1375 results found
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Edit default subject field for fund advisor login emails
We would like to be able to customize the default text of the subject line sent to fund advisors for the portal login email.
4 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…
4 votes -
Open Report in New Tab
I would like to open multiple reports from the dashoard without leaving it! I want to right click the report id to open in a new tab without being blocked. This is helpful to me when comparing certain metrics and different reports. I know there are workarounds (i.e opening up multiple report tabs and then clicking the id) but would really like to see things streamlined.
4 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
4 votes -
email grant award letter
The notes that are automatically saved to grantee profiles when a grant award letter is sent do not include emails that were cc'd, nor is the attachment included. There is a link where a file could be attached, but it gives me an error and I don't want to have to manually attach grant award letters to each note on a grantee profile anyway.
When emailing grant award letters from CSuite, we have added a note in the Other Detail field on grantee emails that they are for grant notifications, but this detail isn't available as a field to pull…
4 votes -
Sub Category option for Files
The category function is great for organizing files but we would like to provide more organization by having sub categories. Like a main category would be Finance and sub categories would be documents finance would be concerned with such as W9s. Thank You cards would be a Donor sub category. etc.
4 votes -
Portal Login email send option from CSuite for all login types
It would be highly beneficial to have the Portal Login Email option available in CSuite for all designations, not just Fund Advisors. Our team regularly creates login emails for Donors and Grantees, and enabling this feature for these groups would: Standardize communication across all designations & reduce reliance on Outlook for manual sends and save significant time and reduce errors through automation
Currently, this functionality appears limited to Fund Advisors. Expanding it to Donors and Grantees would materially improve efficiency.
4 votes -
Reporting
Allow filtering on the same field more than once for the same report. For example, we might want to see 2 specific dates, or eliminate more than one batch or date from a report.
4 votes -
Donation Report
It would be great if there was a way to sort first time donations, but if the household already gave and then the individual then gave, it would not show up as a first time donation. Since, they already gave through their household.
4 votes -
Additional payment types when creating a batch of checks
Similar to where you can check a box to include blank default payment types to populate when you create a batch of checks add an option where you can select alternative payment types.
Currently if you want to pay with a check for something that is typically electronic or ACH you have to change the default payment in order to create a check and then remember to change it back.4 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…
4 votes -
Tax receipt
When I uploaded a new default tax receipt template, I see that it is applied to all past donations. For example, a tax receipt that was sent on 4/9/25 does not preserve the actual tax receipt that was sent - what is preserved is the date and time stamp, and when I click "tax receipt" next to the printer icon, what is created is a tax receipt using the most recent default template. Would it be possible to also save the tax receipt that was sent at the date/time of the time stamp?
4 votes -
Donation Batch Workflow - Spendable
LOVE the concept and functionality of the Donations Batch Workflow, but many of our largest volume batches are those that are applied to spendable for the fund. While the batch concept is pretty awesome, if the Apply to Spendable selection could be added to the full batch options (rather than going back to edit each donation one by one), that would be so very wonderful.
4 votes -
Add More Fields to the Account Custom Report
When wanting to validate settings on each general ledger account it is hard to double check/verify any of the following settings as they are not possible to view in a custom report or to even export out of CSuite from the Chart of Accounts:
Functional Expense
Advisor
IRS 1099 Field
Investment Level
Financial View
Statement Account
Close to Equity Account
Vendor
Currency4 votes -
llynch@cfok.org
Change the fund statement notification and email alert to a template which would allow for images (logos). Or add images <img src=""/> or {{img src=""/}} to html options. The current email is very basic despite having html capabilities. It's easy to overlook or mistake for spam. We currently send out an email notification through a third party which allows for image and logos. We would like to utilize the Csuite functionality instead.
4 votes -
Filter on org role date
Please allow us to filter by Org Role Date in custom reports. Currently, you can only see and filter by the Org Role Date in the Home Profile Designation area. It would be very helpful to filter by Org Role Date in custom profile and donation reports.
4 votes -
Recurring Grants - Update Language from "Recurrence" to "Occurrence"
For recurring grants, the language used for the number of grants is confusing. The wording that advisors see when they make a request is "Number of Recurring", and the wording that staff sees is "Max Recurrence." However, in practice, the number in this field will be used for the total number of grants (one initial grant PLUS any recurrences). Can the language be changed to "Total number of grants" and "Max Occurrence" - or something similar that makes it clear that the first grant should be included in the count?
4 votes -
Grantees, scholarship recipients able to upload documents
It would be extremely efficient and save time if grant and scholarship recipients could upload documents in their profiles through the Attach File button.
4 votes -
crm
When running an opportunities report or viewing opportunities, it would be beneficial to be able to filter the opportunities by stage. Viewing and reporting by stage can facilitate progress updates and help identify categories/levels of donor engagement when used for moves management.
4 votes -
Reporting on donations by campaign groups
Would like campaign groups to be a field in a campaign report. This would help me pull a report on donations made by specific groups/tables.
Currently, campaign donations report only show ticket purchases and not donations also made via stripe.
4 votes
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