1215 results found
-
Grant Document Template Field listed in Grant Report
Hi, it would be great if we could pull the grant template/document name field from the grant report. We need to be able to filter by this field in the merge file so we can print four different cover letters.
7 votes -
Cart Button for Affiliates in Portal
When an affiliate logs into the portal and submits grant requests, the "cart" button does not appear for them. They must go to the left hand navigation to navigate to the Grant Requests page where the grants are in the cart. It would make more sense for them to have the same "cart" button appear like other funds.
12 votes -
Toggle off closed accounts in bank reconcile
I would like to be able to toggle off the closed accounts in the bank reconciliation page. I see the sense in being able to see them sometimes, but I think the reconciliation page will become cluttered over time.
46 votes -
Need to easily confirm data within the Data Visualization Tool
The data visualization tool is a great addition. However, I would like to be able to review and check the data that is being pulled into the charts, numbers, and graphs. Currently the only way to check the data is to create a separate custom report, and then cross check with the data visualization. Ideally, I should be able to click on a chart/graph/number in the data visualization tool and it should automatically bring up the data that is being pulled into the visualization. Manually creating a separate report to check each data point is a bit frustrating and redundant.
11 votes -
% Probability Field within Opportunities
I would love if there were a % probability field within opportunities for development/philanthropic services financial projections & reporting!
14 votes -
Fundraising Campaign - Goal Thermometer
We noticed the new feature you added for using Campaigns in fundraising—it's a great addition and works well for efforts like the annual appeal or other targeted campaigns. It would be even more exciting and engaging if a goal thermometer could update in real time as gifts are received. That visual element could really help boost motivation and momentum!
23 votes -
aallieri@cfpbmc.org
Enable entry of Grant Type on Refund Grants to ensure accurate grant reporting. This will allow grants to be correctly grouped by Grant Type in reporting. Currently, capturing this information requires manual adjustments in Excel after exporting the report.
6 votes -
Fund Advisor Portal Inconsistencies
Adding a fund to the grant catalog functions differently in the fund portal-facing catalog than it does in the public-facing catalog. There are also differences in how funds function when added to a portal-facing catalog, as opposed to all other imported requests. I’ll give an example and explain the problems this presents.
In the portal-facing catalog, there is no “Learn More” button. This is inconsistent with the “Learn More” buttons on other requests imported from GLM or added manually. Additionally, clicking on a fund does not take you to an intermediary screen to read the full fund description (as do…8 votes -
Email History: Display Attached files (non-system generated)
My understanding is that on the Email History on a Profile, it will only display the file that was attached if it's system-generated.
It would be useful to display the attached file for emails sent MANUALLY through CSuite, too.
8 votes -
Duplicate Issue -- Accents
Within the Duplicates option, any duplicate profiles that have accents or umlauts are not able to be deduplicated from the current workflow being:
Profiles>Duplicates> then clicking the accented name.
In lieu of returning a page where you can merge the profiles, you get a yellow warning that says "Not Found". Therefore, foundations with more individuals/names with accented names are not able to fully use the dedupe functions.
24 votes -
Require Primary Advisor Approval
Require Primary Advisor Approval - Multiple Advisors
On a fund with multiple advisors, currently only one Primary may be indicated when requiring approval of a grant request. If someone other than the Primary submits a request, the Primary is notified to log in and approve the request. If the Primary submits a request, none of the other advisors are notified for approval. We need to be able to require equal approval from all advisors, so that when any advisor makes a grant request, the other advisors will be prompted to log in for approval.
13 votes -
aallieri@cfpbmc.org
Allow new Chat box to pop out so can still see when moving from the page where it was initiated. This feature was available with the old chat.
8 votes -
task email
Task Email Reminder to include task description (re-open archived idea)
The description is included with a completed task notification, so reason stands the system should also be able to include it in a task email reminder - this would greatly improve task management utility and integration with outlook/Microsoft365 tasks.
4 votes -
Sync Household Address When Individual Updates Address via Portal
Foundations increasingly allow donors and fund advisors to update their contact information directly through the Portal, which is a great improvement for data accuracy and staff efficiency.
However, when an individual profile that belongs to a household updates their address, the household address is not automatically updated. Many foundations use the household record as the primary source for mailings and communications, which can lead to inconsistencies and outdated addresses.
Current Challenge:
-Individual updates address via Portal
-Household address remains unchanged
-Mailings continue to pull from the household record
-Staff must manually reconcile recordsProposed Enhancement
Provide an option to:
-Automatically…5 votes -
USPS Address Validation - Spell out city name
When validating addresses in CSuite with the USPS validation, please spell out the entire city name as preferred by the post office (see screenshot below) instead of abbreviating city names that are 13 or more characters.
15 votes -
Edit Custom Report Title/Name
After creating a custom report, it would be great if there was an option to edit the title/name of the report and save.
Currently, the only way to change a report's name is to "Save As" and go back and delete the original report with the old title.
16 votes -
Fund Relationship Fields
Be able to pull other profile fund relationships on to the fund statement. For example, be able to put successor advisor name and contact information so that the fund advisor can confirm that information annually.
4 votes -
Internal Grants in Bulk
Can a process be created where we can upload in bulk internal grants? Each year there are many funds in Community Suite that transfer funds to our Grant Making fund. It would be quicker and easier if this were able to be completed with a CSV upload instead of having to do all the steps of an internal grant multiple times.
4 votes -
Donation Notification Delay
There should be a system-wide option to delay sending automatic email notifications to fund advisors when a donation is posted. Delaying it for 2-3 days would give us more time to review and correct any errors.
5 votes -
Opportunity Assignment
When assigning opportunities -- The initial assignee and secondary assignee selections function and look differently. It would be appreciated if these were consistent for system literacy. Apart from this, it seems that you can continue to re-add a secondary assignee.
8 votes
- Don't see your idea?