1461 results found
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April 8th, 2026 Feedback for Online Fund Request
Please post your feedback here
5 votes -
Opportunity Task Notes Should Display in Fund Notes Tab When Fund is Selected
Currently, when creating an Opportunity Task Note, users can associate both a Profile and a Fund with the note.
The note does display in the Notes tab on the associated Profile
However, the note does not display in the Notes tab on the associated FundThis creates an inconsistency in how notes are surfaced across related records.
Suggested Enhancement:
-When a Fund is selected on an Opportunity Task Note, the note should also appear in the Notes tab of that Fund
-This would mirror the existing behavior for Profiles and create consistency across the systemWhy This Matters:
-Improves visibility…5 votes -
Profile Type Report - Total Profiles
We would like to be able to run a report or somehow be able to see how many Profiles have a specific Profile Type. There is no way to quickly access this in a single report - we have to run a report for each Profile Type, then see how many profiles populate. Having a list to easy reference the number of profiles that have a Profile Type would be helpful to keep the data clean and up to date.
5 votes -
Fund Statements: Show grants total by grant type
As a community foundation with defined impact goals
I want to be able to show a fund holder what they have contributed toward those goals
So that I can inspire them to give more to the impact areas.Another application of this functionality would be to show the fund holder a breakdown of all their grants by grant type.
5 votes -
Recurring Grants Need to Populate in the Request Window Automatically Whenever they Come Due
Recurring grants are not automatically added to the main grant bucket when they come due, whether monthly or annually. Instead, you have to manually open the recurring grants section and move them over yourself. This creates a risk of missing scheduled grants, especially if you only have a few. Automatically moving recurring grants into the main grant bucket at the appropriate time would prevent these oversights.
5 votes -
Add Ability to Filter Donor Report by “Has Not Given Between X and Y Date”
Many foundations need a quick way to identify donors who have not made a gift within a specific date range (for example, donors who have not given during the current fiscal year or within the last 12 months).
Currently, users can filter the Donor Report by Last Donation Date, or view Year-over-Year donation columns, but there is no simple way to directly filter for donors who have not given between two specific dates.
A few examples of common use cases:
-Identify board members who have not yet made a gift this year
-Identify lapsed donors who have not given within…5 votes -
Pay email for customer invoices
When we email customer invoices the primary email is the default email, even if there is a separately marked pay email on the profile. Invoices should default to going to the pay address, not the primary. If you email invoices individually you can select what email address to use but you can't see which email is marked primary or pay unless you go back to the profile which is tedious, and the bulk email does not even list the option to switch the recipient email . We have some organizations we email invoices to and also email grant letters to…
5 votes -
Add a total to the AR Detail page
The AR Detail screen gives you totals for each timeframe. It would also be helpful to list an overall total for that profile, like listed on the main AR page.
5 votes -
Timestamps on Opportunity Stages
We would like the ability to report on how long an opportunity is in a stage. This will help with understanding if changes need to be made to the process or the cutlivation/stewardship plan.
5 votes -
Data Visualization - data dictionary and export/exploring datasets
Right now, it is very difficult to understand what each of the datasets and columns mean while working in the data visualization tool. It would be very help to have either/both of:
- A full Data Dictionary that explains what each dataset and their columns mean in layperson's terms
- The ability to export the full dataset from the "Edit Data" page. Right now you can only see a couple rows at a time and there's no search functionality. It would be easier to see what each column means and find what you're looking for with the functionality that an…5 votes -
Remove "Review Grant Request" and add Submit
Currently in the donor portal, before a donor submits their grants, there is a button that says "Review Grant Request". Can we please change this to say submit the grants? I have had numerous phone calls from our donors because they are frustrated with the clicks before the grants are submitted. We have several older donors who are confused by that button and let their grants sit in the cart. I would love to see an easier process/button to submit grant requests.
5 votes -
Approval Log on Scholarships
Please consider adding an approval log (or something similar) to a scholarship record. Currently there is nothing that mimics the 'Approval' log that appears on a grant. When a scholarship record has 'auto-approve' turned on, it auto runs through the grant stage, and still does not receive a logged approval. There is no easy way to see which user made the approval on the scholarship record, at any point in the system (SLM through to CSUITE). The lack of this transparency means we have to upload additional documentation to CSuite, showing who approved the scholarship to be paid, even when…
5 votes -
shiny new look
Why would you take away the option of not using the Shiny New Look???? Do you listen to your customers when they tell you that it is hard to see, hard to find tabs? Why??
5 votes -
donation import file
Add the fields below to the donation import file so they can be populated during import, reducing the amount of manual work required after a profile is created:
Salutation
Mailing Label
Recognition Name
Address Type
5 votes -
Ability to hide "out of the box" fields
I am curious to know if it is possible to hide non-custom fields? For example, if we never utilize the Recognition Name field in a profile, can this field not be provided as an option in the creation and view of a profile?
5 votes -
Donation page settings
It would be great to allow us to add a section that asks how the donor heard about the fund they are donating to. They could make a selection from options we provide, such as website, event, referral, etc. This would help greatly with marketing efforts.
5 votes -
donation advisor
Change the way CS searches names when adding a donation advisor: Currently, when you search names to add a donation advisor, the search factors prefixes and suffixes. It would be much easier if it just search Last Name, First Name. In some areas of the system, this is how the search function works, but it's not consistent across all area.
5 votes -
Donation Notification Delay
There should be a system-wide option to delay sending automatic email notifications to fund advisors when a donation is posted. Delaying it for 2-3 days would give us more time to review and correct any errors.
5 votes -
Grant Catalog Reports
1) Currently, the standard grant catalog donor report (when the number of Donors is clicked on from the Grant Catalog Report view) does not separate internal donations that come from DAFs or other internal funds. So our foundation shows up as the top donor (e.g. with 100+ donations throughout the campaign), and we have to pull a separate donation report to see the breakdown of all of those donations. It would be great if fund advisor donations can show up on this report.
2) The standard donation report (when the donation amount is clicked on from the Grant Catalog Report…
5 votes -
3 options for grants in the donor portal
allow fund advisors in the donor portal to be anonymous, share their name, and a third option to provide their home address to the grantee for thank you letters.
5 votes
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