1023 results found
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Allow notes to be added to closed funds
We closed a fund and wanted to add a note, but closed funds apparently can't appear in the "Fund (Optional)" field on the Add Note screen.
15 votes -
Create ability to attach files to a note
Ability to attach a PDF of an email (or any document) to Notes. Then full context to note is readily available to all users. If this were implemented, a note is created with coding etc. , add a one line summary followed by "see attached"
106 votes -
Yearly Tax Receipt Templates Download Word.Doc
Currently, Yearly Tax Receipts can only be produced in bulk as PDF's versus Word Documents. I would like to have the ability to select the file format download you'd like (PDF or Word.docx) for the Yearly Tax Receipt. This would then keep the options for YTR the same independently if you run them in bulk or individually.
Currently, we would need to have something similar to Adobe Acrobat to turn the PDF into a Word Doc.
26 votes -
Next Check Number Used Process
When Checkrun is processed, C-Suite populates the next highest number check in the "What Is The First Check Number" prompt when a new check batch is created rather than the last check number used. When we converted data we had historical check number sequences higher than current check stock in use. Therefore, the wrong check number populates. Suggestion is that the system use a timestamp for the last check used rather than a sequential number currently used. There are valid reasons historical check numbers would fall out of sequence.Check, First Check, Checkrun, Check Batch, Confirm and Post Checks, Check Run
12 votes -
Make tasks viewable to all when in a profile or household
Copied task from an idea that was flagged "implemented" ... it is not implemented!
It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up like notes do (or at least having that option for them to show up). We are used to the "contacts" tab in FIMS which both informed the team of communications between donors and staff as well as provided an option to follow up if necessary. Thanks
12 votes -
Custom Report - Event Campaign Guest List
Would like the ability to create a custom report for an event campaign guest list. Ideally all fields from the "Guest List" export (located in the campaign profiles tab) would be included as well as "work organization" and "work title" from an individual profile.
Use case: Professional advisors attend an event and are invited by an organization that is not their employer. When printing name tags for the event, if a profile has a work organization and title, would like to pull this information onto the name tags (not the organization that registered the individual for the event).
13 votes -
Statement Type Option for No Statements
Some of our funds have several fund advisors. Some of these fund advisors do not want and/or need statements. It would be helpful to have a statement option at the fund advisor level to suppress statements or indicate "No Statements". Currently, the checkbox for statements is at the fund level. At the fund advisor level, the only selections available for statement type is paper, online, or email. Can we get an option to suppress statements at the fund advisor level or a statement type that states "no statements"?
25 votes -
Fund Advisor Bulk Edits
Although the bulk edits are handy, it would be better if we could do the edits by fund group or some other filter. The "Set Tab Permissions" button has this functionality, but the "Set notify" and "Set Statement Type" do not - it is all or nothing. All the bulk edits should have the same functionality.
37 votes -
Gift Adjustments: Requires Unreconciliation
Currently, we always have to unreconcile bank statements in order to make gift adjustments. That’s an unwieldy and problematic process. One proposed workaround is to make negative donations, but that requires 2 new gifts that have to go through a whole new creation/review process. What’s more concerning is that negative donations would be forever visible on the donor portal, as if we moved money from their fund. We really need a way to cleanly make gift adjustments.
20 votes -
Scholarship Directory (Similar to Nonprofit Directory)
We would like to request that Foundant consider creating a scholarship directory similar to the Nonprofit Directory. We would like a place to easily share our scholarship names, descriptions, and photos to our students, parents, donors, and community. We would like to maintain this directory directly in C-Suite so that it can communicate externally and with SLM, if possible.
73 votes -
Custom Additional Fields for Tickets in Event Campaigns
As a small community foundation, we have a fund holder who has the local artistic community creating about two dozen posters to promote freedom of expression. They'll be "sold" (given as premiums) for a donation to a C-Suite campaign. Each poster design is offered as one ticket.
We are running into the limitations of the C-Suite Ticket object here. We need each ticket to be able to add CUSTOM ADDITIONAL FIELDS similar to the way the Note field works at present. We would want Shipping Address for fulfillment on each item.
I know there are some order options that we…
38 votes -
Allow adding a campaign to a posted 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.
21 votes -
Household opportunities should show on Individual profiles
When setting up a new opportunity for a household (example new fund solicitation or bequest expectancy), it would be helpful if the household's opportunity showed up under both individual parties' profiles as well.
60 votes -
Don't notify advisor any grant adjustments
The other day we had a check that printed on plain paper by accident. We had to adjust all the grants in the batch (cancel payment and then pay again) in order to re-print the check. Every advisor received a notice that payment was cancelled. This caused a lot of confusion. Is there a way to program CSuite so it does not send a notice when "cancelling" a grant payment?
42 votes -
grant notification to grantees - have two default emails
Currently the grant notification to grantees includes one default email and the option to manually add a second email notice. Is it possible to allow us to have a second default email load rather than adding manually. We have a number of grantees who have two people they want to receive a notice and it is not conducive to have to always remember to add the second person.
19 votes -
Pay Email Address for EFT Grant Notifications
When emailing grantees for Electronic Payments, there is the CC email field (which is great!) - it would be super helpful for this field to automatically pull in the Email from the grantee profile that is marked as "Pay". So that the email can automatically be sent to the grantee ED and the person who should be notified of payments.
57 votes -
Last Donation Date does not reflect accurate last gift date
Currently on the household record, the Last Donation Date does not roll up all donations from the household members. So, if the household has not given since 2021, but a member of the household gave in 2023, that is not reflected in the Last Donation Date on the household record, it shows their last donation was in 2021. This is not an accurate representation of the household's giving. Please have all household and household members giving be reflected on the household record's Last Donation Date.
110 votes -
Allow Editing/Deleting the Automatic Pledge Adjustment
Please provide a way for us to edit/delete an automatic pledge adjustment. There is no way to do that in the system, and if you accidentally miskey something that causes an automatic pledge adjustment, it's permanently recorded. This not only messes up the GL details, but it also creates an inaccurate pledge total amount that shows up in the system.
Case in point, we accidentally added an extra number on a payment which then increased a pledge by $2.5 million. It was a simple mistake, pure accident. However, we're stuck now in perpetuity with the wrong figure showing on this…
21 votes -
Print Address from Donation Record on Envelope
When I create a donation record, I often select a different mailing address than the primary for the donor on the particular gift I'm posting. The new address prints perfectly on the acknowledgement letter but does NOT print on the envelope. Instead, the Primary Address for the donor profile is printing on the envelope. When working in the DONATIONS > Receipts space, I would like to see the address I selected for the donation printed on both the letter and the envelope. Thank you.
15 votes -
Envelope Printing Incorrectly for DAF Donations
For Donations that are from a Donor Advised Fund or other scenarios where you have an Advisor to the donation that needs the tax receipt or acknowledgement letter (e.g., Edward Jones account is donor, but Jane Smith is advisor), the envelope template in Csuite still pulls "Edward Jones 1234 Foundant St" as the address, not the donor advisor. How can this be changed or can I change the envelope template and re upload this? I have to go to the donor advisor profile each time and print an envelope from their profile, rather than just use the streamlined 'print envelopes'…
43 votes
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