1106 results found
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Profiles Marked as Deceased
I would like to suggest for Fund Advisors to be able to see (in the portal) whether a donor's profile is marked as deceased.
7 votes -
Make "Choose an Account to View" the Portal Landing Page for Users with Multiple Accounts
When a user with multiple accounts--nonprofit and fund(s)--logs onto the new portal, please make the "Choose an Account to View" page with account "cards" the landing page. - TCF
7 votes -
Clear grant requests from fund advisor carts without proxying in as the advisor
We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.
7 votes -
Page Titles Reflect Navigation & Tab Changes
When you change the Navigation or Tab, these changes should extend to the title on the page. For example, currently if you change the left side navigation "Donations" to "Gifts", Donations will still show on the inside of the page above the listing of the gifts.
7 votes -
Total Contributions and Total Grants
Total Contributions and Total Grants should be customizable. When using lookback dates this wording is misleading as the totals don't include data that precedes the lookback date.
7 votes -
task list show profile name
There have been 2 ideas archived on this, but it would be so great if we could see the profile name in the task list not just the id#.
Also, you should be able to tie a task to a profile from the main tasks.
This is really needed for optimal donor stewardship.
7 votes -
Link file to fund
Add the ability to link a file to a fund (similar to how you can link notes on a profile to a fund).
7 votes -
Add "Do Not Enforce Spendable" as a Field/Filter in Custom Reporting
Please add the "Do Not Enforce Spendable" field from the fund restrictions settings as a field and filter to the fund custom report.
Currently, it is not possible to report or filter on this field whatsoever.
7 votes -
Affiliate Portal Logo
It would be great if there was an easy way to upload a logo for the affiliate portal that would automatically change it from the overall system logo. Right now, the only way to update the logo for our affiliate's Giving Hub is through complicated coding that our team is not able to do. Thank you!
7 votes -
Add Portal Content Areas for Grant History and Recurring Grants
Please add content areas in the Portal for the Grant History and Recurring Grants Secondary Navigation areas. All other secondary navigation areas appear to have this option. Thank you.
7 votes -
engagement
Allow past engagement list on profiles to be sorted by date
7 votes -
aallieri@cfpbmc.org
Create pop up window upon logging into CS showing all tasks assigned to the login email that are due or overdue.
7 votes -
Grantee Report by year
Want to be able to pull up a fund or multiple funds grantee history, and have it show the years along the top, with grantees along the side and each grant made to that grantee under its year made without doing a pivot table from the data. See attached example.
7 votes -
custom report check date field
Please create a type of custom report that can include these two fields: check date and voucher description. Currently, check date is only available on a check voucher report and voucher description field is only available on a voucher item report. To have both of these fields in one report we need to manually export and combine these reports in excel. A custom report that allows both of these fields would be super helpful for 1099 reporting.
7 votes -
It would be nice to be able to send an invoice payment confirmation email along with the copy of the invoice attachment in Csuite
It would be a nice feature to be able to send an invoice payment confirmation email (similar to grant and donation templates) along with a copy of the invoice attachment in Csuite. Currently we have to manually email the payment confirmations for invoices processed in Csuite.
7 votes -
Grant third party access to real-time event ticket sales
When creating campaigns to sell tickets for our affiliate partners' events, the ticket sales can go directly into their funds, rather than dealing with third party payment processors. However, they do not have access to their ticket sales info, which they need to coordinate the planning of their event. They also need an up-to-date guest list to be generated shortly before the event starts. This is a major strain for weekend activities when the foundation is not staffed to manually monitor and send ticket sales reports.
This could be resolved by enabling scheduled ticket sales reports, where the time can…
7 votes -
Allow Nonprofit Address to be private in directory
Please allow the address of a nonprofit to be unlisted on the directory. We have organizations who work from a home and they don't want their street address to be public. Since it pulls from their main profile, there isn't a way to hide it without hiding it from all purposes.
7 votes -
Export donor and fund advisor data in grants tab - grantee portal
In the nonprofit portal on the grantee tab, grantee organizations cant export CC giver/fund advisor data for their reporting, CRM, and acknowledgements. Add selectable options to display and export the CC donor and Fund Advisor name, address, email unless the transaction was made anonymously or the profile is anonymous.
<3 TCF
7 votes -
Duplicate Grants
When grants are being processed, it would be nice to either show on the screen their most recent grants, or even have a pop up for grants that are very similar. (same date, same grantee, same amount, etc)
7 votes -
Grant Confirmation Email: Fund Advisor Salutation
Can we please add the Salutation for the Fund Advisor as an available merge field for the Advisorrequestconfirmemailbody content (https://...fcsuite.com/erp/owner/content/editcontent?code=advisorrequestconfirmemailbody). As it currently stands, there does not appear to be a way to personalize this communication. The field that is available, {{owner_name}}, presents the name as "Last, First" and doesn't work well to address the Fund Advisor.
7 votes
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