1362 results found
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Downloading the Campaign Registration List for Event Check In
When pulling the registrant list for an in-person events, it would be ideal to select the info and layout of the list, such as all registrants with guest info below, and organization info if the participant used their organization.
As it is now, there is a lot of sifting necessary to narrow down the list to make an effective check in list.19 votes -
pbassil@cfpbmc.org
I created a test opportunity in the sandbox to explore the new features, including assigning a primary assignee, two additional assignees, and a professional advisor. While I appreciate the effort that went into developing these updates, I did notice something that could become problematic.
Currently, when viewing the assignee, additional assignees, or professional advisor profle, it appears that each of them is also shown as having a duplicate opportunity identical to the donor’s. From a fundraiser's perspective, this could be quite confusing and potentially overwhelming.
As a friendly suggestion, for anything related to moves management or fundraising, it may be…
12 votes -
Opportunity Name
Have a convention called Naming or Description for the opportunity itself that will allow to name or describe the opportunity without adding a task
3 votes -
shiny new look
Shiny New Look: Responded to user feedback on the new UI updates, particularly around visibility and shading:
- Increased contrast when grouping a custom report.
- Increased contrast between enabled and disabled action buttons according to user permissions.
- Updated buttons for generating award letters on scholarships.This did not happen on my sccreen
3 votes -
Add a downvote option in Idea Lab
I have recently been surprised by some new implementations/announcements that are very disruptive to my work (specifically, the change in the fund search function and the announcement that there will now be a Donate button next to the grant request button in the advisor portal). Can there be a more democratic process for the ideas that get implemented? Currently it seems that the process is to get some/lots of votes in Idea Lab or to be an "important" person/organization and get your wishes granted.
At the very least, can we have a downvote option in Idea Lab so we can…
12 votes -
Edit button placement on Funds - too much scrolling
With the "shiny new look", the Edit button for funds is at the top of the screen. If you're scrolling through the setting tab and find something that needs editing, you have to scroll all the way back up to the top of the screen to hit the edit button. In the past it was always on the left menu wherever you were in scrolling through the settings options.
Could the box of fund information at the top, including the edit and other buttons, be frozen as you scroll down through the fund settings and other information so that it…
7 votes -
survey
Would like there to be more freedom in campaigns to create multiple choice, free response, and Y/N surveys for volunteer recruitment and tracking and surveys to send after an event to collect feedback.
7 votes -
Increase Donation Description Field Character Limit
Give us more characters in the donation Description field, please! Currently, there is a limit of only 256 characters, which is very limiting. We use that field to list the details with stock gifts, as that field is visible on the portal for donors. 256 characters doesn't go far when donors are donating multiple stocks.
13 votes -
budget
CSuite doesn't have a way to export the budget by month without running a report for every month individually. Can there be a report or budget export created to do this by fund?
14 votes -
New Quick Tips / Quick Reference Guide Update - Please Make Optional!
Please make the update that moves quick tips to the quick reference guide an opt in / optional update. Maybe some will find this a better interface, but as it shows in this roll out video (http://player.vimeo.com/video/1086467921), it would be a big step back for us. Being able to just hover over the ? icon and see the quick tips makes the system super intuitive and easy to verify field purposes. But with this update we would have to click a link to another page and search for that field through that list to see the tip instead.
14 votes -
Funds without tasks associated to them should be reportable
In reports and Data Visualization, you are able to create a report that shows all the opts and tasks associated with a Fund. We would like to be able to run a report or DV to show all funds that do not have tasks in a given date range so that we know who which fund advisors we need to touch base with. Currently, the only way to do this, is to run a report for all funds, and run a second report that shows funds with tasks, export both lists, and then do a vlookup in excel against the…
2 votes -
Resend "Forgot Your Password" Email from Admin Side
Admins currently have no way to trigger a password reset email on behalf of a portal user. Adding the ability to resend the "Forgot Your Password" email from the admin side would reduce friction for onboarding and login support without requiring the user to initiate it themselves.
1 vote -
Fund-Level Opportunity Creation and Viewability
Currently, when opportunities are created they must be associated with a profile. It would be valuable to also be able to create an opportunity tied directly to a fund record instead, with the ability to view that opportunity from within the fund record as well. This would better support fundraising workflows where the ask is fund-specific rather than donor-specific.
1 vote -
Fund Balance Report or Custom Reports with Balance as of Certain Dates
I noticed a suggestion a while back to include $0 funds in the Financials: Fund Balance Report, and I would like to bring that back up. Or else a custom report where you can pull balances as of a certain date, not just the Current Balance. This would be extremely helpful for various reasons.
2 votes -
Move "Review Grant Request" link to just below Grant Request Cart
Please move the Review Grant Request link to just below the Grant Request Cart so fund advisors readily see this link.
10 votes -
Reporting
Allow filtering on the same field more than once for the same report. For example, we might want to see 2 specific dates, or eliminate more than one batch or date from a report.
4 votes -
Sent Date for Manually-Sent Tribute Notifications
We have a need to send some notifications for donations on tributes manually while processing others (on the same tribute) in bulk. This is not an intermittent need for us; it happens weekly. We should be able to do this by processing the one-off notifications manually, then running the remaining notifications through the bulk process. However - CSuite doesn't add a sent date to tributes that are sent manually. It does show the action in the log, but not to users or in reports.
Can you please have the sent date populate for manually notified donations on tributes?
8 votes -
LYBUNT
LYBUNT Report in Dashboards is not accurate because it counts donations from households and individuals as separate.
For example, if Jane Doe only donated in 2025 but the Jane and John Doe household donated in 2026, the LYBUNT report would show Jane Doe which would be incorrect because Jane actually did donate in 2026 with John through the household.
I suggest having the LYBUNT report consider donations from indiv and their households as one unit to prevent this issue.
3 votes -
Add "Assign To" option for opportunity tasks
Add the same feature of "Assign To" that is available in Tasks to Opportunity Tasks, so that multiple opportunities will pull in a report under one opportunity task entry. As opposed to "Share with" because this doesn't actually show up in the opportunity task report.
Ex: 5 staff go to an event. Allow one user to create one opportunity task and assign to each of the 5 staff members that went to the event. When the opportunity task report is pulled for that quarter, it will show one entry with 5 opportunities completed and accounted for within that one entry.
5 votes -
aallieri@cfpbmc.org
Enable the 'CC' field in Grant Document emails to automatically populate using the email address labeled 'CC' in the profile. This is currently done manually but automating it would save staff time. Referring to Grant Documents> Process Documents> Choose Batch> Email Documents.
5 votes
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