1155 results found
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llynch@cfok.org
Change the fund statement notification and email alert to a template which would allow for images (logos). Or add images <img src=""/> or {{img src=""/}} to html options. The current email is very basic despite having html capabilities. It's easy to overlook or mistake for spam. We currently send out an email notification through a third party which allows for image and logos. We would like to utilize the Csuite functionality instead.
3 votes -
thank you
Please add an AUTOMATIC way to add SLM Follow Up Form, student thank you notes and pictures as files to share with Fund Advisors - in their "files" section.
The current process is to individually:
1) download each thank you note and student picture from the SLM Follow Up Form
2) match with the known fund advisor, listed on file in C-Suite
3) email each fund advisor (and donor) the thank you note and picture2 votes -
Making the Additional Tab required
I think the Additional Notes section needs to be required so that when other information is needed people will put the information there and not be able to check out until it's there.
1 vote -
link donations
I would love to be able to link donations from the opportunity side of the equation, and not just from the donation side.
7 votes -
portal demo
A potential fundholder wants to get a tour of our portal ahead of deciding whether to open his fund with our community foundation. Is there a way to give him a tour of our white-labeled portal without showing him another person’s donor-advised fund data?
Just like Foundant, or any other software company, community foundations need the ability to walk a potential fundholder through the UX of the system as part of their cultivation efforts to open new funds.
9 votes -
designated beneficiaries
This has NOT been implemented per previous post:
We have multiple funds that either roll some or all of their spendable back to the principal balance of the SAME FUND each year to grow the fund or for a specified amount of time (until the donors' death for example). Currently, you can not select the SOURCE fund as the BENEFICIARY fund; it has to go to ANOTHER fund. It would be nice to be able to automate these grants annually instead of manually moving money from Spendable to Principal.
1 vote -
Scheduled Reports and Time Ranged Filters
Allow scheduled reports to change the date within the report. For example, if I want to see how many profiles are created weekly, I could schedule the report to go out weekly but would have to manually change the date range of Created T's. Could we have a scheduled report that also modifies time frames that filter the report.
1 vote -
Filter on org role date
Please allow us to filter by Org Role Date in custom reports. Currently, you can only see and filter by the Org Role Date in the Home Profile Designation area. It would be very helpful to filter by Org Role Date in custom profile and donation reports.
3 votes -
Improve Scheduled Report Frequency
We have had instances where we're expecting a scheduled report to be sent on a specific day and it does not get sent until a later day. If CSuite is unable to send the automated email due to a system issue or Internet outage, it will send the next available day and will also adjust the schedule from that point forward. We then have to manually change the "Next Send Date" for those scheduled reports so they're back to sending on a specific day. This is especially problematic for Weekly reports.
Instead of the schedule auto-adjusting on CSuite's end based…
3 votes -
Ability to add a Campain to a Voucher that is already posted
We love that we are able to add a campaign to a voucher. This helps with tracking and reporting events. It would be great if we could add the campaign after the voucher is already posted and the check is already cut.
1 vote -
Add "Outstanding Loan Balance" Field to Loan Templates and Reports
It would be extremely helpful to have an Outstanding Loan Balance field available within loan templates and as an option for custom reports.
Our organization would like to send annual loan statements to clients that clearly show the remaining balance on each loan. Currently, there isn’t a straightforward way to include this information, which makes it difficult to provide complete and transparent communication to our borrowers.
Having an “Outstanding Loan Balance” option would not only streamline annual reporting but also improve client service by allowing us to easily share accurate, up-to-date balance information. This enhancement would be valuable to any…
6 votes -
Field for Tax Receipt - Preferred Mode of Delivery
I have some donors who prefer their tax receipts to be send via mail (or email). There should be way to filter for this under "Donations Needing Receipts" other than using the "Do Not Email" field (because some donors wish to receive emails for other communications, but hard copies of tax receipts).
2 votes -
Grants request through the Portal that exceed the fund balance and available cash.
The donor submitted grants request through the Portal that exceed the fund balance and available cash.
Currently, there is no setting or hard stop in place to prevent a grant request from exceeding the available cash. When a request is created that surpasses the total available amount, the system displays a warning message indicating this—but it still allows the request to be submitted.
I recommend implementing a control that automatically subtracts the available cash each time a grant is made, ensuring that future requests cannot exceed the remaining balance.
3 votes -
Add Filter and Export Options for Scholarships in Fund Advisor Portal
When a fund has the Scholarships tab enabled in the Fund Advisor Portal, advisors can click into each scholarship to see detailed information about awarded scholarships.
Unlike the Grants area, which includes both filter and export options, the Scholarships area currently offers neither. This means fund advisors must manually copy and paste the on-screen data into Excel if they want to filter, sort, or analyze scholarship information.
Adding filter and export functionality, similar to what exists in the Grants area, would make it much easier for advisors to review and work with their scholarship award data directly in the portal.
1 vote -
Sort Deposits
My Christmas Wish List Item 1:
We currently have 4 match months going on. It would be awesome if we could sort the recent deposits by fund name. This would help us to ensure that all of our incoming credit card deposits get tagged to a campaign! Thanks!1 vote -
aallieri@cfpbmc.org
Allow new Chat box to pop out so can still see when moving from the page where it was initiated. This feature was available with the old chat.
7 votes -
Ticket Report with Guest Name
I'd like to be able to view the guest name when looking at ticket reports, currently I have to choose between knowing which ticket it is or who it is for
4 votes -
Recurring Grants - Update Language from "Recurrence" to "Occurrence"
For recurring grants, the language used for the number of grants is confusing. The wording that advisors see when they make a request is "Number of Recurring", and the wording that staff sees is "Max Recurrence." However, in practice, the number in this field will be used for the total number of grants (one initial grant PLUS any recurrences). Can the language be changed to "Total number of grants" and "Max Occurrence" - or something similar that makes it clear that the first grant should be included in the count?
4 votes -
additional award letters
We need to send different letters to students throughout the year, but the Csuite system only allows for one. If you 'regenerate' for a second/different letter, it deletes the previous one. This is fine if you made a mistake and want to resend one, but we need to both send the original award letter, AND a reminder hey your payment is coming letter (not the scholarship letter) AND in some cases a renewal letter.
Can you please develop a way to send more than one template email/letter to a student from the award record?
12 votes -
Multifund Donations - same fund, add description fields per
Occasionally, we receive a donation to a single fund but with more than one restriction. For example, a $100 check will arrive with the restrictions of $70 be used for purchasing materials and the other $30 for general operations. Currently, we would make two separate donation entries of the same check number/donor and include the restrictions in the respective description fields.
An idea to keep a singular donation profile and these multiple designations would be to have the ability to create:
1) multifund entries to the same fund
2) optional description field per multifund entry3 votes
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