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  1. In the Fund Advisor portal, on the Grant Request form, there is no indication (such as with an asterisk) which fields are required, so a user must click the submit button before they are advised which fields are required. It would be nice if required fields could indicate they were required when the form is first loaded.

    16 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  2. Please add Primary Fund Advisor field to the Profile Fund custom report. Currently there is no way to see which funds do not have a primary advisor or have out-of-date primary advisors, without opening each individual Fund record. It's making system setup and maintenance unmanageable.

    Thank you! - TCF

    15 votes

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  3. Currently, you can only attach one file when creating a voucher. Most of our vouchers require more than one attachment, and an extra step is required to attach additional documents before posting the voucher. We would like the ability to attach multiple files when creating a voucher to make the process more efficient. Request by GMF.

    37 votes

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  4. Provide the functionality to be able to either copy a grant approver to another grant approver, mirroring the funds they can approve, or allow for bulk adding of funds to a grant approver based on fund group.

    29 votes

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    Proposed Idea  ·  9 comments  ·  Funds  ·  Admin →
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  5. Include donations advised by the donor in the 'My Donations' tab on the portal. Without it, donors are not seeing their true complete giving history.

    13 votes

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  6. Currently, when a Fund's spendable balance is $0.00 it does not show on the portal. It would be helpful for Fund Advisors to know their spendable balance has been exhausted.

    13 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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    1. Need ability to apply campaigns to internal transfers. Occasionally an internal DAF contributes and we have no way to record that.
    2. Is there a way to automatically apply a campaign to any donations that hit a certain fund during a set time period? We are getting credit card donations and having to manually apply them to the campaign.
    10 votes

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    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
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  7. Can a function be created to sync a new Csuite campaign into an already existing Mailchimp tag? Right now, a new Mailchimp tag has to be created for each Csuite campaign causing clutter in Mailchimp. For reoccurring newsletters, having the option to sync individual campaigns into the same tag would be very helpful.

    25 votes

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    Proposed Idea  ·  4 comments  ·  Campaigns  ·  Admin →
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  8. If an image exists on a fund in CS, provide the option to allow this image to appear on the fund in the portal instead of the default icon. Also provide the option to not have an icon or an image appear on the fund in the portal.

    11 votes

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    1 comment  ·  Portal  ·  Admin →
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  9. Allow the label 'Donor Information' to be customized dependent on the checkout page. It would be great to be able to revise to 'Registrant Information' on the event tickets checkout.

    9 votes

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  10. Could you create a setting in system data that allows users to set organization-wide default content settings for font family (i.e. all content uses Arial font)?

    This would help us ensure that all the content in all the possible places could be the same font type, in line with our brand standards and creating a necessary professional look. Since content exists in CS in so many places, it would be much more difficult to check all the spots and settings one by one.

    11 votes

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    Proposed Idea  ·  1 comment  ·  System Data  ·  Admin →
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  11. Create a level of permission that allows select admins to delete, rename, or reassign ownership of other users' shared custom reports.

    32 votes

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  12. We would like to ensure that anonymous profiles/donors are anonymous throughout the system. Basically their information would be masked (similar to the SIN numbers in Foundant) and only those individuals with access can un-mask the information like names, emails, etc. Otherwise it would just show as anonymous with their address.

    This would help to ensure anonymous donors remain anonymous, as it would limit the information throughout the organization as well. We have many staff that need access to Csuite for campaigns and events, but are contract staff and students. We are trying to limit the access to temporary staff to…

    10 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  13. Create custom report option that includes unsubmitted grant carts, fund name, steward, grant details, and requested by, so stewards can receive automated report emails prompting them to follow up with donors who have unsubmitted carts.

    And in the interim, please add Fund Steward to the exiting Fund Advisor > "List Carts" area so we can swiftly divvy these up for follow up.

    Thank you! - TCF

    12 votes

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  14. In report filters, provide the option for the primary city to filter on multiple values.

    9 votes

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  15. For numeric fields in a custom report there is currently a "Total Column" checkbox option to total the data from all rows in that column. The total will display in a new row at the bottom of the column.

    We'd like the same thing but with the option for Average, Min, Max, Count, etc. Those are only possible now by grouping and removing all other fields. We end up with the calculated value but can't see any of the individual records or details. We can get what we need in Excel by exporting and adding a formula but would like…

    26 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Please provide the option to list the school's name in the grantee detail section of a scholarship fund statement. This field is currently blank or will list the student's full name since the student is considered the grantee according to C Suite even though the payment was sent to the school. This is confusing for donors. This update would also protect the privacy of the student by including the school's name, and not the student's full name. We are not interested in the post by payment option as that feature can cause issues with financial integrity.

    147 votes

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    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

  17. Currently on the household record, the Last Donation Date does not roll up all donations from the household members. So, if the household has not given since 2021, but a member of the household gave in 2023, that is not reflected in the Last Donation Date on the household record, it shows their last donation was in 2021. This is not an accurate representation of the household's giving. Please have all household and household members giving be reflected on the household record's Last Donation Date.

    102 votes

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    Proposed Idea  ·  8 comments  ·  Profiles  ·  Admin →
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  18. Allow for the option to add 'all emails' or just 'primary emails' from a report to a Campaign. When there is more than one email on a profile, we want the ability to add them all to an email campaign.

    16 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  19. Automatically Populate Grantee Contact on Internal Grants:

    It would be great if the grantee contact field would automatically populate with the primary fund advisor on the recipient fund for internal grants and/or we could have a drop down menu with fund advisors to pick from, as opposed to having to manually enter the grantee contact via profile ID each time.

    This already happens for external grants-- so it would great to have the same functionality for internal grants.

    Thanks! -TCF

    11 votes

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