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  1. Can a function be created to sync a new Csuite campaign into an already existing Mailchimp tag? Right now, a new Mailchimp tag has to be created for each Csuite campaign causing clutter in Mailchimp. For reoccurring newsletters, having the option to sync individual campaigns into the same tag would be very helpful.

    28 votes

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    Proposed Idea  ·  4 comments  ·  Campaigns  ·  Admin →
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  2. When adding an account group in the financial view, it would be helpful to be able to have a box "select all" accounts and then unselect the ones that are not needed. Otherwise, it takes a long time to select a large group of accounts.

    14 votes

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  3. Within a campaign, there should be an option to 'bulk delete' records when you are manually scanning the profiles tab. Similar to how you can select (or deselect) tax receipts to send from the donations bucket, you should be able to select certain records and then click "delete" vs having to click "delete" individually from a campaign.

    42 votes

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    Planned  ·  2 comments  ·  Campaigns  ·  Admin →
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  4. It would be very helpful if we we could customize the order in which checks and check letters were sorted. We would like to be able to sort by the Grant Letter template. We have eight difficult templates that involve multiple constituencies and a number of letters. If they were grouped, we could process each type all at once which would reduce the opportunity for errors when processing the mailing.

    16 votes

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  5. It would be nice to be able to see any attached file for a profile record from any of the designation fields without having to change tabs. My suggestion is that the file tab has a drop down by designation so that when you are looking at a profile marked as a donor you see donor related files first, but have the option to see other related files if that donor is also a fund advisor, grantee, etc. without needing to change designations. I don't like knowing that I uploaded a file but then seeing "0" under files because I…

    13 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  6. Has Foundant explored the idea of creating their own mobile app for CSuite? I see a lot of requests related to making content more mobile friendly and responsive. I know you are revamping the donation pages with this in mind. But what about if there are staff members who could be helped by having a true mobile app with limited functionality? I'd bet there are many that have to be in the field meeting with folks for at least part of their day, and they would find great benefit in being able to quickly look up profiles, view grant and…

    16 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. 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.

    13 votes

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  8. We would like to be able to edit a campaign after tickets are created. Currently, we cannot edit any information on the "Details" tab once tickets are created. Sometimes, we need to make slight changes to descriptions or event names and cannot do this once tickets have been added to the event.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  9. 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…

    19 votes

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  10. 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.

    17 votes

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  11. 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.

    20 votes

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  12. 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.

    11 votes

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  13. 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.

    12 votes

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  14. 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.

    46 votes

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  15. 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.

    19 votes

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    Proposed Idea  ·  2 comments  ·  Funds  ·  Admin →
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  16. 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.

    17 votes

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  17. Traditionally in financial statements, long-term liabilities are listed after current liabilities. Currently, it's the opposite, long-term liabilities are listed before other liabilities.

    19 votes

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  18. Greater Milwaukee Foundation would like a more finance-oriented approach to financial statements and variances. Specifically, when looking that the budget variances on the Income Statement/Budget Column option, the revenue section is correct in that the variance is 'actual minus budget'. However, the expense section is backwards, and should be 'budget minus actual'. We currently have to edit this in excel.

    20 votes

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  19. It would be helpful to have the date that an export was run on the export itself (donations, grants, financials, reports). This would be helpful to know how recently the report was run.

    20 votes

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  20. The email address has an associated data field named "Other Detail". There is not a way to add the email address "Other Detail" field to a report. The "Other Detail" field is currently only viewable in the CSuite application screen. We would like to use the email "Other Detail" field to hold codes to subscriptions allowed at that address.

    There is a similar data field for the Phone number named "Detail" which is available in a reporting object.

    14 votes

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