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1223 results found

  1. Unfortunately, checks are sometimes loaded out of order. In our old system, we were able to renumber checks beginning and ending with specific numbers. We need a way to renumber multiples without changing them one by one.

    4 votes

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  2. Currently, the Division Filter only allows for all divisions or individual divisions. Please create an option to checkbox particular divisions so that it is possible to include and exclude particular divisions when utilizing the 990 reporting.

    4 votes

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  3. We would like to be able to download account values directly into the Community Suite at least once each month to improve efficiency and keying errors. The best would be the ability to download daily market close information for each investment position held that post a price at market close and quarterly for investments which value once per quarter.

    4 votes

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  4. We’d love to see the ability to link grants to a fundraising campaign, the same way donations can be linked. Sometimes grants come in as a direct result of campaign efforts, and right now there’s no way to capture that connection.

    Having this feature would give us a clearer picture of the true impact of our campaigns and make reporting more meaningful. It would also help us tell the full story of how our campaigns generate support—not just through donations, but through grants too.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  5. I would like the ability to import a spreadsheet for internal grants. It is possible for 'regular' grants, but not for internal grants at this time.

    3 votes

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  6. On the Fund Profile History page the actual amounts for the grantees are only visible if the mouse is hovered over a piece of the pie chart. It would be great if this pie chart could show the number values so that it can be used in greater detail at meetings with Fundholders.

    And/or, the ability to export the pie chart to excel to make these edits ourselves would work well. Right now it can only be copied as an image.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  7. API to connect CSuite GL transactions to another accounting system.

    3 votes

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  8. API to connect Profiles, Donations & Fund data to RE

    3 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  9. API to connect CSuite CRM, Donation, Fund and Grant data to an Account and/or Contact in Salesforce.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  10. Historic Fund Balance in custom reporting

    3 votes

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    1. Duplicates are not being caught if the profile has a prefix or suffix vs. the same profile without the prefix or suffix listed. For Example, Dr. Audrey Hauser vs. Audrey Hauser are the same people but are not being reported as a duplicate. Could we have C-Suite ignore prefix and suffix to catch duplicates?

    2. Duplicate households are not being caught if household names are inverse. For example, Hauser, Audrey & Olson, Cameron vs. Olson, Cameron and Hauser, Audrey are the same households but not being reported as duplicates by C-Suite. Could we have C-Suite catch duplicate household names regardless of…

    3 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  11. Is it possible to have a template letter to include with the printed Fund Statements just like the template for the emailed Fund Statements? We want to customize the letter each quarter and pull in the "Salutation" field for each printed Fund Statement.

    3 votes

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  12. Currently, internal grants do not show on the portal grant summary charts. This is confusing for fund advisors who want to see all that their fund has given to. The charts are not showing the true picture by excluding internal grants. If the same date range as the chart is used to filter the detailed grant history, the amounts are different. Again, this is confusing to fund advisors.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  13. Currently, there is not an automatic field for the Profile Age based on the DOB field. Is there a way that this can be programmed so that we don't have to export a list of people into an Excel spreadsheet and create a formula for this? In our organization, we do a lot of programming for age groups and having the age automatically show up on the profile page, would be awesome and less time consuming on the staff. Thank you for listening to my suggestion.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  14. I have some fund advisors who want to receive the notifications that go out regarding grant requests from a single fund, but they would love not to get multiple separate emails from the system for example.  In the most recent case, the fund advisor had made 32 separate grant requests. It would be great if by fund, we could have options for how this information is received by the fund advisor. Consolidated by week or Per Grant Request.

    3 votes

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  15. It would be very helpful if there were buttons with "Save" or "Exit without saving" when exiting a report screen.

    3 votes

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  16. When adding an email from a sent email, the search function only searches the sender, not the "to" or "cc" emails. As we cannot use the integration when drafting an email, the next best option is to attach from the our Outlook send. However, we have to manually enter the email to get to the right profile, as the search is only searching the "from" of the email.

    In addition, the search function is only searching the primary email. Many contacts have more than one email (work, personal, volunteer etc).

    3 votes

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  17. When reviewing a Grantee's Grants Tab, the Grants Awarded table accurately reflects values. However, clicking on the total value for a specific year only displays completed grants. This limitation becomes problematic when assessing the total grants for the current year, including both vouchered and completed grants.

    3 votes

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  18. It would be nice if Edit Payment Schedule, Grant Type, and all other grant related fields are available on the edit grant screen. It slows down workflow if I have to select some fields individually to edit, and then go into the main edit screen for the rest of the fields.

    3 votes

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  19. Besides the "List Carts" report under Fund Advisors which shows all carts, it would be helpful to see on an individual fund advisor if they have an abandoned cart. This would be on the Fund Advisor record in Csuite...an option on the left menu to "List Cart".

    3 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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