1253 results found
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Report Filtering
When running reports, it would be helpful to expand filtering options in general. For example, I can currently add a filter for "Ref" under the Notes report and stipulate "NOT profilepayment" but I cannot add multiples such as "NOT profilepayment and NOT donation". The help desk said the only way to do this would be to build multiple reports. I've run into this filtering limitation with other reports/fields as well.
9 votes -
Online Donation Email Subject
Please implement content for the subject of an online donation email. There is currently a content area for the body of this email, but not for the subject of this email.
9 votes -
Add Subscribed & Unsubscribed checkboxes within email fields
We would like to eliminate the need for a custom row for tracking purposes. We would like to see both a Subscribed & Unsubscribed checkbox within the email rows. Sometimes our contacts move orgs or change emails and we'd like to track which email(s) are unsubscribed to ensure we are using the correct information. We would also like this option added in the reporting sections.
9 votes -
Budget % Over year automation
When putting in a budget for a fund, is there a way to have it not spread evenly out over the 12 month period? For example, can you allocate different % to different quarters? Like 20% Q1, 25% Q2, 35% Q3 etc. I know there is a manual way where you can put in a specific number for each month, but automating this with % amounts per quarter/month would be great.
9 votes -
Return to PROFILE instead of campaign when deleting from campaign
When I'm looking at a profile, under Engagement, there's an option to delete the profile from a campaign. The problem I'm having is that after choosing delete, I'm taken to the CAMPAIGN instead of back to the profile so that I can delete it from other campaigns or make a note. It makes more sense to me, and would improve my work flow, if the system returned me back to the profile where I started.
Related to this, it would be helpful to have a Delete button on the archived campaigns found under List All Campaigns within a profile, rather…
9 votes -
When completing a recurring task, provide option to add a note
When I complete a recurring task, it would be a nice to have the option to add a note. Currently, when clicking complete on a recurring task, the task disappears, and the next recurrence is added to the profile. For other tasks without a recurrence, there is an option to add a note. Please add this flexibility. Thank you!
9 votes -
Promise and Event Tickets
Some donors have committed to attending an event, and we would like the ability to attach event tickets to a promise (with no finance involvement). We cannot use a pledge, as some commitments are paid in various ways and require complex financial processing to adjust and apply payments. Using a promise will enable us to reserve the tickets until payment is applied. This approach will also allow us to present the reserved seats and the remaining balance.
9 votes -
Add filters to grant document bucket
It would be helpful to add filters to the grant document bucket similar to all of the other buckets in the grant module.
9 votes -
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,…
9 votes -
Scholarship list
A new release has changed my scholarship list to include closed funds and designated scheduled funds. It would make my workflow easier if it could go back to just the list of scholarships that I use instead of having to add filters.
9 votes -
Allow changes to Recognition Name field and description shown during online donation checkout
The new "Portal Options -> Settings" areas in the sandbox (and rolling out to live site tomorrow) are great -- lots of customization! I would love to have the ability to edit the "Recognition Name" field name and description from the Checkout area of the donation portal/giving hub. Our donors don't interpret that field in quite the same way our staff do, and we would like to customize how it appears as we can with the Cover CC, Anonymous, and Newsletter fields.
9 votes -
1099-R - IRS 1099 Field in Account Section
IRS 1099 Field - Please Add R as one of the categories to choose from the drop-down menu in the Account section.
9 votes -
An easier way to link a note to multiple funds or profiles
Right now you have to copy a note to a profile or fund - there is no way to automatically, upon the time of note creation, to link to multiple profiles for funds. For instance, when we add a note to an individual profile, it would be far more efficient to choose to link at the time of note creation to their workplace, other profiles, or to multiple funds.
8 votes -
nakeia@cobbfoundation.org
When processing grants, it would be very helpful if we could assign a letter template to a specific payment type. If a default payment type is saved for a grantee, it would be great if CSuite could automatically generate the correct letter. Currently, we have to manually select the electronic payment letter when processing grants paid by ACH bank transfer.
8 votes -
Automate Spendable Calculation
When working with Endowment Funds we have to remember to calculate the spendable balances for the fund each year. It would be great if Csuite allowed you to set a date that spendable balances were automatically calculated for you.
8 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.
8 votes -
Show Organization Name in Charity Check Log
Add organization name as a column in the charity check log to more easily confirm that the right Tax ID is in the profile. Right now, if you need to confirm that a grantee has the right Tax ID on file, you have to run a new charity check.
8 votes -
Recurring Grant - Add confirmation for Delete
In recurring grant records, the Delete button is directly beneath the Edit button. It's easy to click it mistakenly, and there is no secondary confirmation screen to confirm the deletion was intentional before it's done. Please add a secondary step to confirm a record should be deleted to avoid accidental record deletion.
8 votes -
URL, QR Code export for Giving Hub via custom reporting
The links and QR codes for the giving hub are available on each fund. However, exporting a full list is not available. This is a request to create an easy export or custom reporting field to get these out of the system in bulk more easily.
Additionally, please include the affiliate funds/affiliate giving hub funds when building this out.
8 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…8 votes
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