1213 results found
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Recurring Alerts on Home Menu
My idea is for the Donations, Grants, and Vouchers on the dashboard to be outlined in a red box when there are recurring donations, grants, and/or vouchers to process. This is similar to what happens to Tasks when there is a task with a due date on or before today's date. It will make it easier to see what action is needed right on the dashboard.
103 votes -
Edit Fund Settings : can we break those down further?
It would be AMAZING to have "Edit" permissions on Funds broken out slightly more. We do not want the entire organization to be able to "Edit" a Fund because that gives access to change investment pools, admin fees, division, segment, etc - way too many buttons that drastically change audit, revenue, and reporting.
However, our Donor Services dept would really appreciate access to be able to change who the primary fund advisor is, update pictures and fund summaries for the Giving Hub, and other settings related to the Giving Hub. Right now, our Finance dept is needing to help every…
14 votes -
Fund Advisor Portal: Total Grant Distributions in Calendar Year
We've had several fundholders reach out and ask to see a summary of their total grantmaking for the calendar year at the top of the portal screen. This would be a summary amount similar to current balance and amount available for grantmaking that would be easily viewable on the fund summary page.
10 votes -
Fix Sort Order on Files Tab for Affiliates
On the Files tab for Affiliates, the default sort order currently displays the oldest uploaded files first, which is inconsistent with other areas of the portal. To improve usability, newly uploaded documents should appear at the top by default.
While users can manually adjust the sort order using the arrows, setting the most recent files to display first would save time and create a more seamless experience.
If you agree, please vote to prioritize this fix!
16 votes -
Move "Review Grant Request" link to just below Grant Request Cart
Please move the Review Grant Request link to just below the Grant Request Cart so fund advisors readily see this link.
7 votes -
Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund
In the new portal, if a fund is marked private (like we do for agency funds that only accept contributions from the agency itself, not the public) it is currently showing up as an option to donate to when she goes to the Giving Hub via her donor advised fund dashboard.
Example: Jane Doe is a fund advisor on both her family donor advised fund and she's a fund advisor to the Pawsome Animal Clinic agency fund, for which she serves as a volunteer treasurer. Even though “Donate” is not checked in her advisor access options for the Clinic's agency…
24 votes -
Tribute
Tribute tab in Donations - we would like to have the number indicator back on the Tribute tab in Donations. The number indicator let's us know there is something that needs to be addressed on that tab, similar to the number indicators for the other tabs in Donation on the attached screenshot.
19 votes -
Grant award letter
Adding a field for the check number in the grant award letter Templates.
Due to the high volume of grants processed weekly, it’s very important to ensure timely donor recognition and to streamline the process for recipient organizations. Currently, it can take up to 10 days between the award letter email and the arrival of the check via USPS. This delay makes it difficult for organizations to connect the award letter with the check when it arrives.
Additionally, we’ve received multiple requests from grantee organizations particularly in cases where checks from the same donor are issued in the same amount.…8 votes -
Customize Your Information Settings Per Campaign- Individual/Household/Organization
When setting up a campaign, it would be helpful to select the fields required per event.
At the moment, by default, CSuite allows registrants to select Individual, Household, or Organization. This has resulted in many individuals registering as a No Name Organizations.
During setup, if we could choose the registrant type appropriate, for example, only allow individuals to register, we can get their appropriate information.
Then, if "Add Organization Name" was an additional field that we could set to required when applicable, we would be sure to get all the info when needed.21 votes -
Bulk Action - Set Grant Documents Template, Set Omit Grant Documents
Add the ability to set the Grant Documents Template and mark Omit Grant Documents to multiple grants via the Bulk Action tool.
Currently, you can set the Grant Award Letter Template and set Award Letter Needed (or not) but cannot do the same for the Grant Documents.
Side note - it would be beneficial to have the language for Grant Documents be consistent throughout the system. When in a grant, it's Grant Documents Template, but when in the Templates section, it's "grant_letter".
8 votes -
grant payment notification for scholarships
Fund Advisors of scholarship Funds do not receive email notifications when scholarships are paid, even though scholarships are paid as grants within CSuite. Please make Grant Payment Notifications apply to scholarships. I'm fielding lots of questions from anxious FA's about whether or not checks have been sent out.
6 votes -
customize system email sent from address
Instead of no-reply@fcsuite.com, could we customize the address that system emails are sent from? We are aware of the opportunity to customize the reply to address, but recipients would not expect there to be a "reply to" address since the sent by email address is named no-reply. It would also be very helpful to be able to customize the From and Reply to email address on any email sent through the system so that replies could be routed to appropriate staff/departments.
6 votes -
Linking funds
The new updates for opportunities is great. It would be great to have the ability to add funds like you can add profiles. We have donors that have multiple funds under one agreement. But we don't have way to link the funds other than the relationship tab under fund owner.
7 votes -
Add a downvote option in Idea Lab
I have recently been surprised by some new implementations/announcements that are very disruptive to my work (specifically, the change in the fund search function and the announcement that there will now be a Donate button next to the grant request button in the advisor portal). Can there be a more democratic process for the ideas that get implemented? Currently it seems that the process is to get some/lots of votes in Idea Lab or to be an "important" person/organization and get your wishes granted.
At the very least, can we have a downvote option in Idea Lab so we can…
8 votes -
Downloading the Campaign Registration List for Event Check In
When pulling the registrant list for an in-person events, it would be ideal to select the info and layout of the list, such as all registrants with guest info below, and organization info if the participant used their organization.
As it is now, there is a lot of sifting necessary to narrow down the list to make an effective check in list.13 votes -
Fund Advisor Portal - make Fund Steward email address a hyperlink
We noticed on the Legacy Portal that the Fund Steward email address is a hyperlink but on the Fund Advisor portal, it is not. Was wondering if that is something you can enable?
18 votes -
grant request notification - more info
I like the 5/28 addition of the grant request notification to include the grantee name and grant amount. Could this be expanded to also include the fund name and any notes? That would be a huge time saver!
10 votes -
Assign Learning Center Courses to Specific Users
To train our Users, we would like for our Admin to be able to assign individual courses in the Learning Center to specific Users.
9 votes -
Sent Date for Manually-Sent Tribute Notifications
We have a need to send some notifications for donations on tributes manually while processing others (on the same tribute) in bulk. This is not an intermittent need for us; it happens weekly. We should be able to do this by processing the one-off notifications manually, then running the remaining notifications through the bulk process. However - CSuite doesn't add a sent date to tributes that are sent manually. It does show the action in the log, but not to users or in reports.
Can you please have the sent date populate for manually notified donations on tributes?
5 votes -
Donor Portal should display only posted donations
Currently, if a user logs in to their donor portal, they are able to see donations that are in the "new" bucket - AKA donations that are not yet posted and may contain inaccuracies.
This has caused confusion for a couple of our donors, particularly those that are also fund advisors and contribute to their fund via check. If we've just entered the check donation but it has not yet been posted, the fund advisor could log-in, see a low balance on their fund advisor portal, but then go to their donor portal and see the "pending" donation, though it…
12 votes
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