1240 results found
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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 -
password
Many of our donors or grantees with access to the portal are having trouble setting (or resetting) a password because there is no guidance on the login page for what their passwords must contain, i.e. minimum characters, special characters, etc. I asked support if we could add info on the login page but they said, currently, there is no ability to do this. Please vote and thanks for considering!
5 votes -
Automatically add late fees to overdue invoices
It would be helpful to add the ability to set a late fee that is automatically applied to overdue invoices.
4 votes -
Add a total to the AR Detail page
The AR Detail screen gives you totals for each timeframe. It would also be helpful to list an overall total for that profile, like listed on the main AR page.
4 votes -
Task Description Field
Can the task description field be a long text field instead of a short text field? Also would be great to make this a rich text field so we can add bullet points. We like to create a general task with more information on what is needed to complete the task.
4 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 -
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 -
Ability to edit "Who" when first entering a note
When entering a note for another individual, it would be great if the "Who" was an option to change when entering the note. Currently I have to enter the note, then edit the note to change the "Who." Thanks!
10 votes -
Allow deceased profiles to be added as donation advisor
Currently, it doesn't appear that you can add a deceased individual as a donation advisor. This creates issues when someone gives us money through their estate. The donor will usually be "the estate of" or a trust associated with the original donor. But we cannot add the deceased individual. That means we won't be able to see a donor's total giving history even if they made clear their intentions during their lifetime.
13 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 -
Timestamps on Opportunity Stages
We would like the ability to report on how long an opportunity is in a stage. This will help with understanding if changes need to be made to the process or the cutlivation/stewardship plan.
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 -
Ability to hide "out of the box" fields
I am curious to know if it is possible to hide non-custom fields? For example, if we never utilize the Recognition Name field in a profile, can this field not be provided as an option in the creation and view of a profile?
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 -
Archived Fund Fee Types
We archive unused fund fee types to get them out of the way. Please update the system so that archived fees don't show up when editing a fund. It would be much easier to not have to wade through fee types that are no longer used.
4 votes -
Make Fund IDs More Visible in Portal
It would be very helpful to make Fund ID numbers visible more easily on Fund Manager. At the Community Foundation of the Ozarks, we regularly urge agency partner fund advisors to use Fund Manager to initiate grant requests, but we still have several who email in their requests or simply reach out with questions about their funds. We have been encouraging them to use their fund ID numbers when emailing a grant request or questions, so we can ensure we look at the correct fund, but fund IDs are NOT currently easy to find in Fund Manager. They usually have…
4 votes -
Add "planned giver" and "prospect" designations
We would like to add two designation types to the existing options: Planned Giving/Gift/Giver (whatever makes more sense) and Prospect. We currently use a Profile Type, but it hides that under the Relationships tab. It would be helpful to see they have a planned giving commitment at the native profile level, just as easily as whether a profile is a Donor. We also anticipate this will give us other ways to run reports and dashboard data not currently available.
3 votes
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