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1223 results found

  1. Add the ability to set the Grant Documents Template and mark Omit Grant Documents to multiple grants via the Bulk Action tool.

    Currently, you can set the Grant Award Letter Template and set Award Letter Needed (or not) but cannot do the same for the Grant Documents.

    Side note - it would be beneficial to have the language for Grant Documents be consistent throughout the system. When in a grant, it's Grant Documents Template, but when in the Templates section, it's "grant_letter".

    8 votes

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  2. Fund Advisors of scholarship Funds do not receive email notifications when scholarships are paid, even though scholarships are paid as grants within CSuite. Please make Grant Payment Notifications apply to scholarships. I'm fielding lots of questions from anxious FA's about whether or not checks have been sent out.

    6 votes

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  3. It would be great if profile images could be included in reports. It would be helpful for our philanthropy team to create pictoral directories of the donors they manage.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  4. The new updates for opportunities is great. It would be great to have the ability to add funds like you can add profiles. We have donors that have multiple funds under one agreement. But we don't have way to link the funds other than the relationship tab under fund owner.

    7 votes

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  5. It would be very helpful if there were buttons with "Save" or "Exit without saving" when exiting a report screen.

    3 votes

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  6. My suggestion is for a template type that can be used for a grant letter to an organization for a single project/initiative but was supported by multiple funds.

    I know that the Advanced Grant Letter allows you to pull multiple fund payment lines into a table (listing the Funds, Payment Amounts, etc). However, this appears to be more suitable to consolidate entirely separate grants from different funds that just happen to be going to the same organization into one letter. If I were to include the description field into this section, it would just repeat the same description on multiple…

    2 votes

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  7. It could be confusing to see the full opportunity amount on a connected profile or professional advisor's relationship tab once they are connected with the new opportunity features releasing soon. Could there be some sort of designation added to those profiles so it's clear what role they have? I.e. red text saying "professional advisor" or something similar.

    5 votes

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  8. The dates of recorded webinars/trainings are not shared. This is really confusing. I just watched one saying an update will be pushed out "next Wednesday" and I have no idea when that will be or was. Makes it hard to know when information is outdated - I don't want to waste my time watching a webinar that is no longer relevant.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Over the years, many requests have been made to enable the ability to link an internal grant to a campaign or an opportunity (see list of requests below), but Foundant @skyeweber has always archived the idea due to lack of activity. For community foundations, much of our work is with fund advisors who hold funds with us, so it is important for us to be able to link our efforts to fundraise for programs through internal grants, and to link those to campaigns or opportunities. It’s possible to link a donation to campaigns and opportunities, so it seems logical that…

    1 vote

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  10. After creating a custom report, it would be great if there was an option to edit the title/name of the report and save.

    Currently, the only way to change a report's name is to "Save As" and go back and delete the original report with the old title.

    11 votes

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  11. If I mark someone's organization role as a member and put a date range indicating when their membership ends, it would be great if CSuite recognized when this date passes and automatically changed their role from "Member" to "Former Member." Currently the system will only italicize the word "Member" from the CSuite view to mean not a member anymore. However, f I were pulling a report and wanted to know the profiles' org roles, it would only tell me "Member" and not show the italics meaning former.

    I cannot pull a report simply by Org Role ID "Former Member" unless…

    8 votes

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    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
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  12. I have recently been surprised by some new implementations/announcements that are very disruptive to my work (specifically, the change in the fund search function and the announcement that there will now be a Donate button next to the grant request button in the advisor portal). Can there be a more democratic process for the ideas that get implemented? Currently it seems that the process is to get some/lots of votes in Idea Lab or to be an "important" person/organization and get your wishes granted.

    At the very least, can we have a downvote option in Idea Lab so we can…

    8 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. I have recently been surprised by some new implementations/announcements that are very disruptive to my work (specifically, the change in the fund search function and the announcement that there will now be a Donate button next to the grant request button in the advisor portal). Can there be a more democratic process for the ideas that get implemented? Currently it seems that the process is to get some/lots of votes in Idea Lab or to be an "important" person/organization and get your wishes granted.

    At the very least, can we have a downvote option in Idea Lab so we can…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. I would love to be able to bulk edit nonprofit radial buttons, categories and status. I am spending all day today checking boxes when it could be done in literally 10 minutes. Please consider this for future users!

    4 votes

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  15. For our Tribute letters, the Salutation merge field populates with the first and last name of the recipient. Would it be possible to have it just populate with the first name of the person or the couple receiving the letter? This would make the letter less formal, especially when it is being sent to any donors that we have a long-standing relationship with. I saw a post where this change was implemented for the Tax Receipt template, so I'm hopeful this would be an easy fix for Tribute templates as well. Thank you! Kelley H.

    1 vote

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  16. Hi - it would be great if the screen showing duplicates would indicate what type of record it is, particularly if a record is a student. With just a giant list of names, it is hard to pick out the ones the student aid team needs to look at. (or a fund holder, or vendor etc) OR the date the duplicate was added. OR the number of times the record shows. If we have 3 John Lennons and one was created last week, we might be able know who needs to fix it at a glance.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  17. Upon searching I see this was noted in 2023 but do not see that it was ever addressed. We had to inactivate a bunch of addresses that were provided by NCOA and we noticed that when selecting the "print envelope" feature within a person or organization's profile, all of the listed addresses populate to select from...even the "inactive" ones. Because of this you have to select the back button to confirm the active address. Please list only the active addresses and the top option should be the primary address. Please do not show the inactive addresses.

    12 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  18. It would be really nice to add back the feature to hide the funded amount for each grant and the beginning of a grant catalogue. None of the grants are funded yet so it looks like there is no support for the programs that are requesting support we used to have this feature where you could hide funded and it would not show the funded amount for each Grant request but it instead would show the requested amount only for each grant request, I’m not sure why they took away this feature, but it is very helpful because it allows…

    2 votes

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    Planned  ·  0 comments  ·  Grant Catalog  ·  Admin →
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  19. When a donation/grant is INTERNAL, please show in the description field, or the trefname field that has the grant number, the name of the fund where the donation is originating from. Please have this show up in reporting.

    1 vote

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  20. ability to move profiles in bulk from one campaign to another

    2 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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