1179 results found
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Add More Fields to the Account Custom Report
When wanting to validate settings on each general ledger account it is hard to double check/verify any of the following settings as they are not possible to view in a custom report or to even export out of CSuite from the Chart of Accounts:
Functional Expense
Advisor
IRS 1099 Field
Investment Level
Financial View
Statement Account
Close to Equity Account
Vendor
Currency4 votes -
Auto-populate & Log all emails in Grant Email Award Letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields. This would save so much time and not require staff to remember and manually add ccs each time. Alert notes don't even show up in the Email Grant Documents area so there's not an easy way to be reminded of who needs to be cced. There should be an option to automatically include more than just the primary email. Please also add any cc emails sent to the log of the grant and profile. Currently only the primary email…
6 votes -
Multiple Engagement Strategies
We have different engagement strategies based on internal personas. For example, we might have a "Frank Founder," (Founding Donor) that is also an "Andy Advisor," (professional advisor). Both have different engagement strategies such as the Andy Advisors getting invited to continuing education opportunities and Frank Founders getting invited to donor appreciation events. Is it possible to make change the drop down menu so that multiple engagement strategies can be selected? Or be able to add a custom field to help capture additional or "secondary engagement strategies?" Thank you for your consideration! :)
5 votes -
Checks Content - Remove Detail Attachment
We were in hopes of streamlining our communication with our payees when an ACH payment was processed. We enabled the check content but were disappointed when we tested the process that an automatic pdf is created that lists what Fund the payment is coming from. We would like the pdf to be an option that can be turned off OR have an option to not have the Fund shown on the pdf.
15 votes -
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.
4 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.
8 votes
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