1223 results found
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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 -
check labels
ALL labels and envelopes should be downloadable in Word for easy editing. The area where they are not that I have had issues with today is in check batches. I use that feature when we do our large designated check run each year and the labels always need adjusted. Even with Acrobat Pro, this is difficult to do.
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 -
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 -
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 -
Budget % Over year automation
When putting in a budget for a fund, is there a way to have it not spread evenly out over the 12 month period? For example, can you allocate different % to different quarters? Like 20% Q1, 25% Q2, 35% Q3 etc. I know there is a manual way where you can put in a specific number for each month, but automating this with % amounts per quarter/month would be great.
7 votes -
Save Report Columns Options (ordering, naming, showing, etc.) on Print Screen in Financial Reports
Please add the option to save changes made to the Report Columns options when on the Print screen in Financial Reporting. The new changes made in Financial reporting allow for additional print options, but it is not possible to save these changes for future use. Please provide the option to save these changes so they can be loaded when re-running these financial reports in the future.
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 -
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
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