1302 results found
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@mentions
Please consider adding the ability to @mention team members to easily keep them in the loop of activity.
3 votes -
add approved by to the posted journal entries report
Auditors ask for who approve the journal entry. Would like to have Approve By on the Posted Journal Entries report for our Audit requested information.
4 votes -
Expand Link Profile to Fund Feature
We would like the profile-fund link feature to function more like profile to profile linking and org role feature, with the ability to add start/end dates, mark the link as active, and have a record of historical links.
We are utilizing profile-fund linking to track folks who participate on committees for specific scholarship funds. It would be very useful to have a record of who has participated in the past and when folks began participating.
11 votes -
public name
It would be awesome if the option to bring in the Public Name of a fund was available everywhere Fund Name is. Anytime I send out correspondence, I am using the Public Name, not our internal name.
5 votes -
Make radio button options more visible on giving hub checkout
Please make the choice between individual vs household vs org more visible. They're easy to miss!
That, or add the option for a customizable header for further instruction.
7 votes -
Fund Advisor Options - Donations and Grants Emails
We would love the option of toggling donations and grants notifications BY THE FUND for fund advisors. We add designated funds for our designated fund recipients so they can see previous year's grants, BUT we don't want them to receive the grants notification email when the grant is made, since some funds benefit more than one organization.
41 votes -
Download NACHA files by batch, not just date
Currently, I can only download a NACHA file by date. It would be easier if I also had the option to download a NACHA file by batch because sometimes I want to pay them on the same day but post them in separate batches. Or if I just forget one grant, currently I have to pay it on a different day.
7 votes -
Copilot (AI) data integration
Copilot (AI) data integration for optional feed into a client M365 tenant. This would allow clients to leverage their CoPilot (or other AI) licenses as they deem appropriate. As of now, there is no good way to utilize AI with data from CSuite. Please add an optional API or other integration that would allow staff to be more efficient when reviewing reports, profile notes, and other information in the system.
The prime example is how CoPilot can help you prepare for a meeting by reviewing emails, calendar meetings, and notes pertaining to the topic. It would be great if we…
13 votes -
3 options for grants in the donor portal
allow fund advisors in the donor portal to be anonymous, share their name, and a third option to provide their home address to the grantee for thank you letters.
5 votes -
Submit Idea
When checks are generated in CommunitySuite, the written dollar amount currently appears in the following format:
Two thousand two hundred and forty-eight dollars and 47/100
This format includes “and” within the whole-number portion of the amount. While grammatically correct, it differs from the more common U.S. check-writing convention, where “and” is typically reserved for the cents portion.
Example of the commonly used U.S. format:
Two thousand two hundred forty-eight and 47/100 dollars
This wording is standard in many U.S. accounting systems and check templates, so the current format can appear unusual to finance teams that are accustomed to the U.S.…
3 votes -
manual fund statements
Currently, Manual Fund Statements can be created to include days that are outside of the closed period -- This has caused issues for Fund Advisors when they (through the portal) create a manual fund statement. They are including periods that the foundation has not closed, and it is leading to confusion.
Ask:
Can there be a warning associated with the Manual Fund Statements to alert a Fund Advisor that the time period they've selected is not within a closed period and therefore the information may not be accurate?Thank you, Team!
15 votes -
Check all boxes
Please add a "Check All" or "Uncheck All" feature in reporting for Profile Types.
3 votes -
Allow Fund Advisors to manage their notification settings
I think that the Fund Managers should be able to toggle the "Grant Notify" and "Donation Notify" buttons on our off at their leisure. It would be nice if this is something that they could have a hand in managing for themselves when they login to the portal.
9 votes -
Vendor Permissions Separate From Profile Permissions
Have the vendor area of a profile have different view, edit, delete, etc. permissions form the regular profile so that vendor info can be locked down to control payment information
13 votes -
Custom Reports
Is there a way, if not, could there be a way to filter the Custom Reports by employee. For example I'd like to only see my reports listed at times. Also, the headings of each area...could those be changed to a bold print or color print?
8 votes -
opportunity beneficiaries
The listing of beneficiary opportunities on the Org relationship tab is great. However, could you please add the donor's name on that listing? We don't know who these donors are because there is no name listed. This would be very helpful.
Thank you.3 votes -
User Experience for "ADD" Button & Basket
It's great that Csuite tried to make updates to allow for donors to give to multiple requests from the main grant catalog page, but the user-experience needs improvement.
The "basket" is hard to find, and the new "ADD" button below each grant catalog request is not intuitive. Please change "ADD" to "ADD TO BASKET" or allow us to edit the "ADD" button language. (It's surprising this is not editable).
On mobile, the "Basket" is especially hard to find, buried under the menu, which is how most donors give. And, the basket total amount does not update on mobile like it…
5 votes -
Student Name Display on Scholarship Record
On a scholarship record the name from the profile comes over as Last Name, Title, First name. We would like to have student names read first, last retaining the ability to sort alphabetically by last name. This causes problems with the award letter(see previous ideas) and with the check name when we use the student as the payee- it comes out as Last Name, First Name. Most banks don't take that so we need to fiddle with it in excel.
19 votes -
Add $500 distribution round
Adding back the previously archived idea of the ability to round to more amounts, like $250 or $500. We have some scholarships that award at $500 increments and it would be helpful to have something enforcing that.
4 votes -
Custom Fields on Scholarships
We need to be able to track scholarship specific information (such as associated high school, minimum award amounts, maximum award amounts, criteria, funding use limitations, etc.). Custom fields on scholarships that are REPORTABLE are needed! Custom fields on awards or funds won't suffice because a fund can have multiple scholarships and an award is too far downstream in the workflow. SLM doesn't allow for tracking of this information either so without custom fields in CSuite we are forced to continue tracking this information in Excel :(
18 votes
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