939 results found
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Please remove the drop-down menu from the "Recent Grants" section on the summary page of the portal
Please remove the drop-down menu from the "Recent Grants" section on the summary page of the portal. Currently, this view only displays the most recent 20 grants, which can be confusing for donors who have more than 20 recent grants. On the Welcome Page, there is a drop-down menu allowing users to select 10, 25, 50, or 100 grants. However, this functionality is not available on the summary page, it is available and useable on the Grant Request page only.
1 vote -
Add classes to fund cards to distinguish promoted funds from advised funds
In the Giving Hub, there is currently no way to differentiate between funds that appear on the promoted-funds page because they are promoted and those that appear there because a logged-in fund advisor is viewing the page. I would like to be able to apply different styles to those two types of fund cards so it is clear to fund advisors at a glance which funds are theirs and which are promoted. To enable this, please add classes to the fund cards that reference the reason they are appearing on the page, such as "promoted-fund" and "advised-fund."
1 vote -
Live Credit Card Fee Calculation
Csuite currently allows us to set a CC fee percent that donors have the option to cover when processing a donation online. It would be great if instead of a fee percentage, they could see a "live calculation" for their credit card fee. I have attached an image of another platform that uses Stripe as their payment processor and they have integrated a "live calculation" so that the donor can see a dollar amount versus a percentage.
2 votes -
Upload Ids - Expand Report Types
Would be great if uploading by profile ID allowed you to create reports beyond just a profiles report - why not expand to include that for any type of report where profile id is a filterable option.
0 votes -
Inactive funds/profiles Search
When searching for a fund/profile, "deceased, inactive" or "closed" is displayed at the very right of the name. Is there a way to make these a different color as well so they stand out better? I'm looking at the left side and would rather not scroll through numerous records to find the open fund/profile.
1 vote -
log
It would be very helpful for there to be click by click data displayed on grant logs for fund advisor activity. For example, if a fund advisor enters into their portal and requests a grant, having a click by click log of what process they took to request that grant (i.e. which search function they used or if they copied a previous grant). This would provide larger insight to the user experience in the portal and insight to grant requests.
Please add a click by click log to grant requests from the fund advisor side.
1 vote -
User Reporting Permissions
Would love the ability to assign edit rights to multiple people in reporting. For example, one person on a team may create the report, but the report is intended to belong to the team. It would be great to be able to assign other members of that team to edit those reports, rather than having to save a duplicate as their own.
0 votes -
Custom Field Permissions
It would be great if individual custom fields had permissions. For example, only certain users could edit or view a profile custom field while on a profile.
2 votes -
Online silent auction
An option for an online silent auction including a way to add photos of the item and logos of donating business. Include a payment link for the winners.
Basically, the same function as a site like Givergy but all built in to this system.5 votes -
Choose specific grant/check/donation to test Templates
It would be great to be able to choose a specific grant/check/donation for the Test Function with Templates. It would be an extension of the ability to check Template Fields by entering a specific record.
This was a previous idea that was archived: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45432349-verify-testing-templates
Hoping to generate more interest this time around.
2 votes -
Giving Hub Sort Order Does Not Work When Coming from Donor Portal
We use the Giving Hub sort order to help sort our funds on our Giving Hub. However, I just discovered that when a Fund Advisor goes to the "Donate" tab from their portal to go to the Giving Hub, it sorts everything alphabetically instead. Additionally, it shows non-promoted public funds in addition to the promoted public funds.
Could the Giving Hub that is accessed from the Portal by fund advisors be set to follow the same sort order that is set by fund so that it matches what is public, just with the addition of a donor's funds?
A plus…
1 vote -
Fund Advisor - Scholarship School Contact Data
When drilling down into a scholarship, we've found that donors could click on a school/grantee's name which then pulls up a "School" page. This "School" page lists all of our information about the school on their profile, such as phone numbers, email addresses etc. We don't want to share that detailed level of information with our donors. Normal grants simply list the grantee name, and does not allow additional "drilling down" into our profile data.
Could the additional drilling down for scholarship/school contact data be either removed so that it matches the grant access or added as a toggle? We're…
1 vote -
Fund Advisor - Student Data
We have many scholarship funds, and a common complaint from our scholarship "fund advisors" for years has been that they could only see the school and not student names. We use the fund advisor functionality for donors who have started the fund and/or committee members so that they have access to view activity/fund balance. The new portal has the toggle to "Show Student Data", but it is sharing WAY too much personal information of a student, such as home address, email, phone etc. We are not comfortable sharing this detailed information with anyone who has fund advisor access due to…
1 vote -
Automatically Post Recurring Donations
Please implement a feature that allows for the system to automatically post the subsequent donation for recurring donations.
Currently recurring donations must be posted manually on some sort of cadence, which takes up a lot of time. It would be highly beneficial if the system could post these automatically when they are due for their next donation.
3 votes -
Inactive Grantee, but not Inactive Vendor
Inactive Grantee, but not Inactive Vendor. I recently needed to correct activity that was improperly processed as a grant. I made the grantee profile inactive, and it also made the vendor profile inactive. The vendor designation is correct as the activity should be processed as a voucher. Ask: have the inactive flag seperate for grantee and vendor.
1 vote -
Manual Sort Order in Giving Hub
Please allow for the giving hub to be manually sorted. This could be a sort order field on the fund record that allows for a number to be input, indicating the order it should appear on the giving hub fund list. It could also work in tandem with the currently alphabetical sort, sorting funds alphabetically that do not have a sort order set.
1 vote -
Pledge Balances in Custom Reports
Add pledge balance as a field to donation, pledge, and pledge payment custom reports.
Currently pledge balance is only available when the pledge is linked to an opportunity.
2 votes -
Remove Portal access for all
EVERY profile with an email address in CSuite is able to access (via a PIN) or to be seen in the new Portal by someone else with the same email address, regardless of whether they have a Designation that you are allowing access. This is causing a variety of issues and we very strongly think the Portal needs to be re-programmed to remove this access for any email address.
Here are some specific examples of issues arising from this new design:
One of our users has a Household profile from a personal donation which uses her work email address. That…
9 votes -
Split Interest Payment Schedule
On the Split Interest Payment Schedule, is there a way to edit the headings so it also refers to what box number of the 1099R that each amount should be populated in? And put the columns in the same order as the 1099R?
1 vote -
CGA Split Interest Federal Withholding
One of my CGA annuitants has federal withholding withheld from her payment. There isn't an option on the Split Interest Payment Schedule for this amount. Please include a column for this amount.
1 vote
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