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  1. Please add the option to send out emails automatically based on when an Opportunity's stage is changed/reached.

    We would like for CSuite to send out emails automatically, with both an external and internal option, when a particular stage or stages are reached in an Opportunity. This would cut back on much of the tedious work associated with changing stages and needing to send emails manually outside of the system.

    This would help a lot with new donors as they receive a lot of communication, as well as with mid-year checkups.

    13 votes

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  2. The log previously provided more detail on what was actually changed. Now in some areas, it's just showing the CSuite reference ID for the field that was changed. This is extremely confusing to follow. For example, I just changed the subgroup on a fund, and instead of it saying the name of the subgroup, it only has the ID which I would have to research to interpret the log. Previously, as recently as January 2023, when the fund’s subgroup was changed, it included the ID number as well as the name of the subgroup. This change makes it very difficult…

    13 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  3. It would be nice to be able to see any attached file for a profile record from any of the designation fields without having to change tabs. My suggestion is that the file tab has a drop down by designation so that when you are looking at a profile marked as a donor you see donor related files first, but have the option to see other related files if that donor is also a fund advisor, grantee, etc. without needing to change designations. I don't like knowing that I uploaded a file but then seeing "0" under files because I…

    13 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  4. It would be useful to have more interval options than are available for recurring grants. In particular, we would like to have an 'every other year' option.

    An archived idea once suggested a 'twice a month' interval, so other foundations do occasionally wish to set up recurring grants outside of standard intervals.

    13 votes

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  5. Greater Milwaukee would like a feature to show/run errors for journal entries when they are sent for approval, not when posting. For example, if a JE is approved but has closed accounts, the error shows when posting (after approval) and needs to be edited - therefore sent again for re-approval.

    13 votes

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  6. Thanks for all the great recent donation portal updates! I like that we now have the option to show the fund's grant type on the fund listing page. It would be great if there was also the option to group funds by their grant types like how the nonprofit directory works. We like that the nonprofit directory includes the grant types, but it would be great if service areas could be an additional way to filter this page. In addition, it would be great to be able to reorder the tabs that appear on the portal. We don't currently have…

    13 votes

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  7. I know the ability to create filters and load them exist, but we are still left with the same columns. It would be great to add additional fields to the view.

    13 votes

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

    13 votes

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  9. It would be great if we could create sub-folders within reports beyond just having categories - such as by user name, or at the very least, making the different categories collapsible or expandable.

    12 votes

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  10. I would love if there were a % probability field within opportunities for development/philanthropic services financial projections & reporting!

    12 votes

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  11. Upon searching I see this was noted in 2023 but do not see that it was ever addressed. We had to inactivate a bunch of addresses that were provided by NCOA and we noticed that when selecting the "print envelope" feature within a person or organization's profile, all of the listed addresses populate to select from...even the "inactive" ones. Because of this you have to select the back button to confirm the active address. Please list only the active addresses and the top option should be the primary address. Please do not show the inactive addresses.

    12 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  12. 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.

    12 votes

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  13. We implemented a Grant Catalog synced from GLM for the first time so that our DAF holders could recommend grants to our competitive grant cycle directly from their portals. This has been a nice functionality, but now we're having issues pulling reports for the Fund holders because all their grantees show as "Grant Catalog Fund." Although they can see the purpose of the grants, our Donor Services Director would like to be able to sort all grants from any given DAF by the grantee organizations' names. Is there any way to configure the Grant Catalog so that Fund holders can…

    12 votes

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    Planned  ·  0 comments  ·  Grant Catalog  ·  Admin →
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  14. 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…

    12 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  15. Add Detail Trial Balance to the list of reports on the left menu when in a fund record. Right now, if we go into a fund record we have to select Trial Balance, then the date, then go back to reports and select Detail Trial Balance and then adjust the date range.

    12 votes

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  16. We share the cost of SLM across Scholarship fund group and the cost of GLM across Unrestricted and Field of Interest fund groups. Currently, there's no way to RevShare an expense across FUND GROUPS nor is there a way to import long list for INTERNAL GRANTs. We have to hand enter each fund's share of the cost for ~200 funds. If one of these options was available, we'd save hours of our precious time.

    So I request:

    1) the option to RevShare across FUND GROUP

    and

    2) the ability to import for INTERNAL GRANTs

    Thank you for considering these!

    12 votes

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    Proposed Idea  ·  3 comments  ·  Other  ·  Admin →
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  17. When creating a grant request, an error is still presenting if the user enters a dollar sign and a comma in the Amount field.

    It does not error out if they only enter one of these.

    Can you strip out the characters rather than display an error message?

    12 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  18. We really like the ability to email our advisors who have left a grant request in their cart. Right now, the only option in the settings is to send these email reminders nightly. It would be great if there were other scheduling options, like weekly. From our perspective, emails sent each day may be somewhat irritating. It would be great if there were an option to send them less frequently, like weekly, or based on a certain number of days. We intend to send them weekly, but, at present, it will need to be done manually.

    12 votes

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  19. In the new Portal, in Grants / Grant History, it's possible to COPY a previous external grant, but not to COPY an internal (i.e. fund to fund) grant. See attached screenshot. Why? Can this functionality be added?

    12 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  20. It seems odd that there is a footer for the donation payment page and not the primary donation page for giving hub. We'd love to add some additional text at the bottom without having to employ a coder!

    12 votes

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