1586 results found
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6 votes
Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Multifactor Authentication - Please allow for "Trusted Device" (with expiration)
Multifactor Authentication - Please allow for "Trusted Device" (with expiration). This would allow for frequent users on trusted devices to bypass MFA for a period of time (e.g., 30 days). This is similar to many financial site features. The expiration period should be admin settable (1-90 days).
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Profile address entry improvement suggestions
I would love to have an integrated address validation tool in CSuite. It would also be helpful if City and State fields could be converted to a dropdown with editing privileges? It would limit errors and could speed up address entry. If we had a City table with editing privileges, we could minimize spelling errors in city names. I would love to be able to set a default state? I realize you have clients in other countries and with editing privileges, they could add their states to the field. Just thoughts on ways to improve our addresses.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Allow administrators to see tasks created by all users
Give system administrators the capability to see tasks created by all users, not just the ones they've created.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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tribute notifications to someone at their business
When you are entering the information for where to send a tribute notification (without creating a profile), it would be helpful to be able to add the name and business name. We don't want the letter going to the organization without the company name on it. If we were sending to their personal address, it wouldn't be a problem.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Importing Donations with Tributes - need in memory/honor info on Tax Receipts
The new tribute enhancements removed the requirements for entering Notify info. This was helpful but we still need the "in Memory/Honor" Name officially recorded so it can be pulled into the tax receipt. We don't need the honorees notified but we NEED to include the "in honor/memory" name on the tax receipt so the DONOR knows we recorded their donation correctly. Thank you
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Putting Voucher on hold
There should be a way to put voucher on hold the way you can put grants on hold
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Name file downloads for what they are
It would be great if the default file name when downloading reports or fund statements included better identifying information. For instance, a fund statement could include the name of the fund and the date of the statement; and a custom report export file name could include the name of the report. It's not a terrible inconvenience when running one or two reports at a time, but when running many reports over a short period of time, it's easy to lose track of which report is which.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Tax receipt number for yearly receipt
Please integrate a yearly consolidated tax receipt including a single tax receipt number to comply with Canadian law. E.G. Donor gifts once per month and instead of having twelve receipts at year-end is provided a single tax receipt with a single tax receipt number itemizing all donations made throughout the year.
12 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Tax Receipt Template - Salutation
Hi, We have a variety of donations from Individuals, households, DAF, and grants. The salutation field works when the donations advisor is blank but not working when the donation advisor is not blank; Unfortunately, the salutation pulls the donor name salutation instead of the donation advisor. Is it possible to be fixed if it is a glitch? If not, is it possible to have a field for the donation advisor to do a formula when it is blank we pull salutation if not we pull the donation advisor name.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Profile Payment Fund Designation
When profile payments are established a "Primary Fund" designation is required. CSuite still allows for other funds to be used when donations are added to the profile payment, but those funds are not reflected in the till when deposits are created. Only the "Primary Fund" will reflect which is confusing when deposits are reviewed.
Is there a way that profile payments could be made "Multifund" or have fund designation selected when "payment" entries are created, so when different funds are necessary, they will reflect appropriately when monies are deposited?
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Allow references to profiles in 'Similar Profiles' section under Engagement tab to be deleted
Some profiles listed under 'Similar Profiles' in the Engagement tab are not related to the profile record. Allow removal of profile links listed in 'Similar Profiles'.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Donation Tax Receipts Permission Should Control Creating a Tax Receipt
Currently, the Tax Receipts permission under Donations allows the user to process tax receipts in bulk. It does NOT control whether someone can create a new tax receipt for individual donations.
Support explained that -- “The permission to generate a tax receipt is tied to the Display permission; if you can view a donation, you can generate a tax receipt. Specifically, the Tax Receipt permission is the ability to generate tax receipts in bulk (in the donations page), and marking them as sent."
We allow several on our staff to see Donor donation history and Donation records, but we do…
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Include Address Type, Inactive as part of "Update Other Profiles"
If we update an address when updating a profile, we are asked if we want to update the same address for other similar profiles. This is a nice feature except that it doesn't apply changes to address Type or Inactive. Which is particularly frustrating because we are still asked if we want to "Update Other Profiles?" when that is the ONLY thing we've changed on an address. Can you please make address Type and Inactive part of the update process? It would 1) correct the current disconnect (where we all think Type/Inactive is being applied when in reality, it isn't)…
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Sorting - Csuite vs. Excel
Csuite does not sort names like Excel does. We run into this issue often.
For example, the fund name "M. Scott Myers Award Fund":
- in Csuite, this is alphabetized as MS...after funds beginning with "Mr. and Mrs..." etc.
- in Excel, this appears at the top of the list of M'sAnother example is the fund name "#FRONTLINEPROUD TM Fund"
Csuite - this is sorted as "frontline..."
Excel - this is at the top of the list because it begins with #So much of what we do is exported to excel . If you're looking at an excel…
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Duplicate profiles suggestion gone?
With the new profile updates, it appears that the suggestion to merge duplicate profiles has disappeared. Could we please have this feature back? It has helped us catch a lot of duplicate profiles, especially with credit card donations.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Ability to Delete and Import Historical Invoices (migration cleanup)
We need to do some cleanup on our migrated donation data because not all of our data came over cleanly. As part of that work, we want to delete incorrect, and import correct, historical invoice records. We need the ability to do that just as we do this for historical donations.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Allow the 'subfund of funit id' to be added as a filter and column in Fund custom reports
Add the ability to include the 'subfund of funit id' in a Funds custom report so it can be filtered on and/or added as a column to the report.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Till deposit account
It would be helpful if the till deposit record included the deposit account. Currently when you look at the whole list of till deposits, there is an "account" column. However, when you click into an individual deposit record, it doesn't state which account the deposit was made to.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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non-till transactions
This idea was submitted, and it says it was implemented, but it is not implemented! Would like to see a total for both the donation amount and the fee amount then a total of the Deposit for the Unreconciled Non-Till Transactions like when checks are deposited in the Till.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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