1483 results found
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Your Tickets tab Styles donation portal
Please allow styling of the Your Ticket tab donation portal; we would like to be able to have consistent logos and banners on that tab to match the other tabs.
5 votes -
csuite guide when high level employees leave/new employees follow
As we've been transitioning our new CEO into the role, I've noticed that many of the necessary updates are spread across different areas of CSuite. For example, Fund Stewards are managed separately from Grant Approvers, along with several other permissions and administrative settings (tasks, reports, etc.) that need to be updated individually.
It would be very helpful if CSuite offered a centralized onboarding/offboarding checklist for executive-level employees. A single location that identified all the areas requiring updates when a key staff member joins, changes roles, or leaves the organization would help ensure nothing is overlooked and make the transition process…
4 votes -
Notes on Shared Reports
Many of our shared reports require detailed background on how to use correctly -- for instance, when internal donation totals should be included or excluded. Right now, that knowledge has to be stored in a space entirely separate from the report itself, which leads to information-transfer challenges when bringing on new staff. If we could add usage notes to shared reports, we'd know that all staff have the knowledge they need to use reports correctly right there.
The description field is not ideal because you essentially have to save a new report every time you want to edit it.
4 votes -
Fund Group Listed in Profile Record
When in the Profile record, it would be helpful for the view in the Relationship tab of the Fund Profile to include the fund group. We need that information for the view to keep from having to open each fund if a fundholder asks about their "Donor Advised Funds", for instance.
4 votes -
Multiple Newsletter Campaigns on Giving Hub Checkout
Currently, CSuite allows only one marketing campaign to be designated as a newsletter, resulting in a single opt-in checkbox on the Giving Hub checkout screen. Many foundations manage multiple newsletters targeting different audiences or interests and have no way to offer donors a choice at checkout.
We would like the ability to:- Designate multiple marketing campaigns as newsletter campaigns.
- Display a separate opt-in checkbox for each designated newsletter campaign at checkout.
- Add a description at the campaign level to communicate what each newsletter covers, helping donors make an informed choice.
This would allow foundations to grow segmented subscriber lists organically…
4 votes -
Share Do Not Mail/ Email/ Call/ Solicit between linked profiles
Share Do Not Mail/ Email/ Call/ Solicit between linked profiles.
When you mark a profile as "Do Not Mail" or similar it would be great if there was the option to update linked profiles to the same status. Similar to how when an email address is updated, we're asked if we want to update all instances.
4 votes -
Add a Credit Card Processing Fee Field
Please add a field for tax receipts to make clear for the donor the credit card processing fee from the donation. They currently show up separate, but there is no text specifically stating it's the processing fee.
4 votes -
Donor Rollup Report Enhancement
The Donor Rollup Report currently totals the donation amount when the roll up household option is taken. It would be more beneficial if the First Donation Date & Last Donation Date were updated as well when this option is selected. Ideally it would show the First Donation Date, which would be the earliest date for the household profile or the members, including advised donations. The last donation date would show the date of the last gift given by the household, any of the members, & include advised gifts as well.
This would allow our team to finally have all of…
4 votes -
Recurring/beneficiary scholarships
I would love to be able to set up default scholarship distributions, similar to recurring grants and grant beneficiaries. We have funds that release scholarships every year but there is currently no way to automate this process for scholarships similar to how it can be done for grants through recurring or grant beneficiaries.
4 votes -
Fund Portal Donate Button - Add tributes
Fund advisors must now donate to their fund via the new Donate button instead of the Giving Hub. Please add an option for them to donate in memory of/in honor of to create a tribute on their donations in this new area.
4 votes -
Calculations in field while posting vouchers, journal entries etc
Quickbooks online has a feature where in the field you can do some basic math which is convenient for the way we have to post hst in Canada. In a field you can say 300/1.14 to calculate out the tax. It saves having to have a calculator beside you and is very convenient.
4 votes -
Turn off or modify email for non-gift
We would like to be able to either (1) turn off donation emails related to non-gift donation types, or (2) be able to modify the donation emails to have more appropriate wording related to these donation types. It appears there is only one Donation Notify Email Body within Communication Content that can be assigned in this area and it would be helpful to customize the body of the email based on the donation type.
4 votes -
Multifund security donation
Currently, multifund donations can only be processed via check/ACH. We would like the ability to process a stock donation similarly rather than splitting the shares up into multiple transactions.
4 votes -
Amount-Based Grant Approval Thresholds with Assignable Approvers
Clients need approval tiers configured by grant dollar amount (e.g., grants over $50K require VP approval) rather than percentages, which don't reflect how most organizations structure financial controls. The addition of named approver assignment per tier would further close a workflow gap that is creating friction for clients with formal governance requirements. This is a broadly applicable enhancement with high adoption potential across nonprofit and foundation finance teams.
Currently, this workflow exists for check approvals only, we are requesting it for grant approvals.
Requested on behalf of CF of the Ozarks, the Foundant sales, success, support, and consulting teams!
4 votes -
birthday notifications
I had an idea that could help strengthen donor relationships and enhance our customer service approach. It would be nice if the system could track donor birthdays and send birthday email or greetings.
It’s a simple gesture, but it communicates that we see and value our donors as people, not just as numbers or contributions. Small personal touches like this can go a long way in building rapport, deepening relationships, and showing genuine appreciation for their support and connection to an organization.
4 votes -
Add Donation Advisor as Receipt Template Merge Field
Simple, or maybe not so simple, request to add “donation advisor” as a receipt merge field option.
For us this would allow build out of conditional formatting related to acknowledgement of Donor Advised Gifts. See original support email below for reasoning and/or more details.
I was hoping you could help us finalize a new template we are developing for our “simple acknowledgement” receipt. This is the version we use when we want to provide a record of the gift but intentionally do not include tax language.
The issue we are running into is that I have not been able to…
4 votes -
Fund Portal Recurring Donations to Advised Fund
Create an option so that fundholders can still set up recurring donations to the funds they manage. With the recent change from the left hand option to the Donate button, recurring donations to a private fund are no longer possible.
4 votes -
fund advisor
I discovered today that the left menu under Fund Advisors no loner has an export. It only has "Export Email" on the left menu. Would you please put the normal export on the left menu. To work around I would need to create a report that provides all the information that I used to be able to just export from the Fund Advisor screen with one click.
4 votes -
Fiscal Sponsor Field on Grantee Designation to Auto-Populate on Grants
We would like for the option to assign a Fiscal Sponsor on the Grantee Designation of a grantee's profile so that it automatically populates on a grant record when it is created for that grantee, similar to how the Grant Type field on the Grantee Designation automatically populates on a grant record. This would save users time and avoid forgetting to add the sponsored org to each grant before payment is processed.
4 votes -
Closed Funds - indicate in search results that fund is closed When you search in the general search box, add "(Closed)" after the fund name,
When you search in the general search box, add "(Closed)" after the fund name. This was a previously implemented idea but I'd love to see a tweak to it - can you change the "(Closed)" to RED letters? I love that it's there but still often click on the wrong fund because it doesn't catch your attention
4 votes
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