Add bi-weekly as a recurring option for recurring vouchers. We have several automatic payments that are entered as electronic checks that occur bi-weekly related to our bi-weekly payroll. Vouchers for payroll taxes, retirement contributions, etc.

There should be a warning when merging profiles with ACH information on file, similar to the Stripe warning. If you merge a profile with ACH information attached to it to a new profile, the bank information is lost. There needs to be at least a warning to ensure that you are aware of a profile with ACH information on file before completing a merge.

Create a document with a description of list filters. For example: Donation amount vs. Donor Amount. It would be nice to have a link right by the filter that you could hover over and it would describe the filter in better detail.

Create a document with a description of list filters. For example: Donation amount vs. Donor Amount. It would be nice to have a link right by the filter that you could hover over and it would describe the filter in better detail.

Please allow users to bulk update the GLM Red ID field for historic grants (not processed in GLM/CSuite).

It would be nice if we could add the profiles from a custom report to a campaign. Or, add more options when filtering profiles to add them to a campaign. For example, I want to add profiles with a specific city to a campaign, but that's not an option when I use Invite Profiles on the campaign page. I can, however, create a custom profile report and filter by city; but there's no option to the add those profiles to a campaign.

It would be helpful if an "Open Opportunity" pop up notification comes up when entering a donation. Just how Open Pledges show up when entering a donation for a profile that has an open pledge (picture). This would an amazing feature, especially if there's over 100 opportunities created.

the Donors Report is exceptional - lots of pertinent data, but the output fields DO NOT INCLUDE the LABEL field. If you need this report for a mailing, you have to manipulate the NAME field so that it can be included on a label or in a letter. Adding LABEL field to this report will allow the user to utilize this vital data (which is lost if you save this report) AND contact the donors within this report for future stewardship efforts.

It would be great if a template could be developed for printing out 1099NEC and 1099R in CSuite! :-)

We process a great number of interfund grant/donations and really need for CSuite to generate an automatic notification to the recipient fund advisor informing them that their fund has received a donation from another fund at our foundation. Is there any way you can do this for us?

The Legal Name field is not an available field for tax receipt templates. I'm hoping it can be added to the Template Fields List for tax receipts.

This field would be the ideal field for donor names in tax receipts. Our CSM has suggested using the mailing label, but we use that field for informal/preferred names (when we have them). Also, the profile name is not always in an appropriate format for letters (for example, the name for households is formatted as "LAST, First and First" for efficient searches and campaign lists).

Would it be possible to add filters to the Campaign Income Statements, that allows for information to be pulled for specific date ranges - i.e: to be able to view the IS for a specific period or month rather than the current YTD.

Would it be possible to add filters to the Campaign Income Statements, that allows for information to be pulled for specific date ranges - i.e: to be able to view the IS for a specific period or month rather than the current YTD.

Budgeting Module -
Our current budgeting process requires a significant amount of manual effort with localized documents and decreased data accuracy. An integrated budgeting software could help with making this process centralized and more efficient. Also forecasting for new hires, new programs, etc. would be ideal.

Add a date field to all reports, so for example if you create a Funds report, you can ask for the balances as of a specific date.

We need to be able add the Total Donations and Total Grants/Disbursements to our Fund Statements. This is such a great tool to show the impact an endowment has had over the life of the fund. This is the info that is shown by selecting "History" when viewing Fund information. It is great for me to see, but would be more impactful for Donors to see their impact.

I understand that the dropdown selection for financials columns (fund, fund segment, fund division, etc.) has been moved under the "Edit" option on the left menu. This seems very hidden and many more clicks to get to. Please put it back on the top right corner of the report screen! Support said many people have been wondering today where that option went.