1126 results found
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donation notify email
Currently there are 5 available fields for this email to fund advisors as far as I can tell. When they go out, the donor name is last name, first name and it looks odd to me. Is there any way to have that changed to donor's full name
Donationnotifyemailbody
Text for the automatic email a fund advisor receives when a donation is posted to a fund they advise, when Donation Notify is enabled in the fund advisor record.
Default site custom content: This is a notification that DonationID {{donationid}} was received for {{fundname}}
Donor: {{donor…3 votesThe following was released on 3/4/2024:
Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
No permission changes with this release. -
If Marked 'Inactive,' email/address/phone should no longer show as Primary!
If any part of the profile contact info is marked Inactive (checkbox), then PLEASE, for the love of God and good data, have the radio button under Primary UNCHECK ITSELF. Or let US uncheck it. If information is inactive, it is no longer, by definition, primary.
Took this concern to support (inactive email address, but no replacement email address - but need to preserve historic email address) and was told we should input dummy data to trick the system. The problem is that we don't want inactive OR dummy data coming back in to lists and reports.
Can we just…
16 votes -
Free Events
If there's a free event, it would be nice to have the ability to hide the "$0.00" amount that shows up. But also have a capability to select what fields must be filled out in the Required Checkout Information process. At the moment it's part of the check our process to enter address, which isn't necessary for a free event. Overall, I think it would be great to have a check box to select that indicates campaign is a "free event". Similar to the check box with Promises in Pledge.
The difference with a free event would be: No Fund…
32 votes4/5/2023: Campaigns: Enhanced the campaign workflow to help with the tracking of events and mailings. Each campaign will now be associated by type. Campaign types are event, marketing or historical. The assigned type will drive different campaign functionality. A campaign categorized as events, will allow a user to create tickets, groups, and requests for the campaign. Marketing will be used if the campaign is intended to create a mailing list to communicate with donors and other constituents. Historical will be a way to move completed campaigns into a separate list for campaigns that are no longer being used by the foundation. Campaigns will still be managed by user defined categories and can be archived within the category list. The campaign page has been redesigned to have a bucket system just below the event information and image at the top of the page. Each bucket will then trigger different left hand…
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Electronic Filter for Check Custom Reports
Please add an option to the Custom Report "Check". We have a custom check register under this custom report. There are no filters or options to show the check was electronic or not. The check # is blank, but it would be nice to have an option to pick whether or not the check was electronic.... so it can show up on the report on why there was no check # with that payment.
8 votesA boolean yes/no electronic check field was added to the check custom report on 6/6/23. This can be added to your report to identify the electronic checks on your register.
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Moving individual Custom Reports to new Categories
I'm so pleased that we have the ability to create our own Categories in Custom Reports to classify them in areas that make sense to our organization.
However, having to 'Save As' to access the Category menu is proving painful. I have to Save the report to the new category which leaves me with duplicate reports. I then have to go back and delete the report under the CSuite defined category.
Can you please allow us to edit the Category to move the report to complete the reclassification in one simple move?
1 voteThe is a Bulk Update option in the left side menu in Reports. This will populate a report list and allow you to add a description and update the categories without navigating one by one.
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Fund Fee Types Note
It would be helpful to have the "Add Note" option on Admin Fee - Fund Fee Types. We have some unusual fees that are specific to certain funds and/or situations and it would be nice to be able to spell that out more clearly on the Fund Fee Type itself.
2 votes5/22/2023: Admin Fee: The following enhancements are now available for Admin Fees: the ability to set funds in bulk to an admin fee type, an option to add a note to an admin fee, and on manual admin fees, the ability to select the receiving fund and accounts. The ability to create a manual admin fee is now an option in the left hand menu on the admin fee page.
Also enhanced the fund record’s Admin fee section to have a start date field. This start date can be used to enter a starting date to begin processing admin fees on a fund. The start date will look at the admin fees posting date. For example, if the fund’s admin fee start date is set to 1/1 and admin fee posting date is 12/31, it will not charge that fund for that admin fee.
