1223 results found
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Fund Report with Pledges and Donations
I would like to be able to pull a report with all pledges and donations related to a specific fund. This would allow us to tell who has and hasn't been reached about their annual giving whether or not we have the cash in hand yet.
5 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.
5 votes -
Opportunity Connected Profile and Professional Advisor Designation
It could be confusing to see the full opportunity amount on a connected profile or professional advisor's relationship tab once they are connected with the new opportunity features releasing soon. Could there be some sort of designation added to those profiles so it's clear what role they have? I.e. red text saying "professional advisor" or something similar.
5 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 Makes it hard to know when information is outdated - I don't want to waste my time watching a webinar that is no longer relevant.
5 votes -
Functionality to Bulk Delete Vouchers
We'd like the option to be able to bulk/batch delete vouchers.
5 votes -
Tribute information fields should be added to Donation Notify Email Content
We need the fields for tribute information on a donation to be available to pull into the donation notify email body content. Right now, the tribute fields aren't available for this template.
We send agencies notifications about donations made to their agency endowment, and we need tribute information to be included. If it's not, the agency doesn't get the full context of the gift.
5 votes -
Add checkbox in settings to NOT make the affiliate the grant advisor for internal grants
We'd love to use the affiliate portals, but we've historically run into legal issues with having affiliates listed in ways that could be perceived as their own entity, thus we'd love the option to NOT make the affiliate the grant advisor (and therefore the vendor) for internal grants so the grant still flows through our main org's profile and the grant advisor is listed on grant letters as such.
5 votes -
Campaigns for programming sign-up
We use campaigns for programming event sign-up and always struggle with a few things that cause confusion with our attendees. For program, each person needs to complete their own registration. Here are some things that would improve the experience.
- Can the button that says “ADD TICKETS” be customized?
- Is it possible to limit the number of “tickets” a person can register?
- Is it possible to make the registrant’s address required?
- If it is possible to limit the registration to 1, can the guest information be added automatically, or that screen be eliminated completely?
- Can we skip the screen that comes…
5 votes -
Filtered Fund Lists (with URL)
Introduce the ability to categorize funds within the Giving Hub - allowing users to filter the fund list by specific types, such as scholarship funds.
Each filter view would generate its own unique URL. For example, the filtered list of scholarship funds could be accessed via: csuite.com/donation/scholarship-list
This would allow these specific fund lists to be easily shared on websites, etc.
5 votes -
Fund Advisor Tracking Options
Currently there are very few options for tracking fund advisor activity via the log. The provided columns, after filtering for fund advisor in the profile "Login Log" on sidebar, indicate very generic info such as Timestamp, IP address, 2-factor authentication, logout or locked out notification, error message (such as invalid password), if a team member signed in as a proxy to view a fund(s) in the portal, and location.
From a marketing perspective, we would be interested in knowing not only who and when, but other potential "clicks" or "views" such as for resources/documents (ie: fund statements or other shared…
5 votes -
Show what tax receipt template will be pulled on the donation record (to match the recent enhancement to grants)
Show what tax receipt template will be pulled when I am on the donation record (to match the recent enhancement to grants)
5 votes -
Donor Portal
The donor portal graphs for fund advisors currently default to depict the prior 12 months of activity. Our donors find little utility in this view as they are most focused on the activity which aligns with the calendar/tax year perspective. Can there be an option available on the portal for a Foundation to set this as the default view rather than ask the donor to make this switch each time they log in? Further, can there be an option for the Foundation to select to have the default for the graphs to depict the current calendar year vs the prior…
5 votes -
Export Reports with Filters in the Donor Portal
It would be great if there was a way that reports exported through the donor portal could include applied filters. For example, I tried it in the donations tab and I can apply the filter but it doesn't show up when I download a report. Thank you!
5 votes -
Identify Recurring Donations
It would be great if donation email notifications to fund advisors specified if donations are recurring, so that we can steward these donors differently. Also would be great if recurring donations were identified in the donation list in the portal.
5 votes -
When copying a fund, provide an option to copy the templates
When setting up a new fund we copy from an existing fund. It makes the process more streamlined. However, the staff then have to go to the templates and add the fund to all the different templates. This is an easy step to miss and we have quite a few templates we use on a fund. This would improve the workflow of setting up new funds and reduce errors.
5 votes -
Record photo covers file type
When an photo is uploaded into C-Suites, it covers up what type of file it is (individual, household, organization.) This has limited our use of that part of the product.
It would be helpful if there was a way to continue to display what type of file it is if uploading a photo.
5 votes -
measure number of visitors / analytics
We've had requests from our Board to measure how much traffic our Donor Portal gets. Would be useful to get some basic page analytics / number of page visitors.
5 votes -
maria casey
I would like to propose a change of the drop-down "ACTION" choices. Instead of the current default "replace with validated address" have the "Do nothing" as the default. This is helpful and will save time because profiles may have old addresses that we dont need to touch. Choosing the "do nothing" as the default will allow us to only click what is needed. Also, change the caps to lower, as someone else suggested, please. Thank you
5 votes -
Keep Affiliate Events Separate from Main Giving Hub
I would like the option to have an event listed on an affiliate's giving hub only, and not on our main giving hub.
Right now the work around is to mark the event as private and let the affiliate use a direct link to the ticket.
While this keeps the event off of our main giving hub, it also hides it on the affiliate's giving hub event tab.
5 votes -
Upload IDs - Legacy Profile Code
It would be extremely helpful to us, as we continue to clean up our data after implementation, to be able to create reports, and group profiles, by Uploading Legacy Profile Code IDs. We're still grabbing data from our previous system, and those records do not have any connection to their counterpart Profile Id in CSuite.
5 votes
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