1483 results found
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Search via DBA field
It would be really nice if we could search via the DBA field. We miss the ability to search via "aliases" in our old CRM. We run the risk of creating duplicate records and potentially missing important notes on existing records if we can't find them via their name.
3 votes -
reassign
Bulk Reassign Tasks and Opportunities: t would be helpful to be able to Bulk Reassign Tasks and Opportunities when one employee leaves an organization. As of now, users must go into each task and opportunity to reassign them. There IS a Bulk Close and Bulk Complete option, but no Bulk Reassign.
3 votes -
Permissions on individual profile field
Set the permissions for some fields in profile to be accounting only.
3 votes -
Fund Reps should not see interfund donations that have not been processed
Hello - we have had issues with fund representatives being able to view partially posted interfund gifts to their fund, namely interfund gifts in the approval bucket. We would really like to be able to have an additional new bucket to stage grants so that our new bucket does not get so cluttered.
3 votes -
Attach to fund using Outlook add-in
Thanks so much for the Outlook add-in for CSuite!
We would love to be able to attach an email directly to a fund. Is that possible?
Sometimes we might be having an internal communication about a fund and that's where we want this note to be attached, rather than associated with any one Profile.
It would help encourage good documentation practices as you're able to build in more options to this wonderful add-in. Thanks for your consideration!
3 votes -
Re‑run a Charity Check Directly from the Grant Record
Allow users to re‑run a charity check directly from the grant record. Currently, users must navigate back to the organization record to perform this action.
Adding this option at the grant level would reduce extra steps, save time, and streamline workflows, especially when managing multi-year grant payments. It would also help ensure ongoing compliance by making it easier to verify charity status before processing grant payments.
TCF
3 votes -
Email Notification to Voucher Recipient When Voucher is Posted
We would like the ability to automatically send an email notification to the recipient of a payment when a voucher is posted/processed in CommunitySuite.
Currently, there is no built-in way to notify the recipient that a payment has been initiated or processed. This creates additional manual work for staff to communicate payment status and can lead to confusion or follow-up inquiries from recipients.
Use Case:
When a voucher is processed for a grant or payment, an automated email could be triggered to notify the recipient, including relevant details such as:
-Payment amount
-Fund or purpose
-Expected timing (if applicable)Benefit:…
3 votes -
UX Update Request: Minimize Left Hand Menu
When working on a smaller screen or with multiple windows open, the ability to minimize/collapse the left-hand menu in CommunitySuite would free up more screen space for in-system tasks and workflows.
3 votes -
Be able to change the time that we send auto email to staff from reports
It is great to auto-send the reports to staff emails and be able to schedule the day those emails go out. It would be helpful to also be able to schedule the time that those emails go out rather than just overnight.
3 votes -
Grant Request Notification - Include More Information
The grant request notifications we currently receive when clients request a grant, contain the name of the fund advisor who submitted the grant request, the grantee name, and the grant amount. We would prefer that the grant request notifications include more information similar to that of the grant request emails that fund advisors receive. The information we would like to see included would be fund name, grantee EIN, grantee address, and grant description.
3 votes -
Restrict logging in as other Users to the Admin security group
The current functionality allows any user with permissions to Login As (UserA) to login as another user (UserB) and act as UserB with UserB's permissions which may be different than UserA's permissions. For example, someone who assists Fund Advisors and has no financial permissions could Login As someone with Accounting group membership and surreptitiously generate and print checks. There is currently a security feature that prevents users who are not in the Admin security group from logging in as a User who is in the Admin group. Could this feature could be expanded so that only Admin users can Login…
3 votes -
bank reconciliation radio button
Why are the radio buttons on the bank reconciliation on the other side? It would be helpful if they were near/next to the check number. My optometrist would thank you.
3 votes -
Ability to Import Historical Scholarships that will also Automatically Generate Historical Grant and Voucher Records
It is important to have historical data accurately reflected in our records and currently the importing of historical scholarships does not provide for the automatic creation of the corresponding historical grants and vouchers. Currently, the creation of new corresponding grants and vouchers after importing new scholarships results in duplicate/erroneous records. How can we make sure that the import of new scholarships will result in accurate corresponding grant and voucher records?
3 votes -
@mentions
Please consider adding the ability to @mention team members to easily keep them in the loop of activity.
3 votes -
Do Not Text
Please add a "Do Not Text" feature similar to the "Do Not Call" and "Do Not Email" feature to Profiles.
3 votes -
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 -
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 -
jhunt@cbfcommunity.org
I would like to see the option of making a portion of a donation check spendable all in one transaction.
3 votes
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