1106 results found
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List of Fund Advisors
In the portal, a donor has asked if we can give him some way to see who is allowed to make a grant request on a fund. For example, the Fund Advisor would allow their children to make grant requests, and they want to see that list of people when he looks at this fund. Quentin said that this isn't currently a feature on the portal, but you can see the list of advisors when you look at grants that have already been created (in the grants tab).
7 votes -
Bi weekly internal for recurring voucher
Now there is no Bi-weekly interval when creating recurring voucher. It would be greatly helpful to have that for organization that do bi-weekly salaries.
7 votes -
Rename one financial report on new print option
With new sandbox release on 11/19/24- Be able to rename a report on a one time basis on the print screen. Instead of in the settings where you can change the name for "Balance Sheet, Income Statement, etc" as the default name, we want it on the print screen. There are options to rename the columns, but let's add it for the report name on the same screen for a one off basis. :)
7 votes -
Primary email for grant letters
It would be SO helpful for the primary email that gets pulled in to email grant letters be for the development person (or whoever should get the letter). This is usually different than the primary email for the grantee (CEO, info account, etc.). I think the best way to do this is on the profile have the ability to mark an email for specific tasks (primary, grant letter recipient, etc.). Thanks!
7 votes -
Candid/GuideStar Grants Report
Candid (GuideStar) asks non-profits to provide a list of grants data annually. They use a specific template (attached). It would be helpful to have a default report already created so that we can generate the information more easily and consistent with their template.
7 votes -
On Home Page left column display Recent Items like in Salesforce, a view of recently viewed records (top 10 of anything with a unique id)
In Salesforce on the home page there is an option to view recent items. It displays the most recent records that the user last looked at. In Csuite this could be anything with a unique id (note, task, profile, fund, vendor, donation, grant, etc.). Even displaying the most recent 5-10. Sometimes you step a way or click out or you need to remember what you last looked at and this can be a helpful tool. I've included a screenshot from Salesforce (with information redacted) and from where I suggest it displays on the home page.
7 votes -
Custom Field Groups to organize custom fields
I like leveraging the custom fields to customize the platform to meet our needs. However, sometimes there are a lot of custom fields on the object. I try to group them by naming the field. Example: Presentations - Audience, Presentations - Description etc on opportunities to have a section of custom fields that are related to custom fields. Rather than having to have all of these longer names, it would be helpful if we could have custom field groups to begin to organize this information. Or to even designated tabs in the custom field section so we can flip through…
7 votes -
Fund Advisor Portal: ability to show asset balances
Pool of Investments would be a nice field to have on the portal as it would show the current cash balance. Is there a way to pull asset balances (specifically investment pool figures) in as a new field on Fund Summary? Current Balance accounts for pledges receivable and grant payables - so for funds that have receivables or payables, Current Balance doesn't reflect what's actually in the fund (from a fundholder's perspective).
7 votes -
It would be helpful if anonymous grants were marked in red.
When a donor checks the anonymous box after submitting a grant request online from their DAF, it would be extremely helpful if this was emphasized somehow.
7 votes -
fund beneficiary
Log in the system when adding or removing a Fund Beneficiary.
7 votes -
Allow for multiple advisors on an account to be notified when requesting balance swaps
Being able to automatically send the request account advisors for money to be moved in the balance swap process is great. It would be even better if we could add a second person to be receive the request. We have multiple financial advisors who want their admin person to receive these types of requests along with them.
7 votes -
stripe total line
It would be helpful to have a total populate when reconciling Stripe donations in the Till, similar to the checks. When processing numerous Stripe donations on different days, it can be difficult to ensure that all boxes are checked.
7 votes -
Set registration information required
We would like to be able to set the required information for someone to register for an event. Sometimes we have donor events where the individual/household should register, other times we have grantee events where we would like the organization to be required and the guests should be the individuals actually attending. We are running into the problem with the individual "tab" being first is that organizations are registering as individuals rather than the organizations and we are having to manually fix each ticket. At this point, it would have been easier for organizations to call or email us and…
7 votes -
Single Sign On with Microsoft 365
Could C-Suite consider integrating single sign on capabilities with Microsoft 365 for employees? This would increase security and cut back on the number of passwords to maintain per user.
7 votes -
Opportunity Assignment
When assigning opportunities -- The initial assignee and secondary assignee selections function and look differently. It would be appreciated if these were consistent for system literacy. Apart from this, it seems that you can continue to re-add a secondary assignee.
6 votes -
aallieri@cfpbmc.org
Show closed funds, with an indicator, on the Fund Advisor Portal so fund holders can continue to see the funds history. We have had this request from a few of our fund holders.
6 votes -
Public Facing Campaign Display
Allow public facing campaigns to display similar to Fund listings. The Header and body text have a large amount of space between them. Feels like a mistake visually like something is missing. It gives the graphic designer in me the twitches. Examples below.
6 votes -
Add Social Media Links to Nonprofit Directory
Currently, the Nonprofit Directory in CSuite allows only a single website link to be displayed for each nonprofit. Many nonprofits have a variety of online presences beyond their main website—such as Facebook, Instagram, LinkedIn, or YouTube—which are important touchpoints for donors and community members.
We would like the ability to:
Enter multiple links for each nonprofit on the administrative side.
Label each link with the platform it corresponds to (e.g., Website, Facebook, Instagram).
Display recognizable social media icons next to each link on the public-facing directory.
This enhancement would make the directory more engaging, help donors and community members connect…
6 votes -
Default theme in data visualization tool
Would be nice to setup a default "theme" with colors/fonts/etc. that could be applied to all dashboard (for example, if time is taken to align the theme with organization brand)
6 votes -
Secondary Assignee Notification/Tracking
While it’s great that we can now add a secondary assignee to an opportunity, it doesn’t add much value if the secondary assignee isn’t notified or made aware of their designation. At the very least, it would be helpful if they received an alert letting them know they’ve been added, but ideally those opportunities would also appear on their “My Open” page so they can easily keep track of them.
6 votes
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