133 results found
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Login As --Removes user's existing login
I know that Login As was intended to bounce the user out of their own CSuite login when used; however, I would ask that you reconsider this approach. From a Customer Service perspective, this is a nightmare. We most often use Login As when on the phone with a Fund Advisor (and now could be anyone with portal access), to help them troubleshoot either getting into the system or working with the system. If we then have to answer any questions that require us to be logged into CSuite ourselves, the portal user has to wait while the customer service…
269 votes -
Portal: ACH Option
With the addition of ACH information to the portal, I propose adding a verification button to improve security and accuracy. Verifying ACH details before use is a standard best practice to minimize user errors and prevent fraud. This feature would notify the foundation when new ACH details are added, prevent unverified transactions, and reduce errors and fraud by allowing a temporary hold on banking information being used until verification is complete. Implementing this feature would enhance data integrity, security, and overall operational efficiency.
145 votes -
Donor Portal Financials - Only Allow Reporting on Closed Periods
We would love to enable the option for fund advisors to run manual fund statements or view financials. However, if we enable this, they can run these on any time period, closed or open. Until we close a period, information in an open period should remain internal only and not be available to fund advisors as it is subject to change. We have donors who would get upset if they saw something change from one day to the next.
Can the portal be configured to only allow financial reporting and manual fund statement generation for fund advisors within closed periods?…
110 votes -
New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page
In the legacy portal there is a clear way for an Advisor to search for another foundation fund to recommend a grant. In the new portal you have to click "Previous Grantee", even if the Advisor has never given to that fund before. There should be a button that says Grant to Another Foundation Fund so that Advisors know where to go to make interfund grants. This is especially important for emergency & disaster response funds and giving circles. Please make it clearer so our Fund Advisors know how to recommend grants to other funds at the foundation.
71 votes -
Portal: Display donor mailing label or recognition name instead of name
Options for how fund advisors see donor info -- When displaying donor info to a fund advisor in the portal, we should have options for how the name is displayed. In many cases, it would be great to have the Mailing Label field (e.g. J. Jackson Smith) or Recognition Name field (e.g. Jack Smith) showing instead of the Name field (e.g. Smith, Jonathan Jackson).
66 votes -
Pop-up Communications for Fund Advisors that show in the Portal
Would really like the ability to create customized communications that would appear as a pop-up in the portal when a fund-holder logs in to share things they are working on, foundation news, funding opportunities, etc. with fund advisors.
46 votes -
Column Spacing for Fund Statement List on Portal
On the Fund Statement page of the new fund advisor portal, the list has 3 columns -- Description, Date, and View. The Date column is much wider in the full page view and the description is too tight. Is it possible to better space those columns so that it fits better the width of the information in the column?
40 votes -
Hide Contact Information for Show Student Data on Portal
When "Show Student Data" selected in the Donor Advisor Portal Setting have it only show student's name and school they're attending, but no personal information.
37 votes -
Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund
In the new portal, if a fund is marked private (like we do for agency funds that only accept contributions from the agency itself, not the public) it is currently showing up as an option to donate to when she goes to the Giving Hub via her donor advised fund dashboard.
Example: Jane Doe is a fund advisor on both her family donor advised fund and she's a fund advisor to the Pawsome Animal Clinic agency fund, for which she serves as a volunteer treasurer. Even though “Donate” is not checked in her advisor access options for the Clinic's agency…
25 votes -
Portal: staff approval option for profile edits
Right now, if the setting that allows logged in Profiles to edit their profiles is enabled, changes made through the online portal immediately update the profile in Csuite. When the "Email Notify on Profile Edit" setting is enabled, selected staff receive an email notifying them of any changes made to the profile without the need for approval. We would like to have the option for a staff-approval process for profile edits in the portal.
25 votes -
Create Grant Request - Enhancement Option to Rename the Button
In the new portal there is an option to rename the Grant Request left navigation menu tab, which is great. However, the persistent Create Grant Request button on the top left is not something to rename. So if we want to rename the left navigation to "Recommend a Grant" which is the language our fund advisors are used to seeing, the language of Create Grant Request is not consistent. So, regardless of the option to customize the tab name, because the button is fixed we are going to be restricted to naming it consistent to the button. If we can…
21 votes -
Fund Advisor Portal - make Fund Steward email address a hyperlink
We noticed on the Legacy Portal that the Fund Steward email address is a hyperlink but on the Fund Advisor portal, it is not. Was wondering if that is something you can enable?
20 votes -
Additional Color Style Selections, please!
Could you all add more customization options for colors? I've been able to edit a lot using CSS, but I know that isn't an option for most people. Here are colors that I've manually modified or am working on finding the code to modify to match our branding:
- Underscore on the current tab in the top menu (Giving Hub and Portal) that lists profile/funds/logout (portal) or funds/campaigns/grant catalog (giving hub)
- Background color behind login form
- Selection color for dropdown/fund changer in fund portal (and background color - if you set the background to anything other than white, it affects the…
18 votes -
Fix Sort Order on Files Tab for Affiliates
On the Files tab for Affiliates, the default sort order currently displays the oldest uploaded files first, which is inconsistent with other areas of the portal. To improve usability, newly uploaded documents should appear at the top by default.
While users can manually adjust the sort order using the arrows, setting the most recent files to display first would save time and create a more seamless experience.
If you agree, please vote to prioritize this fix!
16 votes -
Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?
When you click on "Donate" from the Fund Advisor Portal left navigation, can the Giving Hub be opened in a new browser tab so the Fund Advisor can more easily get back to the Fund Advisor Portal?
We have disabled the Login button on the Giving Hub in order to reduce confusion for our donors who are not fund holders (we have not opened our portal for donors). So we are trying to figure out how to help our fund advisors get back to the portal. Of course, we can direct them to open a new tab or remind them…
16 votes -
Donor Portal suggestion to increase visibility of Create Grant Request
A donor requested that we make the CREATE GRANT REQUEST button larger/more visible so making a grant request is more intuitive on the new portal.
15 votes -
E-Tickets for Events in CSuite
It would be great to have the ability to generate an event ticket that the attendees could show to get into the event instead of needing a paper ticket to enter.
Bonus points if there could be a QR Code or other scannable barcode generated that would auto-mark them as attended in CSuite.
15 votes -
Donor Portal should display only posted donations
Currently, if a user logs in to their donor portal, they are able to see donations that are in the "new" bucket - AKA donations that are not yet posted and may contain inaccuracies.
This has caused confusion for a couple of our donors, particularly those that are also fund advisors and contribute to their fund via check. If we've just entered the check donation but it has not yet been posted, the fund advisor could log-in, see a low balance on their fund advisor portal, but then go to their donor portal and see the "pending" donation, though it…
14 votes -
Revise the CSuite login page
Revise the login page so I don't have to scroll down to enter my username and password, and the same with the next page when I need to scroll down to enter my choice for authentication, and the next page when I have to enter the code. Attached are screen shots showing the inconvenience.
14 votes -
Fund Advisor Portal: Total Grant Distributions in Calendar Year
We've had several fundholders reach out and ask to see a summary of their total grantmaking for the calendar year at the top of the portal screen. This would be a summary amount similar to current balance and amount available for grantmaking that would be easily viewable on the fund summary page.
13 votes
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