1362 results found
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Resend "Forgot Your Password" Email from Admin Side
Admins currently have no way to trigger a password reset email on behalf of a portal user. Adding the ability to resend the "Forgot Your Password" email from the admin side would reduce friction for onboarding and login support without requiring the user to initiate it themselves.
1 vote -
Fund-Level Opportunity Creation and Viewability
Currently, when opportunities are created they must be associated with a profile. It would be valuable to also be able to create an opportunity tied directly to a fund record instead, with the ability to view that opportunity from within the fund record as well. This would better support fundraising workflows where the ask is fund-specific rather than donor-specific.
1 vote -
Statement Type Editing
The Set Statement Type area (Home > Fund Advisors > Set Statement Type) applies bulk changes immediately, without a confirmation step. Unlike other bulk edit functions in CSuite, selecting a statement type option (Online, Paper, or Email) takes effect the moment it's clicked -- with no prompt to confirm the action. This lack of verification increases the risk of unintended changes being made to statement types across multiple records.
14 votes -
Income Statement Format
Due to large market swings of investment activity, the income statement can show confusing information. If a particular month has huge gains it could mask an issue where expenses exceed revenue. Moving realized and unrealized gains to a separate location on the income statement, the true performance of the foundation can be seen. We are attaching a sample income statement that we manually generate in excel. Besides segregating market gains and losses it would be wonderful to reflect the ending fund balance as well.
1 vote -
Expense tracking on line item like a department code as a separate field that would also be an option on journal entries.
Ability to track expense categories like departments on each line of a transaction including expenses posted through journal entries.
1 vote -
import attachment url
When importing vouchers you should be able to import external attachment url at the same time.
1 vote -
Permissions on individual profile field
Set the permissions for some fields in profile to be accounting only.
1 vote -
dext
Create an integration with Dext for expenses, receipt management and employee expense claims.
1 vote -
Correct Format for Fund Steward Name on Fund Statements
Currently the fund steward merge field returns the name formatted as "Last Name, First Name", which is not useful when using it on fund statements or other templates. Please create an option where it appears correctly.
7 votes -
Transactional Admin Fee Maximum
It would be nice to be able to have a fund fee type of 1% of each donation received with a $1,000 minimum and $5,000 maximum annually, for example. We can currently accomplish the $1,000 minimum by assigning a 0% yearly fee with a $1,000 minimum (in addition to the 1% transactional fee). This fee looks back at transactional fees charged over the year and brings the total up to $1,000 if it isn't already. However, if a fund has already been charged over $5,000, I don't see an automated way to have a maximum fee on a transactional fee…
1 vote -
Optimize Additional Image field to format better on desktop and mobile
Please make the Additional Image field optimize better for desktop and mobile!
When the Additional Image is added to a fund page on desktop, it adds a ton of white space. On mobile, it expands and cuts off the image.
Since the fund image is best for square images, we use this field for rectangular shaped logos and banners. Between the two bad options for how it displays, it's not a very useful image field - which we desperately need to brand our funds!
5 votes -
Fund Reps should not see interfund donations that have not been processed
Hello - we have had issues with fund representatives being able to view partially posted interfund gifts to their fund, namely interfund gifts in the approval bucket. We would really like to be able to have an additional new bucket to stage grants so that our new bucket does not get so cluttered.
2 votes -
Campaign Waitlist Option
I would like the ability to have a waitlist option for campaign tickets. When the max tickets are met, a waitlist option is presented for those to choose. This option sends an email notification after submission that can be customizable and would not include an attachment.
1 vote -
Please consider the ability to automate a person assigned to a particular stage inside an Opportunity.
Please consider the ability to automate a person assigned to a particular stage inside an Opportunity.
2 votes -
Due Diligence Feedback: May 2026
Please post feedback around Due Diligence here.
1 vote -
Tribute Email Preview
When sending out Tribute emails, it would be very helpful to have the ability to preview the emails before sending them. In SLM, there is already a preview feature that allows users to scroll through all emails, verify that everything looks correct, and confirm that names and other fields are populating properly before sending. It would be nice to have a similar preview option for Tribute emails so users can review the content first and ensure everything is accurate before the emails are sent out.
4 votes -
Grant Catalog Stripe Fee on Donation Report under Grants
We recently used the grant catalog for the first time to handle our Week of Giving Campaign. When I went into the grant after the week to put the donation report for each nonprofit and exported it as a CSV it does not include the "net of fee" amount or even just the stripe fee amount so that I can manually calculate the net amount. Can this field be added into the donation report.
1 vote -
Multifund security donation
Currently, multifund donations can only be processed via check/ACH. We would like the ability to process a stock donation similarly rather than splitting the shares up into multiple transactions.
2 votes -
Allow Multiple Promoted Fund Tiers/Groups on Donate Page
The current "Donate to a Fund" Giving Hub Page displays promoted Funds by default, with users able to view all non-private Funds by selecting "Show Additional Funds."
We would love the ability to further segment promoted Funds into two tiers/groups. Our preferred setup would be:
--Main page/default view: Internal Funds only ("Tier 1 Promoted")
--Additional tabs or sections beneath:
1). “Show Funds Actively Fundraising” (ideally with customizable tab text) ("Tier 2 Promoted")
2). “Show Additional Funds” (existing functionality)This would allow Community Foundations to better prioritize which Funds are highlighted on the primary giving page while still maintaining visibility and…
1 vote -
Attach to fund using Outlook add-in
Thanks so much for the Outlook add-in for CSuite!
We would love to be able to attach an email directly to a fund. Is that possible?
Sometimes we might be having an internal communication about a fund and that's where we want this note to be attached, rather than associated with any one Profile.
It would help encourage good documentation practices as you're able to build in more options to this wonderful add-in. Thanks for your consideration!
2 votes
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