968 results found
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First and Last Donation Date to change based on other report filters
It would be extremely beneficial if the first and last donation date field would change based on other filters in the custom report. Ex. A donation report filtered by a fund that shows all the donors to the fund with the date of the first and last donation to that fund.
6 votes -
Bulk Make Student Grantee/Payee
To help increase the efficiency of processing scholarship payments that need to be payable to the student; a bulk action to set grantee to student would be beneficial. Currently, it requires creating the student profiles in CSuite first via a bulk import with the is grantee, is vendor, is student designation then you have to create the scholarship award (manually, via import or through integration). If you use the SLM integration you must set the student as the grantee/payee on each scholarship one by one. This is a very tedious process that leaves lots of room for error, the creation…
16 votes -
DonorSearch
DonorSearch Integration - If Csuite was compatible with DonorSearch, it would make data management of both systems a lot easier. Importing and exporting data complicates things.
2 votes -
grant advisor
On grants related to the Grant Advisor field, the field prepopulates with an individual who has the Fund Advisor designation. It would be helpful for the field:
to default to blank or a Fund Founder instead and
contain the ability to list multiple people in the case of a fund with multiple founders.2 votes -
yearly tax letter assigned by division, donor or fund
It would be nice to assign yearly tax receipts based on funds similar to regular tax receipts. We only send yearly receipts to our annual campaign fund donors. There is no way to segregate these tax receipts at this time.
2 votes -
assign check template by fund
We would like to be able to assign check templates to funds. We have our default check and several other check templates. Almost all of the additional templates are specific to certain funds. It would be great if we could set a default check for each fund.
1 vote -
Close a Functional Expense
It would be nice to have to ability to close a Functional Expense, similar to how you can close a GL Account. We use a lot of Functional Expense codes, some of which are not being used anymore, and it would be nice to be able to hide those from the list without deleting them entirely.
2 votes -
Fund Internal Description - HTML
Would love the ability to use html in the Fund Internal Description. We would like the ability to add links to our fund document library and cannot currently do it. We have the html box for external fund description, please add for internal!!
3 votes -
Merchandise sales for items that all proceeds are to benefit the Fund
Currently event ticket sales is the only place to post an item to sell where the proceeds will benefit the fund. This is confusing for some folks how it appears to the buyers. We are selling a book where the proceeds will benefit one our funds. In the future there could be campaigns selling a t-shirt or other items with all proceeds benefitting the fund.
1 vote -
Automatic Birthday Emails
Our organization would like to input a generic birthday email template into Community Suite that automatically populates donor info on their birthday and sends to the donor.
8 votes -
opportunity
It would be a nice feature if you could alpha-sort opportunities. We utilize opportunities for a lot of different things and it takes a lot of time to look through them when you can't alpha-sort. I have tried the column at the top, but nothing happens.
8 votesThe Opportunity list defaults to sort by ID. When you select a different column title to sort, you must then "deselect" the ID column which will remove the arrow. The profile column will then sort alphabetically. This sort functionality is the same for all tables in CSuite.
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Minimum Yearly Fee
We would like to able to assess a yearly minimum fee that is not at the end of the calendar year but at the end of Q2. If we could adjust the dates for minimum fees that would be very helpful for our process.
1 vote -
Only show global search results once
Global search should only show records once. Currently, it seems that a Profile record can potentially be shown twice: once if there's a hit on name field, and again if there's a hit in the legal name field. Showing records twice has always confused me, and other users I've talked to. Please only show Profile records once per search.
Imagine if you searched the phrase "taylor swift" and her one wikipedia page were returned multiple times in search results, one for every time the phrase "taylor swift" appeared on the page. Makes no sense.
3 votes -
Budgets: Update entry view
It would be most helpful, on the budget entry screen, if the 3 columns on the left that identify the individual accounts (Type, Account, and the Account Name) remained in view as one scrolls to the right across to different departmental budgets. We run 5 organizations, each with a multitude of active funds, and it's quite difficult to isolate a certain GL for entry within a fund that's a far distance to the right across the funds list.
7 votes -
Task in Red when a task is assigned
It would be nice that when we have a task that needs to be done that the task button is red, not just when the task is overdue. That way it signifies that we have a task to do. Additionally, when we have a grant or something that needs approval, when we log in an are on the dashboard, we see the item in red so we know we need to go approve etc
3 votes -
Summary Statement
The advisor portal should offer a summary statement of all associated funds within an advisor's profile.
3 votes -
Add option to 'set notify' in custom reports
Add bulk option to 'Set Notify' on a custom report so that a profile type can be used to isolate only main advisors on funds to receive the notifications. Currently, only option is to bulk add 'Set Notify' on the fund advisor page which would add the notification to all advisors on every fund.
7 votes -
Opportunity Task Workflow
We are using opportunities and opportunity tasks to help with reporting on development activities. This often requires creating an number of tasks to detail some of the ongoing activities in a more dynamic way than is offered by a recurring task.
I would love to see a new function in opportunities to add a "Task Flow" which would add a list of tasks and time frames at once. These flows could be custom designed for different development activities in an ideal world and could even further follow advanced logic if built out completely.
For example: A development lunch.
Flow would…
42 votes -
Add Donation Advisor Field to Donation Import File
Please add the donation advisor field to the donation import file for bulk donation uploads. This would be extraordinarily helpful for our workplace giving program.
2 votes -
Birthday/Anniversay alerts
A simple idea that would help us a lot is to have checkboxes for alerts of important dates such as birthdays, anniversaries, etc when creating profiles. A step better would be receiving an email with this alert . Would be much easier than setting a task for each date for every profile .
1 voteYou could create a report with a relative date filter that is sent to your email. That might help with this request!
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