1586 results found
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Adding Profile Link to Notes
Currently we have to be in profiles or donors in order to link a fund and profile to a note. It would be nice to have the option of linking a profile to any note added within CSuite.
13 votes -
Recurring Donation Login
It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.
49 votes -
API for Constant Contact
We are wondering if there are plans to integrate Csuite with Constant Contact in the same way that you did with Mail Chimp. We are exploring moving to Mail Chimp, but don't want to go down that road if you are planning to integrate with Constant Contact in the near future.
13 votes -
Stripe donations option of where to post
A method to choose what account and option if donation is spendable when processed through Stripe. Easy method to adjust these donations that should not go to the default account.
20 votes -
Tribute Sorting
It would be very useful if we could sort the "Donations Needing Tribute Notifications Sent" page by the columns "ID Date Donor Fund Payment Method Amount Tribute" like on the Grants page. There are many times we need to merge tributes or are only interested in looking at the tributes to one fund, and this sorting capability would be very helpful when looking for duplicate tribute names or viewing one fund at a time.
10 votes -
cleanup screen
Santa thinks this might be a good idea...
Can we please create a cleanup screen to identify profiles with no activity (meaning, the profile isn't a grantee, donor, fund advisor... nada.) so that we can simply remove the unwanted clutter from our system. Thanks for considering!
19 votes -
Page numbers on multiple page reports
Having page numbers shown when printing several pages of information would be nice.
17 votes -
Print envelope to different address than what is on a check
Currently to change the address we have to go to profiles, change the legal name and/or address, print an envelope, then return to profiles and change info back to what is was before changing the address.
Can an alternative address be added to profiles for use in printing envelopes and be an option when printing an envelope.
18 votes -
Hide Check Fund
We don't need the Fund that a check is paid from to be printed on the check - and in fact there are situations where that information may not be appropriate to share. Can we turn that line item off on the printed checks?
13 votes -
Fund Advisor attached to multiple funds
Hopefully someone has a solution for this.
We have many fund advisors that are attached to multiple funds (ex. donor advised and agency funds) and their contact information has to be different for each fund.
So how can we do a mail-out to just agency funds and have the agency address inserted if their home address is their primary?
When it is audit time, letters and statements need to go out for each fund to each fundholder. How can we do that if there is only only primary address?
Do we need to have multiple profiles for one person?
Help!
11 votes -
Add multiple "Other Payment" payment methods
Currently, you can only have one payment method of other. We would like to have multiple "Others", for instance "Other - Canada Helps" and "Other - Square" so we can easily separate these out.
16 votes -
Add a "Make Spendable" box when adding a sponsorship or other non-gift to a fund.
When we add an amount to a fund as a "Sponsorship or Non-Gift" it needs to be added the funds spendable account. Currently, to do this we add an Invoice for the amount given then Create a Payment to apply to that invoice. Then to increase their Spendable we go into the Fund page of the fund receiving the amount and do a "Manual Adjust". Can there be a "Make Spendable" box added somewhere in the payment area to avoid the extra steps?
11 votes -
Add an indication of who has approved a grant on the grant approval screen
We have multiple grant approvers required in the process to do a grant, and these are layered according to job responsibilities. When I go to the Grant section to approve grants there is no indication as to which approvers have already approved grants, and therefore I have to open each one to determine if my approval is required. A column on this screen would allow me to identify which grants are ready for my approval.
10 votes -
Bypassing the word "The" in searches
Is it possible to simplify the search function even further to remove "The" from the search term? It would be much easier for us to find records if we could search a partial name. We have quite a few funds that begin with "The" and an equal number that begin with the family name. Searching and running reports on these records can be tricky and tedious.
10 votes -
Access to campaign (event) data by Fund Advisors
Fund Advisors should be able to at least view (if not manage/edit) Campaigns attached to their funds. We facilitate events to some degree for our clients, but don't manage the day to day planning, RSVP list, etc. As it is, we have to provide them a guest list manually. They prefer to use other systems like Event Brite, etc., since they have much more control. When they do, we have to manually enter their ticket sales income... The real benefit of the Campaign system for us would be to empower clients to run their own events!
23 votes -
Online giving - profiles created should include default mailing label as first & last name
profiles created by online donors not mailing label - first and last name should be label default.
12 votes -
Identify in grant notification and in the portal which donor advisor requested a grant
We have a donor advised fund with 7 advisors. This is a fund set up by a family with young adult children to teach them about philanthropy. We are having a couple issues:
o We would like to be able to view who requested the grant in the reporting. Could the name of the requester be part of the grant payment notification that automatically goes out to the advisors?
o When logging in as an advisor and looking at the grant activity, there is nothing that shows who requested the grant. Can this be added?
11 votes -
Grant Catalog request form
The info in the Grant Request form asks questions that are in the
nonprofit's profile (such as URL and contact name and email and phone number). It would be great if the Grant Catalog Request form could pull this info from the profile rather than having to type it all in.17 votesHello,
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Thank you
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fund advisor
In the Fund Advisor area, add a Filter Reports. Filters needed would be the fund checkboxes (DAF, Agency, Affiliate, Endowed) and the fund coding - Division, group and subgroup. For the profile, it should also allow filtering by profile type.
Export would be the fund and profile info.
Export should also have the option of whether to limit an advisor to showing once (with the first fund) or showing multiple times (one line for every fund they are linked to).
14 votes -
Till/Deposit Edit Report
In order to have a second person double check deposits made are entered correctly, it would be excellent to be able to print a report that lists out all information for a specific till #. (ALL INFO for a donation donor name, donor address, account it went into, donation total)
Currently the till print out is OK, as it gives an ID number, and we can navigate in the system to find the transactions - but it would be 10x easier if we had a print out to check against!
26 votes
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