1345 results found
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Show what tax receipt template will be pulled on the donation record (to match the recent enhancement to grants)
Show what tax receipt template will be pulled when I am on the donation record (to match the recent enhancement to grants)
14 votes -
New Quick Tips / Quick Reference Guide Update - Please Make Optional!
Please make the update that moves quick tips to the quick reference guide an opt in / optional update. Maybe some will find this a better interface, but as it shows in this roll out video (http://player.vimeo.com/video/1086467921), it would be a big step back for us. Being able to just hover over the ? icon and see the quick tips makes the system super intuitive and easy to verify field purposes. But with this update we would have to click a link to another page and search for that field through that list to see the tip instead.
14 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 -
Tax Receipt Template in Donation Reporting
It would be beneficial to be able to add the Tax Receipt Template field available in reporting.
14 votes -
Allow Vouchers to be placed on-hold
This idea has been posted multiple times but keeps being archived. Please allow vouchers to be placed on hold just as grants are.
14 votes -
scholarship
When we create a scholarship in CSuite and turn it into a grant the grant description is automatically populated as Fund name :: Student name. We don’t want the student names to be visible in the fundholder portal, which they are if they’re listed in the grant description. Can you create a setting which would only pull in the fund name to the grant description, not the student name?
14 votes -
Bulk Upload Ids for grant records
We love the bulk update functions in custom reports for grants. It would be incredibly helpful to have the option to bulk upload IDs and then gain access to the bulk options for grants.
For example, we are tracking grants for Hurricane Helene, which requires pulling reports and sorting in excel. It would be worlds more efficient if we could bulk upload grant IDs to mark the custom fields on these grants at once (vs. going one at a time, incredibly time consuming during a challenging time in our state).
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 -
Annual grant letter for an organization - customized merge fields
We would like to create a custom letter that exports all the grant data for an organization in a fiscal year - similar to a donation report for funds.
We are looking at ways to reduce the administrative burden on our grantee partners and one of the things we are looking at is reporting.
Currently in GLM we require our grant recipient organizations to complete a report for every single grant they receive. As some organizations receive over 10 general purposes grants a fiscal year, they have to complete 10 individual reports. To try and relieve this burden, we would…
14 votes -
Ability to select the same beneficiary more than once when configuring percentages (Same Beneficiary, Different Purpose)
It would be helpful to be able to select the same beneficiary more than once when setting up percentages in the fund. The beneficiary may have separate purposes and percentages. For accuracy and staying within the parameters of the text limits this would be very helpful to users. A previous idea has been archived. Please consider this.
13 votes -
Add Donation
Thank you for the updates to the Add Donation page. I wanted to share a few observations that might help improve the user experience:
The Process button currently appears in the middle of the page, which can feel awkward unless you’re on a larger monitor.
Since most of our gifts come via check, the workflow for entering check donations could be more intuitive. After selecting “Check,” the next section is Tributes, and the Check Number field appears much further down. On smaller screens, this makes the page feel cramped, while on larger screens, it feels overly spread out and difficult…
13 votes -
Need to easily confirm data within the Data Visualization Tool
The data visualization tool is a great addition. However, I would like to be able to review and check the data that is being pulled into the charts, numbers, and graphs. Currently the only way to check the data is to create a separate custom report, and then cross check with the data visualization. Ideally, I should be able to click on a chart/graph/number in the data visualization tool and it should automatically bring up the data that is being pulled into the visualization. Manually creating a separate report to check each data point is a bit frustrating and redundant.
13 votes -
donation type on donor profile
Would like to see the donation type (cash, securities, etc.) displayed on a donor's profile detail/summary.
13 votes -
Vendor Permissions Separate From Profile Permissions
Have the vendor area of a profile have different view, edit, delete, etc. permissions form the regular profile so that vendor info can be locked down to control payment information
13 votes -
Copilot (AI) data integration
Copilot (AI) data integration for optional feed into a client M365 tenant. This would allow clients to leverage their CoPilot (or other AI) licenses as they deem appropriate. As of now, there is no good way to utilize AI with data from CSuite. Please add an optional API or other integration that would allow staff to be more efficient when reviewing reports, profile notes, and other information in the system.
The prime example is how CoPilot can help you prepare for a meeting by reviewing emails, calendar meetings, and notes pertaining to the topic. It would be great if we…
13 votes -
Multiple Tributes to One Donation
Currently, it is only possible to add 1 tribute per donation in Community Suite. Is there a way to add the ability to apply multiple tributes?
The case exists in that we have multiple appeals, and even regular donations, where donors send in one gift, one fund, and name many tributes. They are NOT sending one gift to multiple funds with multiple tributes.
13 votes -
Increase Donation Description Field Character Limit
Give us more characters in the donation Description field, please! Currently, there is a limit of only 256 characters, which is very limiting. We use that field to list the details with stock gifts, as that field is visible on the portal for donors. 256 characters doesn't go far when donors are donating multiple stocks.
13 votes -
Bulk reassign tasks
We would love the ability to bulk update tasks. I am looking at a report with unique IDs and 150 tasks to manually reassign to a current staff person.
I see this idea was proposed previously and archived, so I'm posting fresh to hopefully gain some new interest in this idea. Thanks!
13 votes -
Tax Receipts: Separate fields for Donor profile and Donation Advisor
Please create separate tax receipt template fields for the Donation Advisor profile that mirror the currently available fields for the Donor profile (salutation, legal name, org contact label, work title, organization, recognition name, etc.). While it's helpful that the address fields beginning in "addr." will change depending on if there is a Donation Advisor applied to a particular donation, we still have to make manual updates on every tax receipt letter to correct salutations, etc. when we have a Donation Advisor applied to the donation. Creating two separate sets of fields would reduce both the staff time spent making these…
13 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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