1238 results found
-
Multifund Invoices
We would like the ability to create multifund invoices just as you can with many other areas of CSuite.
26 votes -
We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...
Text to give that would be easy to sync with Community Suite
26 votes -
bank investments integration
Hi Foundant, was wondering if at some point you will have some kind of integration between the investments companies like UBS, and community suite, like the one we have for donations and stripe, will be super helful when we are working with investments accounts
26 votes -
Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund
In the new portal, if a fund is marked private (like we do for agency funds that only accept contributions from the agency itself, not the public) it is currently showing up as an option to donate to when she goes to the Giving Hub via her donor advised fund dashboard.
Example: Jane Doe is a fund advisor on both her family donor advised fund and she's a fund advisor to the Pawsome Animal Clinic agency fund, for which she serves as a volunteer treasurer. Even though “Donate” is not checked in her advisor access options for the Clinic's agency…
25 votes -
Portal: staff approval option for profile edits
Right now, if the setting that allows logged in Profiles to edit their profiles is enabled, changes made through the online portal immediately update the profile in Csuite. When the "Email Notify on Profile Edit" setting is enabled, selected staff receive an email notifying them of any changes made to the profile without the need for approval. We would like to have the option for a staff-approval process for profile edits in the portal.
25 votes -
Unique URLs to Easily Share Reports
It would be great to be able to email a URL link for a Report, so Users can quickly access shared reports, rather than having to tell them the report name and hope they find it on their own. Currently URL for all reports is: https://columbusfdn.fcsuite.com/erp/report/display
I know there is functionality to email reports, but those don't have live links to profiles, so that is less ideal for many projects and processes.
25 votes -
Donation Portal: Filter/Search Funds
An option for users to select multiple fields (radio buttons/checkboxes) rather than just searching for a fund.
So, the checkboxes could allow a user to select two different service areas and filter the funds that way.
Anything in the works for filtering funds?
25 votes -
Select Share Document [Yes/No] when uploading a file
It would help to streamline workflow if we could edit the Share File option in the Upload File(s) window, instead of having to upload the file and then scroll down on the Fund ID and then select the option to share the file.
25 votes -
New Look
If the Shiny New Look is here to stay, please fix the coloring or let us fix it. This is so ******* the eyes. This has been asked in multiple suggestions and still is very hard to see.
24 votes -
Duplicate Issue -- Accents
Within the Duplicates option, any duplicate profiles that have accents or umlauts are not able to be deduplicated from the current workflow being:
Profiles>Duplicates> then clicking the accented name.
In lieu of returning a page where you can merge the profiles, you get a yellow warning that says "Not Found". Therefore, foundations with more individuals/names with accented names are not able to fully use the dedupe functions.
24 votes -
Add Content section for Yearly Tax Receipt emails
We recently sent out our yearly tax receipts (we call them Annual Donation Summaries) and when these are emailed in Bulk, there is no option to add an email Subject or Body and no option to update the PDF file name. Technically, they aren't tax receipts but a summary of the donations and tax receipts the donors received the previous year. We would like to see the following updates:
1) Ability to update email subject and body for bulk emails (this functionality exists when sending them individually)
2) Ability to rename the merged PDF documents before printing/emailing
3) It would…24 votes -
Stripe Terminal
It's great that CSuite can now work with a Stripe credit card terminal, but it would be even better if a credit card transaction could be processed through the terminal without needing to be logged into CSuite. We have fundholders who hold events where they accept credit card payments; however, we will not provide them with access to CSuite so they wouldn't be able to use the new Stripe terminal. If the terminal could be used to record payments that would come through to CSuite from our Stripe account and allow Foundation staff to process after an event, that would…
24 votes -
Grant description field should be larger so it can be viewed without scrolling
Could you please modify the grant description field so that it automatically wraps text when adding or editing descriptions?
Currently, the field allows up to 255 characters, but it's challenging to verify entries because we can't view the entire description at once. It would greatly improve usability if the description text wrapped within the field during data entry, allowing us to see the complete description without having to scroll. Once the grant is saved, we can read the entire description in one field but still have to scroll when editing.
24 votes -
Viewing all notes for a Household profile and any members
It would be great if we had the option to view all notes for a household and any member profiles in one location. We can make a custom report for this but it involves using a filter. It would be easier for all users if there was an option to view all notes while on the Household profile.
24 votes -
Wealth search third party software to integrate with CSuite
We are looking for a third party "wealth search" software to integrate with CSuite. iWave, DonorSearch and WealthEngine do not integrate with CSuite. Please partner with a third party for this type of software.
24 votes -
Top Navigation Bar
The top navigation bar changed today to follow the new UI updates. The option to revert back to our previous navigation bar is not available now. Please give us back the option to use our previous navigation bar!
23 votes -
Fundraising Campaign - Goal Thermometer
We noticed the new feature you added for using Campaigns in fundraising—it's a great addition and works well for efforts like the annual appeal or other targeted campaigns. It would be even more exciting and engaging if a goal thermometer could update in real time as gifts are received. That visual element could really help boost motivation and momentum!
23 votes -
Giving Hub link for guest Donations to Funds marked Private
Stealing this from an archived submission: "We should be able to provide a link to give directly to a fund, even if it is marked private. This would allow people who have the direct link to give to the fund, but it wouldn't show up in the list of funds or be searchable. Sometimes people don't want it public, but have a few family/friends they would like to be able to support a fund. It would be particularly helpful in memorial situations."
This functionality exists for Campaign Events that are marked private. Can it please be implemented for donations to…23 votes -
Ability to edit labels in WORD doc
Please add the ability to edit labels in a WORD doc for tax receipts/donations and export labels in campaigns. This saves us precious processing time.
23 votes -
Ability to Change Non-Notify Tribute Details
If the donor fails to enter anything in the 'Whom to notify' area, the donation will result as a non-notify tribute. As the donor as elected not to notify the tribute, we are unable to modify and link to an established tribute.
We have chosen NOT to display our tribute names to the portal for several reasons. Now that CSuite assumes that if someone enters a Tribute name without notify contact information, that means the donor does not want to send a notification. However we are finding that the donor may have simply not known who to notify.
Our ask…
23 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
- Don't see your idea?