1226 results found
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Custom Reports: Opportunity Tasks & Notes
We currently don't have a way to get a report that shows both the opportunity tasks and their associated notes. Without this ability, any report available leaves out critical information, such as when tasks are completed, or when users enter a completion note. Can this be added?
116 votes -
Allow a Ticket Cap
Allow a ticket cap to be implemented so that there is a maximum amount of tickets that can be claimed in one transaction.
11 votes -
Duplicate Names - Separate by Type of Profile
Allow Potential Duplicates to be separated by type of profile: for example separate potential duplicate org profiles from potential duplicate individual profiles. In the screenshot included, you'll see individuals and orgs are in the same list.
5 votes -
Add Tribute Option for Grant Requests
PLEASE give Donor Advisors the option to add an in honor or in memory tribute that also links to tribute notifications where we can download tribute letters.
7 votes -
shiny new look
Why would you take away the option of not using the Shiny New Look???? Do you listen to your customers when they tell you that it is hard to see, hard to find tabs? Why??
5 votes -
Legal Terms for Grant Requests Submitted through the Giving Hub
Currently, the Giving Hub setting that requires donors to review and agree to legal terms (one of CSuite’s latest releases) applies only to donations.
As a donor-directed Foundation, we require donors, each time they make a grant request, to approve and attest to the IRS written acknowledgment confirming that no services or benefits are received in exchange for a distribution.
Having this Giving Hub setting extend to grant requests submitted through the portal would allow for this process to be streamlined.
6 votes -
New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page
In the legacy portal there is a clear way for an Advisor to search for another foundation fund to recommend a grant. In the new portal you have to click "Previous Grantee", even if the Advisor has never given to that fund before. There should be a button that says Grant to Another Foundation Fund so that Advisors know where to go to make interfund grants. This is especially important for emergency & disaster response funds and giving circles. Please make it clearer so our Fund Advisors know how to recommend grants to other funds at the foundation.
71 votes -
DAFPay | Opt-out
We would like the ability to remove or block connections with DAFpay. Currently the block occurs after a donor has linked their portal to Chariot's (without our permission or visibility). Instead, that block should exist at the start of the donor's attempt to connect DAFpay to CSuite's donor portal. We feel this is key for maintaining data/donor security.
12 votes -
show paper clip attachment symbol on voucher and/or grant listing
Is there ANY way to show the paper clip symbol for an attachment on the listing of a voucher?? So, when you have a list of vouchers or grants, there would be a symbol showing you have an attachment scanned for that voucher and/or grant. We scan our payables into the voucher and grant so if our Auditor picks that item in the audit, we don't have to physically pull it, it is in CS. I would like to go back and check to be sure I scanned the payable portion to the voucher and/or grant but have to go…
6 votes -
Portal - customize email subject line and body
There should be a way to customize the email subject line and body in the portal. We have a new portal user who has reached out to us about editing some of the wording as it is confusing to the user and I agree. The specific instance is the email that the user receives after submitting a grant request and the subject line is "Request Confirmation". To the user, it sounds like they need to take action, when it should say something like "We’ve Received Your Grant Request" or "Thanks for Submitting Your Grant Request". Same with the body of…
9 votes -
Custom Reports: Using "And" and "Or" between multiple filters for the same report
For custom reports with multiple fields for criteria, we can currently select either "And" to exist between the filters or "Or". We'd like to be able to have a combination of "And" and "Or" between the filters within the same report.
15 votes -
Hide historical events when buying a ticket from a profile payment
I need old events to NOT show up on the “Sell Ticket to Campaign - Choose Ticket” page. See attached picture. Right now, we only have a couple years’ worth of events, but I’m worried about how long it will get once we start having more events. I’ve tried making the old events “historical” events, but they’re still showing up as available tickets to purchase.
Additional info: I get to the “Sell Ticket to Campaign - Choose Ticket” page when clicking “Buy Ticket” from a profile payment. There are both current and past events visible that have clickable ticket links.…
6 votes -
populate household address
When creating individual profiles from an existing household profile, please automatically populate the household address.
19 votes -
Formatting for "Amount" fields in all Content areas
Please format the "amount" field for all Content notifications to display as $#,###.## (e.g., $64,500.00). Formatting currency with commas is essential for clarity, especially with larger numbers.
I realized a similar idea was posted but later archived. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/42438682-amount-formatting-in-content
90 votes -
additional award letters
We need to send different letters to students throughout the year, but the Csuite system only allows for one. If you 'regenerate' for a second/different letter, it deletes the previous one. This is fine if you made a mistake and want to resend one, but we need to both send the original award letter, AND a reminder hey your payment is coming letter (not the scholarship letter) AND in some cases a renewal letter.
Can you please develop a way to send more than one template email/letter to a student from the award record?
12 votes -
Expand Character Limit for "Fund Beneficiary Grantees/Funds" Description Field
The description field for a fund beneficiary grantee has a limit around 250 characters. This is where we enter the grant purpose for these organizations so they understand how to use the grant. We have several funds with purpose language that is much longer than 250 characters. It would be helpful to expand this field to have an unlimited character limit.
6 votes -
Name and Contact Information for Tickets
Allow contact information or at least guest names to be made required for registering for or buying tickets. For logistic and security reasons, we need to know who everyone attending an event is and it would be much easier to capture that information before confirming event registration.
10 votes -
Recurring Grant - Add confirmation for Delete
In recurring grant records, the Delete button is directly beneath the Edit button. It's easy to click it mistakenly, and there is no secondary confirmation screen to confirm the deletion was intentional before it's done. Please add a secondary step to confirm a record should be deleted to avoid accidental record deletion.
8 votes -
Improving the Grant Approver Process
As a large foundation, we believe the proper way to manage grant approvers is by allowing specific users authority at the fund level. More specifically, this is almost always based on Fund Group, SubGroup, Division, or Segment. It’s very difficult to manage this, though. When assigning approvers, you have to manually choose each fund they can approve, one by one. There’s no way to filter the list of funds, and there’s no batch update function. Other than being time consuming, this can lead to certain funds being missed when making changes. In addition, there are times when all grant approvers…
5 votes -
Unwanted Updates to Bank Reconcile
Please bring back a couple of features with Bank Recs!
Please allow for sorting transactions by check number again. I can now filter to only checks but they're not always in order and I don't see any way to make it so.
Allow for easier unreconciling/rereconciling. It used to be if I had to fix something from three months ago that required unreconciling the bank account, I could rereconcile with only one click. Now I have to go in and uncheck every transaction for the following months, reconcile the first month, recheck all the items for the second month, reconcile…
51 votes
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