1461 results found
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Bank Reconcile - Reconcile List button within the reconciliation
Would love to have the "Reconcile List" button that takes you back to the list of reconciling accounts within the completed bank reconciliation page. As I'm now approving bank recs within CSuite, I currently have to press "Back" and then "Reconcile List" once I've approved a bank rec and I'm ready to go to another one.
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 -
vendor custom field
Please add the ability to have custom fields on vendors. I'd like to be able to flag those who are corporations, or otherwise meet a 1099 exception so never need a 1099.
7 votes -
View Only permission option for Log In As in New Portal
We would like a 'View Only' permission option for the 'Log In As' function in the new portal. For audit purposes, we can't have multiple people use this feature as it stands. However, it is crucial for our donor/partner engagement teams to be able to support our fund holders and grantees using this feature.
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 -
Alert report
Alert report - I would like to be able to run a report with all alert notes.
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 -
custom report check date field
Please create a type of custom report that can include these two fields: check date and voucher description. Currently, check date is only available on a check voucher report and voucher description field is only available on a voucher item report. To have both of these fields in one report we need to manually export and combine these reports in excel. A custom report that allows both of these fields would be super helpful for 1099 reporting.
7 votes -
Display age based on birthday
Calculate and display the age based on the profile date of birth.
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 -
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 -
Embed Donations into Personalized Donation Pages
We utilize personalized donation pages on our website to promote specific funds. We want to be able to embed a link to the C-Suite donation page directly within our own unique URL that donors recognize as ours and trust. This is something we were able to do with CanadaHelps, but C-Suite functionality doesn't currently allow it. And the C-Suite donation pages look and feel very different from our web page, due to their limited design capabilities.
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 -
Giving Hub Customization - Radio Buttons
It would be great to have Giving Hub customizations (radio buttons for instance), which can be linked to parts of the donation approval/recording process on the Finance side of the transaction.
For instance, a radio button for Endowed/Spendable that allows donors desiring for a donation to be flowed through to their Spendable balance, which is linked to the Spendable checkbox in the transaction record.
An option to split the donation between Endowed and Spendable would be great too.
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 -
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 -
Show who is notified in online tribute dropdown
When displaying tributes for donors, in the dropdown on the Giving Hub, to select from, show who will be notified. We have tributes with different people to notify for the same person being honored/memorialized. For instance, the son's friend wants to notify the son of their donation, not the spouse. You see multiple tributes for the same person but have no idea why or who might be notified. We also have people put their own name in the notify thinking this is how they will get acknowledgement of the donation.
7 votes -
recurring invoice
Please add capability to set up recurring invoices for incoming cash payments such as rent that is received on a regular basis (most commonly monthly in our case)
7 votes
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