1345 results found
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Recurring Grants
Recurring Grants needs some work!
When viewing an existing recurring grant, Delete is too close to Edit.
When clicking Delete, there needs to be a confirmation warning that a user does intend to delete this recurring grant.
If a recurring grant is deleted, the record should be moved to the Closed section of Recurring Grants or a new section called Deleted. Currently, it's just - poof - gone. Even when there was a grant history tied to that recurring grant.
Fund advisors have the ability to cancel recurring grants in the portal. They need a confirmation warning that they are…
9 votes -
Choose Alternate Email for Statement Delivery
It would be helpful to be able to select an Alternate Email that Statements are sent to through the Fund Advisor designation like is possible for Donation Notify and Grant Notify. It would be even more helpful if we could select email delivery addresses for all three (Statement, Donation Notify and Grant Notify) on a fund-by-fund basis within the Fund Advisor designation. We have many people who have both work and personal connections to funds and would prefer not to comingle their communications.
9 votes -
Multi-fund vouchers
HELP - VOTE FOR THIS! Multifund vouchers are unable to be copied in CSuite. When you copy it will only copy the first one, so these will need to be made from scratch each time. Csuite doesn't have the functionality to fully copy a multifund voucher. So, those monthly employee-benefit breakdowns have to be done from scratch every time!!!
9 votes -
Task Reports Not Connected to Opportunity
It would be extremely helpful to be able to use the custom Tasks report for tasks not connected to an opportunity. It seems strange to me that we have the ability in CSuite to link tasks to Donors, to Funds, to Gifts, etc., and then are not able to report out on the details of those Tasks. I know we are not alone in using Tasks outside of tracking Opportunity Tasks. Using tasks has become a way for us to manage our workflows internally across departments, so would like to see more robust reporting that matches the existing functionality.
9 votes -
Expand Character Limit for "Fund Beneficiary Grantees/Funds" Description Field
The description field for a fund beneficiary grantee has a limit around 250 characters. This is where we enter the grant purpose for these organizations so they understand how to use the grant. We have several funds with purpose language that is much longer than 250 characters. It would be helpful to expand this field to have an unlimited character limit.
9 votes -
Sync Household Address When Individual Updates Address via Portal
Foundations increasingly allow donors and fund advisors to update their contact information directly through the Portal, which is a great improvement for data accuracy and staff efficiency.
However, when an individual profile that belongs to a household updates their address, the household address is not automatically updated. Many foundations use the household record as the primary source for mailings and communications, which can lead to inconsistencies and outdated addresses.
Current Challenge:
-Individual updates address via Portal
-Household address remains unchanged
-Mailings continue to pull from the household record
-Staff must manually reconcile recordsProposed Enhancement
Provide an option to:
-Automatically…9 votes -
dashboard
The dashboards for grants and donations are excellent It would be amazing to have something similar for reporting on our organization's finances and investment performance. Graphic presentation of info is important to our finance committee, and it seems a shame to have to create everything manually from exported reports now that CSuite has dashboard capabilities.
Create a dashboard for financial performance. (budget YTD and full year, year over year, trends, etc.) Allow user to select and save filters (accounts, fund groups, etc.)
9 votes -
Fund Advisor Portal Inconsistencies
Adding a fund to the grant catalog functions differently in the fund portal-facing catalog than it does in the public-facing catalog. There are also differences in how funds function when added to a portal-facing catalog, as opposed to all other imported requests. I’ll give an example and explain the problems this presents.
In the portal-facing catalog, there is no “Learn More” button. This is inconsistent with the “Learn More” buttons on other requests imported from GLM or added manually. Additionally, clicking on a fund does not take you to an intermediary screen to read the full fund description (as do…9 votes -
Email History: Display Attached files (non-system generated)
My understanding is that on the Email History on a Profile, it will only display the file that was attached if it's system-generated.
It would be useful to display the attached file for emails sent MANUALLY through CSuite, too.
9 votes -
List both Individual and Household opportunities under Household profile
It would be great to access both Individual and Household opportunities under the Household's profile. I am imagining something similar to how you can view all the donations under the household whether it be the individual or household.
9 votes -
Allow Fund Advisors to manage their notification settings
I think that the Fund Managers should be able to toggle the "Grant Notify" and "Donation Notify" buttons on our off at their leisure. It would be nice if this is something that they could have a hand in managing for themselves when they login to the portal.
9 votes -
tribute
Please add the ability for staff to edit non-notify tribute donations. Many times our donors make a tribute donation knowing that the person named is known to our community foundation, so they don't feel the need to fill in the notify fields. Other times, they don't know the address or email of the person/the family to notify, but our staff does.
Right now we are manually pulling that data for every non-notify tribute, increasing staff time on this administrative task. Also, our tribute lists are not accurate because these non-notify gifts do not show in it. We have had a…9 votes -
paid invoices bucket
The paid invoices bucket has the oldest invoice at the top rather than the most recent. Please resort this bucket so newest invoices are at the top when you open the paid invoices bucket.
9 votes -
Fund Beneficiaries
If an organization is a beneficiary of a fund, I would like to see that on the recipients profile, not only on the Fund profile.
9 votes -
Add Fund Steward as a field for grant letter templates
Consider adding the Fund Steward as a field for grant letter templates, just like the fund statements. We use a custom field to present this information on our grant letters but having the Fund Steward available is ideal. It's available in other templates so hopefully this is easily implemented.
9 votes -
Add "Item Dates" to Tax Receipt Fields
It would be nice to include an "Item Date" for tax receipts in the foreach item section. Currently, if you wish to include the date of an item/donation for a tax receipt in a table, a SET-REF condition needs to be used within the template.
9 votes -
Fund Statement Review Email Body
It would be helpful if the Fund Statement Review Email Body email would allow for one email to be sent to a fund advisor letting them know that multiple fund statements are ready instead of an email for each individual fund statement. We have some donors that are fund advisors to several funds so will receive multiple emails. It would be efficient to have this information all in one email.
9 votes -
Attach a file to fund statements
We would like to be able to attach a file - letter, image, etc. - to fund statements. This would enhance fundholder (donor) relationships and communication. We easily do this for our fundholders who receive paper statements and would like to be able to mirror the communication for our fundholders who have receive electronic statements.
9 votes -
notes
It would be great if when adding a new note, you could add it to a household as well as individuals within the household. Or add multiple people onto one note.
9 votes -
Sort Feature on Bank Reconciliation
Please bring back the sort feature on bank reconciliation. It was very helpful when looking for check #'s and deposits.
9 votes
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