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  1. 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.

    16 votes

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    2 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  2. upload bank statement

    Ability to upload the bank statement/investment statement as part of the reconciliation process

    3 votes

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    0 comments  ·  Checks/Bank Reconcile  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Please include internal donations in the donation notifcation to fund advisors

    It would be great if the donation notify action would include internal donations!

    1 vote

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Show profile "work title"/"contact title" in search results

    It would be REALLY helpful for the "contact title" (for org. profiles) and/or "work title" (for individual profiles) to pull into those search results. There are so many organizations in our database who have multiple profiles, and it is really difficult to distinguish them within the search results. If the title/role within the organization was visible in the search results, it would be much easier to distinguish which specific profile you're looking for.

    Currently, when searching for profiles in the general search bar, results show up in the following format: "Org Name [Contact Name] (address) (donor,grantee,etc.).
    When searching for profiles…

    7 votes

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  5. Attach File at the Posting Reclass ID Level Rather than at the Individual Transaction Level

    When reclassing numerous G/L transactions from one account to another it would be nice to attach a support file at the Posting Reclass Level rather than at the individual transaction level.

    1 vote

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    0 comments  ·  Files  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Fund Advisor - option to change Fund Statement Type

    It would be helpful if we could default our portal to Statement Type - Online, giving the Fund Advisors the option to change it to Email or Paper. Defaulting to Online encourages all Advisors to use the portal while providing an opportunity to update to their preference

    2 votes

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    0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Scholarships Edit Button

    When scholarships move into grants there is no edit button on the left side column to make multiple edits at a time. Edits must be made line by line and it is very time consuming. Please add this feature.

    2 votes

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    0 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  8. File Category Restrictions/Permissions

    Currently, most of our users do not have access to journal entries in CSuite; however, if they go into the "Files" section, they are able to open the journal entry support that was attached to the JE that they could not access. Due to the sometimes sensitive information, it would be beneficial if we could choose who has access to which file category or if the file is attached to a process/area of CSuite that the user does not have access to, their access to the attached files should also be restricted.

    2 votes

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    0 comments  ·  Permissions  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Merging Profile ACH Data

    When merging profiles with ACH Settings the Account Number and Bank Routing Number should appear in the selection screen so these elements are not lost in the merge.

    4 votes

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    0 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Recurring invoice

    Please add capability to set up recurring invoices for incoming cash payments such as rent that is received on a regular basis (most commonly monthly in our case)

    2 votes

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  11. adding a third choice to adding profiles to campaigns

    Currently, you have 2 choices when adding a list of profiles to a campaign: "Choose Members to add as guests" and "Add households without guests". I would like a third option to "add profiles as listed". When I want my list to go to both individuals and households (both are on my list), I am currently forced to choose the "Choose Members to add as guests" and it isn't realistic for me to review each household profile (could be hundreds) and identify which individual profiles within those household profiles met the segment requirements and are on my list. I would…

    1 vote

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    0 comments  ·  Campaigns  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Campaign/Guest List/Tickets

    A way to export the guest list with all guests instead of the guest profile. The ability to export a list of names from the tickets. And/Or a way to access the list of RSVPs without going through the entire list with the ability to export the RSVP list.

    1 vote

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    0 comments  ·  Campaigns  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Grant Import - add Grant Letter Template ID to the grant import template

    When doing a mass import of grants - it would be great if we could pull in the grant letter template ID number with that import so we don't have to manually change the template to use. Since each template gets an ID it seems like it would be easy to add as a field in the template.

    1 vote

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    0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Donation review bucket

    I love the concept of the "review" bucket but it would be awesome if we could choose the payment type(s) that end up there. I review all the Stripe gifts that come in, even though they post automatically, to be sure they are attached to the correct profile and the formatting is correct for any new profiles. It would be great if they could go into a review bucket until I have a chance to look at them. I enter the rest of the payment types myself and someone else posts them, so the review bucket is unnecessary for our…

    5 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Notes/narrative field for Custom Reports

    It would be very useful to have a narrative field for custom reports to communicate the utility of the report. We sometimes pile on filters that solve for quirky problems and it would be great to be able to indicate that on a report so that other users (or ourselves at a later date) can know how to use it.

    3 votes

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  16. Add Student Address in template fields.

    I want to be able to create a letter for the students who are receiving the scholarships to let them know we have forwarded the money to the school. I have created a second page within the scholarship letter template and it's working brilliantly (killing two birds with one stone) with the exception of the Student Address. There is no way for the information to merge into the document.

    1 vote

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    0 comments  ·  Templates (excludes Fund Statements)  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Post all take post by payment into account in New to Open Bucket

    There is currently no way to batch move scholarships from New to Open with Post by Payment taken into consideration. Currently clients have to do this one by one scholarship.

    7 votes

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    1 comment  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  18. 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!)…

    3 votes

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    0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Need full view of field names in custom reports

    please adjust the way fields are listed/viewed in the custom reports when the name of the field is so long that we cannot tell what the field actually is.... in custom report Donations for example, the field listing is so long but you have to click on each field to add to the report in order to see what the field is.... very frustrating and time consuming. Thank you!

    6 votes

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  20. 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.

    3 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

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