968 results found
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Files - Report when there is NOT a file attached (NULL)
We want to see items that do not have a file attached....specifically vouchers. We want to verify that all vouchers had documentation attached to it before discarding the paper we have. At this time, it appears a Files report only will show you items that do have a file attached but not the opposite of not having an attachment. A "null" option for files would be helpful to see those items that are missing documentation.
15 votes -
Abiltiy to Include Advised donation dates in First Donation Date
Currently, when I run reports for new donors using the First Donation Date the report is inaccurate because I am not able to filter and/or see their advised donation dates.
For example, if someone always gives through their DAF but gave today through CC the reports says they are new based on the First Donation Date but that is not accurate, because they have given before through other charitable vehicles.
We have enough of these instances that make a simple report take much longer to aggregate and lowers the staff's overall confidence in the acuracy of the system and its…
5 votes -
Set Grant Letter When Creating Grant, not have to edit then set grant letter
When creating a grant, I need the option to set which grant letter I want during the creation of the grant instead of entering the information, then saving, then having to go back and edit the grant to set the grant letter. I usually end up forgetting to set the letter. My way would save a few steps in the process.
1 vote -
organization child
When linking a parent organization to a child organization, there is not enough information displayed to distinguish the children from one another. For example BANK (Parent Organization) has two Children, Bank and Bank, you have to click on the children to see that Bank is John Smith and the second Bank is Jane Doe. Can there be another column displayed with the "Primary Contact" name.
3 votes -
Distribution Calculation Base Proposal
Bank and Investment Balance (excludes pledges receivable)
Less Grants Payable (dollars already committed & likely held in checking)
Less Spendable Fund Balance (remaining dollars to be spent)I tried to set this up using the "By Account" setting with the Endowment and Default Fund Balance accounts. Belatedly I discovered that the "Default" retained earnings were only included in the 4th quarter of each FY. This is explained in the online documentation Distributions/Set Up Types in the light blue section. Was it there when I set up Distribution Types 2 years ago? Maybe.
We could use the "Total Net Assets" setting…
3 votes -
Upload auction items via spreadsheet
We would love to be able to upload out auction items via a spreadsheet instead of entering items individually. This would be a huge timesaver.
3 votes -
On Hold Grants
It would be great to have the "On Hold" grants put into an On Hold or Deferred bucket - similar to the "Deferred" bucket in the scholarships section.
21 votes -
Fund Summary move to details tab
It would be beneficial for the fund summary to be on the "Details" tab instead of the "Settings" tab in funds. It isn't logical to be on the settings tab because it's not a setting but rather a detail about the purpose of the fund. Another option would be to put it at the top of the fund page so you can see it regardless of what tab you are on.
2 votes -
Term Investment - remove one of two options to calculate interest
When trying to automatically calculate interest on the term investments, if I go to Term Investments – Interest Calculations – Create, it is the same as when I go to Term Investments – Calculate Interest. If it’s the same, can one option be deleted as it is confusing? I’d rather have “Calculate Interest” be deleted since “Interest Calculations" gives you prior transactions.
1 vote -
set scholarship
When you select Set Scholarship it should not allow you to use an inactive fund or at least should provide a warning message
24 votes -
Memorial Notifications
Could we include the name of who is being notified for a memorial in parentheses after the name?
3 votes -
pledge promise
Please add the pay schedule to Pledge/Promise reports. We want to be able to see upcoming expected payments to be able to send reminders. I thought of creating a custom field so solve this issue but it doesn't seem like there's an option to create custom fields in Pledge/Promises.
14 votes -
opportunity letter - need option to email
When using an Opportunity Template, the only option is to print the letters, there's no option to email them. Please incorporate the option to email letters in batch (all records selected from the listing of open opportunities) for Opportunities.
1 vote -
Add Filters to Fund Summary Reports
When completing a fund summary report for a specific calendar year, CSuite generates the exact report I need with graphs and great overall information including fund group balances, donations and grants. However, I need to filter this report one step further for particular divisions. I am unable to add filters or edit the report in anyway. I'd appreciate this feature be added to these fund summary reports to alleviate creating multiple and tedious sperate reports.
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.
1 vote -
Merge suggestion should automatically be removed when an individual is added to household
If I am linking a profile to a household, the merge suggestion in the Engagement tab should automatically be marked as reviewed or however it needs to happen on the backend so that it stops suggesting to merge the household that was just connected to the individual or vise versa.
14 votes -
Profile mailing address
We have profiles with a Primary address and a different Mailing address. When creating a report we are not able to have Mailing Address as a field, only whether or not there is a mailing address. Could the Mailing Address be a radial button like the Pay and Primary addresses are? This may also help with Campaigns . . . If a profile has a Mailing Address, that is the address used. If not, the Primary Address is used. Currently we get labels for both Primary and Mailing Address and one needs to be removed. Thank you.
4 votes -
Batch attach file to grant
It would be great if I could batch attach a file to grants, for example, a batch of 150 grants that all have the same backup doc.
17 votes -
reference
Voucher Reference Numbers - please either allow duplicate reference numbers in a voucher and/or pop up a warning when entering the voucher that it is a duplicate and then allow a bypass. When we pay certain bills (phone bill, insurance, etc.), we put our account number in the reference number spot which is appropriate in those cases and doesn't change from year to year. Not every payable has a different invoice number each time.
1 vote -
Balance Swaps - Exclude Accounts
I want to select accounts to be excluded from balance swaps. I want everything in my grants payable, scholarships payable and spendable accounts to be in my checking account. The system only keeps amounts that are going out in the short term in checking. Giving the option to exclude those specific accounts would be very helpful.
1 vote
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