1365 results found
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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 -
tasks
It would be great if tasks could be viewed directly from the profile. Right now you have to click through a lot of places to see tasks. It would be great to have tasks that are not related to an opportunity which is currently not possible. We end up using notes a lot because it is so much more visible from the profile.
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 -
Hold tribute emails for review
Recently a donor opened a new fund in honor of someone's 90th birthday. They asked that we hold notifying the honoree until after their birthday so it would be a surprise about the new fund.
Unfortunately there wasn't a way to stop a donor from automatically sending the email. I would like an option to edit/approve these email messages rather than them automatically sending.
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 -
pbassil@cfpbmc.org
It would be great if you could create a text field for the LinkedIn URL.
7 votes -
Create "Convert to Household" button in campaigns!
Please create a "convert to household" button in campaign to easily convert individual profiles to household profiles (with household members) added as guest. Sometimes individual profiles are pulled in from a profile type and there's not option to bring in the household. It would be great to just scroll down the list of profiles in the campaign, see who is in a household, and add the household (with household members as guest) with just one click! (We have a workaround for this now, but it's time consuming!!)
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 -
Add dates to recorded webinars
The dates of recorded webinars/trainings are not shared. This is really confusing. I just watched one saying an update will be pushed out "next Wednesday" and I have no idea when that will be or was. Makes it hard to know when information is outdated - I don't want to waste my time watching a webinar that is no longer relevant.
7 votes -
bulk edit nonprofit settings
I would love to be able to bulk edit nonprofit radial buttons, categories and status. I am spending all day today checking boxes when it could be done in literally 10 minutes. Please consider this for future users!
7 votes -
Scholarship Letter Template
We would like the ability to select the Scholarship Letter that is supposed to be used on the scholarship record level. Currently you can set the Scholarship Award Letter, but not the letter itself. This functionality is available on the grant level.
We have different scholarships that utilize different Scholarship Letter templates (for letters to the school), that are processed on the same day. Currently, our only way to adjust the template is to go into the documents (once posted), change the default template in templates, and then regenerate the documents for specific check batches.
Having the ability to select…
7 votes -
Two individuals from the household are listed together in a single row
Hi,
Preparing profiles for screening through iWave or WealthEngine (both platforms that provide donor intelligence solutions to help organizations identify potential donors and optimize their fundraising strategies) typically takes about a month.
Why does it take that long? The software requires detailed information for both individuals in a household to be listed in the same row. This includes:
-First name, middle name, last name, nickname, and prefix
-Business details
-Phone numbers (home, mobile, and business)
-Email addresses
In addition to that, they request giving history: total giving, years of giving, number of gifts, last gift amount and date, as well…
7 votes
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