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1246 results found

  1. Change the language of finalizing donation.

    "cart" seems tacky, don't you think?? donors aren't buying anything!!
    Make donation now, complete donation, anything would be better.
    Or give us a space to edit in styles.

    30 votes

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  2. Grant- post by payment option

    I'd like the option to allow grants to post by payment like we can for scholarships. For example, the grant committee grants $15,000 paid out over 3 years ($5,000 installments). We'd like the option to have the $5,000 come out of the fund when it is approved for payment, versus immediately.

    30 votes

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  3. ID # search

    The only search function that allows you to search using ID #s is the main search bar on the top left of the home page. It would be great if the ID # search would be available in all search areas instead of having to type in the fund name, profile name, etc. We are at the beginning phases of using CSuite and have multiple profiles that have the same name. It is impossible to find the correct profile when searching only by name. Using ID search in all areas would help keep errors to a minimum.

    30 votes

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  4. Link one note to multiple profiles or funds

    Often times, we have to copy the same note to multiple profiles or funds because either there were multiple contact people for one fund or there was one contact person for multiple funds. Right now the only way to show up in multiple places is to copy the note.

    30 votes

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    4 comments  ·  Notes/Tasks  ·  Admin →
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  5. fund statement Advisor Name

    On fund statement templates, be able to pull the fund advisor name and company in a normal usage AND SALUTATION.
    For example templates currently pull info like this:

    Doe, John
    123 Main Street
    Anytown, OH 43003

    Dear Doe, John:
    (no company, backwards name, and no salutaion)

    It would be reasonable to expect:
    John Doe
    The Doe Company
    123 Main Street
    Anytown, OH 43003

    Dear John:

    I have been able to get the name in correct order by putting it in the mailing label but it doesn't pull the company name unless I put it in the address section, which of…

    30 votes

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  6. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Recognition Name Not Shown on the Fund Portal

    The Recognition Name is not shown as a column on the Contributions tab of the Fund Portal. When the information is exported, the Recognition Name is shown, but that isn’t something that a fund rep is going to do every time they access the portal to look at donations. Donors are misled into thinking that the Recognition Name is being shared with the fund rep, when, in actuality, the fund rep has to make an effort to find it. Can this be added?

    29 votes

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  8. Tribute donations messages

    Sadly, my idea is in here, just archived - with over 50 votes no less!!
    Come on guys, this makes sense and is a nice option for donors to see clearly and for those who receive the notices to get a personal note. Folks make notes, but there's no way for the ack recipients to get them (without us doing cutting and pasting...) Original post below. Said much better than I by @lannie troon

    Comment With Tribute Notification
    I'd really like to add a field to the tribute section of a donation that could contain a comment that would then…

    29 votes

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  9. Profiles: required fields - visually display which fields

    Nice that you added the ability to designate required fields for profiles. An enhancement would be to indicate which fields are required when creating a new profile --- such as an asterisk or red field label to indicate that a field is required. Rather than clicking Save only to find that those fields were not filled in.

    29 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  10. Fund statements - sort by fund advisor or fund

    Give foundations the option for fund statements to sort by either fund advisor or fund.

    29 votes

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  11. Rename Unsubmitted Grant Requests to Grant Cart

    Rename Unsubmitted Grant Requests to Grant Cart ... people are used to having a cart. Right now we have to check the "list cart" to make sure donors aren't leaving intended grants in their cart. Also, any thoughts to send emails to donors if they have an unsubmitted grant in their cart to remind them? Like you receive if you left something in your shopping cart?

    28 votes

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  12. Custom Report Filter: "AND" "OR" logic within one filter

    It would be nice to allow "AND" "OR" logic within one filter, esp. for textbox fields.
    Right now the logic can only exist between different filters, but within one filter/field, there is no flexible logic built in for multiple criteria, nor does it allow using the same filter more than one time (with different values).

    Examples:
    (1) filter "Prefix" is "Mr." OR "Mrs." OR "Ms." AND "not null".
    (2) filter "profile type" IS "x" AND IS NOT "y"

    28 votes

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    2 comments  ·  Reports  ·  Admin →
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  13. percentage of gift to spendable

    It would be nice to have the ability to apply a percentage or dollar amount of a donation to the spendable and the remainder to the endowed portion. We have some funds that have been setup this way but currently the donation has to be entered as two separate donations in order to achieve the split.

    28 votes

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  14. Advisor Portal - Option to view activity by year

    It would be great if there was a way for fund advisors to see their fund activity broken down by year in the portal. For example, they could click on "2023" and see all the donations, grants, etc. for that specific year in one place.

    28 votes

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  15. Warning message if revenue share will push a fund underwater.

    If there is a market loss, there is potential that a fund could be pushed under water without any kind of warning. Would like the system to pop up a warning if posting revenue share will push the fund under water.

    28 votes

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  16. Accidental duplicate donations by donors

    It would be great if the system could trigger a pop up/warning if there is a duplicate donation in the cart (amount or fund or both) before it goes through the payment process. We're finding that every now and again a donor has not noticed the duplicate payment and has transacted twice when they only meant to once.

    28 votes

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  17. Household option for public donation page

    It would be nice for folks to be able to select "Household" alongside "Individual" or "Organization" when donating on the public online donation page. We have had some people donate as an individual recently and add in spouses on the "Recognition Name." This makes the donation and acknowledgement show up under the individual when we really want to acknowledge the household.

    28 votes

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  18. Recurring donation record with ACH as a Payment option

    Add more payment methods for Recurring Donations. I have some donors that prefer ACH'd donations every month that come directly to our Bank Account. It would be nice if I could add a recurring donation for the same amount every month and have it marked either Other Payment or Check.

    28 votes

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  19. Recurring Grant: Calendar End Date Option

    When entering a recurring grant through fund manager or directly through Csuite, there is currently no option to specifically enter a calendar end date. There is the option to choose the "number of recurring" or "max recurrence," but there is no option to choose an actual calendar year end date for the recurring grant. For example, if I want to end quarterly gifts on 1/5/2028 that began on 10/5/2021, instead of putting the end date as "1/5/2028" I actually have to count the recurrence as 26 and put in that specific number. The ability to put in a particular number…

    28 votes

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  20. Donor/Fund Advisor Portal Donate Tab

    Currently the "Donate" tab in the Donor Portal shows the name of the individual's fund and any funds we are promoting. We like the option to promote several funds, however, the donor's fund gets lost in that page as it just appears alphabetically. We would love the option to float their fund to the very top so it's easier to find.

    28 votes

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