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  1. When deleting a grant, have a message appear about making sure you want to delete the grant. I've deleted numerous grants on accident and having an extra step would be helpful to prevent this.

    1 vote

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  2. We do a lot of importing of scholarships with new students and having the ability to import birthday and gender on the original import template would save the step of a batch update after the import.

    1 vote

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  3. We run what we call "Hybrid Campaigns". With these campaigns we help organizations fundraise for two different causes that require two separate funds for tracking and accounting. Currently, this is cumbersome and difficult to track within C-Suite.

    With the new fundraising campaign feature, it would be great to solve this issue by allowing both funds to be assigned to a campaign and allowing an allocation calculation to each fund. This would save us a ton of time reconciling and tracking each fund.

    For example:

    Building Campaign Fund - 60%
    Savings fund - 40%

    The Building Campaign Fund would then receive…

    3 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  4. When checks are created for regular grants, please also post the payments for internal grants. Csuite used to do this and now internal grants have to be 'paid' one at time. If there was a reason the functionality was changed, please create an ability to batch 'pay' internal grants.

    1 vote

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  5. When a grant request is submitted through the portal and requested to be anonymous, the record that it was requested to be anonymous should carry through all stages of the grant. Currently, the grant requests in the portal tab show whether the grant is anonymous, but once the grant is created, the Online Grant Request details do not show whether or not the grant was anonymous. It would be helpful to have this here for easy reference, especially for funds that do not always send grants anonymously.

    6 votes

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  6. When note text is output in reports it loses all carriage returns. This makes it rather difficult at times to read notes that have been laid out in a specific manner.

    15 votes

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  7. There should be a way to put giving levels on our grant catalog. I have them set up for the Giving Portal but they don't show up here. 

    2 votes

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  8. Please make the update that moves quick tips to the quick reference guide an opt in / optional update. Maybe some will find this a better interface, but as it shows in this roll out video (http://player.vimeo.com/video/1086467921), it would be a big step back for us. Being able to just hover over the ? icon and see the quick tips makes the system super intuitive and easy to verify field purposes. But with this update we would have to click a link to another page and search for that field through that list to see the tip instead.

    10 votes

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    Proposed Idea  ·  2 comments  ·  Other  ·  Admin →
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  9. We would like an option to require a donor to cover the processing fees for online gifts. This would help eliminate the cost to the foundation during a Give Day campaign.

    3 votes

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  10. Add the option to show the donation advisor name on donation records appearing on the Advisor Portal.

    9 votes

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    Planned  ·  2 comments  ·  Portal  ·  Admin →
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  11. Hi, I'm exploring the use of opportunities to manage our bequest administration process. It might be useful to be able to set a different Opportunity Letter template for each stage (e.g. Acknowledging Bequest Notification, Follow-up, etc).

    2 votes

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  12. We recently moved from Raiser's Edge to CSuite, where we had the option to link a tribute record to an existing profile. It would be great, for continuity purposes, to be able to tie a tribute record to an existing profile. For example, gifts made in honor of our CEO, would be linked to her profile in CSuite. Additionally, tributes made in memory of a deceased individual, would be linked to that individual's profile. I'd love to have the option to make these connections, while still having the ability to add tributes for individuals who do not have profiles.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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  13. I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
    Our big wish is to display net investment activity from the most…

    7 votes

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  14. Our fund advisors would really like to see support fees (aka admin fees) on the Fund Summary page. Currently the only way we can report the fees assessed to their fund on a quarterly basis is by producing a statement of activity. Including this information on Fund Summary would provide a clearer picture of activity in their fund. Thanks!

    8 votes

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  15. Please bring back the sort feature on bank reconciliation. It was very helpful when looking for check #'s and deposits.

    3 votes

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  16. The ability to further segment Electronic Payments so that payments made via etransfer etc don't get captured in ACH files. Right now, ACH files are generated by date, so if an operating expense is paid to a vendor via etransfer, and then grant payments are paid via EFT on the same date, that operating expense is included in the file with no way to refine. If there was an "Other Electronic Payment" vs "EFT Payment" option, it would be really helpful to ensure there are no duplicate payments. :)

    2 votes

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  17. Allow a new column under a grantee profile's Email section when you can select one or multiple profiles to be the Award Letter Recipient.

    Currently when Award Letters are submitted in bulk it goes only to the Primary email address for the organization. Many times an alternative email at the organization need to receive the Award Letter, and other emails need to be copied such as the Accounting or Accounts Receivable departments.

    8 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  18. It would be nice to have the ability to pull a report of all book of memory donations, including names of those being honored or memorialized.

    1 vote

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  19. Please implement additional sorting options for funds that are not promoted, but show up on the "Show Additional Funds" page. Currently, this page sorts alphabetically.

    It would be great if those funds could be sorted in different ways, including but not limited to fixed numerical ordering, like you can with promoted funds.

    Also, it would be helpful if the funds could be grouped based on fund group, sub-group, division, or segment. Then, sorting within each of those groupings as well.

    4 votes

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  20. When setting up a new fund we copy from an existing fund. It makes the process more streamlined. However, the staff then have to go to the templates and add the fund to all the different templates. This is an easy step to miss and we have quite a few templates we use on a fund. This would improve the workflow of setting up new funds and reduce errors.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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