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  1. Currently, Grant Catalog only accepts monetary donations to support the needs of Grantees. We would like to propose an additional option allowing donors to contribute essential items, which could then be tracked through the platform. For example, we envision connecting Grantees with local hardware businesses to provide computers and other tangible resources.

    1 vote

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  2. Currently the grant notification to grantees includes one default email and the option to manually add a second email notice. Is it possible to allow us to have a second default email load rather than adding manually. We have a number of grantees who have two people they want to receive a notice and it is not conducive to have to always remember to add the second person.

    20 votes

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  3. My idea is for the donor portal. When a donor advisor submits a grant, it would be super helpful for the "short name" of the fund to populate on the Grant Request page that we use to process the grant. The fund name populates but we use the short name when processing through payables to pay the grant. We have several donors who have more than one fund and this would take human error out of the process.
    I am not talking about the donor choosing the wrong fund on their donor portal. I am talking about the Grant Request…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  4. We hold a paid program for executive directors for other local nonprofits every other year. We use C-Suite's Invoices to invoice the nonprofits. For those nonprofits that pay by credit card, the transaction ends up in Donations. It would be great to link their "donation" to their open invoice.

    1 vote

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    Proposed Idea  ·  Holly Spitz responded

    In the new portal, a profile will be able to pay an invoice by credit card with the customer tab enabled. This could eliminate this problem. To apply a credit card payment to an invoice, it must be a profile payment, not a donation.

  5. Could you please add a Documents/Resources tab to the new non-Fund Advisor portal. We would use this tab to post announcements and news of our initiatives that these donors may not see otherwise.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  6. Unfortunately, checks are sometimes loaded out of order. In our old system, we were able to renumber checks beginning and ending with specific numbers. We need a way to renumber multiples without changing them one by one.

    3 votes

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  7. We are using opportunities and opportunity tasks to help with reporting on development activities. This often requires creating an number of tasks to detail some of the ongoing activities in a more dynamic way than is offered by a recurring task.

    I would love to see a new function in opportunities to add a "Task Flow" which would add a list of tasks and time frames at once. These flows could be custom designed for different development activities in an ideal world and could even further follow advanced logic if built out completely.

    For example: A development lunch.

    Flow would…

    51 votes

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  8. When paying out a scholarship, currently, the award date can be later than the payment date. There should be a safeguard in place where this can't happen, in case someone makes a mistake.

    2 votes

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  9. I would like the function to search by report name and report ID in the global search.

    1 vote

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  10. Please can we have the donor/recipient email field added to the templates field list for tax receipts.

    3 votes

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  11. The option to auto tax receipt based on the donation amount would be very beneficial as not every single small donation needs a tax receipt. This would be a setting in the donations settings that allows for the inputting of an amount and should that threshold be reached, then the donation or event ticket receipt would be automated. Otherwise, it would have to be manually processed.

    3 votes

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  12. After importing pledges into CSuite users are unable to bulk post all of the pledges listed in the new bucket. This requires the user to click into each pledge & then post. This requires additional setup time when working with a high volume of pledges.

    3 votes

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  13. If the donor fails to enter anything in the 'Whom to notify' area, the donation will result as a non-notify tribute. As the donor as elected not to notify the tribute, we are unable to modify and link to an established tribute.

    We have chosen NOT to display our tribute names to the portal for several reasons. Now that CSuite assumes that if someone enters a Tribute name without notify contact information, that means the donor does not want to send a notification. However we are finding that the donor may have simply not known who to notify.

    Our ask…

    22 votes

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    2 comments  ·  Tributes  ·  Admin →
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  14. When using an Opportunity Template, the only option is to print the letters, there's no option to email them. Please incorporate the option to email letters in batch (all records selected from the listing of open opportunities) for Opportunities.

    2 votes

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  15. When we integrate GLM to CSuite for Grant Catalog use, there is no way to add the grant catalog identifier to the bulk donation upload template. We have several foundations that do Giving Day and they have nonprofits apply in GLM to participate, we integrate to CSuite for Grant Catalog. While some donate online and it works great, many people donate in person on Giving Day with a check or cash. In these cases (and could have upwards of 200-400 cash / check donations), our accounting department has to add the grant catalog field after they complete the bulk upload…

    1 vote

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  16. It would add so much to our internal workflow if permissions allowed us to specify access to custom fields on each record type. For example, we track succession plans as a custom field on the fund record. Our fund liaisons want to be able to edit those selections if/when a fundholder changes them. However we cannot give them access to edit the custom field on the fund record without them having full access to edit a fund record (which we do not want).

    Making it possible to edit only custom fields on record types would decrease the # of internal…

    29 votes

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  17. When a profile is updated with a name change or address change CSuite is then updating all historical items, example if a grantee had a check cut under on old name and they changed to a new org name that historical check is now showing that it was cut to the new name. Historical checks and gifts should remain static and not update to the new information.

    55 votes

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    1 comment  ·  Profiles  ·  Admin →
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  18. I want to select accounts to be excluded from balance swaps. I want everything in my grants payable, scholarships payable and spendable accounts to be in my checking account. The system only keeps amounts that are going out in the short term in checking. Giving the option to exclude those specific accounts would be very helpful.

    2 votes

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  19. It would be great if we can download in excel or csv a report from a specific vendor like all payments made to this vendor in 2024 , per fund.

    1 vote

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    Proposed Idea  ·  Holly Spitz responded

    You should be able to create this in reports. In Custom Reports, find the Voucher default report. This can be grouped by Vendor (or filtered to a specific vendor). The Amount and Amount Paid fields can be totaled by column. This report defaults to current year, so the Voucher Date filter can be changed to the date range you need (including All in the relative filter).

  20. To help increase the efficiency of processing scholarship payments that need to be payable to the student; a bulk action to set grantee to student would be beneficial. Currently, it requires creating the student profiles in CSuite first via a bulk import with the is grantee, is vendor, is student designation then you have to create the scholarship award (manually, via import or through integration). If you use the SLM integration you must set the student as the grantee/payee on each scholarship one by one. This is a very tedious process that leaves lots of room for error, the creation…

    16 votes

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