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  1. Fund Advisor Login Log

    It would be great if the Fund Advisor Login Log went back further and showed a complete history of logins. Currently, it only displays a set number of rows. Knowing the full history of login attempts would be very useful. Thanks for considering!

    8 votes

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    0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Add Profile Fund Category to Fund Advisor Fund Custom Report

    Can you add the Profile Fund Categories to the Fund Advisor Fund Custom Report? We establish tab settings based on the profile fund category.

    We have been unable to find any other report that combines the tabs with the profile fund categories, fund advisors and fund information.

    9 votes

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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Recurring Journal Entries

    It would be very helpful if we could create recurring journal entries like we can for vouchers. This would be helpful for things like payroll or benefits.

    34 votes

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    Under Consideration  ·  0 comments  ·  General Ledger  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Ability to Increase Scholarship Award Amount after partial payment

    The ability to increase the scholarship award amount after part of the award has been paid would be useful for our organization. Instead of creating a new scholarship for the same student, adding a payment, grant, or award line would tie the awards for the student together in one area. Propose the function to 'Open' the Scholarship to add spendable and create additional grants under the scholarship award and ability to modify remaining scholarship dollar amounts.

    8 votes

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    2 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Change the language of finalizing donation.

    "cart" seems tacky, don't you think?? donors aren't buying anything!!
    Make donation now, complete donation, anything would be better.
    Or give us a space to edit in styles.

    7 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  6. DAF Payout % Report

    There needs to be a report that calculates each Donor Advised Fund's percent payout year over year. With the proposed legislation, it is important for community foundations to be able to show the active philanthropy of their DAFs as well as to encourage more active grantmaking in DAFs that are below a certain threshold.

    28 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    We process a great number of interfund grant/donations and really need for CSuite to generate an automatic notification to the recipient fund advisor informing them that their fund has received a donation from another fund at our foundation. Is there any way you can do this for us?

    70 votes

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    3 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Making someone deceased should automatically mark them do not call, email, mail

    When marking someone deceased - the system should automatically mark them and any linked household as do not call, email, or mail. We are spending alot of time updating this.

    8 votes

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    0 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Grant- post by payment option

    I'd like the option to allow grants to post by payment like we can for scholarships. For example, the grant committee grants $15,000 paid out over 3 years ($5,000 installments). We'd like the option to have the $5,000 come out of the fund when it is approved for payment, versus immediately.

    14 votes

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    3 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Admin Fee Edit

    It would be very helpful to be able to edit the calculated admin fees prior to posting. Similar to how distributions/spending calculations can be edited prior to posting.

    20 votes

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    2 comments  ·  Admin Fee  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Please add the ability for more than one advisor to be credited for a soft credit on donation records. This is an important function.

    This has been suggested in the past and would be very helpful in instances where a couple divorces or multiple people need to be soft credited for a contribution such as where a family DAF or PF is concerned external from the Community Foundation.

    11 votes

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  12. fund balance

    Financials-Fund balance: please configure this report so that it shows active funds with $0 balance. In the past, this report included active funds with $0 balance but this was recently changed.

    18 votes

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    Under Consideration  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Attached files sorted most recent at the top (or options to select sort).

    It would be helpful to see most recent activity at the top of the attached files instead of having to scroll down to the bottom or have an option to sort by whatever column you'd like.

    30 votes

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    2 comments  ·  Files  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Custom Field in Tasks

    We would like to be able to add custom fields in Tasks. One data point we have tracked in Salesforce is whether an activity/task is a "quality contact". For example forwarding an event invitation might be a task, but forwarding a news story and including a special message that encourages someone to consider making a grant might be a "quality contact" task. We use "quality contacts" to measure our client relations team success. If we could add a check box to Tasks for "quality contacts" that would be great.

    7 votes

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    0 comments  ·  Notes/Tasks  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Access to campaign (event) data by Fund Advisors

    Reposting this since it was recently archived but would still be a super helpful improvement...

    Fund Advisors should be able to at least view (if not manage/edit) Campaigns attached to their funds. We facilitate events to some degree for our clients, but don't manage the day to day planning, RSVP list, etc. As it is, we have to provide them a guest list manually. They prefer to use other systems like Event Brite, etc., since they have much more control. When they do, we have to manually enter their ticket sales income... The real benefit of the Campaign system for…

    6 votes

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    1 comment  ·  Campaigns  ·  Flag idea as inappropriate…  ·  Admin →

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  16. New Donation Buckets - Receipt only after posted

    We like the new donation buckets. However, we realized today that unposted donations are appearing in the "Receipt" bucket. This is problematic as we may still be reviewing entered donations and another staff member sees things in the Receipt bucket thinking they need to process receipts when in reality the donations have not even been posted yet. Donations should MOVE to the receipt bucket just as they do to the POSTED bucket.

    16 votes

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    0 comments  ·  Templates (excludes Fund Statements)  ·  Flag idea as inappropriate…  ·  Admin →

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  17. In Profiles - List when + Add Filter, would be nice to be able to edit filter rather than start over

    In Profiles - List when + Add Filter, would be nice to be able to edit filter rather than start over

    7 votes

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    1 comment  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Need to Disable Fund Advisor Portal Grant Tab Drill-Down

    Because our grant payment lines did not migrate cleanly from GE into CSuite, we need the ability to disable the new feature that allows a Fund Advisor to drill-down into the Payment Details on grants.

    Ideally, it would be great to be able to turn it off / on by Fund but for now, we just need to turn it off across the board.

    Additionally, we are finding that the Grant Status shown on the grant summary page is not always the same as on the Grant Details Page when a grant is moving from request to complete. This drives…

    8 votes

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    1 comment  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Making Tasks Viewable to All

    THIS ISN'T QUITE IMPLEMENTED! It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up regardless of which user opens the profile, and it would be great is Tasks would appear at the top of the page when a profile is open, if it's past due in a red box. If it's a future task, not in a red box. We are used to Raiser's Edge and seeing open/pending actions so the whole team is aware of what's going on with a constituent/profile/donor. Thanks

    6 votes

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    1 comment  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Allow Users to Adjust Font Size

    We love the new user interface but the font is rather small for some of our users. It would be amazing to have the ability for each user to pick from a Small, Medium, Large font size

    Using CTRL and Zooming in Zooms the entire browser (all tabs, no matter the website) meaning other websites are now huge font.

    18 votes

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