1266 results found
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Close period - additional options
It would be helpful if month-end close could be broken down so we could close by the transaction type (ie donations, grants, vouchers, general ledger) or even by division. There are some areas that Finance wants to close ASAP to prevent back-dated transactions by other departments, but other areas that need to remain open for entries by Finance. The current all-or-nothing approach forces us to keep the period open, which means transactions (often grants) can post incorrectly into a past month. Please consider the functionality to allow for piecemeal closes instead of one all-encompassing.
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 -
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 -
scholarship import
We do a lot of importing of scholarships with new students and having the ability to import birthday and gender on the original import template would save the step of a batch update after the import.
5 votes -
Assign Two Funds to the Same Campaign
We run what we call "Hybrid Campaigns". With these campaigns we help organizations fundraise for two different causes that require two separate funds for tracking and accounting. Currently, this is cumbersome and difficult to track within C-Suite.
With the new fundraising campaign feature, it would be great to solve this issue by allowing both funds to be assigned to a campaign and allowing an allocation calculation to each fund. This would save us a ton of time reconciling and tracking each fund.
For example:
Building Campaign Fund - 60%
Savings fund - 40%The Building Campaign Fund would then receive…
5 votes -
Multiple Forms of "Electronic Payment" - Everything gets captured in ACH file
The ability to further segment Electronic Payments so that payments made via etransfer etc don't get captured in ACH files. Right now, ACH files are generated by date, so if an operating expense is paid to a vendor via etransfer, and then grant payments are paid via EFT on the same date, that operating expense is included in the file with no way to refine. If there was an "Other Electronic Payment" vs "EFT Payment" option, it would be really helpful to ensure there are no duplicate payments. :)
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 -
Update Other Profiles Function
I attached a photo of what Community Suite shows when a profile is updated and there are other profiles that had the same phone, email or address that matched the record you just changed. This function worked previously, but it no longer functions. When the boxes are checked noting if you want to change values for the other profiles as well, the updated address does not change on any of the profiles selected. Again, this function used to work and it was very helpful. I would love to see it work the way it is designed to. Thanks!
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 -
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 -
Fund Anniversary with Thank You Letter Template
We would love to be able to add a fund's anniversary (this could be at the fund advisor level?) with a letter template option to send a "Thank your for partnering with us" letter on the anniversary date.
5 votes -
Grant Refund - Payment Type
When depositing a returned grant, the only payment type is check. We most often get returned grants electronically and therefore, the payment type is incorrect.
5 votes -
Fund Advisor Invite Email
Please allow the default subject line of the Fund Advisor Invite Email to be customized so that it better suits the needs of each organization. As it stands, every time I send the email, I have to edit the subject line to that it makes sense and matched the verbiage we use with our donors and fundholders.
5 votes -
default expense accounts
When a fund advisor submits a voucher through their portal we have to have a default expense account set up. Our funds have different expense accounts depending on the type of fund it is. It would be nice if we didn't have to set a default and could just assign an expense account when we create the voucher on the back end OR be able to set these defaults by fund or fund type.
5 votes -
export button on grant summary
In the portal, the grant summary does not include an "export" button like the grant history page does. I think adding this would allow for a consistent experience for users. Please add an "export" button to the grant summary page.
5 votes -
Bank Recon-Sort Checks
When reconciling the checking account, you took away a feature that allowed you to sort by check # which was very helpful. Can you please add it back.
5 votes -
fund advisor portal image
There is an option to place an image at the fund level, but in the fund advisor portal you cannot see the image. It would be nice for advisors to select funds within their portal based on images since many of their funds are labeled the same or they have several funds within their account.
5 votes -
From Portal - List all Fund Advisor's Funds at Top on Giving Hub
When a Fund Advisor clicks on "Donate" from the new Portal, they go to the Giving Hub and are presented with a list of their funds and promoted funds.
As of a release made in January 2025, their Private funds are listed first, followed by a mixture of their not private funds and our promoted funds listed in alpha order.
This is confusing for our fund advisors because they are not thinking about whether the fund is private or not, and it is not clear why their funds are in a mixed sort order.
Is it possible to list all…
5 votes
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