1266 results found
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GST
Currently there is no ability to easily record and report on GST which is a statutory requirement in Australia. There are workarounds, however it would be a significant improvement if there were tax codes created which could then be reported on.
7 votes -
Make radio button options more visible on giving hub checkout
Please make the choice between individual vs household vs org more visible. They're easy to miss!
That, or add the option for a customizable header for further instruction.
7 votes -
Download NACHA files by batch, not just date
Currently, I can only download a NACHA file by date. It would be easier if I also had the option to download a NACHA file by batch because sometimes I want to pay them on the same day but post them in separate batches. Or if I just forget one grant, currently I have to pay it on a different day.
7 votes -
Auto-populate & Log all emails in Grant Email Award Letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields. This would save so much time and not require staff to remember and manually add ccs each time. Alert notes don't even show up in the Email Grant Documents area so there's not an easy way to be reminded of who needs to be cced. There should be an option to automatically include more than just the primary email. Please also add any cc emails sent to the log of the grant and profile. Currently only the primary email…
7 votes -
link donations
I would love to be able to link donations from the opportunity side of the equation, and not just from the donation side.
7 votes -
Add "Outstanding Loan Balance" Field to Loan Templates and Reports
It would be extremely helpful to have an Outstanding Loan Balance field available within loan templates and as an option for custom reports.
Our organization would like to send annual loan statements to clients that clearly show the remaining balance on each loan. Currently, there isn’t a straightforward way to include this information, which makes it difficult to provide complete and transparent communication to our borrowers.
Having an “Outstanding Loan Balance” option would not only streamline annual reporting but also improve client service by allowing us to easily share accurate, up-to-date balance information. This enhancement would be valuable to any…
7 votes -
Opportunity Beneficiary Profile
Beneficiary and Additional Beneficiaries can be added, but they seem to be underneath the incorrect section. These fields are included under the "add opportunity tasks" rather than the actual opportunity itself. This gives the false impression that this field will be visible on Tasks, when in reality it won't.
7 votes -
Bulk Updating/Linking Donation IDs to a Fundraising Campaign
After creating a campaign, there is an option to import a CSV document with the Profile IDs of donors/advisors who received the email. This allows you to add multiple profiles to the campaign at once.
There should be the same feature for donations attributed to a campaign, we should be able to upload a CSV file of Donation IDs to the marketing campaign instead of having to manually add each donation 1 by 1.
7 votes -
Edit button placement on Funds - too much scrolling
With the "shiny new look", the Edit button for funds is at the top of the screen. If you're scrolling through the setting tab and find something that needs editing, you have to scroll all the way back up to the top of the screen to hit the edit button. In the past it was always on the left menu wherever you were in scrolling through the settings options.
Could the box of fund information at the top, including the edit and other buttons, be frozen as you scroll down through the fund settings and other information so that it…
7 votes -
survey
Would like there to be more freedom in campaigns to create multiple choice, free response, and Y/N surveys for volunteer recruitment and tracking and surveys to send after an event to collect feedback.
7 votes -
UI Refresh Interface released on 10/1/2025
The UI Refresh looks great, however when a user decides to go back (disable the shiny new look) to the original look in the Styles Settings. It changes it globally for all the users in CSuite. Please make it so it doesn't change it for everyone and make it based on the users preference. Thank you.
7 votes -
aallieri@cfpbmc.org
When the nonprofit designation is activated on a profile, or any designation, add that action to the profile's LOG so it can be captured and reported on.
7 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…
7 votes -
Data Visualization Export Permissions
We appreciate the options for new data visualizations. However, the ability to send reports externally from internal data on a recurring basis for any user is concerning. We need to be able to restrict this based on staff who have the awareness of what should or shouldn't be shared externally without review. Can permissions be added for this?
Internal data needs to remain internal with no ability to unintentionally leak it externally.
7 votes -
Add the Ability to Reserve/Assign Incoming Grants to Staff Members
We need a way to reserve incoming grants from the request bucket to an individual staff member, because we have two people who work on processing DAF grants, due to large volume. Ideally, we would “reserve” multiple grants at once, and no one else would be able to edit these grants, even while they are in the “new” bucket. Once they move into the “approval” bucket, we would “unreserve” them so that they can be batch vouchered together. This would avoid duplication of profiles and grants themselves. Since more than one staff member is working on grants at once, sometimes…
7 votes -
Sent Date for Manually-Sent Tribute Notifications
We have a need to send some notifications for donations on tributes manually while processing others (on the same tribute) in bulk. This is not an intermittent need for us; it happens weekly. We should be able to do this by processing the one-off notifications manually, then running the remaining notifications through the bulk process. However - CSuite doesn't add a sent date to tributes that are sent manually. It does show the action in the log, but not to users or in reports.
Can you please have the sent date populate for manually notified donations on tributes?
7 votes -
pbassil@cfpbmc.org
It would be great if you could create a text field for the LinkedIn URL.
7 votes -
Add Note ID to Global Search
We schedule weekly custom report emails to all staff. This report includes Note ID. If a note refers to an attached file, having the ability to jump into Global Search to bring up the Note ID would be a time saver for all staff.
7 votes -
grant payment notification for scholarships
Fund Advisors of scholarship Funds do not receive email notifications when scholarships are paid, even though scholarships are paid as grants within CSuite. Please make Grant Payment Notifications apply to scholarships. I'm fielding lots of questions from anxious FA's about whether or not checks have been sent out.
7 votes -
Linking funds
The new updates for opportunities is great. It would be great to have the ability to add funds like you can add profiles. We have donors that have multiple funds under one agreement. But we don't have way to link the funds other than the relationship tab under fund owner.
7 votes
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