968 results found
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Allow option to update/not update synced profile fields between GLM and CSuite
Currently, when a profile is linked from GLM to CSuite, existing CSuite data is overwritten with GLM data if it differs. Since CSuite is our database of record, and since applicants often misspell, type all caps, put their home addresses instead of org address, use abbreviations, etc., we often find that bad data has replaced the good in CSuite. It would be nice to have either: 1. a checkbox option that offers a choice to update a profile at the time the GLM and Csuite profiles are linked; 2. a global setting to allow or not allow updates to flow…
2 votes -
Add Campaign Group Financial Filter
I would like to filter by campaign or campaign group on the Financials "Add Financial Filter" page.
The campaign page offers an Income Statement, but no way to edit or filter.
My goal is to combine two related events on one Balance Sheet or Statement of Activities. We have a weekend pickleball tournament with different tickets to sell for Friday (sponsor party) or Saturday (tournament participant) activities. I would like to combine those two campaigns into one campaign group and create financials.
2 votes -
Public Securities: Add back preview button on sale
Not too long ago, there was a PREVIEW button when selling stock. This was extremely helpful so that you can make sure net proceeds equal what you actually received for the stock. This button disappeared and is now just a POST button. It is so much better to be able to preview the calculated proceeds before posting them because if something gets entered incorrectly, we now have to unpost the transaction to fix it. Please restore the PREVIEW button. Thank you!
3 votes -
Comprehensive Money In Daily Report
Comprehensive Money in Daily Report --- why is there no Money In Report which will capture Donations AND Profile Payments/Event tickets which can be filtered/run per day? Currently these buckets of money in live in separate sections in CSuite and we have to pull two different reports.
2 votes -
Add Household Steward as a field in custom reports
I'm running a report of donors with a birthday in a specific month, but for those donors who are a part of a household, the Steward is on the Household profile. I want the Stewards to sign the cards for these donors. In order to see the Household Steward, I need to open every donor profile who is a part of a household to find their Steward. Please add Household Steward as an option to select in custom reports.
4 votes -
Ability to mark beneficiaries as ON HOLD from the fund
For Designated funds, we often need to keep track of multiple beneficiaries per fund. And with hundreds of spendable grants created every year, there are times when we need to hold a grant from a specific fund, for a specific grantee. Would be great to have an option to hold or deactivate a beneficiary WITHOUT removing them from the beneficiary list entirely.
1 vote -
Event Ticket Field Labels
Please replace "Donor Information" with "Your Information" and allow us to choose which type(s) of profile we would like to show (Individual, Household, Organization) as we may not want to include one or more of these options for example if we want to collect names for name tags, it's not helpful to have them register as an organization. I see changing the "Donor Information" label has been submitted before but you don't intend to change it. I would like to reiterate that many ticket purchases and reservations do not include a donation and this is confusing for people purchasing a…
6 votes -
More details to email from "Fund Advisor Profile Updated"
This idea was already archived in the idea lab, but I'm bringing it back, as it is could still be improved.
When fund advisors update their account info in the portal (which is great!), staff receives an email notification with a link to the fund advisor record. We then click on the link, go to the profile, and then have to view the logs to determine what was changed. The email notification should included the details on what was changed OR when in Csuite, the updated information should be an alert for staff to acknowledge or "approve" the change.
2 votes -
Check Detail Attachment
We use the "Detail Attachment" to send to grantees with checks that have 5 or more grants, but it could be even easier! Please add the following 2 things:
Our name! Our foundation's name isn't anywhere on this attachment, so I have to add it manually to the pdf.
The check number
If this attachment gets separated from the check - and let's be honest, that can easily happen - the grantee needs to know who this is coming from and the check number for accounting purposes.
1 vote -
Profile Permissions: Separate "Manage Login Info" from "Login As"
As the legacy portal end date nears, we continue to be bothered by the fact that the "Manage Login Info" and the "Login As" permissions are combined for the new portal, especially as it relates to Fund Advisors.
For our operation, the same people who support fund advisors through the Login As feature are NOT the same people who Edit the fund advisors' login, NOR manage a fund advisor's password (set or change), NOR Link an Organization or Individual to the Fund Advisor.
We require these permissions to be separated.
2 votes -
Allow for Nestled Opportunities
It would be helpful if we could nest one opportunity within another. For instance, we use an Opportunity to track our relationships with BIPOC donors, focusing on engagement rather than immediate fundraising goals. It would be ideal to add this relationship-building Opportunity under a larger, overarching Opportunity, such as New Fund or Legacy Society.
1 vote -
charity check
Currently an atttached Charity Check keeps us from deleting a vendor and profile that have no other activity. Please update the logic to allow profile to be deleted.
5 votes -
Display zero balance and unused accounts as zeros
PLEASE consider including all accounts in balance sheet and income statement reports. The condensed view is nice on screen but it would be infinitely more helpful either to see them, or at least to have them export as zeros. It would save so much time in multi-fund reporting to accurately copy and paste columns of figures including zeros and unused accounts knowing they would all land in their respective cells in a spreadsheet containing the full GL. If this functionality exists, please let me know how to produce it!
1 vote -
Fund Module - sort relationships by Fund Profile Category
Sort relationships to fund by Fund Profile Category
1 vote -
Change profile on opportunity
There is no option to change the profile for an opportunity once it is made. Sometimes we have the name of the person who referred it, and we put it on that profile. Then once we get the name of the client we want it on the client profile. I have to delete the first opportunity and make a new opportunity. But if this opportunity started in 2024 and I don't have the details of 2025, the created date will look like this started in 2025. I want a button on the left that says change profile similar to the…
1 vote -
Tribute Donation_letter Template Fields - add lowercase or name only options
When a donor makes a tribute gift online via Stripe and does not elect to notify someone, all available template fields begin with capitalized "In Honor/Memory of MB". There is no option for "MB" (honoree name only) or "in honor of MB" (lower case "i" and "h/m").
This makes things difficult for us because we want to mention the tribute in the automatically system-generated acknowledgement letter back to the donor, and it looks awkward with the capitalization.
Would it be possible to add at least one template field with either the honoree name only OR lower case "in honor of"?…
6 votes -
Opportunity bulk import improvement
Currently in bulk import of opportunities we are unable to set the stage and add custom fields. I have to manually and individually change the stage if it isn't the first stage. And to add custom fields I have to do v-lookups and do it in different bulk uploads to identify the opportunity id to then bulk update the custom fields. The bulk import of profiles allows the import of custom fields and the default fields. I would like to when doing a bulk import of opportunities to also set the stage it should be at and the custom fields…
2 votes -
Ability to search for opportunities using global search and adding an opportunities search bar
Opportunities have a unique opportunity id. There is no way to search for an opportunity via its id. I would love to be able to search for an opportunity via its id in the global search on the top. And within the opportunities object have more options for searching for an opportunity.
3 votes -
New portal for fund advisors - please mark on the profile card which one is the advisor
we don't want to confuse our fund advisors - please put the word "fund advisor" on the profile card if they are a fund advisor - in the new portal.
5 votes -
Personalization of "Make A Donation" button - to display FA's fund only
When a Fund Advisor is on the (new) Donor Portal page, a button shows up that says "Make a donation". This takes them to a donations page with all of the promoted Funds along with the user's DAF. This is a bit confusing for our user base, and we would like the option for that button to instead direct them to a page that only shows their own Fund(s). To be clear, it directs them here: https://topjfoundation.fcsuite.com/erp/donate We would prefer that it directs them to their own fund (fund id 1111 in this example) https://topjfoundation.fcsuite.com/erp/donate/create/fund?funit_id=1111
3 votes
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