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  1. It would be really helpful to have a way to receive a notification when someone submits a grant catalog request.

    14 votes

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  2. 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

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  3. When adding an account group in the financial view, it would be helpful to be able to have a box "select all" accounts and then unselect the ones that are not needed. Otherwise, it takes a long time to select a large group of accounts.

    14 votes

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  4. The email address has an associated data field named "Other Detail". There is not a way to add the email address "Other Detail" field to a report. The "Other Detail" field is currently only viewable in the CSuite application screen. We would like to use the email "Other Detail" field to hold codes to subscriptions allowed at that address.

    There is a similar data field for the Phone number named "Detail" which is available in a reporting object.

    14 votes

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  5. When posting a grant, the system should check the balance of the fund no matter what the grant date or posting date is. Currently the system only checks the fund balance and gives a warning message if the grant date and date it's being posted are the same. If the grant date is in the future (as all of ours are), the system will allow you to post grants over the balance in the fund. As we are not posting grants on the same day as the grant date, it would be ideal if the system would give a warning…

    14 votes

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  6. It would be nice to have a field enabling the creation of a formula that checks whether the grant advisor is part of a household or not in the Grant Letter template. If yes, it will pull the household label instead of the individual advisor label field.

    14 votes

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  7. It would be great if we had the ability to enable conditional logic to custom fields.

    14 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. We would love to have a way that C Suite could prevent duplicate short names from being created or provide a warning that there is another fund with the same short name. We use short names in lots of financial reports and having a way to prevent a duplicate would reduce human error. Thanks for considering.

    14 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  9. I'm working in Donor reports and like that I can see each year of giving, and Custom Reports doesn't do this. I would LOVE a Loyal Donor report with a filter to select for donation date of 2023, 2022, 2021, etc. and be able to roll up donor information to the household with emails for both donors (if a household) and mailing address so we can thank/recognize donors for their loyalty.

    14 votes

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  10. We closed a fund and wanted to add a note, but closed funds apparently can't appear in the "Fund (Optional)" field on the Add Note screen.

    14 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  11. See attached below. This is what it used to look like when I would generate fund statements (back before a lot of updates), I WOULD LOVE THIS FEATURE TO COME BACK!!!!

    I generate the files but someone else reviews and it doesn’t provide a number now until the review is complete, which does not help me in making sure all have been accounted for prior to sending for review.

    This is what shows now but it gives me the number AFTER the fact.

    It would make my life so much more efficient to have this feature back in the generation…

    14 votes

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  12. Could you allow a different credit card tax receipt template for an individual fund, which is hosting an event and thus needs a template that says only a certain portion of their donation is considered tax deductible? Or, alternatively, allow us to turn off the automated credit card tax receipt for that particular fund? Right now it is an all the same or nothing option for credit card tax receipts.

    14 votes

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  13. Can we please have one donation listed for credit card gifts that cover the fee? I know that both get covered in the template amount, but it's weird to have them listed as separate gifts that we then have to click the red sent button for...

    14 votes

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  14. We need the option to filter to show only DAF gifts and grants. The current report shows all donations. We are also required in Schedule D to show only DAF donations and grants. This cannot be accomplished with the 990 Report.

    14 votes

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  15. As a community foundation, we would like to know who are the first time donors to our operating fund on an annual basis. While we can run a donor report with information on individual donors (like first date and last date of donations), we receive a lot of donations from institutional funds (Fidelity, Schwab, etc) and it isn't possible to bring fund advisor information into that report.

    14 votes

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  16. The ability to increase the scholarship award amount after part of the award has been paid would be useful for our organization. Instead of creating a new scholarship for the same student, adding a payment, grant, or award line would tie the awards for the student together in one area. Propose the function to 'Open' the Scholarship to add spendable and create additional grants under the scholarship award and ability to modify remaining scholarship dollar amounts.

    14 votes

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  17. It would be highly beneficial for the Audit Details export information to be available prior to posting distributions. Without posting distributions first, the quarter ending values used to calculate distributions are not available. This makes it difficult to compare year over year data to ensure accuracy. Having the quarter ending values used in the distribution calculations prior to posting distributions would negate the need to run all distributions in Sandbox first. We discovered 2 errors in cSuite calculations due to posting in the sandbox where cSuite was not calculating QEV correctly. Access to these values first is paramount to quality…

    14 votes

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  18. When a fundholder recommends a grant to fulfill an opportunity, there should be a way to link this in the same way a donation is able to be linked to an opportunity.

    14 votes

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  19. Can we get the left navigation tab that we've selected to stay a different color to indicate your current place? The top sub-navigation tabs highlight but the left ones do not.

    13 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  20. Once a donor has given through the Giving Hub page, there is a default Thank You that appears (1A in image attached)- we would like to be able to edit & format, and/or hide this.

    On this same page display, the Continue Giving button (1B in attached image) is plopped right down onto the edge of the footer, and it looks terrible. Would also like the ability to add a margin to this or otherwise move/change this button!

    13 votes

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