Enhanced the admin fee types to…
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fund advisor - grant notification email
Currently how the system is set up is that one email PER grant processed goes out to the fund advisors of the fund. We have many funds that make multiple grants out of their fund at one time, resulting in them receiving a number of confirmation emails.
Could the system be set up so that it only sends ONE email with all of the details of the grant(s) processed?
5 votes6/7/2023:Fund Advisor: This enhancement allows the foundation to enable the ability for their fund advisors to receive an email confirming that they have submitted a grant request online. There is a new check box at the fund advisor level called Request Confirmation Email. The foundation can chose to enable this for all fund advisors by selecting the check box Advisor Request Confirmation Email in Fund Advisors>Settings>Edit Settings. There is also a new content area for the Advisor_request_confirm_email_body.
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New User Interface
When something was selected (Account Number, Donation ID, Grant ID, Etc.) on the old user interface the link would turn purple signifying that it was clicked. This does not happen with the new user interface released today. Could you please add that function back? Thank you.
17 votes -
Link Pledges to Campaigns
Need the ability to link pledges to a campaign. Report heavily on where they are at for their annual campaign goal, which includes pledges and donations.
10 votes4/5/2023: Campaigns: Enhanced the campaign workflow to help with the tracking of events and mailings. Each campaign will now be associated by type. Campaign types are event, marketing or historical. The assigned type will drive different campaign functionality. A campaign categorized as events, will allow a user to create tickets, groups, and requests for the campaign. Marketing will be used if the campaign is intended to create a mailing list to communicate with donors and other constituents. Historical will be a way to move completed campaigns into a separate list for campaigns that are no longer being used by the foundation. Campaigns will still be managed by user defined categories and can be archived within the category list. The campaign page has been redesigned to have a bucket system just below the event information and image at the top of the page. Each bucket will then trigger different left hand…
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Stock Proceeds and Year End Tax Receipt
We need the ability to use stock proceeds fields in the yearly donor tax receipts area. We have to do these 60+ letters manually each year. The are fields available on the donation receipt and should be available on the Yearly Tax Receipt. We need time to work on our templates before the end of December. Please add these fields ASAP so we can complete the tax letters for donors who gave public securities through cSuite.
6 votesThe following fields have been added as available fields for the year end tax receipt template: Today’s Nice Date, Public Security Fields in loop: Symbol, Quantity, Description, Unit Cost, Initial Value.
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Custom Reports: save option
A SAVE button in Custom Reports so you don't have to reselect the Share box and select the name of the report from a drop down selection. This drop down selection is by name, the report listing is by report ID. A SAVE button in the report editing area would save a lot of time. Then the SAVE AS button if you want to rename it or not share or share.
22 votes5/3/2023: Custom Reports: Enhanced Custom Reports to now have a Save As option. This will allow clients to start with a report and make changes without losing that report. When saving a report, clients will now see a description field. This field can use this to create a description of the report which will be visible in the custom report list. In addition, there is now a new column for the creation date of the report. This will allow a User to identify when the report was created. A relative week date filter has been added. Selecting this filter will return data based on a Monday-Sunday week.
Enhanced Custom Reports to now have an option to view only the reports created and shared by or with the user. Creating categories will give a User the ability to create a new categorized list of the custom and default reports. Clients will…
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to be able to produce grant letters at time of preparing the grant, not at time of processing cheques
to be able to produce grant letters at time of preparing the grant, not at time of processing cheques
13 votes -
Increase and make Brighter fonts in Resource Examples.
When you click on the Resource Examples for the 4/17/2023 Release Notes, you are not really able to see what they are. The Grant history example under Parent/Child Org Relationship is very hard to read. The font is faded and not bold like in the live website examples. This is such a strain on the eyes. Thank you
1 voteProduct Education Team updated their information and screenshots! Thanks for your feedback.
