805 results found
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Add Subscribed & Unsubscribed checkboxes within email fields
We would like to eliminate the need for a custom row for tracking purposes. We would like to see both a Subscribed & Unsubscribed checkbox within the email rows. Sometimes our contacts move orgs or change emails and we'd like to track which email(s) are unsubscribed to ensure we are using the correct information. We would also like this option added in the reporting sections.
2 votes -
Include reporting of notes for all records they can be added to
It would be nice to be able to report notes with a profile, fund, or recurring grant or any other object on the same report. And the report still report the main object (profile, fund, grant) information even if a note is not present. We are trying to monitor recurring grants the donors initiate from the portal. They often include a note that never gets seen unless you expressly go looking for notes.
1 vote -
Tributes Search Field When Entering Donations
When you are in the Tributes page, you can search a name and it will show who the person to notify is behind the searched name.
Ex. Jane Doe [Doe, John] (public)
It would be nice if the same kind of populated search would show when entering a donation. I find if there are two different notifications, I have to go into the Tributes page and look to see which I need to choose. AND if they would be labeled the exact same (Example: "Jane Doe" and "Jane Doe" vs "Jane Doe" and "Dr. Jane Doe" I have no idea…
1 vote -
New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page
In the legacy portal there is a clear way for an Advisor to search for another foundation fund to recommend a grant. In the new portal you have to click "Previous Grantee", even if the Advisor has never given to that fund before. There should be a button that says Grant to Another Foundation Fund so that Advisors know where to go to make interfund grants. This is especially important for emergency & disaster response funds and giving circles. Please make it clearer so our Fund Advisors know how to recommend grants to other funds at the foundation.
5 votes -
lcs@bermudafoundation.org
Can we please have the option to generate a system email notification when a new file has been shared to a fund advisor's profile.
1 vote -
Abandoned Cart Email: Option to select who to send email to
Add a 2nd screen after choosing 'Fund Advisors> Settings> List Cart> Send Email Reminder to allow for choosing which fund advisors to send the email reminder to. Currently, this is an all or nothing feature.
8 votes -
Include Custom Fields in Standard and Customized Reports in System
We utilize a custom field to filter our expenses and vouchers by department. However, when creating reports or pulling a standard report from the system, this custom field is not included as a filtering option. It would be helpful to include custom fields in all reports that the system generates and not require additional steps to get the report to filter appropriately.
2 votesAt this time we do not plan on adding filters to default reports. Custom Fields are available in filters in custom reports and the list area of objects.
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Public Name for Internal Grant Funds
It would be great to have the option to include the public name of the receiving fund for internal grant records. Right now this option only seems to exist for the originating fund. Since many of our Funds have a public name, right now when we create our fund records for example, they are showing the internal name of our Funds like Operating Fund, rather than the public name, CNYCF Community Fund.
6 votes -
Add Contact Block, Link or Section to Portal
Want to be able to have generic contact information on the portal should there be any questions/concerns that is available from all pages, not just the steward block on the fund summary screen.
1 vote -
Hide Contact Information for Show Student Data on Portal
When "Show Student Data" selected in the Donor Advisor Portal Setting have it only show student's name and school they're attending, but no personal information.
1 vote -
Credit memos - show invoice allocation
On credit memo records, it would be helpful to have a link to the invoice that the credit was applied to. If you look on the original invoice record, there is a "Payments Applied" section that links to the credit memo. But the reverse is not true--if you're looking at the credit memo record, there is no way to tell which invoice it was applied to.
2 votes -
Present Funds in Chronological order
Changing the way the funds are presented in the Fund section in CSuite so that chronological is an option, instead of only alphabetical, would be helpful. I'd like to find my new funds faster.
1 voteYou can filter in the fund list to reduce the list based on creation date.
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Recurring Grant Notifications
We would like to see CSuite generate notifications to grant approvers for recurring grants to help remind staff when the grant is due to go out. A generated email with general grant information would be extremely helpful.
1 vote -
donation & grant advisor - populate one should populate the other on interfund grants
Please populate the donation advisor automatically when a grant advisor is chosen manually for interfund grants. Currently you have to go into the donation portion of the interfund grant to add the donation advisor if you manually entered a grant advisor. Thank you!
1 vote -
Allow formatting of post-checkout page elements: Giving Hub
Once a donor has given through the Giving Hub page, there is a default Thank You that appears (1A in image attached)- we would like to be able to edit & format, and/or hide this.
On this same page display, the Continue Giving button (1B in attached image) is plopped right down onto the edge of the footer, and it looks terrible. Would also like the ability to add a margin to this or otherwise move/change this button!
1 vote -
Log Report: Add hyperlink to profiles
When building a report from Home> Logs, profile hyperlinks are active. When accessing this same report from Reports, the profile hyperlinks are not active. Please make these profile hyperlinks available whether accessing the report from Home> Logs or from Reports.
8 votes -
It would be nice to be able to send an invoice payment confirmation email along with the copy of the invoice attachment in Csuite
It would be a nice feature to be able to send an invoice payment confirmation email (similar to grant and donation templates) along with a copy of the invoice attachment in Csuite. Currently we have to manually email the payment confirmations for invoices processed in Csuite.
4 votes -
correct formatting
With the addition of the print option in the left hand menu of pages with C-Suite, the print page option now prints vertical lines between column headings and a box around the data on a page. This visually clutters up the report. Could you please reformat to the old format that just included the horizontal lines making the report easier to read but not cluttered?
Also, it would be EXTREMELY helpful to repeat column headings on multiple page printouts. It's next to impossible to know what data is in each column that is being reported on page 2 of an…
1 vote -
Print column headings on multiple pages of pdf reports from "print page"
When printing multiple page financial reports, we need to have the column headings print at the top of the column on each page for ease of reading. It is impossible to know what each column is for once you print more than one page.
For example, if I print an fund audit report for multiple funds, you cannot tell what the columns on the second page are reporting.
5 votes -
custom fields
Please add custom fields that come with date and comment fields. The date so we can easily see when a particular custom field was last updated, and comments gives us the ability to add more details. This would be a huge enhancement. Similar to Raiser's Edge functionality.
1 vote
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