968 results found
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Edit grant type and grant advisor in an existing recurring grant
For existing recurring grants, we would like to be able to edit it to include grant type and grant advisor. Right now it seems like you have to delete the incorrectly entered recurring grant and start from scratch.
4 votes -
Campaign Main Page
Currently when you are on the Campaigns main page, you have to either search for the campaign or click on "list" on the left hand side to select the campaign you want to look at. I wish this page had the campaigns already listed so you could select right there and not have to go to another page. It would be a lot easier and a lot less clicks to get to where you want to go.
1 vote -
Report Date / Last Run Date
Would also be great if there was a Report Date / Last Run Date. Helpful to know how recently the report was run.
4 votes -
Ticketed Events
It would great if for ticketed events we had the option to require guest information or not. We often see individuals buy tickets but skip the part about adding their guests information. It becomes quite difficult the day of the event to know who is coming with that guest, especially if they do not arrive to the event at the same time and haven't been instructed by the ticket purchaser to mention they are they guest of so and so.
21 votes -
address type - apply to all linked profiles
When you add or update the Address Type (Home, Work...etc.) why does this delineation not change when it asks if you want to change this on other linked profiles with the same address? It is very inefficient to update a household address and add 'home' as the address type, check the boxes hoping it gets labeled as such, only to go back in and see the address type is blank but the address has been updated. Can the address type be updated with the "update checked profiles with this change" option too. This affects reporting when you want to sort…
6 votes -
Profile changes (ex: name, address) should not update historical information.
When a profile is updated with a name change or address change CSuite is then updating all historical items, example if a grantee had a check cut under on old name and they changed to a new org name that historical check is now showing that it was cut to the new name. Historical checks and gifts should remain static and not update to the new information.
54 votes -
checkout - event options for non ticket options
We have an annual Gala fundraiser event set up as a campaign in C-Suite. The Gala has some tickets for sponsorships, some are tables, some are tickets and some are donation items or underwriting options.
For only one of those conditions is the best term "Ticket(s)" in the user's Cart Summary page.
I'd like to be able to provide a noun for use in the cart (in the edit-ticket form), so that respectively above someone could have one sponsorship, two tables, four tickets and one underwritten expense shown in their Cart Summary page as they check out.
Someone donating for…
2 votes -
Custom Field permission by record type
It would add so much to our internal workflow if permissions allowed us to specify access to custom fields on each record type. For example, we track succession plans as a custom field on the fund record. Our fund liaisons want to be able to edit those selections if/when a fundholder changes them. However we cannot give them access to edit the custom field on the fund record without them having full access to edit a fund record (which we do not want).
Making it possible to edit only custom fields on record types would decrease the # of internal…
28 votes -
Multi fund donation subtotal line
When using the multi fund feature on donations, it would be amazing if there was a subtotal line summing up the donations as they're entered.
4 votes -
1099 Report - Tax Class
Please add a "Tax Class" column to the 1099 report so that we can differentiate between LLCs. .
4 votes -
Grants Bucket - New Bucket - Additional Column
It would be extremely helpful to our workflow to have the Grant Administrator included as a column. If blank, this lets the team know the grant needs further work before it can be paid. Without this column there is no way to tell if an administrator has reviewed the grant.
7 votes -
Expiry required for re-occurring tasks
Currently there is no expiry for re-ocurring tasks, you can set it up for intervals only which will continue until you remove them. At times, tasks are for a term period for example 2024-2028. Currently, in the year of 2028, you'd have to remember that the term was only 5 years and delete the task. This poses risk to process a task that shouldn't, vs having the option to input an expiry date for the task reminder to end in 2028.
5 votes -
email history - Fund Advisor grant request
The auto-generated "Advisorrequestconfirmemailbody" email is not in the Email History for that Fund Advisor. Can we please add it? (The Grant Post Notify email is in the History but not the Advisor Request Confirmation email)
6 votes -
Buckets for Invoices
In the June Sandbox release the new update for invoices makes it difficult to see the most recently paid for invoice in the paid bucket. It would be nice if the most recent was at the top of the list instead of having to click the date buttons to bring them to the top. Having the oldest paid invoices first doesn't make sense.
3 votes -
Bulk add "student" designation for existing profiles
It would be helpful to bulk add "student" designation from a student scholarship recipient profile type. Prior to adding SLM, we used a profile type to be able to sort them and add to the annual scholarship banquet campaign/event. Currently, there is no way to migrate previous profiles who were students (with a scholarship profile type) to have the "student" designation.
3 votes -
Vendor report
It would be great if we can download in excel or csv a report from a specific vendor like all payments made to this vendor in 2024 , per fund.
1 voteYou should be able to create this in reports. In Custom Reports, find the Voucher default report. This can be grouped by Vendor (or filtered to a specific vendor). The Amount and Amount Paid fields can be totaled by column. This report defaults to current year, so the Voucher Date filter can be changed to the date range you need (including All in the relative filter).
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Allow Fund Advisors who are Staff Members to update the Contact Preferences
We have Staff Users who are also Fund Advisors. When the Primary email is set to their work email address, they receive all csuite notifications to the Primary email address, auto emailed csuite reports, which should go to their work email but they also receive notifications for their personal Funds. I was only able to update the Donation Notify to be linked to their Personal and preferred email address but there is nowhere else we can update their email/communication preferences to try separate their work email and personal email/notifications. This also happens in reverse, if their personal email is set…
1 vote -
Create Filters for Grant Submissions by Donors via Portal
Currently, "Create All Requests" in Portal will push all the grants to "New". Regardless if I use "load" or "filter" option, it will push all grants through.
Example:
The request has 2x grants that belong to Employee A and 3x grants that belong to Employee B. If "Create All Requests" is used then all 5x grants will be pushed to "New".Resolution:
I'd like to see a filter where it will only push 2/5 grants through for Employee A or 3/5 grants through for Employee B3 votes -
Grant notify details needed
Our fund holders love the grant notify email (confirming the grants they have submitted) however many have asked for more details. They would like to have Grantee address included to confirm that the correct location was selected. They would also like to see the amount formatted to dollars.
6 votes -
Ability to Change Non-Notify Tribute Details
If the donor fails to enter anything in the 'Whom to notify' area, the donation will result as a non-notify tribute. As the donor as elected not to notify the tribute, we are unable to modify and link to an established tribute.
We have chosen NOT to display our tribute names to the portal for several reasons. Now that CSuite assumes that if someone enters a Tribute name without notify contact information, that means the donor does not want to send a notification. However we are finding that the donor may have simply not known who to notify.
Our ask…
20 votes
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