1230 results found
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Cart Button for Affiliates in Portal
When an affiliate logs into the portal and submits grant requests, the "cart" button does not appear for them. They must go to the left hand navigation to navigate to the Grant Requests page where the grants are in the cart. It would make more sense for them to have the same "cart" button appear like other funds.
11 votes -
populate household address
When creating individual profiles from an existing household profile, please automatically populate the household address.
11 votes -
pbassil@cfpbmc.org
I created a test opportunity in the sandbox to explore the new features, including assigning a primary assignee, two additional assignees, and a professional advisor. While I appreciate the effort that went into developing these updates, I did notice something that could become problematic.
Currently, when viewing the assignee, additional assignees, or professional advisor profle, it appears that each of them is also shown as having a duplicate opportunity identical to the donor’s. From a fundraiser's perspective, this could be quite confusing and potentially overwhelming.
As a friendly suggestion, for anything related to moves management or fundraising, it may be…
11 votes -
manual fund statements
Currently, Manual Fund Statements can be created to include days that are outside of the closed period -- This has caused issues for Fund Advisors when they (through the portal) create a manual fund statement. They are including periods that the foundation has not closed, and it is leading to confusion.
Ask:
Can there be a warning associated with the Manual Fund Statements to alert a Fund Advisor that the time period they've selected is not within a closed period and therefore the information may not be accurate?Thank you, Team!
11 votes -
Edit Custom Report Title/Name
After creating a custom report, it would be great if there was an option to edit the title/name of the report and save.
Currently, the only way to change a report's name is to "Save As" and go back and delete the original report with the old title.
11 votes -
Add Content section for Yearly Tax Receipt emails
We recently sent out our yearly tax receipts (we call them Annual Donation Summaries) and when these are emailed in Bulk, there is no option to add an email Subject or Body and no option to update the PDF file name. Technically, they aren't tax receipts but a summary of the donations and tax receipts the donors received the previous year. We would like to see the following updates:
1) Ability to update email subject and body for bulk emails (this functionality exists when sending them individually)
2) Ability to rename the merged PDF documents before printing/emailing
3) It would…11 votes -
Automatically Post Recurring Donations
Please implement a feature that allows for the system to automatically post the subsequent donation for recurring donations.
Currently recurring donations must be posted manually on some sort of cadence, which takes up a lot of time. It would be highly beneficial if the system could post these automatically when they are due for their next donation.
11 votes -
Hide/Archive Option for Templates
Since it is not currently possible to delete templates that have grants/donations attached to it, it would be super helpful to be able to "hide" or "archive" old templates. Since so many hands touch these systems over time, it can get pretty overwhelming and difficult for anyone using the system.
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 -
Grant Catalog Request Fields - Make Optional
Please make grant catalog request fields OPTIONAL. Foundant subscribers should be able to customize the fields they want populated.
When creating a new grant catalog entry in CSuite, all fields in the request are required in order to submit. We have also tried using the Grant Catalog Fields within a GLM application in order to sync to a catalog in CSuite, and again ALL fields are required. The required fields add more information than we want to present to our donors. The current functionality creates a lot more work for our team to produce what our donors want to see.…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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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 -
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 -
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 -
Event campaigns - adding fund advisor ability to view in portal
Please consider adding the ability for us to check/uncheck a fund advisor who is associated with a fund of an event campaign, so that fund advisor can see who has purchased tickets.
11 votes -
Revenue Share option for Impact Investing
It would be great to have the ability to also add balance sheet accounts to the statement vouchers to automate the impact investing activities.
11 votes -
Add New CSuite Profile Matching Options
When matching CSuite profiles and looking for duplicates, please add:
1) Conditional Logic (If/Then) – Use conditional logic and allow Users to choose which fields (name, address, email, phone) to use, and to set the order of those fields (Ex: If name matches, then match on address).
2) Match on Address – Recognize and flag profiles with the same address on the duplicate screen.
3) Fuzzy Matching – Recognize slight differences in names (Bob/Robert), and addresses (1234 E Elm St/1234 East Elm Street) and other information due to spelling variations, abbreviations, and typos.
10 votes -
USPS Address Validation - Spell out city name
When validating addresses in CSuite with the USPS validation, please spell out the entire city name as preferred by the post office (see screenshot below) instead of abbreviating city names that are 13 or more characters.
10 votes -
Make Grant Type and Service Area Required Fields on Grants
Add an option to make the Grant Type and Service Area fields required fields on grants.
10 votes
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