1421 results found
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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 -
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 -
A solution/integration like Expensify or Concur for vendor Receipts
A module or integration with Expensify/Concur, which allows vendor receipts to be recorded. If Csuite could use OCR and AI technology to interpret receipt expense accounts, it would be great. If not, then it would be a good thing to allow Expensify/Concur to upload the images and data from their cloud database into Csuite. This would be used for expense tracking and budgeting purposes for nonprofit organizations.
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 -
Multiple Envelope Templates
Unless I am missing a step, I would like to have multiple envelope templates. The current template puts the recipients title on the next line instead of behind their name. If I change the template to print on one line, envelopes to individuals do not print correctly.
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 -
If we update an address when updating a profile, we are asked if we want to update the same address for other similar profiles. This is a ni
When updating an address to become inactive on a household, the option to update other matching addresses in the individual profiles pops up. Please remove this pop-up, as it's not possible to extend the 'inactive' status when checking the boxes. OR, allow the active/inactive settings to be extended to other profiles when checking the box. It seems ridiculous to offer an option to take action when literally no action can be taken.
2 votes -
Proposed Feature: Donation Gifts & Gift Notes
We would like to add functionality that allows fundraising campaigns to offer tiered “thank-you gifts” based on donation amounts. Donors could select from available gift options when they contribute, and the system would automatically track eligibility by donation level.
Additionally, we want to include the capability for donors to send personalized notes or “gift notes” to recipients. This option would allow donors to dedicate their gift, include a special message, or notify someone that a donation has been made in their honor.
Key Capabilities Requested:
Ability to assign specific gifts to predetermined donation tiers
Automatic display of eligible gifts during…
2 votes -
thank you
Please add an AUTOMATIC way to add SLM Follow Up Form, student thank you notes and pictures as files to share with Fund Advisors - in their "files" section.
The current process is to individually:
1) download each thank you note and student picture from the SLM Follow Up Form
2) match with the known fund advisor, listed on file in C-Suite
3) email each fund advisor (and donor) the thank you note and picture2 votes -
designated beneficiaries
This has NOT been implemented per previous post:
We have multiple funds that either roll some or all of their spendable back to the principal balance of the SAME FUND each year to grow the fund or for a specified amount of time (until the donors' death for example). Currently, you can not select the SOURCE fund as the BENEFICIARY fund; it has to go to ANOTHER fund. It would be nice to be able to automate these grants annually instead of manually moving money from Spendable to Principal.
2 votes -
Ability to add a Campain to a Voucher that is already posted
We love that we are able to add a campaign to a voucher. This helps with tracking and reporting events. It would be great if we could add the campaign after the voucher is already posted and the check is already cut.
2 votes
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