1069 results found
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Downloading the Campaign Registration List for Event Check In
When pulling the registrant list for an in-person events, it would be ideal to select the info and layout of the list, such as all registrants with guest info below, and organization info if the participant used their organization.
As it is now, there is a lot of sifting necessary to narrow down the list to make an effective check in list.11 votes -
campaign font
I’d like to customize my campaign event information and increase the font size of the date/time/location. The default text size is unreadable for older folks, I've been told. However, when you do this using html, the coding shows up on the ticket receipt. This looks very silly to have donor-facing. Also, there is no way to increase the size of text in the date field, as this is a numbers only field.
11 votes -
Year over Year w/ Leap Year
We're running into an issue with running year over year financials for February. The system is pulling 02/28/2025 and 02/28/2024, instead of 02/29/2024. We run quite a few comparative reports and we're having to manually manipulate the 2024 column. It would be great if the engineers could fix the coding so the system would pull the month end date, rather than a set date.
11 votes -
Add Additional Fields to Grant Request in Portal
Please add additional fields to the Grant Request settings in CS/Portal. We need additional fields to capture the fund advisors' recognition for each grant request.
11 votes -
Multiple Opportunity Beneficiaries
(Reposting an archived idea) Please add the ability to link multiple beneficiary profiles to one opportunity. It is common for us to track gifts (e.g. bequests or planned gifts) that will end up benefiting multiple organizations in our community, and we would like to be able to report on opportunities benefiting each organization without having to create duplicate opportunities for each beneficiary of a gift.
11 votes -
Select users to share custom reports with instead of sharing with everyone
It is very rare that a custom report needs to be shared with every employee, typically just one other person or a team. It would be very helpful to be able to select from the user list which employees you want to share with and be able to edit who you shared with at anytime. This will avoid the custom report page from getting overwhelmingly long for everyone.
11 votes -
Develop Login Report that also shows Profiles logging in with PIN
Currently, the Fund Advisor Login Log only shows Fund Advisors who have logged into the Portal with Username and Password. Since most/all first-time portal users log in with email and PIN (and some may continue after that), we would like to be able to track all portal users that are logging in -- whether using username and password, and/or email and PIN. Currently, there's no visible record of portal users logging in by PIN. This results in things like receiving grant requests from Fund Advisors without a record of a fund advisor having logged in, and when portals are launched,…
11 votes -
Allow Foundation staff to hide an ACTIVE organization in the donor portal.
In CSuite: Allow Foundation staff to HIDE organizations from donors in the portal. (Eg: The Ohio State University – Scholarships)
* Allows Scholarship orgs to be ACTIVE, and allows them to be paid directly from CSuite without going into SLM
* Reduces the possibility that a donor will send a check to the Bursar.
*Offers Foundation's the option to manage unsuitable nonprofit organizations, while investigating concerns.
*Marking the grantee INACTIVE is NOT manageable in our workflow.
<3 TCF11 votes -
Stripe fee percentage
Stripes non-profit credit card fee is 2.2% +.30, it would be nice if we had the option to charge that exact fee amount in CSuite to prevent over charging our donors and causing confusion and extra activity on the fund statements. It should be a complete wash if the donor wants to cover the charge.
11 votesThe additional donation was built as a suggestion to cover not only the credit card processing fees, but the Foundation's fees as well. In general, a 3% fee works out to closely match the current stripe fees.
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All Bulk Update Files Consolidated into a Single Bulk Update File
When Bulk Updating profiles, there are four different files to bulk update the profiles with. When editing profiles, we usually need to update all four areas of the profile and this requires us to download and manipulate all four.
Instead, it would be better if they were consolidated into a single file/sheet so we could update all of those fields in one go. This would make this process much less tedious and allow us to make one bulk edit, instead of four individual bulk edits.
