1023 results found
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GLM Grant Status in CSuite
It would be nice if the GLM status showed in CSuite the same way the CSuite status shows in GLM. This would keep from bouncing back and forth between applications.
3 votes -
Birthday/Anniversay alerts
A simple idea that would help us a lot is to have checkboxes for alerts of important dates such as birthdays, anniversaries, etc when creating profiles. A step better would be receiving an email with this alert . Would be much easier than setting a task for each date for every profile .
3 votesYou could create a report with a relative date filter that is sent to your email. That might help with this request!
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Grant Notifications: Ability to customize email/subject line
Make the grant notification email something we can edit, or at least edit the subject line. Some of our donors get confused by the "Request Confirmation" subject line and feel like they have to respond to the email. Something like "Grant Requests Received" would be more helpful.
3 votes -
Transfer Requests
It would be helpful if we could net transfer requests when printing the request form. For example, Fund A needs to transfer $100 from our bank account to an investment account, and Fund B needs to transfer $200 from the same investment account to our bank account. The balance swap module wants us to transfer more than necessary, so I need to do a manual swap. After completing the manual swaps, the net is $100 from investments to bank account, but the only options I am aware of are to print both requests and add a note to clarify what…
3 votes -
Donation Notes/Purpose in Giving Hub
For the Donation Notes Label in the Giving Hub - Is there a way to expand the character max or at least show all of the words? It is cutting off the limited amount. Ideally, we would love to use a drop down for folks to choose purpose of donation. (ex. Sponsorship, Mitzvah Moment, Board Contribution, General Support, Event Ticket, Registration, etc)
3 votes -
grant catalogue dates
We would like to have the start and ends dates for grant catalogue requests to be tied to the individual requests in our grants catalogue rather than tied to the entire catalogue. We recently had a request that needs to be removed from the catalogue prior to it's full funding due to a change in the entity that owns the project asking for funds. It seems like the only way to do that currently is to edit the requested amount so it looks like it is fully funded. Our grants catalogue functions on a rolling basis so every request is…
3 votes -
Permission for Cancelling/Writing Off a Pledge.
Need to be able to determine who can cancel/write-off a pledge or pledge payment. Currently there is not a separate permission in pledges where you can determine what users can write-off or cancel a pledge.
3 votes -
Distribution Rounding
It would be helpful if we could select more rounding options for distributions, particularly a $500 round. A $250 round might also be beneficial.
3 votes -
Calculate CGA/CRT Payments based on % of FMV.
Need the system to take the FMV and calculate the new year's payment on CRTs based on a specified % of FMV. His example was 8% payout annually of FMV. But that FMV updates every year, so payment amounts need to change; the % remains static.
3 votes -
Grant Notify and Advisor Request Notify Email Management
It is so confusing with the grant notify checkboxes at the Fund Advisor level and the Advisor Request Notify checkbox at the Portal level. All of these should be at the Fund Advisor (or Profile) level, with the ability to bulk edit. Non of these emails should be set as an All or Nothing option, because it is often specific to the individual, but we do need the ability to manage in bulk, if needed. Administration of emails is really important and the user experience of doing so for these is pretty awful.
3 votes -
Set Grant Letter When Creating Grant, not have to edit then set grant letter
When creating a grant, I need the option to set which grant letter I want during the creation of the grant instead of entering the information, then saving, then having to go back and edit the grant to set the grant letter. I usually end up forgetting to set the letter. My way would save a few steps in the process.
3 votes -
make fund advisor inactive
there should be a check box on the fund advisor record that allows you to make them inactive. In some cases I don't want to delete them as I want to still know they are the fund advisor but I don't want them in the list
3 votes -
add tasks to dashboard
Could we add a task area to the dashboard? It would be great to click on the dashboard and see everything in one place.
3 votes -
Customizable Dashboards for Fund Advisors
Ability to show where we are with raising the funds of each need (a thermometer?). Needs ability that when a donor makes a recommendation via email or phone call that the dashboard updates to show the meter with the new recommendation.
3 votes -
Send Login email does not function. Please make Login Info tab able to edit.
Creating fund advisors is clunky and inefficient. Send Login email does not function. Please make Login Info tab able to edit. Please create an easier way to create fund advisors.
3 votes -
Donation/events check out page: remove option to donate/ register as organization
We are encountering a problem when an individual registers for an event as an organization. This results in duplicate profiles of the organization, and we are unable to merge or delete the profiles because a ticket is associated with it. Additionally, we have difficulty knowing which individual from the organization is attending the event because the person registering does not usually go back to edit the guest information with their name. To solve this, we would like to have an option added to the donation and ticket check out page, allowing donors/attendees to input their Organization Name/Work Organization on the…
3 votesYou should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.
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Indicate fund balance has been reduced by pending grants on the fund
If you don't work with grants to know there are some in the system to be paid and you look at a fund that has pending grants, it can look like something is wrong on the fund. The fund balance has been reduced by the pending grants but the assets have not been reduced. This makes sense but for development people who aren't aware of grants, it can get confusing. Could there be some sort of flag on the balance that grants are pending or something?
3 votes -
loans - need option for sub accounts on creation
When setting up loan accounts in the Accounts Default section, you must assign only one account for Loans Payable, Loans Receivable and Loan Interest. We have 3 separate loans that are sub-accounts of these accounts. So each time I set up a loan, create a voucher for the loan payment, invoice interest payments, or invoice for a principal repayment, I need to reset the defaults so that they map to the correct sub account. Is there a way that you could allow us to enter the main account as the default but then choose the correct sub account as a…
3 votes -
checkout - event options for non ticket options
We have an annual Gala fundraiser event set up as a campaign in C-Suite. The Gala has some tickets for sponsorships, some are tables, some are tickets and some are donation items or underwriting options.
For only one of those conditions is the best term "Ticket(s)" in the user's Cart Summary page.
I'd like to be able to provide a noun for use in the cart (in the edit-ticket form), so that respectively above someone could have one sponsorship, two tables, four tickets and one underwritten expense shown in their Cart Summary page as they check out.
Someone donating for…
3 votes -
Record of steps used to build campaign
We will often build campaigns by adding/removing profiles based on the same parameters used in an earlier campaign, though the profiles themselves differ based on data updates: e.g. invitations to our annual reception, generating the e-newsletter mailing list. There are usually several steps required to correctly add profiles to these campaigns; we have been writing them down and recording them as notes attached to the campaigns (e.g. "filter profiles by profile type id=xyz and add as household; then filter donations by last donation date<xyz and remove from campaign," etc.) It would be wonderful if CSuite could record these steps for…
3 votes
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