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Canadian payment file CPA Standard 005
I was really excited to see the recent release re: checks to "add the ability to create a ACH094 file for Canadian clients to use nacha type functionality with CSuite." After checking with our bank, it turns out they don't use this file type, but instead use CPA Standard 005 (see link below). It would be fantastic if this file type could be added to the options for ACH format.
https://www.payments.ca/sites/default/files/standard005eng.pdf
6 votesReleased 1/3/2024:
Accounts: Added the ability to use CPA005 file format for electronic payments for Canadian clients. An ACH format will be set in System Data, but users can the select per account which format to process based on the financial institutions requirements. Select Configure in the ACH Configure Settings. A new page will display and users will need to configure the options for the file format. Users will see ACH File Sub Format: Standard(1464), Central 1, RBC formats. If the ACH Options are already configured, users will need to clear the ACH options to edit at the Account level. Once this field is cleared, users will be able to select a file format and ACH options at the account level.
System Data: Added CPA005 file to the ACH Format field. Selecting an ACH Format from System Data create that file type for any Bank or Investment… -
Fund Grant Summary Grid/Table
When looking at a Grantee, there currently is a Grant Summary that shows the list of Funds that have supported the Grantee with a grid/table that shows total grants for either fiscal year or calendar year (whichever you selected as the Admin for your Foundation's CSuite portal).
This is extremely helpful from a Grantee standpoint as we can see recurring support for a specific Grantee.
It would be wonderful to see this type of grid/table from the Fund standpoint. So that we can see the pattern of Grantees a Fund has supported year-over-year. I've found that I can create this…
3 votes8/2/2023: Funds: Updated UI to align with look and feel of profiles and campaigns. The fund record now has a header which contains the main fund information and is available on all tabs. In order to organize fund information and limit the left side menu options, the following tabs have been added: Details, Relationships, Settings, Fund Statements, Files & Notes.
On the Details tab, clients will see the main details of the fund such as: short name, creation date, fund groups, and the fund assets sections. We have also moved budget and loans, from the Options settings to Details card . Reports are still located on the Detail’s Tab, but have all been grouped under on left hand menu: Reports. Once Reports is selected a new page will appear and all of the Reports will appear in the left hand menu.
On the Relationship's Tab clients will find Scholarships, Beneficiaries,…
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Bulk Add Note
It would be great to have option to bulk Add Notes to profiles via a report. We've exported a large profile list and pulled 70 profiles from the list to mail a letter. It would be nice to have option to add note to those profiles.
3 votes -
Add a Total on Checkrun Batch Screen
Please add a total of the amount of the checks that are included in a checkrun batch on the Checkrun Batch screen, so when you're running checks, you can verify that all the intended payments (and only those) made it into the batch. As far as that goes, any place that lists more than one number in CSuite should have those numbers totaled. Thank you!
19 votes -
steward
We would like to be able to pull the Fund Steward's (staff) name into fund donors grant reporting as a column so that we can provide the stewards weekly reports on how their funds are sending out grants. Since we do not have fund stewards as grant approvers, they do not see donor advised grants heading out the door so setting up a recurring report would keep them up to date.
2 votes -
profile pictures
In addition to attaching files, it would be nice if we could attach a profile picture. This would be helpful for board members, committee members, fund advisors, etc.
4 votesThere is currently an add image option in the left side menu when viewing a profile. This will allow you to upload a picture.
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campaign
Would like to be able to customize acknowledgements specific to each campaign.
8 votes4/5/2023: Campaigns: Enhanced the campaign workflow to help with the tracking of events and mailings. Each campaign will now be associated by type. Campaign types are event, marketing or historical. The assigned type will drive different campaign functionality. A campaign categorized as events, will allow a user to create tickets, groups, and requests for the campaign. Marketing will be used if the campaign is intended to create a mailing list to communicate with donors and other constituents. Historical will be a way to move completed campaigns into a separate list for campaigns that are no longer being used by the foundation. Campaigns will still be managed by user defined categories and can be archived within the category list. The campaign page has been redesigned to have a bucket system just below the event information and image at the top of the page. Each bucket will then trigger different left hand…
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