1102 results found
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Different grant status in fund portal
The grant request status labels in the fund portal are inconsistent. A grant in the Approval bucket will be approval when viewed in Fund Summary and Grant History, but Pending in Grant Request. A grant in the New bucket will be new when viewed in Fund Summary and Grant History but Pending in Grant Request. Would be clearer for the user if these were the same terms.
1 vote -
Record photo covers file type
When an photo is uploaded into C-Suites, it covers up what type of file it is (individual, household, organization.) This has limited our use of that part of the product.
It would be helpful if there was a way to continue to display what type of file it is if uploading a photo.
2 votes -
Add Questions to Grant Request Page in Fund Advisor Portal
Could we have the option to add questions on the Grant Request page through the Fund Advisor Portal. We would like to receive more information about a request.
2 votes -
fund portal
Our foundation has an Endowment Program that is offered to our Member Congregations and Schools and we invest funds on their behalf and use the portal for them to request disbursements. I can change Tab names, however, it would be helpful if we could also customize the header on the page so it matches. For instance, we use Deposits instead of Donations and it can be confusing to them. We also don't use Grants but use Disbursements since it is their money and we are just investing it for them.
We also do not allow for Recurring Grants so I…
3 votes -
Bulk link donations to opportunities
It would be extremely helpful to be able to bulk add/link donations to an opportunity. We are seeing more and more memorial contributions, which sometimes result in the creation of a fund. I will go back and link these donations, sometimes in the hundreds, to the opportunity, which can be very tedious.
0 votes -
donation notification
An idea to add to the portal! Would it be possible for advisors of funds to have the choice in their portal to toggle donation notifications on or off? Thanks for considering.
1 vote -
List of Fund Advisors
In the portal, a donor has asked if we can give him some way to see who is allowed to make a grant request on a fund. For example, the Fund Advisor would allow their children to make grant requests, and they want to see that list of people when he looks at this fund. Quentin said that this isn't currently a feature on the portal, but you can see the list of advisors when you look at grants that have already been created (in the grants tab).
7 votes -
Bank Reconciliation | Collapse Transactions
When reconciling bank accounts, collapse transactions as they are being marked off during the reconciliation process so only the remaining transactions are displayed. Link to short video: https://zoom.us/clips/share/LiXG7vHFRR6NzG0JYuHcQQ
Requested on behalf of CF of Hudson Valley (NY)
1 vote -
Add payment instructions field to scholarships (Sship ID) that will show on check letters
On the Sship ID level, add a field, or allow the description field, to move with the scholarship through to the grant/voucher process and appear in check letter.
At this point, there is no way to communicate necessary payment instructions to schools when sending scholarship checks without a workaround that is time consuming when managing hundreds of scholarship grants in a week. At this time, the workaround is broken and is part of ticket ID #170033.
<3 TCF10 votes -
charity check nonprofits
We’d love to be able to run a bulk Charity Check for all organizations listed in our Nonprofit Directory so we can quickly verify that everyone is still in good standing and hasn’t lost their nonprofit status.
Right now, Charity Check only works for profiles marked as “Grantee,” so we’ve had to mark orgs that have never received a grant as grantees just to run the check. It would be much more accurate and efficient if we could Charity Check profiles based on the “Nonprofit” designation also.
It would also be great if running a Charity Check could be a…
1 vote -
1099 Indicator box bulk update
Please allow this box to be bulk updated. I'd like to set them all as "Yes" so that when one is "No" it means we've done the research needed to determine that they are a corporation or otherwise exempt.
4 votes -
aallieri@cfpbmc.org
Provide the ability to indicate on a profile the use of 'bulk mail pointer'. This was a function in FIMS where the profile could point to a different profile when a mass mail list was being produced. The report (campaign) would have an option to use the bulk mail pointer. This is very helpful when individuals are on more than one profile for different roles they hold. A good example is when a Professional Advisor has a professional profile w/ business address but also has an IND/HH profile w/ home address. We only need to send mail to the home.…
10 votes -
Enhance Budgeting Tools - Scenarios, Forecasts
It would be so helpful to bring some enhanced budgeting tools into CSuite.
Currently, only one Budget is allowed per fiscal year as far as I can tell. Having the ability to populate and maintain different budget "scenarios" for each fiscal year would be amazing. The adjustment to Projected Budget seems quite limited and we are not able to "calendarize" the total adjustment or have multiple versions. With this the idea would be to apply a filter to select which "scenario" we are opting to look at for a given report with budget involved and ensure our headers reflect that…
15 votes -
Create Grant Request Dropdown Arrows
On the Portal - Create Grant Request page, under "Choose from previous Grantees or Funds", can there be arrows or similar on the blank boxes so a user knows to click on the boxes to get the drop downs?
3 votes -
fund balance on fund history page
Taking this archived idea back up: It would be great if the fund history page showed the fund balance as of a specific date. This is a great page for our advancement team and with the addition of the balance, everything they want to have at hand when talking with a donor about their fund would be on the same page.
31 votes -
Automated Cart Reminder Email: Allow an option to pick which days of the week it is sent.
Right now, there is an option to either send the Cart Reminder Email daily automatically or manually, which we can control. We think daily is a bit too frequent and would love the option to set which days it is sent. Like Mondays only, or Monday and Wednesday, etc. That way we can control the cadence to work better with our workflows for grant processing, and not overload our users with too many emails.
4 votes -
Department Codes per GL Line
It would be amazing to have the ability to set up department codes as an optional field that can be selected on each line item when entering a voucher, and thus show up when looking at the GL detail for each expense item.
We have started doing our budget to actual reporting internally by department and some accounts are used by multiple departments. This would be a huge help!
14 votes -
import address type
Reposting Previous Suggestion-
Please add the address and phone type fields to the template when importing new profiles. I am importing lots of new profiles but have to go back and manually add the address type and email type. This is a very tedious process.
Thank you.2 votes -
Tribute Donation_letter Template Fields - add lowercase or name only options
When a donor makes a tribute gift online via Stripe and does not elect to notify someone, all available template fields begin with capitalized "In Honor/Memory of MB". There is no option for "MB" (honoree name only) or "in honor of MB" (lower case "i" and "h/m").
This makes things difficult for us because we want to mention the tribute in the automatically system-generated acknowledgement letter back to the donor, and it looks awkward with the capitalization.
Would it be possible to add at least one template field with either the honoree name only OR lower case "in honor of"?…
8 votes -
Ability to search for opportunities using global search and adding an opportunities search bar
Opportunities have a unique opportunity id. There is no way to search for an opportunity via its id. I would love to be able to search for an opportunity via its id in the global search on the top. And within the opportunities object have more options for searching for an opportunity.
8 votes
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