1468 results found
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Gmail Integration
Utilize the Google Suite, would like to have integration with Gmail so they can send emails from their inbox into CSuite.
2 votes -
EIN as a field for "Duplicate" tagging and merging
Currently, there are only a few fields that flag for duplicate profiles (address, for example). We believe it would be helpful if EIN could be added as a field for scanning (and tagging) duplicate profiles.
4 votes -
jeanette@communityfoundationci.org
Please follow USPS Postal Addressing Standards Publication 28 (attached for reference) when validating and suggesting mailing addresses on profiles. Currently, CSuite recommends address corrections that do not follow USPS standards, and it causes mail to be returned as undeliverable; example attached. The address validation tool is helpful, and we want to use it, but the tool should be based on USPS standards which it currently is not. Fellow CSuite users, please support this idea! Thank you!
3 votes -
fund statement formats
We would like to create Fund Statements with 5 columns: One column for each quarter and the 5th a YTD. This is currently not possible.
We think it would be helpful for Auditors, Donors, Staff, etc. I attached an example.
14 votes -
Linked Fund Advisors Unable to get Donation Notification Emails
We currently utilize the fund advisor designation for our organizations holding an endowment fund with OCCF.
The main contact is usually the fund advisor and the receiver of the donation notifications.
The problem we are facing is that our linked fund advisors are not able to receive donation notifications unless their email is added to the main profile and the box is checked within the fund advisor designation or making their individual profile a fund advisor with that box checked.
I have a picture of the login and linked advisor below for reference. Even if the linked individual is marked…3 votes -
Reporting and Data Viz Templates
Every reporting system: Tableau, Power BI...have templates for standard reports that give you a starting point.
If you're going to spend time creating something, please make it useful and easy to get started. Even the AI on the Data Viz bombs out for no reason.
If you're unable or unwilling to do this, create a simple way to share Report and Viz templates.
1 vote -
Allow each note id to contain multiple profile ids
I want to suggest that each note id might have multiple profile ids.
For example, if I hosted a meeting with the director of a nonprofit organization. I would want this note to display both the profile id of the organization and the individual that I met with. When i click the organizations "Notes" tab it will show each note for the organization's profile id, and some notes will also have additional profile ids listed if they are associated with another individual or another organization.
5 votes -
I'd like a connection between funds and profiles available through the API. Perhaps the fund could have a fund steward listed in the api.
I'd like a connection between funds and profiles available through the API. Perhaps the fund could have a fund steward listed in the api results for the fund.
1 vote -
manual admin fee description
Currently, the description entered on a manual admin fee displays only on the transaction to the receiving fund. On the fund that pays the fees, the description shows the fund name, not the custom description that was previously entered.
Can the description please be the same for the fund paying the admin fee as it is for the fund receiving the admin fee, as entered when creating the fee.
3 votes -
event
Allow fund advisors to see guest names/rsvps for events tied to their fund. Right now they can see the payer name only and export their contact info, but if there are multiple tickets bought in a pack, they can't use the information in the portal to create a guest list/plan catering, etc. It would also be nice if the campaign name was visible to them in the portal as well. We have a handful of fundholders that hold multiple fundraisers throughout the year, and the stop Foundation staff from what they're doing to pull multiple guest lists for them takes…
1 vote -
Reporting
I would love to be able to pull in notes or tasks to an opportunity report. If I create an opportunity notes report then it only shows profiles WITH notes and leaves out any profiles within a specific opportunity type with no notes.
6 votes -
Adjust when Tax Acknowledgments show in Receipt bucket
Currently, as soon as donation information is entered and a tax acknowledgment template is chosen, but before the donation is posted, the tax acknowledgment populates in the Receipt bucket to be sent. We wait to post some donations until the donation details have been confirmed, specifically for stock donations but also other one-off situations. Currently, we have to communicate to the person who prints the Tax Acknowledgments to wait to send specific acknowledgments because the donation isn't actually approved/posted. This could be avoided if the tax acknowledgment only populates in the Receipt section AFTER the donation has been posted.
2 votes -
Automated Campaign Emails
It would be helpful if we could set up automatic emails for individuals registered for an event campaign to send reminder/event details, and follow-up emails from CSuite, instead of having to download the list and upload it to another platform.
1 vote -
1. Is there a way to set up alerts when we are approaching our ticket limit? 2. Is there a way to set up automatic emails to individuals reg
Adding a feature to campaigns that would send automated alerts as we are approaching our registration capacity, so that we have time to access before the campaign defaults to sold out.
1 vote -
csuite guide when high level employees leave/new employees follow
As we've been transitioning our new CEO into the role, I've noticed that many of the necessary updates are spread across different areas of CSuite. For example, Fund Stewards are managed separately from Grant Approvers, along with several other permissions and administrative settings (tasks, reports, etc.) that need to be updated individually.
It would be very helpful if CSuite offered a centralized onboarding/offboarding checklist for executive-level employees. A single location that identified all the areas requiring updates when a key staff member joins, changes roles, or leaves the organization would help ensure nothing is overlooked and make the transition process…
2 votes -
Move the "Send to GLM" option away from "Post & Get Approval"
Recently, an option to "Send to GLM" was added for grants in New status. That option is right above "Post & Get Approval". Our staff has accidentally clicked the GLM option several times, because it is red and is located directly above the Post & Get Approval option. Please move it somewhere else in the left menu - anywhere that is not right next to the option we want to choose 90% of the time.
1 vote -
pledge adjustment
Please allow the ability to adjust pledges and promises down if they accidentally get adjusted higher than the original amount. The inability to delete and start over, or adjust it back down, makes it appear on the pledges tab that someone paid that adjusted, higher amount rather than the corrected amount. It makes accounts look messy and inaccurate.
2 votes -
Print page.
I really liked the feature that brought up the print window [blue button] after hitting Print Page when doing balance swaps. I hope it reappears.
2 votes -
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
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