1230 results found
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Add Note ID to Global Search
We schedule weekly custom report emails to all staff. This report includes Note ID. If a note refers to an attached file, having the ability to jump into Global Search to bring up the Note ID would be a time saver for all staff.
5 votes -
Account List-Fund ID's
Please add a Fund ID column to ANY report that lists funds (at the very minimum if fund group/subgroup/division can not be added)
When in Accounts and click on the account hyperlink to see what funds are associated with that account - it is a combined name i.e. "xyz fund::Designated" with no fund identification. Makes it very difficulty to export/copy-paste and do any v-lookups.1 vote -
pbassil@cfpbmc.org
I created a test opportunity in the sandbox to explore the new features, including assigning a primary assignee, two additional assignees, and a professional advisor. While I appreciate the effort that went into developing these updates, I did notice something that could become problematic.
Currently, when viewing the assignee, additional assignees, or professional advisor profle, it appears that each of them is also shown as having a duplicate opportunity identical to the donor’s. From a fundraiser's perspective, this could be quite confusing and potentially overwhelming.
As a friendly suggestion, for anything related to moves management or fundraising, it may be…
11 votes -
Barb@jewishtoledo.org
Currently, there is not an automatic field for the Profile Age based on the DOB field. Is there a way that this can be programmed so that we don't have to export a list of people into an Excel spreadsheet and create a formula for this? In our organization, we do a lot of programming for age groups and having the age automatically show up on the profile page, would be awesome and less time consuming on the staff. Thank you for listening to my suggestion.
3 votes -
manual fund statements
Currently, Manual Fund Statements can be created to include days that are outside of the closed period -- This has caused issues for Fund Advisors when they (through the portal) create a manual fund statement. They are including periods that the foundation has not closed, and it is leading to confusion.
Ask:
Can there be a warning associated with the Manual Fund Statements to alert a Fund Advisor that the time period they've selected is not within a closed period and therefore the information may not be accurate?Thank you, Team!
11 votes -
Fees per transaction report
The creation of a "most active funds" analysis report. I have done this analysis in the past, but not in C Suite. If we could have the ability to determine fees per transaction, it would be very helpful. It's a rather simple calculation to make, but harder to pull from the system and needs to be available on a per fund basis. Here's the formula:
Fees/transactional volume (Gifts + Grants)= Fees/Transaction.
Being able to access this information quickly over various time periods (year over year, 5 years, etc.) would enable us to analyze our "most active funds" and determine which…
2 votes -
Consolidate fund notifications
I have some fund advisors who want to receive the notifications that go out regarding grant requests from a single fund, but they would love not to get multiple separate emails from the system for example. In the most recent case, the fund advisor had made 32 separate grant requests. It would be great if by fund, we could have options for how this information is received by the fund advisor. Consolidated by week or Per Grant Request.
3 votes -
Bulk Action - Set Grant Documents Template, Set Omit Grant Documents
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 -
grant payment notification for scholarships
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 -
image
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 -
Linking funds
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 -
Add a "do you want to save" message when leaving a custom report build with changes.
It would be very helpful if there were buttons with "Save" or "Exit without saving" when exiting a report screen.
3 votes -
New Grant Letter Type - Multiple Funds for One Project
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 -
Opportunity Connected Profile and Professional Advisor Designation
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 -
Add dates to recorded webinars
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 -
Link grant to campaign or opportunity
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 -
Edit Custom Report Title/Name
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 -
organization role automatic change to former
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 -
Add a downvote option in Idea Lab
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 -
Add a downvote option in Idea Lab
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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