682 results found
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Inactive Emails should not display as a selection in email functionality or anywhere!
I marked an email inactive and then updated the current email as Primary. When I go into the email function from the left menu bar, I still have the Inactive email address as the first option in the email dropdown. What is the point if having an email marked Inactive, if it still shows up in the functionality? And, the user has to go back to the profile to determine which one is the Primary/active one. At the very least, can you mark the inactive email with "Inactive" ?
1 vote -
Ability to request a change to investment portfolio on Donor Portal
Would really like the ability for a fund-holder to be able to submit a request to change their investment strategy/where their money is invested from within the donor portal.
2 votes -
Assigning 2 employees to an opportunity
Some opportunities are successfully closed when approached in a team. We'd like to have the ability to assign 2 employees to an opportunity, with 1 being the primary or lead and the other being support or secondary.
1 vote -
Recurring Grants - New Interval
It would be useful to have more interval options than are available for recurring grants. In particular, we would like to have an 'every other year' option.
An archived idea once suggested a 'twice a month' interval, so other foundations do occasionally wish to set up recurring grants outside of standard intervals.
6 votes -
Multi fund donation subtotal line
When using the multi fund feature on donations, it would be amazing if there was a subtotal line summing up the donations as they're entered.
2 votes -
Filter Checks Listings
Please add an option to filter posted and voided items on the Checks page in CSuite. Currently, there is no way to search for a check without having to page through 30 checks at a time (ctrl+F only works page-by-page) or export a list by date to Excel. I realize a custom report option exists, but the listing has already been built into CSuite. Please allow us to search it easily.
2 votes -
Notification for Admin Login
We have split out the admin access from the responsible employee's normal user (they have two user accounts). Since there is no reason for them to be in the admin user except to change permissions or add users, they should not be using it regularly as they could easily override all controls with the admin access. Is there a way that you could notify specific users when admin accounts have had a login?
1 vote -
Decision Date
Bulk update Decision Date for non competitive grants created in CSuite.
1 vote -
Stripe Terminal
It's great that CSuite can now work with a Stripe credit card terminal, but it would be even better if a credit card transaction could be processed through the terminal without needing to be logged into CSuite. We have fundholders who hold events where they accept credit card payments; however, we will not provide them with access to CSuite so they wouldn't be able to use the new Stripe terminal. If the terminal could be used to record payments that would come through to CSuite from our Stripe account and allow Foundation staff to process after an event, that would…
5 votes -
Fund Advisor portal only shows city/state
Currently the Fund Advisor portal only shows city/state when fund advisors search our database for a new grantee. It would be helpful to have the street address pull over from CSuite to help the fund advisor select the correct organization.
2 votes -
Check Alert for Funds
We just got the ability to add an Alert Area for checks for profile notes which is great! However, we'd like to also have the ability to add the Check Alert Area for notes on funds, meaning when a check is paying a voucher from a specific fund, the alerts pop up for those too.
2 votes -
Unique URLs to Easily Share Reports
It would be great to be able to email a URL link for a Report, so Users can quickly access shared reports, rather than having to tell them the report name and hope they find it on their own. Currently URL for all reports is: https://columbusfdn.fcsuite.com/erp/report/display
I know there is functionality to email reports, but those don't have live links to profiles, so that is less ideal for many projects and processes.
10 votes -
Grantee Report - First grant date/Last grant date
We need a way to pull first grant date and last grant date on the grantee level (current functionality is only on the fund level) to track our new grantees and review inactive grantees (we consider any org that has not received a grant in the past 3 years to be inactive). These are included in our dashboard reports for committees and board.
4 votes -
Add Fields to the Donation Import Template
Add Middle Name, Suffix, Salutation, Mailing Label, and Recognition Name fields to the donation import template. This will alleviate some of the manual work needed on profiles after a donation import.
17 votes -
Balance Swaps Should Warn if a Account goes Negative
C-Suite allows balance swaps to swap out of investment accounts even if it causes the investment account to go negative. There should at least be a warning to prevent this from happening. Requested by GMF.
7 votes -
Journal Entry Errors - Received Prior to Posting
Greater Milwaukee would like a feature to show/run errors for journal entries when they are sent for approval, not when posting. For example, if a JE is approved but has closed accounts, the error shows when posting (after approval) and needs to be edited - therefore sent again for re-approval.
7 votes -
Allow Multiple File Attachments when Creating a Voucher
Currently, you can only attach one file when creating a voucher. Most of our vouchers require more than one attachment, and an extra step is required to attach additional documents before posting the voucher. We would like the ability to attach multiple files when creating a voucher to make the process more efficient. Request by GMF.
18 votes -
Create a Transaction using the Fund ID instead of Fund Name
Greater Milwaukee would like a feature to create a new donation and new grant with Fund ID number in addition to Fund Name. We have many funds with the same exact name with no way to differentiate. This could mean money is donated to or granted out of the wrong fund.
13 votes -
Donation Review Bucket Exclude Stripe
Greater Milwaukee has enabled Donation Review in donation settings. They would like the option to exclude stripe gifts from needing the additional review. Because Stripe gifts are automatic, there is no need for them to be in the regular review process. Having to filter and approve all of the Stripe gifts is just an extra step that doesn’t add any value.
7 votes -
Opportunity should show on Fund Profile
When there is an opportunity that is attached to a fund, it would be great if the opportunity showed up on the relationships tab of the fund, just like for individual profiles.
8 votes
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