We aren't asking to get rid of the four individual bulk update files, but instead,…
11 votes -
Grant Catalog Request Page - need character limits
Grant Catalogs have request submission pages. The boxes for short and long descriptions need character limits. At this time, there is a stated character limit of 250 characters on the short description, and none on the long. We use 60 for the short, and 255 characters for the long, and have to edit down every request to fit these numbers. Either let us set the limits, or please set the limits for us.
11 votes -
New Login Screen - Default to PIN
The new functionality to get MFA by email has now ADDED more clicks for users who have been regularly using MFA apps/PIN. Now we have to select the PIN option before entering. Can we make PIN the default and if someone wants the code by email, they can click that option? Usability and the number of clicks a normal user has to make really needs to be taken into account when making updates to the system. New functionality should try to avoid add more work to the common user.
11 votes -
Enhance Budgeting Tools - Scenarios, Forecasts
It would be so helpful to bring some enhanced budgeting tools into CSuite.
Currently, only one Budget is allowed per fiscal year as far as I can tell. Having the ability to populate and maintain different budget "scenarios" for each fiscal year would be amazing. The adjustment to Projected Budget seems quite limited and we are not able to "calendarize" the total adjustment or have multiple versions. With this the idea would be to apply a filter to select which "scenario" we are opting to look at for a given report with budget involved and ensure our headers reflect that…
11 votes -
Subfund Filtering on Financial Report without needing to show subfunds
Currently if you filter on a financial report to include/exclude a fund that is a subfund, the filtering does not apply unless the "Show Fund" and then "Show SubFund" options are expanded first. The filtering should be able to apply without needing to show the subfunds just as it applies to non-subfunds without needing to show those in the report.
11 votes -
For Profiles that are flagged Do not Mail
Profiles that are flagged Do Not Mail, Do Not Email, and or Do Not Call should not appear in a Campaign. They do not appear on "Mailing Labels", but do appear when you on a CSV File.
11 votes -
Fund Log - track all changes made under Relationship tab
We would like the fund log to keep record of all changes made to a fund. In particular changes/removals made under the Relationship tab of a fund is useful information for our staff.
11 votes -
Security Issue: Inactivating a User
We have a security issue that I hope can be addressed. We need to give someone the ability to inactivate a user without giving them extensive access throughout CSuite. This is necessary for immediate off-boarding. Right now, the only way to provide the ability to inactivate someone is to give them Edit permission on Users. Once you have that permission, you can add anyone to groups, sufficient enough to give almost anyone system-wide permissions. That’s sensitive and dangerous. We just want to give someone the ability to do user maintenance functions, such as resetting a password, unlocking a user, or…
11 votes -
Add "Are you sure you want to copy?" to all copy buttons
The copy buttons don't require any confirmation that you actually want to copy prior to the copy being completed currently. This is an issue because it is often next to "edit" or "merge" buttons, so it is fairly easy to mistakenly click from time to time. Additionally, it can be fairly easy to miss that you did copy the record since the only indication is a refresh of your screen in most cases, so this can result in duplicate records and confusion. A simple screen asking if you want to copy this record would avoid this without causing too much…
11 votes -
Online Donations: Setting to disable auto receipt when a tribute is included
When I create print letters to notify folks that a tribute gift was made, I typically make edits to the letters before printing and sending. However, if someone has selected to notify the tribute via email, I am unable to edit the letter.
Could there be a setting to toggle off this option on our website so that the public can only choose to notify people via snail mail?
Or could the system allow me to edit my letter before it is emailed?
11 votes -
New Quick Tips / Quick Reference Guide Update - Please Make Optional!
Please make the update that moves quick tips to the quick reference guide an opt in / optional update. Maybe some will find this a better interface, but as it shows in this roll out video (http://player.vimeo.com/video/1086467921), it would be a big step back for us. Being able to just hover over the ? icon and see the quick tips makes the system super intuitive and easy to verify field purposes. But with this update we would have to click a link to another page and search for that field through that list to see the tip instead.
10 votes
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