847 results found
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Would be great to have some visual indication on the home page that there are things to look at in our various buckets.
ie, like a little colored dot or something when a recurring grant has come due, or a donation has been made online....
35 votes -
990 tax class
Auto populate the 990 newly created tax class field using Charity Check but allow for manual overrides..
See the implimented tax class implientation below:
This functionality was released on December 1st, 2021. Added a 990 report for Grants to Individuals. Grantee's that are individuals will be included in this report. Enhanced the 990 export to include the IRC Section Code and Grant Purpose. The IRC Section Code will be populated from the new Tax Class field that is user defined in Profile Types.
35 votes -
Portal Styling Support with Classes
To ease styling for new features like the recent change that allows Fund Advisors to change their profile contact information and to enable two-factor authentication, it would be helpful to have an identifying class of some sort within the code, or at the very least, a class added to the body or ftcontentcontainer div that tells us what page we're on (so that we can style things within that div differently than on other pages).
16 votes -
3 votes
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1- Reissues: A clear way to mark a grant that was reissued. Including a note for ACH or a new check number. Currently we don’t see it in th
1- Reissues: A clear way to mark a grant that was reissued. Including a note for ACH or a new check number. Currently we don’t see it in the records, and it is hard to give accurate information
12 votes -
Login for Donors, without a fund.
Would be really helpful for donors, who do not have a fund, that give the foundation often had a login where they can access their giving history and tax receipts.
14 votes -
Event Ticket Receipt - Guest Information Fields
Guest information fields should be available to the the event ticket receipt template. This is especially important when offering multi-unit tickets so that ticket holders can have record of which guests were included in the ticket.
23 votes -
Bulk update of colleges and student IDs
Since it isn't possible to integrate CSuite fields into UA follow-up forms yet, it would be great if those fields were available for bulk update.
12 votes -
Add ability to link Opportunity to a Profile that served as a referral
We would like to link the profile of the Professional Advisor and/or Firm who brought a donor to our organization within the Opportunity. Currently we are using a Custom Field (Text) but would like the ability to link the opportunity directly to the profile of the referral source.
30 votes -
Add Details under Recurring Grants on Donor Portal
On the Donor Portal (Fund Advisor Portal), we like the recent enhancement that allows a Donor to click on an individual Grant Number to see the payment detail. What we really need is the same feature for Recurring Grants, so that when the Donor clicks on the Recurring Grant ID, they see the grants that have been paid thus far as part of the recurring grant. It should also include the next date.
36 votes -
Dynamic "Primary Org Contact" field replace static "Contact" field
On an organizational profile record, the static fields "Contact" and "Contact Title" allow you to type in a name and title, which then populate the address blocks on that record. Those fields appear on check letter and grant letter templates.
There is also an option to select an individual which is linked to the organization as a "Primary Org Contact". That selection makes a dynamic link to the individual. However, "Primary Org Contact" is not an available merge field on any template.It would be ideal to have that dynamic, linked indication available as a merge field or (even better!)…
13 votes -
Tasks viewable to everyone who opens a profile
Thank you for adding Tasks to individual Profiles! Can you please make ALL TASKS visible on a profile regardless of who created or the assigned person? It's helpful to see all past due/current/future tasks on a profile regardless of who they are assigned to.
24 votes -
Recurring Grants- Voucher Date
We have quarterly operating grant transfers we process. We have set these up as recurring.
Hate that you have to wait until that exact date to post them if you are trying to work ahead. Someone has mentioned that and I have voted on.
Most importantly- When these recurring grants are created... the voucher date should default to the next date on the recurring grant record- not the day you go in a create those grants. All of these grants that are recurring are electronic and we do in large batches. After I run the large batch.... I have to…
15 votes -
Column View for ALL financial reports
It would be very beneficial if there were column views on ALL of the financial reports. There are column views on the balance sheet and income statement.... but can it please be integrated in the trial balance and detail trial reports? There are certain reports we ran and need from FIMS that we could get exactly what we wanted if we had this option.
The reports we are pulling now in place of it have way too much information on there that is not needed. If I can pull a detail trial with certain accounts selected then have a column…
21 votes -
Donor/Fund Advisor Portal: Grantee Search
It would be super nice if our Donor Portal fund advisors had the same, great search experience that we do in Community Suite. As it is now, they have to type the grantee name exactly for it to come up in the list. For example we'd like them to be able to type "Cancer" and all the grantees with that name appear for them to choose their favorite. Thanks for the consideration!
15 votes -
set distribution amount
For those funds that specify a dollar distribution (ex: $6,000/year), it would be nice to have the ability to create and apply that distribution type. I understand it can be modified during review but could be easily missed, particularly by newer staff. If there's a good work around I'd appreciate suggestions.
15 votes -
Wealth search third party software to integrate with CSuite
We are looking for a third party "wealth search" software to integrate with CSuite. iWave, DonorSearch and WealthEngine do not integrate with CSuite. Please partner with a third party for this type of software.
12 votes -
Grant refunds post to spendable option
Please create an option (like the donations checkbox) or change the functionality so grant refunds post back to spendable. Cancellations post back to spendable, but not refunds. They are essentially the same only one has a refund check to deposit to the bank.
75 votes -
Ability to Edit Grant Catalog Alert Message in Recommend A Grant tab
In the Donor Portal, from Recommend a Grant tab, there's a highlighted alert that reads: NOTE: There is an active grant catalog happening. You can give here.
Let's make this field editable so that folks who've changed the name of their Grant Catalog can offer consistent language for fund advisors.
11 votes -
Grant- post by payment option
I'd like the option to allow grants to post by payment like we can for scholarships. For example, the grant committee grants $15,000 paid out over 3 years ($5,000 installments). We'd like the option to have the $5,000 come out of the fund when it is approved for payment, versus immediately.
34 votes
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