1253 results found
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Printing Fund Statements
Please make a way that multiple fund statements print with multiple Fund Advisors if they request only 1 statement. This is a waste of money and time.
7 votes -
Grant Award Summary
When reviewing a Grantee's Grants Tab, the Grants Awarded table accurately reflects values. However, clicking on the total value for a specific year only displays completed grants. This limitation becomes problematic when assessing the total grants for the current year, including both vouchered and completed grants.
3 votes -
fields on edit grant screen
It would be nice if Edit Payment Schedule, Grant Type, and all other grant related fields are available on the edit grant screen. It slows down workflow if I have to select some fields individually to edit, and then go into the main edit screen for the rest of the fields.
3 votes -
Barb@jewishtoledo.org
Is there any way you can program the system to generate the actual age of a donor? Our organization runs reports, lists, mailing labels, etc. by age groups from Raiser's Edge/Blackbaud. Having this system give us the current age would be extremely helpful. Otherwise, we have to export the report into an excel file and add a formula to show the persons current age which is time consuming.
2 votes -
Upload IDs - Legacy Profile Code
It would be extremely helpful to us, as we continue to clean up our data after implementation, to be able to create reports, and group profiles, by Uploading Legacy Profile Code IDs. We're still grabbing data from our previous system, and those records do not have any connection to their counterpart Profile Id in CSuite.
5 votes -
Link file to fund
Add the ability to link a file to a fund (similar to how you can link notes on a profile to a fund).
7 votes -
Campaign Profile Note
It would be great to have a note that lives specifically on individual campaign profiles. We track unsubscribes from our e-newsletters, and instead of bogging down the individual's main profile page with notes, it would be great to have one tying back to the specific campaign they unsubscribed from.
4 votes -
Allow Multiple File Attachments when Creating a Voucher
Currently, you can only attach one file when creating a voucher. Most of our vouchers require more than one attachment, and an extra step is required to attach additional documents before posting the voucher. We would like the ability to attach multiple files when creating a voucher to make the process more efficient. Request by GMF.
53 votes -
Grant Post Notify Email Subject
Request: Add the ability to customize the subject line of the Grant Post Notify Email.
Fund holders rely on clear, actionable communication when a grant is posted to their fund. The subject line is the first point of contact and should immediately convey the purpose and origin of the email. The current default is too generic and can come across as unclear or even suspicious. Allowing for subject line customization would help ensure that recipients recognize the email’s intent and engage with it appropriately.
2 votes -
Edit Custom Filed for Scholarship/Grant
When a scholarship becomes a grant there is no way to open all the custom fields for editing, like you can with an original grant. We currently have to select each one individually to edit and we have a lot. Can an edit custom field function on the left nav bar be added?
6 votes -
Ability to report on which address a voucher is set to send to once processed
We would like the ability to run a report that shows which address a voucher payment will be sent to once processed. Our Finance Director would like the ability to review these addresses before approving them for payment to ensure the payments are sending to the correct address.
Most of our records default to the primary address. A few direct to the pay address if we have used it, and sometimes we enter an address under "other" so it's currently not easy to pull those fields into a report for our director to review.
6 votes -
8 votes
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Fund Reminders
Can we create a reminder when a fund reaches a certain age or balance that is sent to our outlook?
7 votes -
Fund Anniversary with Thank You Letter Template
We would love to be able to add a fund's anniversary (this could be at the fund advisor level?) with a letter template option to send a "Thank your for partnering with us" letter on the anniversary date.
5 votes -
Grant Refund - Payment Type
When depositing a returned grant, the only payment type is check. We most often get returned grants electronically and therefore, the payment type is incorrect.
5 votes -
Bank Reconcile - Reconcile List button within the reconciliation
Would love to have the "Reconcile List" button that takes you back to the list of reconciling accounts within the completed bank reconciliation page. As I'm now approving bank recs within CSuite, I currently have to press "Back" and then "Reconcile List" once I've approved a bank rec and I'm ready to go to another one.
7 votes -
Report Filtering
When running reports, it would be helpful to expand filtering options in general. For example, I can currently add a filter for "Ref" under the Notes report and stipulate "NOT profilepayment" but I cannot add multiples such as "NOT profilepayment and NOT donation". The help desk said the only way to do this would be to build multiple reports. I've run into this filtering limitation with other reports/fields as well.
9 votes -
spell check
The addition of Spell Check in all areas of Csuite would be fantastic!
2 votes -
New Portal FUND SUMMARY Recent Grants - 20 displayed only
When a fund advisor is looking at the FUND SUMMARY page and Recent Grants, the list of Recent Grants that displays on this page is a maximum of 20 grants. It’s not a list determined by a lookback of a month or anything that seems to make sense, in fact an advisor of ours made a bunch of grants on the same date and this list was only showing some of them, which led her to believe that not all of them had gone through. Adding to the confusion is that it looks like the advisor can choose to edit…
8 votes -
Positive Pay Export
It would be great to have the option to export the Positive Pay report as a CSV file since that is the requirement with our bank. It would also be very helpful to have the option to request how the data columns are formatted in the generated Positive Pay report. Our bank requires the data columns in a different arrangement than what is generated in C-Suite. Every week I will need to transfer the TXT file into an Excel document to make the column adjustments and to save it as a CSV file. This is a lot of extra work…
3 votes
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