Tributes
The ability to search existing profiles when submitting a name in the box: "Whom to Notify". Currently, when we type a name here, it generates a new profile, even if the individual is already in our system.

The salutation field for many of our donations is populating with the donor's first and last name (Dear Jim Smith). This appears to be primarily online donations through Stripe. When a new profile is created and it does not have a salutation, the system pulls the entire name (first last) into the salutation field. We would prefer to have just the first name. This could be achieved by allowing the use of the first name field in a template, or by giving the option to automatically populate the salutation field with just the donor's first name.

We have an endowment campaign that is accepting pledges. We would like a way to attach the campaign to the pledge when we enter the pledge in Community Suite.

We have been asked by our auditors in the past to provide a report showing when all journal entries are created and approved.

Add the "who" field when generating a note. Have it auto fill with the person entering the note, but give option to change to another person if need be. Right now to change this information, you have to edit the note, click to edit and then change.

When processing grants in the New Bucket, I need to run Charity Check, set the grant type, set the letter template, and post & get approval. It appears that I can run Charity Check and Post in batch, but I still have to open each grant to set the grant type and grant letter. If these could be done in batch or even default based on the fund, the process would be much more efficient.

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.

It would be helpful if an "Open Opportunity" pop up notification comes up when entering a donation. Just how Open Pledges show up when entering a donation for a profile that has an open pledge (picture). This would an amazing feature, especially if there's over 100 opportunities created.

It would be great if on a Household Profile we could have an Anniversary Field instead of Birthday.

On an organizational profile where it lists relationships and roles to the organizations, it would be helpful if the active relationships could filter to the top. When the list gets long, it's hard to quickly see who is active and who is inactive.

For Yearly Tax Receipt template, please add a "date" field so we show when the receipt is printed and sent. It's on the "tax receipt" for one time entries. Why not on the yearly tax receipt?

Would like to be able to print a deposit slip that has more then 18 items which right now we can't. Maybe the additional items can print on another page?

It would be great if a template could be developed for printing out 1099NEC and 1099R in CSuite! :-)

Set-up two-factor authentication for Donor Portal.

The only search function that allows you to search using ID #s is the main search bar on the top left of the home page. It would be great if the ID # search would be available in all search areas instead of having to type in the fund name, profile name, etc. We are at the beginning phases of using CSuite and have multiple profiles that have the same name. It is impossible to find the correct profile when searching only by name. Using ID search in all areas would help keep errors to a minimum.

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!

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.

The Legal Name field is not an available field for tax receipt templates. I'm hoping it can be added to the Template Fields List for tax receipts.

This field would be the ideal field for donor names in tax receipts. Our CSM has suggested using the mailing label, but we use that field for informal/preferred names (when we have them). Also, the profile name is not always in an appropriate format for letters (for example, the name for households is formatted as "LAST, First and First" for efficient searches and campaign lists).

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.

Currently, we are using the {{vendor_name}} merge field for all grantees on our fund statement template, but this is pulling the student name for scholarships instead of their school name. It would be helpful if there was a different merge field we can use to pull school names for scholarships.