1483 results found
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Adding multiple campaigns to one donation
Adding this again...
The ability to add multiple campaigns to one donation would come in handy. Sometimes there are events that two campaigns would apply.
i.e. We have a anniversary campaign that goes all year, but a donation might come through that meets that criteria and it was given at an event, so we'd like to add it to that campaign as well.
3 votes -
Linked Fund Advisors Unable to get Donation Notification Emails
We currently utilize the fund advisor designation for our organizations holding an endowment fund with OCCF.
The main contact is usually the fund advisor and the receiver of the donation notifications.
The problem we are facing is that our linked fund advisors are not able to receive donation notifications unless their email is added to the main profile and the box is checked within the fund advisor designation or making their individual profile a fund advisor with that box checked.
I have a picture of the login and linked advisor below for reference. Even if the linked individual is marked…3 votes -
manual admin fee description
Currently, the description entered on a manual admin fee displays only on the transaction to the receiving fund. On the fund that pays the fees, the description shows the fund name, not the custom description that was previously entered.
Can the description please be the same for the fund paying the admin fee as it is for the fund receiving the admin fee, as entered when creating the fee.
3 votes -
event
Allow fund advisors to see guest names/rsvps for events tied to their fund. Right now they can see the payer name only and export their contact info, but if there are multiple tickets bought in a pack, they can't use the information in the portal to create a guest list/plan catering, etc. It would also be nice if the campaign name was visible to them in the portal as well. We have a handful of fundholders that hold multiple fundraisers throughout the year, and the stop Foundation staff from what they're doing to pull multiple guest lists for them takes…
3 votes -
Adjust when Tax Acknowledgments show in Receipt bucket
Currently, as soon as donation information is entered and a tax acknowledgment template is chosen, but before the donation is posted, the tax acknowledgment populates in the Receipt bucket to be sent. We wait to post some donations until the donation details have been confirmed, specifically for stock donations but also other one-off situations. Currently, we have to communicate to the person who prints the Tax Acknowledgments to wait to send specific acknowledgments because the donation isn't actually approved/posted. This could be avoided if the tax acknowledgment only populates in the Receipt section AFTER the donation has been posted.
3 votes -
Automated Campaign Emails
It would be helpful if we could set up automatic emails for individuals registered for an event campaign to send reminder/event details, and follow-up emails from CSuite, instead of having to download the list and upload it to another platform.
3 votes -
Move the "Send to GLM" option away from "Post & Get Approval"
Recently, an option to "Send to GLM" was added for grants in New status. That option is right above "Post & Get Approval". Our staff has accidentally clicked the GLM option several times, because it is red and is located directly above the Post & Get Approval option. Please move it somewhere else in the left menu - anywhere that is not right next to the option we want to choose 90% of the time.
3 votes -
pledge adjustment
Please allow the ability to adjust pledges and promises down if they accidentally get adjusted higher than the original amount. The inability to delete and start over, or adjust it back down, makes it appear on the pledges tab that someone paid that adjusted, higher amount rather than the corrected amount. It makes accounts look messy and inaccurate.
3 votes -
Combine Grant Aware Letters by Grantee
Request: Allow Grant Award Letter templates to pull from a "for each grant" structure grouped by grantee, similar to how the payment/check letter can already combine multiple vouchers. This would let us send a single award letter per grantee covering all their grants, rather than one letter per grant.
Use case: Endowment distributions where a single entity receives grants from multiple funds in the same cycle.3 votes -
Student Probation
Not all, but some of our multi-year scholarships have GPA requirements that place students on probation for a semester. I would love for there to be a toggle or checkbox on the student's profile that would allow us to flag these students. Somewhat like an "alert" in Csuite. It would be helpful rather than keeping a separate list elsewhere.
3 votes -
Fund Request Form Enhancement - Fund Agreement Template
When a prospective fund holder submits a Fund Request through the online form, that submission captures much of the information needed to begin drafting a fund agreement. Currently, there is no way to carry that information forward into a templated document without manual re-entry.
We would like the ability to create a document template that pulls fields from a submitted Fund Request record and generates a first-draft fund agreement. This would:- Reduce manual data re-entry for staff after a fund request is received.
- Standardize the initial fund agreement drafting process.
- Create a more seamless handoff from the intake stage to…
3 votes -
Schedule Send Saved Financial Reports
Add the ability to schedule send saved financial reports.
3 votes -
Inactive Contact Information - Move or Hide
When a piece of contact information is marked inactive, it should either be moved to the bottom of the list or moved to a different tab. It also should not show up at the top of the profile screen.
Examples attached:
- Screenshot showing inactive address at the top of the addresses list
- Screenshot showing an inactive address in the primary address section at the top of the screen when both addresses were marked as inactive
3 votes -
Use more consistent names and labels functions in Csuite
Why is called "duplicate" in one screen and "copy" in another. Please use consistent names and labels for functions in Csuite.
3 votes -
Resend Auto Emails for Granters and Grantees
When an email did not send and the issue is corrected, we would like the option to resend the emails to granters or grantees notifying them of the grant completion.
3 votes -
Grant Notify
Grant notifications should be triggered when they are moved to paid/complete bucket. Currently the notifications are triggered when the grant is posted/unposted, rather than when the grant is processed for payment. Requested on behalf of Community Foundation of the Ozarks.
3 votes -
Remove Archived/Inactive Campaigns from Donation/Voucher Dropdown List
Remove archived/inactive campaigns from the donation/voucher dropdown list. Requested on behalf of Community Foundation of the Ozarks.
3 votes -
Journal entry should not force you to type in 0 in the credit field when posting a debit and vice versa
Journal entry should not force you to type in 0 in the credit field when posting a debit and vice versa
3 votes -
Bulk Archive Profile Type
As foundations grow, it's common to end up with profile types that are no longer in use. Cleaning those up currently means archiving profile types one at a time, which gets tedious fast.
The idea: add a bulk archive option at the profile type level, allowing admins to select profile types and archive in bulk.
This would be a big time saver during database cleanup, data audits, or any time profile types are being consolidated.
3 votes -
Customer Open Invoice Statement
Right now there is no statement that lists all open invoices on a customer profile. The Customer Balance Report lists all invoices, but does not clarify if the invoices were paid or not. A statement of open invoices with the customer name and our logo would be really helpful so we can send the statement to our customers. Right now we have to take the invoice information from their profile (or build a report) and manually format a statement in a word doc. If this was a built in feature in CSuite it would save us a lot of time.
3 votes
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