968 results found
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Provide the option to show grant payment activity on fund statements.
When a grant is created with multiple installments, it only shows the total grant amount on the fund statements with no option to show the grant activity over the years/quarters.
7 votes -
Giving Hub: Event Ticket Issue
We have people who don't understand how to buy a ticket or register for an event in the new campaign interface. Could you make the click on the right side more obvious, such as a call to action: CLICK HERE:
7 votes -
Calendar View in CommunitySuite
Would really like to be able to see a calendar view of tasks and deadlines in CommunitySuite or be able to integrate with their Outlook or Google calendar.
7 votes -
Grant request notification for staff - can they be targeted based on steward designation?
Is there a way for CSuite to send grant request notifications that come in exclusively from a philanthropic advisor's portfolio? We have staff members assigned as Stewards for both donors and funds. If a grant request comes in from of these donors or for one of these funds, it would be nice to be able to notify that particular staff member, without it being an "all or nothing" proposition. Certainly, we have some staff that needs to be notified of each incoming grant, as they will be processing each one. But for other staff, it would be quite helpful if…
7 votes -
Revise the CSuite login page
Revise the login page so I don't have to scroll down to enter my username and password, and the same with the next page when I need to scroll down to enter my choice for authentication, and the next page when I have to enter the code. Attached are screen shots showing the inconvenience.
7 votes -
login info tab: move to right of notes tab
It may be helpful with muscle memory to place the new Login Info tab now located on the Native profile to the right of the Notes tab. This would allow the tabs to remain in the historical order. Allowing users muscle memory to remain intact.
7 votes -
Profile: Add Sort Key field
Add field 'Sort Key' on Profiles. There isn't currently one field where all types of profiles- Organizations, Individuals, and Households, can be sorted together.
7 votes -
Opening a DAF
Currently we use DocuSign to open a DAF and email. Most financial institutions that have a DAF product can be opened online.
Can a process similar to GLM/SLM be used to open a DAF especially since DocuSign is being integrated. This would be helpful for opening all types of new funds.7 votes -
Grant Catalog notification
It would be really helpful to have a way to receive a notification when someone submits a grant catalog request.
7 votes -
PROBLEM: There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primar
PROBLEM:
There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primary Advisor. Can it be configured differently?
Note: This is a major competitive disadvantage for us vs Schwab, etc., and other foundations that do not use CSuite. It causes embarrassment.
From CSuite Chat Support:
Unfortunately, there is not a way to configure this in a different way, it is working as intended. You can add an idea to the idea lab if you would like something changed to make it less confusing! That is where our…7 votes -
Print Envelopes as a Word Document
Currently, the Print Envelope feature only allows envelopes to be generated as PDF files. It would be very helpful if there was an option to choose for the envelopes to be generated as a Word document, as there is usually a need to edit the envelope prior to printing.
7 votes -
Tracking Updates to Profile Addresses, Phone Numbers, and Emails
Make the ID numbers of profile addresses, phone numbers and email addresses visible on all profiles. This would allow the log data for address/phone/email updates, additions and deletions to be better understood and would allow address, phone and email IDs to be filtered on in reports.
7 votes -
When creating Fund Statements, allow for multiple categories to be filtered
When we generate fund statements, we're now only able to filter by selecting one of 4 fund fields: Group, Subgroup, Division, and Segment. It would help if we could filter based on more than 1 of those fields at the same time.
This enhancement would allow us to simplify our fund coding and create better batches of funds statements.
7 votes -
Tributes and Stripe gifts
Stripe gifts come into Csuite posted. If a tribute is added to the donation in Stripe, the tribute does NOT go into the tribute bucket. Also, there is no way to edit the tribute. We need the ability to make changes and add the tribute into the tribute bucket in order to properly notify people
7 votesThere is an option now to clear a tribute and and then add the correct one. I realize this is not the ask for the request, but it is a work around at this time.
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Profiles: Allow edit of profile phone types
Allow for adding and revising of Phone Types as is allowed for Email and Mailing Address Types.
7 votes -
Delete email and phone numbers from Edit Mode
We need a delete button in Edit mode on profiles, so that you can delete an old phone number or email. Right now, you have to clear the field and click save, but I have found that doesn't even work. The old phone number still displays, so I then have to click delete from the main page. If you are in edit mode, you should be able to delete with one button.
7 votes -
Decision Date - option to bulk update
Bulk update Decision Date for non competitive grants created in CSuite.
7 votes -
Task List Sort Options
Please add sort options to task lists. It currently shows in date order. I would like to be able to sort by each of the columns including description.
7 votes -
Grantee Report - First grant date/Last grant date
We need a way to pull first grant date and last grant date on the grantee level (current functionality is only on the fund level) to track our new grantees and review inactive grantees (we consider any org that has not received a grant in the past 3 years to be inactive). These are included in our dashboard reports for committees and board.
7 votes -
Have ability to set system wide "reduce spendable" to Vouchers rather on a voucher by voucher input.
Currently when processing a voucher you have to check the box to reduce spend on each voucher for a endowed fund. Have the ability to set this system wide on all vouchers which are endowed rather than it closing to unrestricted.
7 votes
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