1586 results found
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Another Missing Comma
Found another missing comma - when doing a transfer, there is no comma in the amount field. And unlike other areas, there is no chance to review on another screen with a comma before it posts (like a voucher or a journal entry). You type the number, tab off the field, and have to click transfer and the transaction is done. Commas should insert in the field as you type like it does now in Vouchers.
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Journal entry approval - add to JE Report
It would be good to have the option to add the name of the approver to a journal entry report to show that it was approved. It is currently not a merge field for reporting.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add voucher date or payment date to fund statement fields to be added into fund statement templates
Currently, on the fund statement templates, under the grants options, you can only pull in grant date and not the actual payment/voucher date. Our fundholders look at the statements like bank reconciliations so the payment/voucher date would be helpful as sometimes our grant date is a week before the payment is made.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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rsvp
I'm new to this software and find our current RSVP process super cumbersome for donors, especially for events that require meal selections. The webpage requires adding the guest to the "cart" then we expect donors to go back and select meal options. Not sure if this is whether the process would be streamlined if we added an events module, or if perhaps we just don't know how to set things up correctly. A more user-friendly donor registration experience is highly desirable!
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add Back Zoom to Profile Images
I appreciate the simplified process for adding pictures/images to a profile. I used to have the ability to zoom and reposition the image before making it final. That was especially helpful as we rely heavily on social media posts and other sources for our images. It's nice to crop and zoom to get the best image for that profile.
Please consider bringing back the zoom feature. Thank you!
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Different Categories of Fund Advisors
Not all fund advisors are "fund advisors". They could have access because they are part of a committee, or on staff as the finance or development team. would be nice to more clearly identify these folks from true fund advisors, the one we take directions from on fund.
6 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Recruiting/Volunteer Opportunity Type
Hi, I like the recruiting/volunteer options in the opportunity section. Unfortunately, the opportunity access right doesn't give me the option to allow BOT to access only recruiting applicants without seeing the fundraising opportunities. I'll suggest 2 options:
1-Having access right by the "Opportunity Type"
2-Move the volunteer and recruiting members options to another tab for more flexibility.
It will be a great tool for BOT members to add tasks/notes for incoming members before the election.4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Bulk complete tasks
From the task list, you should be able to mark all or multiple tasks complete, similar to how you can do so with the "Approve All" feature in the grants bucket.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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campaigns
Create a way to add guests to a campaign without having to create a profile.
Example- We host a scholarship awards dinner that allows the recipient to bring up to two guests. We don't need to know the names. We just need to add the total number to the campaign.5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Chart of Accounts list - export to Excel; sort within CSuite
Please add the option to export the chart of accounts from Home > Accounts and the option to sort by different fields within Csuite. Both are basic functions of every other accounting system I've worked with. Need for audit, creating new accounts (currently have to review multiple COA categories to determine if number is in use), and for analysis.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Combining grant and AP vouchers into one Check or ACH
I would like the ability to combine grant vouchers with AP vouchers when the same profile is used to produce a single check or ACH. This happens often for us since some of our little grants are paid by our credit card. When it's time to pay the bill, two, or on some occasions, more than two checks get generated even when the checkbox for combining vendors is checked.
1 voteVouchers and Grant Voucher are combining to one check if that option is checked when creating checks. Please reach out to support if you have questions on this process.
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Bring back the option to exclude scholarship fees for individual scholarships
Please bring back the option to exclude individual scholarships from being charge a scholarship fee.
We just found out that this is no longer available. When we have to redo a scholarship, and depending on the reason for the reissue, we do not always charge a scholarship fee,
It was so convenient when, all we needed to do was click on 'exclude' on the scholarship screen. We have been informed that we now have to do journal entries or modify the admin fee settings.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Canceled grant notification
When grants are canceled after submission, can the donor receive an email confirmation to confirm? Some have called us to confirm that the grant was canceled on our end.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Bulk Edit the Type (Task Type Name) within Custom Note Report
We have several notes without a Task Type Name associated with them.
We would like to create a report to narrow down to a certain set of notes and bulk assign the type to the list of notes.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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interfund grant
In the same manner as this original idea (that has been archived) and the comments, we are looking for a way to send an acknowledgement letter in bulk when we receive interfund grants. (Or even if they ended up in the donation tab that has the existing option to bulk create letters)
As a side note, it seems like CSuite functions as if the only reason a donor would receive a note would to be receiving the tax language they'd need for a donation, however some donations come from another foundation or external DAFs, so it would also be…
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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statement date merge fields
When reworking our statement template we put the "generateddate" adjacen to "createddate" (date the fund was created) and were surprised the formats for the dates were different (see screenshot showing results). The format should be consistent.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Allow revision of field labels in CSuite
Allow fields labels to be revised, such as 'Steward' on Profiles.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Add Fiscal Year to Grant Reports
Please add the field FIscal Year to Custom Reports (Grants) and add Fiscal Year to Filtered reports in Grants module so that we can pull the fiscal year for grants on all grant reports.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Profile Fields - customize field names, order and hide unneeded fields
I'd REALLY like to be able to remove certain profile fields we don't use. I'd also like to be able to rename certain profile fields. Lastly, I'd like to change the order of some of the fields in profiles so the ones we use more can be at the top and the ones we do not use can move to the bottom.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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cancel scholarship payment description/note/reason
When partially canceling a scholarship award, include an added field of note/description/reason to document on the scholarship line why the payment was canceled
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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