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  1. Notes descending by date. When we bulk uploaded Notes we found even if the note had a past date, the note was at the top of the list of notes since the order is determined by the Note ID. Allow admin to pick how the notes are sorted.

    16 votes

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  2. Add a 2nd screen after choosing 'Fund Advisors> Settings> List Cart> Send Email Reminder to allow for choosing which fund advisors to send the email reminder to. Currently, this is an all or nothing feature.

    15 votes

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  3. It would be extremely helpful if we could import updates & new items for funds, especially related to our Giving Hub portal. These would include descriptions and images. Manually adding these fields, one by one, is time-consuming, and we’d like to make our Giving Hub experience as rich as possible for our donors. Can an import feature be added for funds?

    15 votes

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    Proposed Idea  ·  1 comment  ·  Funds  ·  Admin →
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    1. Need ability to apply campaigns to internal transfers. Occasionally an internal DAF contributes and we have no way to record that.
    2. Is there a way to automatically apply a campaign to any donations that hit a certain fund during a set time period? We are getting credit card donations and having to manually apply them to the campaign.
    15 votes

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    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
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  4. 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…

    15 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  5. We would love to have a minimum grant request option for the portal but its done by fund groups. For example: DAF's minimum grant is $500 but maybe and Org Endowed is $100. We adopted a policy that requires all DAF grants to be over $500. However, if we set that as the grant request minimum for the portal it will cause issues for some of our small organizational endowed funds who maybe don't have $500 in ATS in any given year.

    15 votes

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  6. We'd like to be able to customize the text in the section headers and buttons of the portal.

    15 votes

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    1 comment  ·  Portal  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is the ability to customize the text in the portal. Headings can be edited in Portal Options>Portal Settings. Then select the profile designation you would like to edit. Button colors and colors on the button text can be customized, but not the text within the button.


    In the same section, Portal Options> Portal Content controls text in different areas of the portal. Please reference the help article for further instruction.

  7. Only staff members with full "Manage Login Info/Login As" permissions on the Profile can fully set up a new "Fund Advisor" record through to the "Send Login Email" step.

    Having "Manage Login Info/Login As" means the employee can reset ANY staff member's password - which means they can take over any account in CSuite. This is essentially the MOST critical security authorization available.

    We will not give our fundraising staff this level of access, but it means that all new Fund Advisor setups must run through one of our primary site administrators rather than be managed by our fundraisers.

    There…

    15 votes

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  8. Currently only one person can be assigned to a Stripe Terminal and therefore is the only person that can process payments. We hold multiple events where different staff members will need access. Please add the option of multiple users per terminal. There could be a check box list of all users for our foundation and we could select which ones could have access. Thank you!

    15 votes

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  9. Show inactive stewards in italics at bottom of the steward list just as inactive org roles show in the org roles section of the relationships tab in organization profiles. Also add active/inactive as report and filter options on steward custom reports and other reports that can include steward information.

    15 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  10. We would love the ability to export the balance swap screen to Excel. We have historically printed the potential swaps, evaluated, and then come back in to accept/deny the swaps but would love if we can export to Excel.

    15 votes

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  11. Allow bulk updates via imports on profile, grants, voucher, and fund tables. This already exist for custom fields but not all fields.

    15 votes

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  12. We have Zoom events which we recommend to have the guest email. Would you please mark the guest email field as mandatory?

    15 votes

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    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
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  13. When I create a donation record, I often select a different mailing address than the primary for the donor on the particular gift I'm posting. The new address prints perfectly on the acknowledgement letter but does NOT print on the envelope. Instead, the Primary Address for the donor profile is printing on the envelope. When working in the DONATIONS > Receipts space, I would like to see the address I selected for the donation printed on both the letter and the envelope. Thank you.

    15 votes

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  14. 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…

    15 votes

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  15. If I am linking a profile to a household, the merge suggestion in the Engagement tab should automatically be marked as reviewed or however it needs to happen on the backend so that it stops suggesting to merge the household that was just connected to the individual or vise versa.

    15 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  16. Please add the pay schedule to Pledge/Promise reports. We want to be able to see upcoming expected payments to be able to send reminders. I thought of creating a custom field so solve this issue but it doesn't seem like there's an option to create custom fields in Pledge/Promises.

    15 votes

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  17. LOVE THE NEW PROFILE FORMAT - but can members of a household be links at the top instead of under the relationship tab?

    From an individual profile, you have the link to go to their household profile, but it doesn't work the same way going in the opposite direction.

    15 votes

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    0 comments  ·  Profiles  ·  Admin →
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  18. When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields.

    15 votes

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  19. Currently, it appears that we can only provide monthly tax receipts for recurring gifts. If the donor requests a yearly receipt for their recurring gifts there doesn't appear to be an easy "flag" letting us know who has indicated this preference. It would be nice if there was a mechanism within recurring gifts that tracks who wants a yearly receipt of their recurring gift rather than a new receipt every time a recurring gift is processed. The less we rely on an employee to remember to do tasks, the more efficient we can become.

    15 votes

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