1275 results found
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task report missing steward name
Add Steward Name or Assigned Employee Name to Task Report when Tasks are created without being associated to Opportunities.
1 vote -
Add primary label to email and phone number on profile area of portal
"Primary Address" is labeled in the profile area of the Portal but Phone/Email are not. Suggest adding Primary to Phone and Email labels to reinforce the user may have additional contact information on file.
4 votes -
Open Scholarship Bucket
When a scholarship refund comes to us and we refund the amount but are waiting to hear from the student to determine whether to defer or cancel, the scholarship is open. The bucket tab shows there are open scholarships but does not list them. The only way to see the list is to click Undecided/Unassigned. Is there a way to either list them in the Open Bucket, and/or create the option to put them On Hold similar to Grants?
6 votes -
Column Spacing for Fund Statement List on Portal
On the Fund Statement page of the new fund advisor portal, the list has 3 columns -- Description, Date, and View. The Date column is much wider in the full page view and the description is too tight. Is it possible to better space those columns so that it fits better the width of the information in the column?
40 votes -
Profiles Marked as Deceased
I would like to suggest for Fund Advisors to be able to see (in the portal) whether a donor's profile is marked as deceased.
7 votes -
Hide Amounts as an option in Bulk Edit Funds
Add Hide Amounts as a global-checkbox option in the Bulk Edit Funds area. Hide Memorial Amounts is a Bulk Edit Funds option - Hide Amounts should also be.
1 vote -
Show Fund Advisors' own donation amounts if Hide Amounts is checked on fund
In the Fund Advisor >Donations area of the Portal: only Hide Amounts for donors who are NOT linked to the fund.
2 votes -
Detail Trial Balance - Add to Left Menu
Add Detail Trial Balance to the list of reports on the left menu when in a fund record. Right now, if we go into a fund record we have to select Trial Balance, then the date, then go back to reports and select Detail Trial Balance and then adjust the date range.
12 votes -
Giving Hub pages not optimized for social sharing
When sharing direct links to pages within the Giving Hub, there are no defined metatags (og:title, og:image, og:description) which means the link preview in social media sites (or other places it's shared digitally, i.e. new Outlook) is empty/blank. This is not optimal for marketing purposes and particularly when we'd like donors/orgs to share direct links to donate pages and/or to campaigns.
The same is true of the landing pages for each section of the Giving Hub.
We could, I suppose, create a page on our org's native website "news" feed to correspond to each campaign for the purposes of social…
11 votes -
donor id
Please make the Donor ID visible on the donor record, in custom reports, and as an upload option. While many reports include it as output, its absence in these areas prevents us from linking the Donor ID to a Profile.
1 vote -
General Ledger account detail lookup
When doing a lookup in General Ledger for a specific account, it would be beneficial if there were an option to 'save' lookup parameters so users don't have to keep entering the same search criteria multiple times. For example, 90% of the time I am reviewing transactions in only a few GL accounts for the current month's date range. Every time I do this, I have to re-enter the account and date criteria which wastes a lot of time. It would be helpful to be able to save these search criteria and just select these from a list of saved…
2 votes -
Donations
With split donations - the ability to attach documents that will be applied to however many donations there are.
2 votes -
Add Advised Donations to First and Last Donation Dates
Please include advised donations in First and Latest Donation Dates. Or at least the ability to have a setting for which way your organization prefers.
2 votes -
Creating a Cashflow Statement under financials
The key components of a a Cash Flow statement exist in Csuite, between the Income Statement and Balance Trend under financials. However, in order to extract a report that encompasses Net Income, Beginning Cash, Revenue, and Expenses, we currently have to export these reports and merge the fields manually to create cash analysis. For foundations and nonprofits with high turnover in cash and fluctuations in liabilities due to grants, we require a method to measure cash flow based on activities.
I hope that Csuite will allow users to combine the activities within each report into one within the system.
5 votes -
Add Questions to Grant Request Page in Fund Advisor Portal
Could we have the option to add questions on the Grant Request page through the Fund Advisor Portal. We would like to receive more information about a request.
2 votes -
Bank Recon-Sort Checks
When reconciling the checking account, you took away a feature that allowed you to sort by check # which was very helpful. Can you please add it back.
4 votes -
fund portal
Our foundation has an Endowment Program that is offered to our Member Congregations and Schools and we invest funds on their behalf and use the portal for them to request disbursements. I can change Tab names, however, it would be helpful if we could also customize the header on the page so it matches. For instance, we use Deposits instead of Donations and it can be confusing to them. We also don't use Grants but use Disbursements since it is their money and we are just investing it for them.
We also do not allow for Recurring Grants so I…
3 votes -
grant to spendable
It would be very helpful to have the option to post internal grants to receiving fund spendable during grant entry. As it is now, we have to post the internal grant, then click on the Donation ID, then click on Apply to Spendable [change].
6 votes -
Additional information for Grantees (T3010) Report
In the Grantees (T3010) Report (under CRA Reporting), it would be helpful to add a field for the expense account related to each grant. Then one could sort the data and tie back to the financial statements much more easily. I'm adding this information manually and would love to eliminate this step!
6 votes -
Recurrring Donation - Last Donation Date
Recurrring Donations: It would be great if there was a "Last Donation Date" column. It would be helpful when looking for errors and to confirm the recurring donation went through.
2 votes
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