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1218 results found

  1. With new sandbox release on 11/19/24- Be able to rename a report on a one time basis on the print screen. Instead of in the settings where you can change the name for "Balance Sheet, Income Statement, etc" as the default name, we want it on the print screen. There are options to rename the columns, but let's add it for the report name on the same screen for a one off basis. :)

    6 votes

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  2. We should be able to send grant letters in bulk, not just by check batch. Similar to how you can check the box for the tax receipts you would like to send all at once.

    30 votes

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  3. Hello! We just had an issue where we accidentally opened the books back 10 years because of a typo in the date - can you please either put a warning on the open books feature or password protect it if it goes beyond 1 year? This caused a big issue from some Small Dog fund updates that did not close properly after reclosing the years.,

    8 votes

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  4. In Salesforce on the home page there is an option to view recent items. It displays the most recent records that the user last looked at. In Csuite this could be anything with a unique id (note, task, profile, fund, vendor, donation, grant, etc.). Even displaying the most recent 5-10. Sometimes you step a way or click out or you need to remember what you last looked at and this can be a helpful tool. I've included a screenshot from Salesforce (with information redacted) and from where I suggest it displays on the home page.

    7 votes

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  5. 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!

    12 votes

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  6. It would be helpful if we could have more than one Donation Advisor (i.e. soft credit) on all gifts. For example, if a couple gives through a commercial DAF or trust, we can only add one of the members of the couple or the household. If we add the household as the donation advisor, the gift history will only show on the household. That information doesn't flow down to the individuals. But if we add one of the two spouses, that information will roll up to the household. If we could add both spouses, that would be ideal.

    2 votes

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  7. I would like to have the field School/Grantee available in a letter template for both scholarship award letters and scholarship letters.

    2 votes

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  8. Legacy portal we were able to export invoices - such as tickets sold and the export would show the details and the campaign etc

    2 votes

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  9. Would it be possible to create a Boolean field on profiles to indicate that they should receive a Yearly Tax Receipt? The batch process for generating Yearly Tax Receipts relies of filtering the list of Donors, however there does not currently appear to be a consistent field/value available to filter Donor records for this purpose.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  10. 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.

    3 votes

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  11. When emailing statements from Fund Statement Grouping, the file attachment reads "statement.pdf" for all statements that are emailed. Having the name of the fund would be helpful for those who received several statements. We have complaints from advisors of their difficulty when receiving them when they all say the same thing. Example: Advisor has 6 different funds with us, each fund has an Agency and Donor portion. They receive 12 emails with all of them having attachments that read "statement.pdf". I've inquired through Support who said it wasn't possible, and have searched through Idea Lab and haven't found anything on…

    3 votes

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  12. Pool of Investments would be a nice field to have on the portal as it would show the current cash balance. Is there a way to pull asset balances (specifically investment pool figures) in as a new field on Fund Summary? Current Balance accounts for pledges receivable and grant payables - so for funds that have receivables or payables, Current Balance doesn't reflect what's actually in the fund (from a fundholder's perspective).

    7 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  13. The new functionality to get MFA by email has now ADDED more clicks for users who have been regularly using MFA apps/PIN. Now we have to select the PIN option before entering. Can we make PIN the default and if someone wants the code by email, they can click that option? Usability and the number of clicks a normal user has to make really needs to be taken into account when making updates to the system. New functionality should try to avoid add more work to the common user.

    11 votes

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    Proposed Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. Please add a notification of some kind when a csuite profile's address, phone, email has been updated due this updated information provided in GLM (and vice versa; when GLM is changed due to csuite change) We are finding this out after the fact and GLM contact information has overridden existing intentional csuite profile information. If we received notice when the data update happens, we can make an informed decision for data accuracy.

    27 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  15. We'd like to have more customization ability for auto emails after online donations.

    2 votes

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  16. In the new portal, the Steward is listed in the middle of the fund financials. After the numbers but before the charts. It was at the top of the page in the previous portal, which made more sense. Can we move it out of the middle of the fund financials?

    2 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  17. I would like to see the design and position of the "Logout" button to be changed within Csuite so it's easily distinguished from "Portal," "Reports" and the other menu options.

    Most user interfaces have the logout option at one corner of a page and usually the font or design is different so it's not mistaken for another menu option. After the update adding the "Portal" option to the menu bar at the top of CSuite, I find myself sometimes misclicking and accidentally logging myself out.

    9 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Traditionally in financial statements, long-term liabilities are listed after current liabilities. Currently, it's the opposite, long-term liabilities are listed before other liabilities.

    21 votes

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  19. When a donor checks the anonymous box after submitting a grant request online from their DAF, it would be extremely helpful if this was emphasized somehow.

    7 votes

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  20. I just learned on the Idea Lab Live session that the DONOR tab has to be functional in the Portal for FAs to be able to view their donation receipts, thus making the portal accessible to any of our donors. We do not want this, we want to limit access to the portal to only our fund advisors, while still being able to provide them with the information they need. We are not comfortable with not being able to control who accesses the portal for information. If it is possible to restrict this to FAs, please make it so.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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