892 results found
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Grant Request: See grantee address on grant request page
When making a grant request fund advisors are able to see the grantee name, but not the address. They can see the address at the review stage before submitting, but this means if they selected the wrong location they need to go back, delete it, find the right grantee and make the grant request all over again. We've gotten some feedback that some fund advisors are afraid to move forward in the grant request process because they are worried they selected the wrong one. If they use the grantee search they can see the address, but if they use the…
1 vote -
Allow for multiple advisors on an account to be notified when requesting balance swaps
Being able to automatically send the request account advisors for money to be moved in the balance swap process is great. It would be even better if we could add a second person to be receive the request. We have multiple financial advisors who want their admin person to receive these types of requests along with them.
3 votes -
Payment Contact Name
Could a new "payment contact name" field be added to the Organizational profile? Currently, the fields "Contact" and "Contact Title" populate the address blocks on an envelope. If we have a separate "PAY" mailing address for checks, then we need a payment contact name to correspond/match to that PAY mailing address.
4 votes -
Allow the File Categories list to be visible for users but not editable
We'd like staff to be able to reference the active list of File Categories within Files, without the ability to edit the categories. Can permissions be changed so that's possible?
1 vote -
proxy new portal
New Portal - login as. When you login to the fund advisor portal as a fund holder you get kicked out of CSuite as yourself.
This is a nightmare for every user who talks with fund advisors having to sign back into CSuite every time they look at someone else's portal information.
The suggestion to login in two browsers, still results in the staff person having to log in repeatedly to CSuite in the second browser.
1 vote -
Reclass transactions and 1099 Reporting
If you reclass a transaction to a different GL account, then the 1099 status of the current account should be applied and not the original account.
1 vote -
Quick view for attachments on vouchers
I would love to see a column in the Vouchers listing showing which ones have attachments and which do not. Maybe it's just me but sometimes I mean to upload an invoice we've received to a voucher - showing the status of an attachment on a voucher will help me remember which ones to go back and upload.
1 vote -
duplicate data entry
Please auto populate the Nonprofit Directory with an organization's contact information. We have to enter the same information twice which feels quite redundant! It would be much faster if the information appeared and we could then simply edit anything if needed.
1 vote -
Portal: Customize or Options for Home Page
Create customizable options for the Top Donor's and Top Grantees charts on the home page. Many of our donors fund their DAFs with a single contribution, like an endowment. In this situation, when the donation is past the default date, which looks like the last 12 months, the donor is welcomed to a blank and confusing screen. A sample is attached. If there was a way to change the default date that is shown in the top right corner that would be great, or simply showing all donations, would be good. A blank chart looks really bad and is confusing…
3 votes -
Advisor Household label field in grant template
It would be nice to have a field enabling the creation of a formula that checks whether the grant advisor is part of a household or not in the Grant Letter template. If yes, it will pull the household label instead of the individual advisor label field.
14 votes -
Tributes and Stripe gifts
Stripe gifts come into Csuite posted. If a tribute is added to the donation in Stripe, the tribute does NOT go into the tribute bucket. Also, there is no way to edit the tribute. We need the ability to make changes and add the tribute into the tribute bucket in order to properly notify people
8 votesThere is an option now to clear a tribute and and then add the correct one. I realize this is not the ask for the request, but it is a work around at this time.
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Allow bulk updates via data imports (csv with unique IDs)
Allow bulk updates via imports on profile, grants, voucher, and fund tables. This already exist for custom fields but not all fields.
15 votes -
Add Rich Text Editor for Fund Detail Summary
Having the Fund Detail Summary is a great addition for the Giving Hub. But what would make it even better if there was a WYSIWYG for that field to easily add links and photos. Having to use HTML coding makes it extremely cumbersome and there are already WYSIWYGs in other CSuite fields.
3 votes -
Search Function in the CSuite Donor Module Left Menu
Search Function in the CSuite Donor Module: I placed this under "Other" as there was no specific category related to the Donors section of the product.
When inside the Donor Module of CSuite, it would be nice to have a Search option in the left side menu like in the Profiles Module. After you initially search for a donor and click their name, you are taken to the donation record/summary. The only way to search for another donor is to either click the Donor button in the top menu, or go Home and choose Donors under the Profile Designations menu.…
1 vote -
Show total (combined) balance for parent and sub-funds
Currently, the fund advisor portal does not allow to show combined balances of parent and sub-funds on the total balance. Can we enable this option for fund advisors?
1 vote -
Show total (combined) balance of parent and sub-funds for fund advisors
Currently, the fund advisor portal does not allow to show combined balances of parent and sub-funds on the total balance. Can we enable this option for fund advisors?
1 vote -
Make Designations and Unmake
We can easily designation someone using the [MAKE] selection under Designations in fcsuite. I can [MAKE] them as Fund Advisor, Grantee, etc.
(1) Once they are in a category, there should be an 'unmake' button so I can easily change it back. Instead, I need to click on their role as a Grantee, and hunt out the 'delete' button way over on the left menu. It's confusing the way it is, but at least it work. When I click on Delete, it usually brings me back to the user profile. Yay.(2) Unless it's a nonprofit. When I click Delete…
2 votes -
nonprofits upload their own image
Our nonprofits need the ability to upload their own images in the EDIT INFORMATION portal screen. Right now they can edit/upload their Description, but not an image.
2 votes -
Donation Comment in export
Fund Advisors are requesting that the Donation Comment section for online donations be included on the Export spreadsheet.
2 votes -
Donor Portal App
We would like the ability to have a donor portal app, with our Foundation's branding, that users could access from mobile devices.
4 votes
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