even a period at the end of the sentence. I'd love to be able to edit this content.
3 votes -
allow inactive and activate of profile from left menu
Add the option to Activate and Inactivate a Profile from the left menu without having to edit the profile to check, or uncheck, the 'Inactive' field. There are often times where we need to activate a profile to correct some information then inactivate it. This process is tedious when it requires us to edit the profile each time this status changes.
9 votes -
Opportunity balance should reflect when the opportunity is committed by a pledge
Opportunities are plans that detail and track fundraising efforts to build relationships with prospects and secure major gifts; 2 different types to secure a major gift are cash and pledge.
When a commitment is made through a pledge, the remaining balance should reflect the variance between the solicited amount and the pledged amount. This shouldn't be limited strictly to cash contributions.10 votes -
15 votes
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Print Envelopes as a Word Document
Currently, the Print Envelope feature only allows envelopes to be generated as PDF files. It would be very helpful if there was an option to choose for the envelopes to be generated as a Word document, as there is usually a need to edit the envelope prior to printing.
7 votes -
Bring back the option for archived campaign to show on a profile!
I love the ability to archive campaigns and get them off the campaign list, but we would like to be able to continue to see some of the campaigns on profiles. We track programming participants through campaigns and we would like that history to remain easily visible on their profile.
17 votesThere is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
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Restructure Portal Left Hand Menu Options
In the new portal, Fund Statements, Files, Nonprofit directory, Financials, Investment Report, Term Investments and Split Interest are located under Resources and Documents. Is there a way that they can be their own menu on the left hand side? It doesn’t make sense as some of these aren’t a resource or a document.
5 votes -
Year end tax receipts certain dollar amount filter
Is there a way that a filter can be added like the one on the 990 report (total donations exceeding) to the donor report to run tax receipts letters for only a certain dollar amount, (see attached screenshots).
Please consider this request, I think it will help a lot of foundation out at year end.3 votes -
Custom Field Groups to organize custom fields
I like leveraging the custom fields to customize the platform to meet our needs. However, sometimes there are a lot of custom fields on the object. I try to group them by naming the field. Example: Presentations - Audience, Presentations - Description etc on opportunities to have a section of custom fields that are related to custom fields. Rather than having to have all of these longer names, it would be helpful if we could have custom field groups to begin to organize this information. Or to even designated tabs in the custom field section so we can flip through…
3 votes -
Add "Are you sure you want to copy?" to all copy buttons
The copy buttons don't require any confirmation that you actually want to copy prior to the copy being completed currently. This is an issue because it is often next to "edit" or "merge" buttons, so it is fairly easy to mistakenly click from time to time. Additionally, it can be fairly easy to miss that you did copy the record since the only indication is a refresh of your screen in most cases, so this can result in duplicate records and confusion. A simple screen asking if you want to copy this record would avoid this without causing too much…
11 votes -
Favorite Custom Reports
I know there was already an idea submission about marking custom reports as a "favorite" and it was marked as implemented when the categories were added, but as one poster noted, the categories don't solve this request. Categories are company-wide and favorites are specific to the user. I cannot use a category to mark my favorites. Please consider re-opening this issue.
45 votes -
Fund Created Field - not a date stamp
For us the Created date for a fund is the date the fund agreement was signed which is never the same day we are creating the fund in Csuite. This field used to just be a date field and then turned into a date stamp. Now after we create the fund in Csuite we always have to edit the date stamp to be the date the fund agreement was signed. And being a date stamp, we have to be sure to only edit the date and leave the time in the field or the system won't accept it. This field…
12 votes -
When creating Fund Statements, allow for multiple categories to be filtered
When we generate fund statements, we're now only able to filter by selecting one of 4 fund fields: Group, Subgroup, Division, and Segment. It would help if we could filter based on more than 1 of those fields at the same time.
This enhancement would allow us to simplify our fund coding and create better batches of funds statements.
7 votes -
Donation Portal Fund Grouping, Nonprofit Service Area, and Tabs
Thanks for all the great recent donation portal updates! I like that we now have the option to show the fund's grant type on the fund listing page. It would be great if there was also the option to group funds by their grant types like how the nonprofit directory works. We like that the nonprofit directory includes the grant types, but it would be great if service areas could be an additional way to filter this page. In addition, it would be great to be able to reorder the tabs that appear on the portal. We don't currently have…
12 votes -
Advisor Household label field in grant template
It would be nice to have a field enabling the creation of a formula that checks whether the grant advisor is part of a household or not in the Grant Letter template. If yes, it will pull the household label instead of the individual advisor label field.
14 votes
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