684 results found
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Fix Must Be A Decimal Number Error
It would be helpful to allow multiple types of entries in the donor portal when a fundholder is requesting a grant. For example, if a fundholder types "$25,000" including a dollar sign and a comma, an error sign comes up ("must be a decimal number".) The fundholder needs to type in 25000 for the grant to go through. Allowing $25,000 would help reduce frustration.
4 votes -
Profile changes (ex: name, address) should not update historical information.
When a profile is updated with a name change or address change CSuite is then updating all historical items, example if a grantee had a check cut under on old name and they changed to a new org name that historical check is now showing that it was cut to the new name. Historical checks and gifts should remain static and not update to the new information.
48 votes -
Maximum Account Balance
For Cash Management and Balance Swap purposes, I would like to see an account maximum. We have several checking accounts that need balance transfers if they exceed a certain amount. For example, any balance over $500,000 in one checking account needs to be transferred to an investment account.
6 votes -
Affiliate organization
We would like to see the Affiliate/Supporting organization or division field from the fund details appear in the grants.
We need to be able to recognize the funds from our affiliates in order to process the grants using the correct payment type and award letter.
4 votesIt is possible to create an award letter template and assign it to a fund. Is that what is needed here? This is done within the template. There is an option to add funds.
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Reporting for multiple objects at once
When building a custom report, it would be very useful to be able to report on fields from multiple objects at once. Systems I have used with this capability approached it by starting with a primary object selection (donations for example) and then once you add the unique field for another object (profile id of the donor for example), your list of fields would expand to show all of the fields associated with that new object. Event just the ability to expand into 2 objects would solve a lot of cases where we currently need to pull multiple reports into…
4 votes -
profile type - add note option
Would like a notes option for each Profile Type so that you can add a little history about what your intention behind the profile type was. Could also help with old profile types that were integrated from FIMS that are listed a little differently in CSuite.
6 votes -
Copy Voucher
It would be helpful when using the copy voucher feature on a multiple fund voucher that it copies it exactly like you entered it prior.
6 votes -
Add "Admin Fee Type" or "Admin Fee Group" to Financial Filter
Please add "Admin Fee Type" or "Admin Fee Group" to Financial Filter. We have many different types of Admin fee types linked with many Admin Fee Groups. We would like to be able to quickly run financial reports by those grouped funds.
5 votes -
Grant notify details needed
Our fund holders love the grant notify email (confirming the grants they have submitted) however many have asked for more details. They would like to have Grantee address included to confirm that the correct location was selected. They would also like to see the amount formatted to dollars.
5 votes -
Payment Types
When paying invoices or grants, it would be beneficial to have other payment types, or have the option to create custom payment types. There are some invoices that are auto w/d or paid online, and having to create separate electronic batches so they aren't imported in the NACHA file can lead to issues. Being able to choose between ELECTRONIC, and Auto Draft, or Online bill pay, something along those lines would be helpful.
4 votes -
Donation Portal Tribute Uppercase/Lowercase
In the tribute options on the donation portal Memory is capitalized but honor is not. Can you please make both lower case?
4 votes -
Tribute "Bucket" notification
On the donation page, it would be great if the Tribute Bucket would also reflect when something is sitting there and needs attention. We try to check this regularly, but it's easy to forget when you are a small shop.
6 votesWhat about a Tribute Notify custom report. You could filter to "needs notification" and set it to auto email weekly or monthly?
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Make Suggested Donation Levels Customizable for Affiliate/Supporting Org Donation Portals
We like the idea of the suggested donation levels but would love to have them be customizable for our Affiliate/Supporting Org pages. Our giving circle has a specific membership level and it would be great to have that amount be the suggested donation for that page while having other suggested donation amounts for the general donation page. Thanks for considering.
4 votes -
Please make new tributes default to private
Currently any tribute created is made public immediately. This leads to a lot of clean-up later. Could tributes be made private by default or could we have a setting that makes this an option?
5 votes -
Attach file when adding Donation
When creating a donation, I would love to have the option to drag my attachment directly into that page before having to process the donation.
I currently have to process the donation, then go into attach file and pull in my attachment there, and to finish up with posting it. It would simplify things for my workflow to just be able to drag my attachment into the screen where I'm creating a new donation. (We attach a copy of the check for all donations)
5 votes -
Ticketed Events
It would great if for ticketed events we had the option to require guest information or not. We often see individuals buy tickets but skip the part about adding their guests information. It becomes quite difficult the day of the event to know who is coming with that guest, especially if they do not arrive to the event at the same time and haven't been instructed by the ticket purchaser to mention they are they guest of so and so.
16 votes -
Edit Guest Fields on Tickets in Campaigns
For some of our events we would like to eliminate the need for registrants to have to add addresses when we only need their name and email addresses. It's a lot of work when we don't need it.
4 votes -
Campaign categories showing on event tickets
I would like at least the option to remove the Campaign Category name from the event registration process. We use campaign categories for internal organization and do not want/need them on the public-facing page.
8 votes -
Grant Catalog Character Limit
We like having the option to have more text in the long description for grant catalog requests, but sometimes this leads to very lengthy descriptions (more than our donors likely want to view as they scroll through the catalog). It would be great if we had the ability to set a character limit.
8 votes -
Envelope in Grants
It would be helpful to have the envelope function in grants to add the full contact person name when printing envelopes. Also when exporting the grant data it would be helpful to have the full contact name to the export for merging envelopes to print not just salutation. In my export you can see Salutation and Label and the label on an org profile the label uses the org name. Every time I export I have to go research the persons full name for envelope.
4 votes
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