1126 results found
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additional award letters
We need to send different letters to students throughout the year, but the Csuite system only allows for one. If you 'regenerate' for a second/different letter, it deletes the previous one. This is fine if you made a mistake and want to resend one, but we need to both send the original award letter, AND a reminder hey your payment is coming letter (not the scholarship letter) AND in some cases a renewal letter.
Can you please develop a way to send more than one template email/letter to a student from the award record?
7 votes -
Multifund Donations - same fund, add description fields per
Occasionally, we receive a donation to a single fund but with more than one restriction. For example, a $100 check will arrive with the restrictions of $70 be used for purchasing materials and the other $30 for general operations. Currently, we would make two separate donation entries of the same check number/donor and include the restrictions in the respective description fields.
An idea to keep a singular donation profile and these multiple designations would be to have the ability to create:
1) multifund entries to the same fund
2) optional description field per multifund entry1 vote -
Customize Event/Ticket Registration Fields
Allow additional information to be gathered when people are registering for events. Information such as dietary needs, guest age, consenting to/ understanding guidelines, etc. would be handy.
7 votes -
Name and Contact Information for Tickets
Allow contact information or at least guest names to be made required for registering for or buying tickets. For logistic and security reasons, we need to know who everyone attending an event is and it would be much easier to capture that information before confirming event registration.
5 votes -
Allow a Ticket Cap
Allow a ticket cap to be implemented so that there is a maximum amount of tickets that can be claimed in one transaction.
6 votes -
Positive Pay Bucket
I would like to have a positive pay "bucket" or similar functionality that allows me to keep track of which checks have been downloaded in a positive pay export, and which ones are ready to download. We try hard to keep up with the work flow to include positive pay, but a few workflow situations have caused bank exceptions that could be easily solved if there was a quick place in csuite to view the checks ready to submit for positive pay. Thanks!
2 votes -
DAFPay | Opt-out
We would like the ability to remove or block connections with DAFpay. Currently the block occurs after a donor has linked their portal to Chariot's (without our permission or visibility). Instead, that block should exist at the start of the donor's attempt to connect DAFpay to CSuite's donor portal. We feel this is key for maintaining data/donor security.
2 votes -
Option to Turn Off Grouping of Journal Entries on Import
Right now when I import Journal Entries, it combines random entries with the same date. It isn't even all one date, there could be two or three. We need these to all be separate as they're different deposits, different payment methods, etc. Grouping them makes reconciliation incredibly difficult.
2 votes -
Make a way to encrypt fund statements from CSuite.
Make it possible to encrypt the fund statements when we send them out to fund advisors.
2 votes -
Option for a donor to select if their donation is to be applied to the principal or spendable balance of an endowed fund.
For endowed funds, We would like there to be an option somewhere in the donation process for a donor to select whether they would like their donation to go towards the principal or spendable balance of the fund.
Right now all donations are automatically applied to the principal but we have some donors that will make a contribution to the spendable balance of a fund in order to cover the difference for a grant/scholarship going out.
1 vote -
Add Campaigns to Vouchers without unposting the voucher
If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.
With every other function, a user can add the campaign after the entry is posted except when dealing with vouchers. It is extremely frustrating to have to un-post, edit and repost to add a Champaign or change if required.
This idea has been achieved before.... But I think it would be very helpful.
1 vote -
Custom Reports
Is there a way, if not, could there be a way to filter the Custom Reports by employee. For example I'd like to only see my reports listed at times. Also, the headings of each area...could those be changed to a bold print or color print?
4 votes -
Submit idea
When someone donates with a credit card and agrees to pay the processing fee (we use Stripe), the PDescription language that shows up in the ledger states "Cover creditcard fee". Creditcard is misspelled. It should be "credit card". My suggestion is to change that hard coding.
2 votes -
Create a report for removed files "found to contain a virus and no longer accessible"
We had an attached file removed by the system and it was only by chance that it was noticed.
An auto email notifying of removal, or the ability to have on demand or regularly scheduled reports listing removed files so they can be re-uploaded would be useful.
1 vote -
task due date
Add / Create Task - can the due date default to today's date, keep option to change date? A lot of tasks are done for daily activities, so why not save time for the due date?
3 votes -
Balance Swaps related to public securit donations
When a public security donation comes in to an investment account for a fund that is associated with a different account, a balance swap recommendation appears as of that donation date. It should not show up until the sale of those securities has been recorded, so the swap amount equals the actual cash in hand rather than the donation value. Without a change, errors can easily occur and create confusion with reconciliation of transactions at the end of the month.
1 vote -
deceased in donor portal
Add donor address type to fund/donor portal as well as if donor is active or deceased.
Please show the type of address next to the addresses listed when you click on a donor in the portal. It would also be nice to see if this donor is active, deceased or inactive. Currently all donors even if now deceased.When a fund rep clicks on a donor with multiple addresses, all the active addresses are shown, however you can't tell if it is the primary address, the home address, the business address, etc because the address type is not shown.
2 votes -
Grant Catalog Catagories
Please make the grant categories/grant types optional for populating at the top of the catalogs. They push down the catalog too far and the search bar is fine for navigating. Please and thank you.
1 vote -
lbowen@cfrichmond.org
Please change the color of alerts back to red. The orange color doesn't catch the eye as well. Thanks.
3 votes -
Grantees, scholarship recipients able to upload documents
It would be extremely efficient and save time if grant and scholarship recipients could upload documents in their profiles through the Attach File button.
3 votes
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