1447 results found
-
toggle budget timing
I would like a statement of activities that shows percentage of monthly budget and also percentage of annual used, but would be happy if I could toggle the budget calculation to run separate reports for each time segment. Currently if you want each calculation you have to make manual changes to each fund/account combination which if not time effective.
1 vote -
Keep, or have the ability to edit, the email used during registration after profile is merged idea
Enhancement Request:
When profiles are merged in CSuite, any event registration email address associated with the Campaign Profile is automatically updated to the primary email address from the Individual Profile.It would be very helpful to have the ability to edit the email address on the Campaign Profile after a merge. This is particularly important for event communications, as registrants may have used a different email address when registering. In some cases, the profile being merged is marked as unsubscribed, which can prevent registrants from receiving important event notifications and updates.
Allowing the Campaign Profile email address to be edited…
3 votes -
Combine Grant Aware Letters by Grantee
Request: Allow Grant Award Letter templates to pull from a "for each grant" structure grouped by grantee, similar to how the payment/check letter can already combine multiple vouchers. This would let us send a single award letter per grantee covering all their grants, rather than one letter per grant.
Use case: Endowment distributions where a single entity receives grants from multiple funds in the same cycle.2 votes -
Grants with Tribute
We would like the ability to create a grant tribute notification letter to advise individuals when a tribute was created through a grant.
1 vote -
Expand Outlook integration so grant request emails can be attached to grant records in Outlook
Many community foundations attach a pdf file of grant requests received by email to the grant record in CSuite for archival and auditing. It would save time and support thorough archiving for audit purposes if the Outlook integration had the function to automatically attach the email file to CSuite from Outlook, rather than having to download the email and print to PDF to attach.
2 votes -
View Opportunities associated with Fund on Fund Page
When on a fund page you should be able to quickly just to any associated funds with an opportunity or at least see a list of associated opportunities. Maybe on the relationships tab.
2 votes -
Term Investments
Right now funds are limited to ONE term investment only, even if that term investment is paid and closed. We use this function for internal loans that our DAF holders are increasingly interested in. Please escalate a need to allow for more term investments within a single fund.
2 votes -
Customizable Voucher Payment Schedule / Recurrence Frequency (Same as Grant Payments)
"Currently, a recurring voucher payment can be used for a voucher that needs to be paid on a regular schedule, but the only frequency options are Monthly, Quarterly, Semi-Annual, and Annual. We would like to be able to customize the frequency and specific payment dates the same way that is currently available for grant payments."
17 votes -
Engagement tab should include guests of campaigns
We have some campaigns set up where an org profile has signed up for the event, and then individuals are the guests of the org. OR, someone is signing up on behalf of another person, and that other person is the guest. Those guests, if they are linked to a profile in CSuite, should show up on the Engagement tab under Campaigns, so we can see the full picture of what events a person has attended or RSVPed to.
2 votes -
Bulk Adding Profile Types from a Campaign
I would love to see a new left side menu option in a Campaign to "Bulk Add Profile Type" for profiles that are included on a specific campaign. I end up spending far too much time figuring out which fields to use in the custom reports area trying to achieve this. It would be a great way to streamline bulk adding/removing profiles to/from profile types for things like memberships.
1 vote -
Notes - Order by date (most recent at top)
Currently, notes on profiles are posted in order of note ID. It would be helpful to have a setting to choose how to order notes (ie. by date, ID number, category, etc). OR, at minimum create a new default for all notes to be ordered by date with newest at top.
I have seen multiple other recommendations for this upgrade, but those ideas were archived to lack of interest. I think this would benefit a number of users and should be reopened for consideration!
1 vote -
Revert back to the old Grant UI
The new Grant UI is too confusing and cumbersome to navigate. I'm now required to click between multiple tabs in order to make sure I haven't missed any information, such as special instructions our donors might have included on their grant requests or any files they might have uploaded. It's also our practice to upload original grant suggestions for any grants we create manually. My Grants Manager will now have to click on multiple tabs while reviewing entries to verify that all information is correct and properly recorded. All of this was easier when ALL information was on ONE page.…
10 votes -
Public Security Ticker Symbol Verification
Run a ticker symbol check or allow users to edit ticket symbols without unposting/deleting. Currently, if the symbol is incorrect, the current workflows requires the transaction be deleted, then reentered with the correct symbol. There is no way to edit. Requested on behalf of Alaska Community Foundation.
1 vote -
Add Ability to 'Show/Display' Vendor ACH Details
Add the ability to 'show/display' a vendors ach details. Requested on behalf of Alaska Community Foundation.
1 vote -
User favorites
You should create a favorites page for each user or make it part of their dashboard. Users should be able to select or favorite the items they frequently use, so they don't have to navigate menus to find them. If I want journal entries, vouchers, donations, account transfers, and reports as my favorites, then I can just see those instead of all the menus.
1 vote -
Allow decimal points in quantity for AP import voucher
Please allow decimal points in AP voucher import for quantity - I recently had an expense report with 22 lines of mileage and I thought I could save some time doing an import; however, you cannot use a decimal point in quantity for an import, only in a manually entered voucher.
Allowing the decimals would make mileage much easier to manage using an uploaded AP voucher template!
Thanks!
Michele Jeican
Director of Finance
Northern New York Community Foundation
Watertown, NY 136011 vote -
Attach file to recurring donation
You can't add files to the main recurring ID - only to the individual donations linked to it. We need the option to add information to the main ID so that you don't have to go through each linked donation.
For example, if we get a request to end a recurring donation or update payment, we need to attach to the main donation.2 votes -
Notify assigning staff when a task is completed by another teammate
When a task is assigned by another teammate, they should be notified when such task is completed. This applies most when our Grants and Data Specialist assigns a steward a task to follow up with a DAF advisor on a grant recommendation question (EX: verifying a description for the grant and confirming no improper benefits). Once that task is completed and the steward provides notes on the discussion and next steps, our Grants and Data Specialist is not notified that the task has been completed. The steward has to reach out independently to verify the task was finished. If there…
5 votes -
Donation Totals under Donations Tab of Donor Profile
We have many donors who have given monthly over several years. It is difficult to determine the sum of their total giving when looking at the Donations Tab on their Donor Profile. Is there a way to show a sum for each section under the Donations Tab?
Direct Donations Total
Advised Donations TotalWe do not want to have to run a report to see this information when we are on the individual / household / organization donor profile.
2 votes -
Grant Catalog Donation Review
If you have the Review bucket turned on in donations, grant catalog funding doesn't update until the Review (Needs Review) button in Donations has been clicked. This unnecessarily delays the grant catalog update.
Can grant catalog funding and other internal donations (from one fund to another) be excluded from the Review bucket?
1 vote
- Don't see your idea?