1326 results found
-
Janinne@glcfoundation.org
Is it possible to hide all closed funds. It's frustrating to accidently click on the closed fund and have to go back again to retype. Staff here complain all the time to me.
2 votes -
place hold on future payments for multiyear grants
We have several multiyear grants that are tied to one application. Once we process the first payment, the remaining payments are listed under voucher even though they are not due for a year or two. Can we get a "place hold" button for these multiyear grants so we don't accidently initiate payment?
2 votes -
Grant Approvals for Multiple Advisors
1- Can C Suite help track approvals from multiple fund advisors and automatically put the grant in when enough approvals are received? And also do reminder emails to fund advisors who have not responded with their approval or disproval.
2 votes -
Funds without tasks associated to them should be reportable
In reports and Data Visualization, you are able to create a report that shows all the opts and tasks associated with a Fund. We would like to be able to run a report or DV to show all funds that do not have tasks in a given date range so that we know who which fund advisors we need to touch base with. Currently, the only way to do this, is to run a report for all funds, and run a second report that shows funds with tasks, export both lists, and then do a vlookup in excel against the…
2 votes -
System-Wide Google Analytics Support for Donor Journeys across Portal and Giving Hub
Foundations increasingly want to understand the full donor journey. From public website or email campaigns into CSuite, through the donor portal or Giving Hub, and ultimately to completed actions such as gifts or grant recommendations.
While Google Analytics can currently be applied to Giving Hub pages, there is no way to track end-to-end donor behavior across CSuite, particularly once a user enters the donor portal or navigates authenticated areas of the system.
What’s Missing Today
Current Google Analytics support allows for:
-Page and event tracking on Giving Hub pages
-Donation-related event data via Measurement ProtocolHowever, it does not allow…
2 votes -
Relative Prior: Last 4 weeks
We have a monthly board meeting, would love to make a report showing employee activity since the last board meeting but the closest options are "Last Month" (which would show events before the last board meeting) and "Current Month" (which would be missing events since the last board meeting).
If there was a "Last 4 weeks" like the current "Last 2 weeks", that would be perfect
2 votes -
Custom Log Report: Link to follow ref
It's great to be able to run a report based on employee activity but the logs in some cases are extremely vague (like "voucher - Unposted") and I can't even click on refId to view the entity and see more details. Please make refId clickable
2 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.
2 votes -
Can the field Manage Cash be added to Account bulk edits
It would be very helpful if the Cash management field on Accounts was bulk editable like it is on funds
2 votes -
Sticky Sorting on CSuite Buckets/Workload Pages
Currently in CSuite, when a user sorts a Bucket/Workload/List page by a specific column (for example: Grantee, Grant Date, Amount, Status, etc.), that sort resets when the user navigates away from the page and then returns. This requires the user to reapply the same sort repeatedly throughout the day.
We are requesting that Bucket/Workload/List pages retain (“stick”) the user’s last selected sort order when navigating away from and back to the page, either for the duration of the session or as a user-level preference.
This enhancement would:
-Improve efficiency for staff who rely on consistent sorting to manage daily workloads…2 votes -
upload voucher
Hey there,
In the voucher upload screen, would it be possible when uploading a csv to get a preview page after the initial upload page where we can verify the data prior to fully submitting? We upload 50+ vouchers as a time to record credit card transactions and it would be very nice to be able to confirm that nothing happened in the upload, like a value shifted and ended up causing a misalignment of values, or a profile number got entered incorrectly. This would prevent any kind of upload problems that would require subsequent manual deletions of a whole…
2 votes -
Edit Page - Field Comments
It would be nice if, for each major page that has an edit button (profiles, donations, vouchers, etc), we could have a corresponding system data version of the page were we could write comments for each data field (perhaps in some kind of markup where we could also bold, italisize, color change/highlight). Just a textbox for each field that allowed us to insert comments for them that would then display during the actual use of that page.
In use, when a person hits "Edit" for the page in the data side of the system, the notes could be displayed so…
2 votes -
bulk open opportunities
It would be really helpful to be able to bulk open opportunities. Currently we can bulk close them, but not the reverse.
2 votes -
Checks Content
I would like to disable or change check content for different accounts. Not all checking accounts are the same, and it would be beneficial if we could edit the verbiage depending on which account the check was being issued from.
2 votes -
Tracking Voided Grants
When a portal request is voided before a grant request is officially made, there is no way to track it. It would be nice for the voided request to show in the fund's history and/or on the Fundholder's dashboard so that they an see that it was voided as well.
2 votes -
Thermometer Color
Please make it possible to change the color of the Thermometers on the Grant catalog, which currently default to green.
2 votes -
marketing campaign having undelivered or returned option
It would be nice to be able to mark when a mailing has been returned to sender in a marketing campaign. Keeping track of returned or undelivered mail is important to know who actually received the mailing and who did not. We currently have to list all mailings as events, so we can mark 'RSVP: no' for returned mail. This is not ideal in properly organizing our communications. The undelivered option would also be nice to apply to email addresses that reject a digital mailing, as this does happen at times as well when someone's inbox is full, etc.
2 votes -
template logic for campaigns
For the new Fundraising type campaign, you can assign a tax receipt template to the campaign. However, there is no logic to pull this letter into a manually entered donation. I have been going into each manually entered gift and editing the tax receipt template to match what is already tied to the campaign. We need logic built so tax templates for specific campaigns will automatically be applied to manually entered gifts.
2 votes -
API endpoint for multiple profile address types
As an organization using the CommunitySuite API to link profile data to another system.
I need to be able to select the relevant address type on the profile
So that both systems have the same information for each type of address.2 votes -
CSuite API - Endpoint for Journal Entry Integration
We capture some donations in bulk as journal entries instead of as individual donations, and need to track these journal entries in CSuite as well as an external system.
2 votes
- Don't see your idea?