1483 results found
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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 -
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 -
Thermometer Color
Please make it possible to change the color of the Thermometers on the Grant catalog, which currently default to green.
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 -
Improve Scheduled Report Frequency
We have had instances where we're expecting a scheduled report to be sent on a specific day and it does not get sent until a later day. If CSuite is unable to send the automated email due to a system issue or Internet outage, it will send the next available day and will also adjust the schedule from that point forward. We then have to manually change the "Next Send Date" for those scheduled reports so they're back to sending on a specific day. This is especially problematic for Weekly reports.
Instead of the schedule auto-adjusting on CSuite's end based…
3 votes -
Grants request through the Portal that exceed the fund balance and available cash.
The donor submitted grants request through the Portal that exceed the fund balance and available cash.
Currently, there is no setting or hard stop in place to prevent a grant request from exceeding the available cash. When a request is created that surpasses the total available amount, the system displays a warning message indicating this—but it still allows the request to be submitted.
I recommend implementing a control that automatically subtracts the available cash each time a grant is made, ensuring that future requests cannot exceed the remaining balance.
3 votes -
Option for a donor to select if their donation is to be applied to the principal or spendable balance of an endowed fund.
For endowed funds, We would like there to be an option somewhere in the donation process for a donor to select whether they would like their donation to go towards the principal or spendable balance of the fund.
Right now all donations are automatically applied to the principal but we have some donors that will make a contribution to the spendable balance of a fund in order to cover the difference for a grant/scholarship going out.
3 votes -
task due date
Add / Create Task - can the due date default to today's date, keep option to change date? A lot of tasks are done for daily activities, so why not save time for the due date?
3 votes -
Grant Catalog Catagories
Please make the grant categories/grant types optional for populating at the top of the catalogs. They push down the catalog too far and the search bar is fine for navigating. Please and thank you.
3 votes
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