1420 results found
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Check all boxes
Please add a "Check All" or "Uncheck All" feature in reporting for Profile Types.
3 votes -
opportunity beneficiaries
The listing of beneficiary opportunities on the Org relationship tab is great. However, could you please add the donor's name on that listing? We don't know who these donors are because there is no name listed. This would be very helpful.
Thank you.3 votes -
Opportunity Task Workflow (Repost due to archived)
We are using opportunities and opportunity tasks to help with reporting on development activities. This often requires creating a number of tasks to detail some of the ongoing activities in a more dynamic way than is offered by a recurring task.
I would love to see a new function in opportunities to add a "Task Flow" which would add a list of tasks and time frames at once. These flows could be CUSTOM designed for different development activities in an ideal world and could even further follow advanced logic if built out completely.
For example: A development lunch.
Flow would…
3 votes -
Checking Account on closed funds
All funds, even closed funds are required to have a checking account. However, if a checking account is listed on any fund, that account can't be closed when the bank account is no longer in use. We are running into an issue where we have a bank account that has been closed, but there are many (44) old, closed funds that have it listed as the checking account, so the account can't be closed in Csuite. While I can reopen and change the checking account on the closed funds, this is time consuming and I still have to change it…
3 votes -
Recurring grants - Add additional confirmation to delete a record
Currently, if you click "Delete" on a recurring grant, there is no page to say "Are you sure you want to delete this item?". Once deleted, there is no way to find the recurring grant record to add a note.
We have an internal policy to NOT delete recurring grant records for this reason, and instead max out the occurrence so the record moves to closed/inactive, but we maintain the records.
I have accidentally hit "Delete" when I am intended to click "Edit", luckily only for recurring grant records where I am trying to close out the request, but one…
3 votes -
Donation Rollup Reports
When you do a donation rollup report in custom reports, it spits back inactive household profiles. We would still like to use the rollup report to get the advised and household donations rolled up, but would like to see the name of the active individual attached to this household profile.
3 votes -
text message to notify fund advisors of grants and donations
We have received requests to notify a fund advisor via text when a donation or grant is available. CSuite currently allows emails. Any chance the texting those notifications could be added?
3 votes -
internal grant letter template field
In the Internal Grant letter template, I would love to have the advisor household salutation. You have included the advisor household label, but my only option for the salutation is one member of the household. So, we are manually editing all the internal grant salutations. Please help us be more efficient by providing the advisor household salutation!
3 votes -
GRANT PROCESS IMPROVEMENTS - VOTE!
VOTE FOR GRANT LETTERS!!! 1 - Allow for the grant type AND grant letter template to be two custom fields on the import template. 2 - Allow the signed letters that are uploaded and saved to C-suite, to be emailed from C-suite.
3 votes -
Edit calculate date of manual fees
When processing manual fees, the calculation date automatically generates as the date that the fees were processed. That's inaccurate for us as our fees are all calculated as of quarter end but most likely not processed until a month later. We would prefer that a calculation date field be added so that we can select the date ourselves.
3 votes -
Edit default subject field for emailed tax receipts
The option to email tax receipts directly from a donation does not provide a customization option, so you have to edit the text that will be in the subject of the email for each donation if you don't prefer to use C-Suite's default subject field. Please add the ability to create our own default subject field that will generate for every donation.
3 votes -
Opportunity Name
Have a convention called Naming or Description for the opportunity itself that will allow to name or describe the opportunity without adding a task
3 votes -
shiny new look
Shiny New Look: Responded to user feedback on the new UI updates, particularly around visibility and shading:
- Increased contrast when grouping a custom report.
- Increased contrast between enabled and disabled action buttons according to user permissions.
- Updated buttons for generating award letters on scholarships.This did not happen on my sccreen
3 votes -
LYBUNT
LYBUNT Report in Dashboards is not accurate because it counts donations from households and individuals as separate.
For example, if Jane Doe only donated in 2025 but the Jane and John Doe household donated in 2026, the LYBUNT report would show Jane Doe which would be incorrect because Jane actually did donate in 2026 with John through the household.
I suggest having the LYBUNT report consider donations from indiv and their households as one unit to prevent this issue.
3 votes -
Import Template for Add Ticket
I would like an import csv for creating campaign tickets as an alternative to the "Add Ticket" method. This would help greatly in reducing the time in takes to create multiple tickets and ensuring that the tickets have uniform/correct settings without clicking back into each ticket.
Fields would include Name, Seats, Price, Value, Available, Private, Description, Donation Account, Non-Donation Account, Sort Order, Sponsorship Type, Receipt Template, etc.
3 votes -
grant request cart
We'd like to recommend a couple of additional customization options for the online portal:
1). It would be great if we could customize the text of the Grant Request "Description" box (specifically, we would like to be able to include instructions about what people making Grant Requests should include in that box. Right now we have some "Portal Content" text that provides those instructions, but we feel the instructions would be followed more consistently if we could change the name of "Description" -- to utilize this change effectively, we would also like to see a character limit for the box…
3 votes -
"Hand Deliver Grant Checks" as an option for funds
A local organization does not get mail from us, for reasons that are not known. These missing mailings include checks. We have documented this situation for more than a year. Their profile is now set to Do Not Mail, but an option to Hand Deliver would make it much clearer that all letters need to go by hand.
3 votes -
Hand Deliver Only
For grantees who have recurring issues with mail, how about a Hand Deliver Only option that is right up front on the main grantee profile page? We have an organization that does not get checks in the mail from us on a regular basis. This option would make it clear what the delivery mode is without a need to read or refer to a note.
3 votes -
Loan Creation
When creating a new loan, it would be helpful to be able to create one loan but assign it to multiple funds. For our organization, it is typical for several fund advisors to participate in the same loan so it can be time consuming to have create separate loans for each fund rather than one "parent loan".
3 votes -
Alumni Designation
The “Alumni” designation is a great option for adding education information to a profile. However, it would be better if we could rename it to “Education,” since the current label doesn’t really fit a community foundation’s needs.
3 votes
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