Donation & Grant Summaries on Donor and Grantee Tabs - Freeze Fund Name Column. It would be helpful if the fund name column on the donation and grant summaries tabs for donors and grantees could be locked as you scroll right to look at year-by-year amounts or for the total. Currently, the fund name columns get hidden by the left side menus. At the very least can you consider moving the totals to the first column next to the fund name.

It would be helpful if, in the donor portal, it was clear to the fundholder that the Description field is visible to grantees but the Notes field is visible only internally. We have donors enter info in Notes that they want the grantee to see (e.g. "Thanks for all you do, from Joe Smith"), and we have to choose to copy it into the Grant Description field (labor intensive) or ignore it.

In the Distribution Types, allow for "Calculations Base" using a combination of Principal AND Default. That would allow us to weed out funds that a donor has added to their fund to be held as spendable (ie, a quasi endowment fund that also has some endowment).

Budget import template: does not match how we format our budget excels which we then convert to csv sheet (months in template are in rows instead of columns); could there be options for more flexible csv files to accommodate different formatting with the csv file?

Currently, profiles can be invited to a campaign in mass but RSVP and attendance must be set profile-by-profile which is a significant time commitment.

It would be great if there was an approval process for entering ACH/banking information on the vendor profile. This would confirm there were no typos during the entry process.

Please make the grant_ letter_ email_ body template in site custom content HTML compatible! It appears every template is html compatible except this one.

It would also be helpful to have more merge fields available within this template. For example, payment amount and payment description/memo!

Without the html compatibility, you are unable to create line breaks or format any text which is very frustrating. Without additional merge fields, very limited information can be communicated to grantees.

Thank you!

We need to be able to pull a trial balance on a specific date by pool asset account and have the long and short name for the fund export to excel.

Please make the grant_ letter_ email_ body template in site custom content HTML compatible! It appears every template is html compatible except this one.

Without the compatibility, you are unable to create line breaks or format any text which is very frustrating.

Thank you!

We have many donors that send in one check to donate to multiple funds and/or for multiple tributes (especially at the end of the year). It would be great to have a multifund and multitribute option on donations so that I do not have to enter the single donation multiple times to allocate it to the proper funds and/or tributes.

Please add the ability to search profiles by EIN it would make it much easier to find the correct organization as SO MANY use similar names or DBA other names

In SLM, please offer a two DIFFERENT email templates for these two situations: eligibility completed & application submitted. Currently, only one email to students is offered and needs to be used for BOTH situations. This is very confusing to students, causes frustration and likely prevents some students from finishing their application.

The Filter option has been a great addition to the different lists in C-suite, It would be really helpful to have the filter option under the Scholarship Scheduled Payments list. Having the ability to filter the Payment date to only show a range or specific date would be really helpful in creating report for payment approval.

With the balance swap feature, it would be wonderful if we could export the table that come up into excel. That would make it easier for us to analysis the data and sort by fund type or account.

There are various reasons that the outlook is discounted. Possible reasons that your Outlook disconnected are mentioned below.
The outlook client is working offline.
Unable to connect to the mail server.
Work offline mode is available.
Slow internet connection.
Using outdated applications.
Impartial or corrupt Microsoft office installation.
If you have more queries or need expert help, contact us anytime.

https://www.emailsupport.us/blog/outlook-disconnected-issue/

Many fund advisors are getting incorrect password errors when typing in their password and when we try the same password on our end it is correct. It would be nice if they had the ability to "show password" so they could confirm that they are typing it correctly.

Would like to see the fund advisor portal show the name of the fund, not the public name. Or have an option to choose one or the other. We have a few funds that include sub-funds for accounting purposes -- the sub-funds all use the same public name.

Just tried copying a grant in CSuite - sweet! However, once you copy it comes up with the old grant date and the old pay schedule date. It should copy to current dates. Also, the expense account does not transfer over. And, as we now have custom fields, any custom fields too - thanks!

Hi! When reviewing grants on the New, Approval or Voucher tabs in the Grant section the "Grant Type" is a visible column. However, when reviewing the Grants on a Grantee profile, this column is missing. You have to click within the grant to be able to view the grant type. It would be helpful for us to have the grant type visible along with the other columns already there (ID, Grant Date, Fund Status, Amount, Sponsored Org, Beneficiary, Description)