1218 results found
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Adding/Editing Notes on Event tickets manually
We are collecting information in a Notes Field on an event which is working when a patron fills it out online. but we have no way to add this note when entering a ticket manually or if a note needs to be updated. Please make this field available in the back office.
2 votes -
Multiple approvers for vouchers based on value of voucher
Can we add multiple approvers to a Voucher, with dollar limits? Vouchers over $1,000 or $5,000 require two approvals? Can we direct which approver needs to be notified based on the dollar amount? This would eliminate the need for paper/electronic forms to be signed for each voucher.
2 votes -
New Fund Advisor Portal Grant Request Style
The Legacy Fund Advisor Grant Request page had a "side by side" styling with "instructions" on the left and the grant request submissions on the "right". The new Fund Advisor portal Grant Request page has a "vertical Top to Bottom" style so that the "instructions" or Header is on the top and the grant submission are on the bottom. Unfortunately, this means that the Fund Advisor cannot see the listing of their grant requests in the Cart which means that unless they scroll down, they cannot see the final step "Review and Submit" button that must be clicked on to…
15 votes -
Page Titles Reflect Navigation & Tab Changes
When you change the Navigation or Tab, these changes should extend to the title on the page. For example, currently if you change the left side navigation "Donations" to "Gifts", Donations will still show on the inside of the page above the listing of the gifts.
7 votes -
Approval Function for Grant Requests in Portal
Please implement an approval function for grant requests in the portal.
It would be great if there were an approval function for grant requests, similar to the Grant Approver function on the internal admin side, that required a percentage of fund advisors to approve the request before the grant request was submitted for processing.
This is particularly useful for funds that require multiple "signers" to approve the request before a distribution is made. This is also a common need for religious foundations/organizations
3 votes -
Add search functionality to tasks
As we are beginning to utilize Tasks, our lists in each bucket are beginning to grow. It would be awesome to be able to search for specific tasks in any bucket by a keyword to make finding them alot easier.
4 votes -
Record photo covers file type
When an photo is uploaded into C-Suites, it covers up what type of file it is (individual, household, organization.) This has limited our use of that part of the product.
It would be helpful if there was a way to continue to display what type of file it is if uploading a photo.
5 votes -
It would be great if we were able to sort Fund Fee Types in alphabetical order.
It would be great if we were able to sort Fund Fee Types in alphabetical order.
2 votes -
Grant Catalog Request Fields - Make Optional
Please make grant catalog request fields OPTIONAL. Foundant subscribers should be able to customize the fields they want populated.
When creating a new grant catalog entry in CSuite, all fields in the request are required in order to submit. We have also tried using the Grant Catalog Fields within a GLM application in order to sync to a catalog in CSuite, and again ALL fields are required. The required fields add more information than we want to present to our donors. The current functionality creates a lot more work for our team to produce what our donors want to see.…11 votes -
Outlook integration: Improvements for search email function to search more than the "from" field and search more than primary email
When adding an email from a sent email, the search function only searches the sender, not the "to" or "cc" emails. As we cannot use the integration when drafting an email, the next best option is to attach from the our Outlook send. However, we have to manually enter the email to get to the right profile, as the search is only searching the "from" of the email.
In addition, the search function is only searching the primary email. Many contacts have more than one email (work, personal, volunteer etc).
3 votes -
Recurring Gift Alert
Currently, Community Suite does not alert us when a recurring gift is about to end. We would like an alert to be added and an email sent to the donor on the second-to-last donation telling them the recurring donation is about to expire. The email could have a link for the donor to log in and extend the donation date, or it could email us to let us know the donor would like to extend the donation.
9 votes -
Link Grants to Campaigns
We’d love to see the ability to link grants to a fundraising campaign, the same way donations can be linked. Sometimes grants come in as a direct result of campaign efforts, and right now there’s no way to capture that connection.
Having this feature would give us a clearer picture of the true impact of our campaigns and make reporting more meaningful. It would also help us tell the full story of how our campaigns generate support—not just through donations, but through grants too.
2 votes -
interfund grants import
I would like the ability to import a spreadsheet for internal grants. It is possible for 'regular' grants, but not for internal grants at this time.
2 votes -
measure number of visitors / analytics
We've had requests from our Board to measure how much traffic our Donor Portal gets. Would be useful to get some basic page analytics / number of page visitors.
5 votes -
maria casey
I would like to propose a change of the drop-down "ACTION" choices. Instead of the current default "replace with validated address" have the "Do nothing" as the default. This is helpful and will save time because profiles may have old addresses that we dont need to touch. Choosing the "do nothing" as the default will allow us to only click what is needed. Also, change the caps to lower, as someone else suggested, please. Thank you
5 votes -
Profile Duplicates- Lower Percentage Match
We have so many duplicates in our system that do not pop up in the "duplicates" tab because they are not a 100% match.
For example, John Doe and Mr. John Doe would not populate as a duplicate because of the title.
Can there be a function that detects possible duplicates that may match 90%?
9 votes -
ACH payments out: add content to email
We pay most of our vendors via ACH. When the email is sent to our vendor, it is a generic email that states they received a payment from the Foundation. It would be great if the vendor would receive an email stating the amount of the voucher, invoice number and what the payment is for. We do not want to use Bambora.
8 votes -
Distribution start date
If a fund has to reach a certain dollar amount before it distributes, is there a way to set a Distribution Start Date by fund balance?
9 votes -
Fund History Report Pie Chart Numbers
On the Fund Profile History page the actual amounts for the grantees are only visible if the mouse is hovered over a piece of the pie chart. It would be great if this pie chart could show the number values so that it can be used in greater detail at meetings with Fundholders.
And/or, the ability to export the pie chart to excel to make these edits ourselves would work well. Right now it can only be copied as an image.
2 votes -
Grant Catalog Search Box
I’d like the option to customize the Search box text in the grant catalog. The current “search grants” feels internal-facing, and “search nonprofits” would be more donor-friendly.
2 votes
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