968 results found
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DO NOT contact
Please can we have an option to remove the do not email, call or mail in bulk for individual profiles? You currently have to click through all three - can we have a do not contact option that encompasses all 3?
5 votes -
Donor email merge field for tax receipts
Please can we have the donor/recipient email field added to the templates field list for tax receipts.
1 vote -
Custom fields available to sync when merging profiles
Please can you allow us to keep information entered in custom fields when merging two profiles.
10 votes -
Accessing note types via Notes section
Please can you add a link to the note types in the Notes section (currently you have to go to Opportunities, which does not seem intuitive).
3 votes -
Change Log back to detail it used to provide
The log previously provided more detail on what was actually changed. Now in some areas, it's just showing the CSuite reference ID for the field that was changed. This is extremely confusing to follow. For example, I just changed the subgroup on a fund, and instead of it saying the name of the subgroup, it only has the ID which I would have to research to interpret the log. Previously, as recently as January 2023, when the fund’s subgroup was changed, it included the ID number as well as the name of the subgroup. This change makes it very difficult…
9 votes -
profile payments buy a ticket
We have a Campaign - Race (5k Run/Walk).
Needed to distribute a check received from a third-party (race organizer) as donations from multiple Profiles (race participants) related to a Campaign.
- Race organizer collected (100% donation) $25 registration fees and added $1 surcharge for processing.
- Race organizer included additional donation to Fund - not necessarily linked/related to Campaign.
IDEA: Allow soft credit at "Buy a Ticket" option of Profile Payment.
I apologize if this isn't clear. I have to figure out the best way to solve this problem.
1 vote -
Charity Check
Please allow limitless charity checks each day
2 votes -
Bulk option to activate Nonprofit designation
Add 'Activate NonProfit' as an option in 'Bulk Actions' from Reports to allow for bulk activating the NonProfit designation for profiles that are included in a report. This functionality is already available for activating Vendors.
10 votes -
Yearly tax receipt - would like to bulk email to those with emails and mail to those without emails
We would like to email our yearly tax receipts to donors, but if a profile doesn't have an email the bulk job doesn't complete and all of the profiles without emails are listed so we can add an email to the profile to them run the job again for emailing receipts. In many cases we don't have the donor's email (when they mail a check for example). It would be great if the job would complete and send to those with an email and then create an 'exception report' for those without an email so we can mail those receipts…
9 votes -
Import Payments
It would be helpful to have the ability to import payments, similar to how we can import invoices in bulk. Our foundation processes a monthly batch of pre-authorized debits, and currently we have to manually enter each payment and apply it to the related outstanding invoices. It would save time if there were a .csv upload option for payment records.
5 votes -
Auto Tax Receipt and Event Ticket Receipt based on Donation Amount
The option to auto tax receipt based on the donation amount would be very beneficial as not every single small donation needs a tax receipt. This would be a setting in the donations settings that allows for the inputting of an amount and should that threshold be reached, then the donation or event ticket receipt would be automated. Otherwise, it would have to be manually processed.
3 votes -
990 Division Checkbox Filter
Currently, the Division Filter only allows for all divisions or individual divisions. Please create an option to checkbox particular divisions so that it is possible to include and exclude particular divisions when utilizing the 990 reporting.
4 votes -
Report on Donations filtered based on tax receipt template/type
Be able to run a report where we can filter donations by tax receipt template type. We are receiving IRA QCD and are wanting a report that will show gifts that we received for that type of receipt specifically.
2 votes -
Set registration information required
We would like to be able to set the required information for someone to register for an event. Sometimes we have donor events where the individual/household should register, other times we have grantee events where we would like the organization to be required and the guests should be the individuals actually attending. We are running into the problem with the individual "tab" being first is that organizations are registering as individuals rather than the organizations and we are having to manually fix each ticket. At this point, it would have been easier for organizations to call or email us and…
2 votes -
PROBLEM: There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primar
PROBLEM:
There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primary Advisor. Can it be configured differently?
Note: This is a major competitive disadvantage for us vs Schwab, etc., and other foundations that do not use CSuite. It causes embarrassment.
From CSuite Chat Support:
Unfortunately, there is not a way to configure this in a different way, it is working as intended. You can add an idea to the idea lab if you would like something changed to make it less confusing! That is where our…7 votes -
Tributes: Need template in tribute custom report
We have a custom report entitled 1303 Daily Tribute Card Recipient Report. We would like to be able to include the template used to create the tribute as a cross-check in the report. While template is a field in Tributes, we cannot pull it in to any reports.
We have various templates of different orientation(s) i.e., vertical, horizontal, mother's day No basket (horizontal) and mother's day With basket (horizontal). We would like to be able to check that the correct template was pulled in.
1 vote -
Pledge Reporting
Home - Pledges/Promises - Filter Reports.
Please add to the list of available filters, pledge campaign since this is a field that is on the pledge. This would help when needing to see a list of pledges & outstanding balances for a specific campaign. This report is the best report for reviewing outstanding balances of pledges & this data point would make it even more useful.
Home - Pledges/Promises - Filter Reports - Export
Please include the fund group/subgroup/segment/division, fund short name & campaign associated with the pledge to the list of fields that could be included on the raw…
3 votes -
Bulk Post Pledges - New Bucket
After importing pledges into CSuite users are unable to bulk post all of the pledges listed in the new bucket. This requires the user to click into each pledge & then post. This requires additional setup time when working with a high volume of pledges.
3 votes -
Campaign - Linked to Pledge on Pledge Import
When bulk importing pledges it is not possible to include the campaign that is associated with each of the pledges that are being imported. It has to be added 1 by 1 after the pledge is in CSuite which requires additional setup time after the import. This would save time when setting up pledges associated with a campaign in CSuite.
3 votes -
Add note to RSVP
We would like to add a note to RSVP's. For example, we currently have an event where people are RSVP-ing "No", but would like to talk to staff at a separate time. This would be a great way to keep track of these people/organizations.
1 vote
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