1126 results found
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Add donor email merge field to templates
Please add donor email as an option on tax receipt, tribute and pledge templates. In particular this would be useful for pledge and tribute templates as those can't be sent directly from the system.
1 vote -
Grant Date locked after Approval
We have a desire for the grant date and several other grant fields to be locked down after the grant is approved. We are hoping the grant date reflects the General Ledger posting date, so a listing of grants by date can always tie to the general ledger. Currently, the grant date and other financially oriented fields can be modified without requiring the grant to be unposted or unapproved. It also currently allows most grant fields to be modified without the initial approval being retracted, requiring additional approval of the subsequent modifications. While the ability to modify fields is a…
1 vote -
Can 'Donate Page' terminology match
On the Donate page... The "tab" says "Donate to A Fund" and then under the page header, before it lists the funds you can donate to it says "Donate to Fund". Can these match?
1 vote -
Stripe checkout page: when you enter your name and address then click Review you can not change the information
Stripe checkout page: If you want to correct your name, address, email or honoree after hitting Review, you can only use the browser back arrow and you have to reenter everything. Could that information be retained as the donation amount is retained?
1 vote -
Registration Interface improvements
Registering an account is clunky and not intuitive. It's not aesthetically pleasing, and it's also not easy to navigate. I get so many questions from people about how to register for an account because it's multiple pages long, there's no instructions or help understanding what to expect from registration. Some time spent on improving that process would make our users' experience so much better.
1 vote -
Permission
Add the ability to assign permission to a grant group to delete grants that are NOT yet posted AND to give grant group ability to bypass Charity Check if needed (ie: an expenditure responsibility grant)
1 vote -
permissions
Need to segment permissions within system data so someone other than system admin can have access to set things up in the grant catalog and the donor portal area
1 vote -
Save and load filters on donor report
On the Donor Report, please add the ability to save filters so you can load them later and don't have to re-enter the filters (eliminating having to add 15 different funds each time to filter on from the long checkbox list). Thanks!
1 vote -
Data in...Data out.
We often have to edit fund statements, so the fact that fund statements are pdf files is not helpful. Same is true for thank you letters. It would be awesome if we could export any information that is held within CSuite, whether it be fund information, including things like principal balance, gift information, including to whom will receive a tribute notification, or profile information.
1 vote -
mailchimp
Are there any updates to the issues with Mailchimp API integration? I know that there were some issues after Mailchimp made some updates. We were really banking on the API saving some of the headaches of the csv imports and such.
1 vote -
Change Grant Catalog tab name in donation portal (currently can only chg in Fund Holder portal)
Thanks for letting us change the tab name in the fund holder portal, would also like the same option for the donation portal.
1 vote -
Summary Reporting on Grant type
I would like to see a summary report option on grant type. Currently, the only way to create this type of report is to export the grants from each grant type one at a time into a spreadsheet.
1 vote -
Make menu items searchable
A searchable menu would be helpful. Finding certain menu items and/or options are often challenging. Perhaps creating a search help box under the "?" to find the item or include menu items in the search box.
1 vote -
notification for grants
When we set up portal users there are times where we don't want them to see grants out or donations in. However, even when we click no to view, they still get email notifications if they are fund advisors. Why? The notifications should be turned off too. This circumvents the purpose of fund advisors not being able to see activity if they get notified by email anyway. Can notifications be turned off when clicked no on portal?
1 vote -
Include Pledge Description in Report/Export
Please add the pledge description to the fields available on pledge reports and report exports.
1 vote -
Add subtotal by division option or subtotal by fund when running Donation and Grant Reports
It would be nice to run 1 Donation or Grant Report and have all information on 1 report
1 vote -
check form choice by account
As we are transitioning from FIMS check forms to the ones that are Quickbooks format it would be great if we could chose the check form type by bank account so that we could use up old check stock for each account.
1 vote -
Beneficiary flag in Fund Reporting
Need the beneficiary as an added part of fund reporting, even "has beneficiary" with Yes would help.
0 votesBeneficiary Fund fields have been added to the Fund Beneficiary Report. This will be in a release note for 12/28/2022.
The fields begin with "Bene" to indicate the fund that is a beneficiary fund.
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Upload Profiles / importdata needs it's own security group
Like Merging profiles and bulk update, importing profiles needs its own security group under Profiles (Manage access to profile). Currently if you can Create ONE Profile you can Upload and create 100's or 1000's of them.
0 votes -
Admin Fees
Ability to run admin fees by fee code rather than running all fee codes at once. This will make it easier to review and not have to delete an entire batch for 1 or 2 adjustments.
0 votes
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