1230 results found
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Envelope Printing Incorrectly for DAF Donations
For Donations that are from a Donor Advised Fund or other scenarios where you have an Advisor to the donation that needs the tax receipt or acknowledgement letter (e.g., Edward Jones account is donor, but Jane Smith is advisor), the envelope template in Csuite still pulls "Edward Jones 1234 Foundant St" as the address, not the donor advisor. How can this be changed or can I change the envelope template and re upload this? I have to go to the donor advisor profile each time and print an envelope from their profile, rather than just use the streamlined 'print envelopes'…
43 votes -
Add # of Gifts field to Profile reports
You recently added "First Gift Date" and "Last Gift Date" as fields you can see on a profile report. It would be nice if you also added a "# of Gifts" field.
43 votes -
AP voucher line order should stay in order of entry
Is there a way to keep AP voucher line details in the order I enter them? If I have a large invoice and have entered numerous lines, save and then go back in, everything has changed from the order I entered data. Makes it incredibly hard to double check anything. Why does it change order? It doesn't go by alpha or dollar amount, doesn't seem to have any rhyme or reason. Please fix this. Thank you.
After receiving this response:
After further digging into this with my colleagues on the CSuite team. There is no rhyme or reason behind the…43 votes -
Unwanted Updates to Bank Reconcile
Please bring back a couple of features with Bank Recs!
Please allow for sorting transactions by check number again. I can now filter to only checks but they're not always in order and I don't see any way to make it so.
Allow for easier unreconciling/rereconciling. It used to be if I had to fix something from three months ago that required unreconciling the bank account, I could rereconcile with only one click. Now I have to go in and uncheck every transaction for the following months, reconcile the first month, recheck all the items for the second month, reconcile…
42 votes -
Pop-up Communications for Fund Advisors that show in the Portal
Would really like the ability to create customized communications that would appear as a pop-up in the portal when a fund-holder logs in to share things they are working on, foundation news, funding opportunities, etc. with fund advisors.
42 votes -
Grants On Hold In More Buckets - Approval & Voucher
It would be nice in C-Suite to be able to put a grant On Hold in the Approval and Voucher buckets in addition to the New bucket. The New bucket has not yet booked an expense to the General Ledger and often we want to book the expense but still prevent the grant from being paid for various reasons.
42 votes -
Attached files sorted most recent at the top (or options to select sort).
It would be helpful to see most recent activity at the top of the attached files instead of having to scroll down to the bottom or have an option to sort by whatever column you'd like.
42 votes -
fund advisor portal grant notification-advisor specific
Please make Grant Notify specific to the advisor who made the recommendation. There are many funds with multiple advisors and only the person who recommended the grant should receive notification that it has arrived or is being paid. Telling all the relatives every time one makes a grant is intrusive.
42 votes -
Add Email address "Other Detail" to a reporting object.
The email address has an associated data field named "Other Detail". There is not a way to add the email address "Other Detail" field to a report. The "Other Detail" field is currently only viewable in the CSuite application screen. We would like to use the email "Other Detail" field to hold codes to subscriptions allowed at that address.
There is a similar data field for the Phone number named "Detail" which is available in a reporting object.
41 votes -
Recurring Grant: Calendar End Date Option
When entering a recurring grant through fund manager or directly through Csuite, there is currently no option to specifically enter a calendar end date. There is the option to choose the "number of recurring" or "max recurrence," but there is no option to choose an actual calendar year end date for the recurring grant. For example, if I want to end quarterly gifts on 1/5/2028 that began on 10/5/2021, instead of putting the end date as "1/5/2028" I actually have to count the recurrence as 26 and put in that specific number. The ability to put in a particular number…
41 votes -
Column Spacing for Fund Statement List on Portal
On the Fund Statement page of the new fund advisor portal, the list has 3 columns -- Description, Date, and View. The Date column is much wider in the full page view and the description is too tight. Is it possible to better space those columns so that it fits better the width of the information in the column?
40 votes -
Fund Advisor Options - Donations and Grants Emails
We would love the option of toggling donations and grants notifications BY THE FUND for fund advisors. We add designated funds for our designated fund recipients so they can see previous year's grants, BUT we don't want them to receive the grants notification email when the grant is made, since some funds benefit more than one organization.
40 votes -
Recognize soft credits on donor profiles
We should be able to add soft credit to a donation record and it appears on the donor profile. Otherwise it does not count unless in a report.
40 votes -
Allow edits to password reset email for fund advisor portal
Allow password reset email to be customized within the content section similar to the other email notifications.
39 votes -
Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.
I am in agreement that they s/b able to correct their contact information but I think it would be better at the profile level to then be toggled "inactive" instead of disappearing altogether "deleted". Instance that just happened they removed their work email and replaced with a personal email, which is fine but now the work email is no longer on their profile at all. Please change to inactivated vs deleted when changes are done on the portal.
39 votes -
New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.
It would be beneficial if the Email Delivery status for bounced or dropped emails was in red.
39 votes -
Fund Advisor Bulk Edits
Although the bulk edits are handy, it would be better if we could do the edits by fund group or some other filter. The "Set Tab Permissions" button has this functionality, but the "Set notify" and "Set Statement Type" do not - it is all or nothing. All the bulk edits should have the same functionality.
39 votes -
Turn off notifications when deactivating CSuite user
When we "Make Inactive" a CSuite user when an employee leaves, it should automatically turn off any notifications to that user.
Currently, we have to remember that a person is receiving "grant request notification" emails for example, and uncheck the box manually BEFORE deactivating the user, or else those emails will continue. Worse, when you go to see whether they are included in the list of people receiving this notification, their name won't even appear... which requires you to reactivate the user just to be able to turn the notifications off.
It's nice when you don't have to do these…
39 votes -
990 tax class
Auto populate the 990 newly created tax class field using Charity Check but allow for manual overrides..
See the implimented tax class implientation below:
This functionality was released on December 1st, 2021. Added a 990 report for Grants to Individuals. Grantee's that are individuals will be included in this report. Enhanced the 990 export to include the IRC Section Code and Grant Purpose. The IRC Section Code will be populated from the new Tax Class field that is user defined in Profile Types.
38 votes -
display future year's spendable amount on fund statement
When creating fund statements at the end of the year, it would be useful to include the spendable amount for the next year on the statement.
37 votes
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