965 results found
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Bank reconciliations - display report when reconcile is selected
It would be helpful to have the Bank Rec report pop up immediately upon reconciliation, rather than have to go back into the history report to print. I have never seen a system that did not do that. Also, we should be able to print a rec for a month in which there was no activity, to still show proper balances for current months.
26 votes -
Notes: Collapse list to show most recent with ability to show all
Notes - many of our profiles have pages and pages of notes because currently each note is shown in it's entirety. I was wondering if we could only show the first 5 (?) lines of a note on the profile. Then have the option to click on a "show more" button or click on the note itself to get the full note to appear. This would allow for an 'at a glance' option to find the note we need to view.
48 votes -
pledge reminders - option to download to word
When generating Pledge Reminders/Statements, it would be very helpful to be able to merge them into Word so changes can be made to specific letters. Currently after clicking on Payment Documents all the pledge letters are merged into a PDF.
13 votes -
export task notes
We have a custom Task report we use for activity around Opportunities. It works well EXCEPT there is no field for task notes. (If you are in the process of adding one - and I hope you are - the following idea is moot).
It would be helpful to be able to export from the Tasks field. Specifically, completed tasks, in order to get the notes in a spreadsheet that we can merge with our activity reports.
I'm not sure if there is a notes field in All My Tasks, but it would be helpful to have one and also…13 votes -
checks: notification of approval
It would be great to get an email when check approval has been done by the approval so the person who prints/posts the payments would know it was time to continue the process.
39 votes -
Make Opportunity Type Inactive
Past users sometimes create Opportunity/Note/Task types that are no longer useful to current staff. Please create an option to make those types "Inactive" rather than simply deleting them - we may want to keep the historic data in CSuite, but NOT on the Drop down list. It would help to clean things up and streamline categories.
27 votes -
Adding prospect profile reports and incorporating prospect research fields
In other DBs I’ve used there is a way to export a complete donor/prospect profile report that lists all information in the person’s record (contact info, prospect ratings, relationships, giving, granting (is applicable), notes, etc. in an exportable report – preferably into Word or a PDF. This is very useful for us to use as a working doc in a prospect meeting. (Perhaps I’m just to old school, but paper one can make notes on is still very helpful.)
Another VERY helpful element would be the ability for Foundant to pull in fields from one of the major prospect research…
8 votes -
View Tasks Upon Logging in to CSuite
The Tasks feature in CSuite is a great feature, but it would be even more effective if we had the option to view our current tasks after logging in, rather than seeing the Home Page. This would automatically prompt users to review everything on their current To-Do list rather than having to remember to review tasks.
4 votes -
salutation/mailing label auto fill
Salutation/mailing label areas of Profile set to auto fill. When entering a profile, it would be helpful to have these auto fill rather than entering each time. Then they could be overridden based on if the profile needs a change. Such as instead of Mr. and Mrs. Jones, override to Bill and Mary.
23 votes -
Revenue Share option for Impact Investing
It would be great to have the ability to also add balance sheet accounts to the statement vouchers to automate the impact investing activities.
9 votes -
Google Data Studio Integration
I think you guys talked about working with Google Data Studio for data visualization. What happened to that?
I've been exporting data from Csuite into Data Studio, but having live data exchange would be great.
5 votes -
Destination funds for internal grants named on fund statements
We just realized that when we pull fund statements, the grantee for internal grants is listed as our Foundation rather than the destination funds. We want the donors to know their grants went into the correct funds, so we'll have to hand write the destination funds on all the paper statements. It would be great if fund statements could name the destination funds for internal grants.
27 votes -
Link one note to multiple profiles or funds
Often times, we have to copy the same note to multiple profiles or funds because either there were multiple contact people for one fund or there was one contact person for multiple funds. Right now the only way to show up in multiple places is to copy the note.
40 votes -
Fund statements - sort by fund advisor or fund
Give foundations the option for fund statements to sort by either fund advisor or fund.
30 votes -
Navigation - Add Save option to left side menu
Save Button on left side menu
It would be great to have the save button also located on the left side menu instead of at the bottom and/or top of the screen.
Thanks!
51 votes -
Donor/Fund Advisor Portal Donate Tab
Currently the "Donate" tab in the Donor Portal shows the name of the individual's fund and any funds we are promoting. We like the option to promote several funds, however, the donor's fund gets lost in that page as it just appears alphabetically. We would love the option to float their fund to the very top so it's easier to find.
36 votes -
Make spendables a field in both the Fund Summary dashboard and the custom reports
We are going to be producing monthly a spreadsheet that will help us determine who normally distributes in a particular time frame and their spendable/available cash.
It would be a dashboard we can frequently review.
However, the pre-made reports or the custom ones do not grab both the spendable/available cash that we would need for review.
Other fields that we would find beneficial include: the distribution type/sub types, fund summary and fund advisor.
Nice to have would be the grantee names/dates/amounts.
The pre-made “Fund Report – Summary” is close and works well as a dashboard, but is missing some vital,…
15 votes -
Change Grantee in Grant Request to internal fund
After a grant request has come over from the portal and is in the new bucket, we have the option to change the grantee. However, this only allows us to select a grantee profile and does not include any of our internal foundation funds. It would be nice if there was also the option to change the grantee to a foundation fund and process as an internal grant. Thanks for considering!
24 votes -
Impact Investing: revenue share
Impact Investing-Revenue Share
We recently invested in an impact investment where we have a portion of $ in a mortgage. We earn interest and principal repayments monthly but only receive the funds 2 a year. I would like to book the monthly int earned and reduce the principal by the amount owed and set up a receivable for the twice a year payment. I was looking to the add int/fees to book the income no problem but how can I reduce the principle balance and set up the receivable other than booking journal entries. At the moment there is just…17 votes -
Interfund - Fund Name not in Description
Please add the Fund Name in the inter-fund Descriptions & P-Description (currently it just says our Foundation name) of where the grant is going to. Thank you.
15 votes
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