892 results found
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Do not send Grant Notify email when a grant is unposted
We would like to be able to turn off the Grant Unpost email, as it tends to cause concern for Fund Advisors when minor changes are made to a posted grant. It would be nice to separate the settings!
32 votes -
GL History Report - include check number for voids
Currently, the report shows "void of check" in the description, but if it included the check number (or had a specific field for check number) that would be incredibly helpful. We currently need to run a void check report which lists all voids and cross reference, which isn't great.
25 votes -
Filter by TOTAL Donations in Donor Report
We would like to be able to filter the donation report by cumulative donations in a specified time frame. We send certain mailings to donors who have cumulatively donated $501+ per year (even if they've made multiple $100 donations to equal $501+) and right now the Donation Amount filter only filters those who have made a one time donation of $501+ or more. We also send certain mailings to donors who have made cumulative lifetime gifts of $10k+. There is no way to filter by this option to easily add to a Campaign.
25 votes -
inactive users - remove from assign to task list
Remove inactive users from the Assign To search box when creating a Task. When creating tasks inactive users are still listed as options to assign a task to which makes the list of users cluttered and can cause a task to be assigned to a former employee.
26 votes -
export in same order as shown in financial report
Export data, such as detail transactions, in the same order that is shown on the screen,
22 votes -
fund advisor portal grant notification-advisor specific
Please make Grant Notify specific to the advisor who made the recommendation. There are many funds with multiple advisors and only the person who recommended the grant should receive notification that it has arrived or is being paid. Telling all the relatives every time one makes a grant is intrusive.
39 votes -
Edit Profile Payments
Please add the ability to edit profile payment details. If you've gone through the process of creating a profile payment but set an incorrect date or amount, the whole profile payment has to be deleted. This is particularly challenging once you've already created invoices and donations tied to the profile payment.
20 votes -
email - integration with Outlook
Emailing right from a profile. It would be helpful to be able to click on an email in a profile and have it populate directly into outlook.
83 votes -
Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?
Once a grant has been distributed, the spendable is reduced. We would love a quick visual that gives us a link to the full annual spendable by year for the fund(s).
15 votes -
Cancel Interfund Grant/Donation
We have multi payment and multi year interfund grants/donations that sometimes need to be canceled or reversed. Right now they cannot be canceled unless you pretend to pay it and the pretend to pay it back by the receiving fund. There should be the ability to reverse the unpaid Receivable/Payable without pretending to pay it.
20 votes -
Direct Excel Export of Reconciliation
It would be really handy to have an export to excel for the account reconcilations.
9 votes -
Fiscal Sponsorships/Sponsored Orgs
Currently, the ? icon for the "sponsored org" field indicates this is the vendor the check will be made out to. We're having trouble making that work when giving to a group with a fiscal sponsor, though this is the field we've been directed to use for those situations. The check needs to be made out to the fiscal sponsor, since that's the legal entity, but it makes no sense to put the sponsor in the "Sponsored Org" field, since it's the opposite of that. We're worried staff will never understand what the information in that field means, since it's…
29 votes -
Day Date for Cleared Checks in Bank Reconcile
There needs to be a day date that can be entered for cleared checks as the checks clear during the month instead of having to wait until the month is reconciled. We often have to go and print off cleared checks from our bank and it would be helpful to have the date the check cleared our bank account in CSuite Bank Reconcile module. In order to know which checks have cleared our bank on a daily basis I have to maintain an excel spreadsheet to show the day date that the check cleared our bank.
10 votes -
notes by date
Notes descending by date. When we bulk uploaded Notes we found even if the note had a past date, the note was at the top of the list of notes since the order is determined by the Note ID. Allow admin to pick how the notes are sorted.
16 votes -
Option for household changes to populate individual profiles linked to household
We would like an option for changes to households to populate/update the individual profiles linked to that household.
Now, when we make an address change or a change to Profile Types for a household profile, we must make the same changes to each individual profile linked to that household - in other words, we often must make the same exact edit on three or more profiles.
For example, if we discover that the address we have on file for a household with 2 linked individual profiles is incorrect, we mark the incorrect address as inactive, then add the correct current…
30 votes -
payment date
The payment date for grants should automatically become the check date. It doesn't make sense for the payment date to be the date it was entered and causes confusion with donors wondering why organizations haven't received checks when the payment date is before the grant date and/or before the date checks are run.
24 votes -
If Then logic custom reports
It would be great if we could have "If-Then" logic for custom reports
19 votes -
voucher grants
Please split the Voucher bucket into 2 different buckets. One for Vouchers that have been created and one for items awaiting voucher. It is very confusing to try and figure out if an error is made or something missed when creating grant vouchers and having them stay in the same bucket once created.
24 votes -
Add to Calendar on Emailed Event Receipt and/or Event page
It would be wonderful if there was an easy way to include a link that automatically populates an "Add to Calendar" option for events when folks view and/or register for an event. Currently, individuals have to manually add event details, time-date,name, etc to their individual calendars.
40 votes -
Short Name: Searchable in many search fields
We use the short name for funds regularly, and would like to be able to search the short name of funds in multiple areas. Today, I am in the Set Scholarship Fund area and this area does not allow for searching by Fund short name. Can the Fund short name be searchable across the CSuite site?
15 votes
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