968 results found
-
Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report
For staff answering questions from nonprofits about grants they received, it would really help to have the Anonymous flag in the grid so it's easy to see and make sure they don't divulge donor names if they are not supposed to.
17 votes -
Add Salutation as a Required Field to Checkout
Please add a salutation field to the checkout screen and add a checkbox that can be used to make this field required/not required for all donors on a site.
This would allow the option for a salutation to be created and entered in the salutation field in CSuite and save us from needing to manually enter salutations for new donor profiles.
Amy Staufenberg
TCF16 votes -
Indicate Required fields on Grant Request form
In the Fund Advisor portal, on the Grant Request form, there is no indication (such as with an asterisk) which fields are required, so a user must click the submit button before they are advised which fields are required. It would be nice if required fields could indicate they were required when the form is first loaded.
16 votes -
Campaigns: Option to add all or primary emails to report
Allow for the option to add 'all emails' or just 'primary emails' from a report to a Campaign. When there is more than one email on a profile, we want the ability to add them all to an email campaign.
16 votes -
Stripe Terminal
It's great that CSuite can now work with a Stripe credit card terminal, but it would be even better if a credit card transaction could be processed through the terminal without needing to be logged into CSuite. We have fundholders who hold events where they accept credit card payments; however, we will not provide them with access to CSuite so they wouldn't be able to use the new Stripe terminal. If the terminal could be used to record payments that would come through to CSuite from our Stripe account and allow Foundation staff to process after an event, that would…
16 votes -
Budget Reporting
Greater Milwaukee Foundation would like a more finance-oriented approach to financial statements and variances. Specifically, when looking that the budget variances on the Income Statement/Budget Column option, the revenue section is correct in that the variance is 'actual minus budget'. However, the expense section is backwards, and should be 'budget minus actual'. We currently have to edit this in excel.
16 votes -
Grant description field should be larger so it can be viewed without scrolling
Could you please modify the grant description field so that it automatically wraps text when adding or editing descriptions?
Currently, the field allows up to 255 characters, but it's challenging to verify entries because we can't view the entire description at once. It would greatly improve usability if the description text wrapped within the field during data entry, allowing us to see the complete description without having to scroll. Once the grant is saved, we can read the entire description in one field but still have to scroll when editing.
16 votes -
Email Tax Receipt Preview
It would be a great help to be able to preview the way emails will look prior to sending. We emailed some stock letters that were missing gift data and I had no way to know that. Irksome.
16 votes -
Default Grant Sort
I think grants in the various buckets used to be sorted by grantID by default, but now I can't tell how they're sorted. I know I can choose any column to sort by, but can it go back to default sorting by grantID like before? Thanks for considering.
16 votes -
Link opportunity to a pledge
It would a great addition to the system if we were able to link pledges to opportunities to help track engagement and follow through.
16 votes -
Admin Fee Report in Funds
When running an admin fee report within a fund, it only includes fees that were charged in the quarterly process or done manually. It does not include transactional admin fees charged for each donation, grant, etc. in this report. This can make it difficult to get a complete picture of the fees charged to a fund. It would be ideal if this report included ALL admin fees charged to the fund. Thanks!
16 votes -
Bulk Make Student Grantee/Payee
To help increase the efficiency of processing scholarship payments that need to be payable to the student; a bulk action to set grantee to student would be beneficial. Currently, it requires creating the student profiles in CSuite first via a bulk import with the is grantee, is vendor, is student designation then you have to create the scholarship award (manually, via import or through integration). If you use the SLM integration you must set the student as the grantee/payee on each scholarship one by one. This is a very tedious process that leaves lots of room for error, the creation…
16 votes -
Viewing all notes for a Household profile and any members
It would be great if we had the option to view all notes for a household and any member profiles in one location. We can make a custom report for this but it involves using a filter. It would be easier for all users if there was an option to view all notes while on the Household profile.
16 votes -
Balance Swap Account Filter shows closed accounts
In Cash Management - Balance Swap - Add Filter, when you select "From Account" and then checkboxes, the check list that appears includes accounts that are closed (which for us is a lot). It makes no sense that closed accounts would be showing here. It should only show open/active accounts.
16 votes -
edit voucher description
Edit voucher descriptions without having to unpost and unapprove. it's duplicative work to have to go through the approval process again to edit or add information to the voucher description.
16 votes -
For bulk year-end print receipts, print them in order of the report, not random order
The bulk year-end print results process in a random order and there isn't a way to print envelopes in that same random order. Solution suggested by chat was to print envelopes in alpha order and then find them, since they'll at least be easier to find in alpha order, to compile the mailing. Please fix this!
16 votes -
Multi-Fund Journal Entries and attachments
Journal Entry with multiple funds should all have the same JE ID number when posting a single transaction involving multiple funds and the file attachment should be available prior to posting. As you enter the Journal Entry you are unable to attach a file until after the entry is posted then you have to manually attach the file to each entry. Example, I just entered a Journal Entry related to a single transaction that involved multiple funds. The documentation is the same for all funds but I could not attach it until the JE was posted then Foundant divided the…
16 votes -
Attachments in Scholarships
It would help if the attachment I add to a scholarship (backup documentation) would automatically move with it when it goes into the grants to be paid.
16 votes -
Fields available for Bulk Update/Import/Delete on Records
It would be nice to have the availability to bulk update/import/delete all fields on a record (profile, gift, grant, fund, etc)
Because of the volume of each of those items in a database it become tedious and tiresome to do some of the most simple and routine task.
16 votes -
Short Name: Searchable in many search fields
We use the short name for funds regularly, and would like to be able to search the short name of funds in multiple areas. Today, I am in the Set Scholarship Fund area and this area does not allow for searching by Fund short name. Can the Fund short name be searchable across the CSuite site?
16 votes
- Don't see your idea?