1579 results found
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Ticket Description in Campaigns
Currently, no field within campaign tickets describes what a user is purchasing. For example, we are creating different sponsorship levels with different offerings (tickets, posters, etc.). The workaround is to list this on a website that links to the campaign page or have it on printed materials. It would be great if each ticket could have a field for a ticket description.
8 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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Lengthen Grant Summary Character Limit
We've found that the Grant Summary on a grant in CSuite is only 250 character limit. It would be more beneficial for us if it were 500-1000 character limit as we use this field for our Approved Grant Purpose that in turn, appears on Grant Letters once it's Synced to GLM.
8 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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Full Fund Name and/or Short Name in Financials
The full fund name is not fully visible on any financials where the fund name may be lengthy. We cannot determine one fund from one another. We would like either the full fund name and/or the Short Name to show on reports in the financials area. We provide these reports to outside organizations and the reports are not clear which fund is which. See the attached as a basic example of one of our organizations.
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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Donation Email Subject Line
It would be very helpful if we could edit the subject line in the thank you/receipt email to donors.
9 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 fee/interest" account check - reconcile and revenue share
In the "add fee/interest" section for statement vouchers, it would be helpful to have a warning to let us know if we are trying to post fee/interest to an account that is not a revenue/expense account. In addition, it would be helpful to have a warning to confirm that you are using the correct accounts if you are using a different account than previous months. The accounts are generally the same every month, so this makes sense. That way, we don't go through the entire reconciliation/revenue share process only to realize after revenue share that the wrong account was chosen…
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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Journal entry account length field
It would be awesome if more of this field was visible! With lengthy entries I rely on the descriptive portion of the field vs. the number, and there's not enough of it to see.
7 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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How to identify a fund that is both a scholarship fund and a grant fund?
When identifying a fund, CSuite offers only one choice for "group". We have a fund that offers both scholarships and grants. It would be very helpful to be able to identify this fund as both on their profile. It is not two separate funds. Rather one fund that offers both.
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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Template Fields for Award Letters
I was really excited when the Award Letter template was created however, I am not able to use it to my full capacity because of the limited template fields. The only format a name can be put into the letter is (Last Name, First Name). Especially in fourth quarter, I will not have time to make such manual changes to each letter.
Why aren't all template fields accessible for each template? I hope they will expand these options sooner rather than later.
8 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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New Check Workflow Wishlist
Thank you for taking time on Wednesday the 25th to go over our questions.
I had a few observations after processing checks 2 weeks now.
- Ability to add an email address in addition to the Pay Email address on the electronic payment notifications ( like before ) . Cheers to the automated emails and the ability to edit that content ! Saves me time inn notifying vendors of their electronic payments .
- Add back the email history notes and or email log for the automated electronic payment emails. Often times another staff member will need to answer questions from a…
8 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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Sort and segment funds on the fund advisor portal
We have fund advisor portal users who have many, many funds viewable on the fund advisor portal. Currently, these funds auto-sort alphabetically by name, with no way to otherwise sort or segment them. Adding the ability to manually sort and/or segment an advisor's funds would be extremely useful; for example, it would be nice to segment funds by fund group or by profile fund link to illustrate to beneficiary organizations the difference between funds they founded and funds they benefit from. Another possible fix would be to add a label to each fund in the portal on the Choose Fund…
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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Recurring Debt/Loan/Mortgage Payments
We recently started using the loan module for loans that we've made to individuals. It's saved so much time to not have to make manual entries for interest/principal when we invoice the loans.
The ease of this made us wish a similar feature for debt/loans that we owe. Could functionality be added for debt that we owe to have recurring loan/debt/mortgage payment vouchers generated based on an amortization schedule? This would cut back on manual data entry for these payment vouchers. It also would be great to track the total principal owed on our debt like the Loan module tracks…
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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recurring ach donation
I previously requested a recurring donation option to have other payment methods than stripe as an option in Csuite and it stated implemented but it was not. I would like the option to post a donation as recurring "Other Payment" in Csuite, not only Stripe. This is great for people who have recurring ACH donations coming from their financial institution to ours. Currently I copy this from their previous donations every month, which they set up for a few years at a time.
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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Filter Option for "Closed" Scholarships on custom report
Add the ability to filter the Scholarship custom report to exclude closed scholarships.
8 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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Permissions for every single Profile field!
Please offer the ability to set permissions on every single field in all Profile types, for both 'create' and 'edit.' In the same way Profile fields can now be designated as 'required,' can that logic be reversed to allow Admins to set permissions/access to each field according to group permissions? We have lots of staff creating and editing Profiles, and, DESPITE training (which is a lot of 'don't ever enter anything in that field!'), in those quiet moments when they are alone, staring into that bright, empty Profiles screen, they choose chaos.
Please make these permissions granular to the field…
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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Online Grant Request
It would be great to have a field on the grant request section of the advisor portal that is fully customizable and that you have to check if you want that particular advisor to see it on their page.
For example, we have a number of funds that receive a company match for grants they request. If I could add a note on their portal about the match that would be great. But I would want the option to check a box to have that displayed on certain advisors so it's not listed on all.
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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Stripe - different donation type options
We use Stripe as our merchant processor. Stripe does not allow for various "donation types" such as Endowment gift or Unrestricted gift. Our default revenue account is "Unrestricted gifts" since many of our donations are that category; however, we have many endowment funds that received donations via Stripe. For these, we have to unpost the endowment donation, edit the donation type, and then repost. This action sends another notification to the fund advisor of a donation. The fund advisor may think they are receiving a second donation when it is only a correction to the initial donation. Any way to…
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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check type - add auto debit
Additional check type for auto debits from the bank
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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Move the Parent/Child Org Relationship up closer to the relationship box
Could you please move the Parent/Child Org Relationship closer up. You have to scroll all the way to the bottom of the page on several of my profiles with the relationship. I have attached an example. There needs to be a better way of seeing of all the boxes with a profile. Is there a way to make the detail page as the main page and eliminate that box?
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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Connect with Eventbrite or OneCause for Event Management
It would be nice to have a connection with OneCause or even EventBrite for events. Similar to the connection with MailChimp, CSuite clearly lacks in the event management space and there are much better options out there that have open APIs. Maybe consider devoting resources to syncing with these services, instead of building a basic in-house solution.
8 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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Posted online donation attached to a specific campaign (Annual Appeal)
Hi,
Amazingly, all the online donations are posted automatically in the donation tab.
It would be nice if we could attach a couple of funds to the annual appeal campaign. This attachment can be blank or a different annual appeal campaign, Fall Annual Appeal, Spring Appeal, Challenge Appeal, etc... This feature will help us to compare a couple of years of giving for the same appeal, where we are comparing to last year, and how far from the goal. I know we can add manually the campaign for online donations but human errors can happen. The office decides to go…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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