1015 results found
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Opportunity bulk import improvement
Currently in bulk import of opportunities we are unable to set the stage and add custom fields. I have to manually and individually change the stage if it isn't the first stage. And to add custom fields I have to do v-lookups and do it in different bulk uploads to identify the opportunity id to then bulk update the custom fields. The bulk import of profiles allows the import of custom fields and the default fields. I would like to when doing a bulk import of opportunities to also set the stage it should be at and the custom fields…
35 votes -
Custom Field on Notes
It would be great to create custom fields on notes. This way we can add additional tracking and reporting to those notes rather than creating a long list of types or ensuring that people put specific words in their notes. For example, tracking if a specific meeting matched certain criteria that was tied to metrics.
35 votes -
check void date
CSuite does not allow users to enter the void date on a check, it defaults to the day that it was done. It would be so helpful if we could enter the date that we want it to be voided.
35 votes -
Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”
"Microsoft Word 97 - 2003" file format is not compatible with Microsoft SharePoint. In this file format, you can’t use the “autosave” function, and multiple people are not able to collaborate in the document concurrently. Updating format to "Microsoft Word Document" will likely improve user workflows.
(Same with Word and Excel files in GLM/SLM. Will post idea there too)
35 votes -
Admin Fee Edit
It would be very helpful to be able to edit the calculated admin fees prior to posting. Similar to how distributions/spending calculations can be edited prior to posting.
35 votes -
Enable Custom Account Types
The ability to create additional account types would be a huge timesaver. The Account Types offered currently are too few in number and can't possibly align with the account types (or groupings) of the typical user. Custom account types would also simply the process of creating financial views.
35 votes -
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.
34 votes -
Opportunity Tasks Notes Need to Show Up on the Fund
When marking an opportunity related task "done" and subsequently adding a note, the note shows up on the profile of the household and/or individual, but not on the fund profile DESPITE the fund field being specified. In normal notes, if you make a note in a profile and add the fund, the note will show up under the fund, too. This does not happen with the opportunity task notes, which is not efficient or streamlined. It would greatly enhance opportunities if the task notes show up under the fund designated in the notes, just like normal notes.
34 votes -
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.
34 votesMoving this idea back to Proposed. This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).
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display future year's spendable amount on fund statement
When creating fund statements at the end of the year, it would be useful to include the spendable amount for the next year on the statement.
33 votes -
Add ability to link Opportunity to a Profile that served as a referral
We would like to link the profile of the Professional Advisor and/or Firm who brought a donor to our organization within the Opportunity. Currently we are using a Custom Field (Text) but would like the ability to link the opportunity directly to the profile of the referral source.
33 votes -
Log for Online Grant Requests Before Creating the Grant
Currently the first log item for an Online Grant Request is once the grant is created. However, the grantee can be changed before the grant is created. If an incorrect change was made to the grantee field, there's no backup of the original Fund Advisor's request. Please have the log show when changes are made to the grantee before the online grant request is created.
33 votes -
All Record of Recurring Grants are Deleted by Fund Advisor in Portal
We just discovered with the new portal that when a fund advisor clicks "Cancel Recurring Grant", all record of the recurring grant is deleted out of the system. This is WAY too much access for the fund advisor to have. If they accidentally delete it, we can't view logs to see when it occurred or retrieve attached files to the recurring grant.
Please allow us the ability to turn off certain features in the portal (like cancelling a recurring grant) for fund advisors if we don't want to take the risk of information being deleted without our consent. These types…
32 votes -
Grant Catalog in Left Menu of new Portal
In the new portal, the Grant Catalog feature is "hidden" behind multiple clicks. Previously, when there was an active Grant Catalog the tab showed at the top alongside all other tabs. Those tabs are now on the left menu in the new portal, but the Grant Catalog information can only be found after you click Grants - adding in an additional click. Our donors have found this to be confusing and hard to find. Could the Grant Catalog be pulled to the left menu?
32 votes -
Grant Approver: Easier way to create new approver
Provide the functionality to be able to either copy a grant approver to another grant approver, mirroring the funds they can approve, or allow for bulk adding of funds to a grant approver based on fund group.
32 votes -
New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.
It would be beneficial if the Email Delivery status for bounced or dropped emails was in red.
32 votes -
Tribute bucket shows number of tributes needing to be sent in parentheses
Tribute bucket in donations should show the number of tributes needing to be sent in parentheses at the top of the page, next to the word Tribute, similar to the Receipt bucket and how it shows the number of donations that are done being reviewed and need their tax receipt sent.
32 votes -
Add Profile Fund Category to Fund Advisor Fund Custom Report
Can you add the Profile Fund Categories to the Fund Advisor Fund Custom Report? We establish tab settings based on the profile fund category.
We have been unable to find any other report that combines the tabs with the profile fund categories, fund advisors and fund information.
32 votes -
Do not send Grant Notify email when a grant is unposted
We would like to be able to turn off the Grant Unpost email, as it tends to cause concern for Fund Advisors when minor changes are made to a posted grant. It would be nice to separate the settings!
32 votes -
Send auto email to FA's with unsubmitted grants in cart
Send an automatic email after unsubmitted grants have been in the list cart for 10 days. Or make this an option we can choose to implement.
31 votes
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