968 results found
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customizable text for tribute fields in Giving Hub
Be able to add text to explain tribute notifications in Giving Hub. Many donors don't understand the purpose of the notification. They are using it to receive notification that their donation was processed. Later, someone chooses that tribute for their donation (because you can't tell who will be notified from the dropdown), and some random person(s) gets notified of the list of donations given using that tribute. It gets ugly.
5 votes -
Add the Grant Funding table for Grant Catalog Grants to the Grant (Award) Letter
Please make the Grant Funding table, found at the bottom of a Grant Catalog Grant once it has been funded, available to the Grant Letter and Grant Award Letter templates. Currently, it is not possible to use a template to pull where the grant was funded from out of the system.
Nonprofits often want to know where the money comes from when they are funded for a Grant Catalog grant. The only way is to manually pull that info out of the system, and it isn't really reportable either.
The Grant Catalog is becoming a more and more popular way…
5 votes -
PROBLEM: There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primar
PROBLEM:
There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primary Advisor. Can it be configured differently?
Note: This is a major competitive disadvantage for us vs Schwab, etc., and other foundations that do not use CSuite. It causes embarrassment.
From CSuite Chat Support:
Unfortunately, there is not a way to configure this in a different way, it is working as intended. You can add an idea to the idea lab if you would like something changed to make it less confusing! That is where our…7 votes -
Financial Views
When adding an account group in the financial view, it would be helpful to be able to have a box "select all" accounts and then unselect the ones that are not needed. Otherwise, it takes a long time to select a large group of accounts.
12 votes -
Profiles: Improve search
Improved Search Capabilities: There needs to be a way to search for profiles even if you don't have (or know how to spell) the whole name. If someone's name is "John Smithe" but you think it's "John Smith" and you type "Smith, John" in the search bar, the profile you're looking for will not populate. If the search function could pull names that start with the letters up to the comma, the searcher could find John Smithe, John Smitherman, and John Smith-Stone.
6 votes -
Portal: Fund Advisors - abiity to hide/show donor information by fund
We would love the ability to enable/disable donor information (name, address, email) for each fund portal/fund advisor on a case-by-case basis (verse turning it on/off by type). While in most cases it is not necessary, we have support several unique fundraising efforts throughout the community where this would be a valuable addition to the donor services we are able to provide for our admin. fee. Ultimately, fund type is not what dictates who we may or may not want to provide this level of information to.
8 votes -
Show Steward Active/Inactive Status in System Configuration Steward List
Show inactive stewards in italics at bottom of the steward list just as inactive org roles show in the org roles section of the relationships tab in organization profiles. Also add active/inactive as report and filter options on steward custom reports and other reports that can include steward information.
14 votes -
Create Unique Crant Catalog based on Fund Advisor's interest
Would really like to be able to show specific grants in the grants catalog to specific groups of fund advisors, based on the fund advisor's interest.
6 votes -
Accessing attached files and notes on profiles from any designation
It would be nice to be able to see any attached file for a profile record from any of the designation fields without having to change tabs. My suggestion is that the file tab has a drop down by designation so that when you are looking at a profile marked as a donor you see donor related files first, but have the option to see other related files if that donor is also a fund advisor, grantee, etc. without needing to change designations. I don't like knowing that I uploaded a file but then seeing "0" under files because I…
13 votes -
Option to filter by Service Area
We support multiple communities. When we show promoted funds on the portal, it would be nice to be able to show them by either Service Area or Group:Division. (Internally, we would be willing to use either of these attributes to assign the appropriate community.)
So when the portal is displayed, users could easily find funds in their community.
3 votesDonors do have the option to search by a service area, so if you displayed them on a fund record, they could sort on "xxxx" and a list of those funds would display. We don't plan on adding sort option to the tables, but are considering more filter options in the future. So changed the title to reflect what is possible.
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Grant description field should be larger so it can be viewed without scrolling
Could you please modify the grant description field so that it automatically wraps text when adding or editing descriptions?
Currently, the field allows up to 255 characters, but it's challenging to verify entries because we can't view the entire description at once. It would greatly improve usability if the description text wrapped within the field during data entry, allowing us to see the complete description without having to scroll. Once the grant is saved, we can read the entire description in one field but still have to scroll when editing.
16 votes -
Field Commentary for Edit/Data Entry Modes
It would be nice if we could write comments for fields. It would enable us to have in-line recommendation for our conventions when entering new information. The system already does this as provided by Foundant, for instance:
When entering a donation, the donation field has italicised text next to it "Donor wishes this donation to be anonymous" when in edit mode. It would be nice if we could add that kind of text ourselves to any field so that when we had edit mode open, it would show us our own recommendations for fields.
For our tax receipts, we have…
5 votes -
Options to Customize Portal Headers and buttons
We'd like to be able to customize the text in the section headers and buttons of the portal.
5 votesThere is the ability to customize the text in the portal. Headings can be edited in Portal Options>Portal Settings. Then select the profile designation you would like to edit. Button colors and colors on the button text can be customized, but not the text within the button.
In the same section, Portal Options> Portal Content controls text in different areas of the portal. Please reference the help article for further instruction.
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4 votes
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Add Email address "Other Detail" to a reporting object.
The email address has an associated data field named "Other Detail". There is not a way to add the email address "Other Detail" field to a report. The "Other Detail" field is currently only viewable in the CSuite application screen. We would like to use the email "Other Detail" field to hold codes to subscriptions allowed at that address.
There is a similar data field for the Phone number named "Detail" which is available in a reporting object.
10 votes -
Giving Hub Customization - Radio Buttons
It would be great to have Giving Hub customizations (radio buttons for instance), which can be linked to parts of the donation approval/recording process on the Finance side of the transaction.
For instance, a radio button for Endowed/Spendable that allows donors desiring for a donation to be flowed through to their Spendable balance, which is linked to the Spendable checkbox in the transaction record.
An option to split the donation between Endowed and Spendable would be great too.
4 votes -
online donations creating new profiles each time
A donor should have the option to use their existing profile in the system instead of creating a new profile every time they donate.
57 votesWhen both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.
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Recurring Grants - New Interval
It would be useful to have more interval options than are available for recurring grants. In particular, we would like to have an 'every other year' option.
An archived idea once suggested a 'twice a month' interval, so other foundations do occasionally wish to set up recurring grants outside of standard intervals.
12 votes -
Export Balance Swap
We would love the ability to export the balance swap screen to Excel. We have historically printed the potential swaps, evaluated, and then come back in to accept/deny the swaps but would love if we can export to Excel.
13 votes -
Fund Advisor Bulk Edits
Although the bulk edits are handy, it would be better if we could do the edits by fund group or some other filter. The "Set Tab Permissions" button has this functionality, but the "Set notify" and "Set Statement Type" do not - it is all or nothing. All the bulk edits should have the same functionality.
35 votes
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