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1278 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. Favorite Custom Reports

    I know there was already an idea submission about marking custom reports as a "favorite" and it was marked as implemented when the categories were added, but as one poster noted, the categories don't solve this request. Categories are company-wide and favorites are specific to the user. I cannot use a category to mark my favorites. Please consider re-opening this issue.

    27 votes

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    2 comments  ·  Reports  ·  Admin →
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  8. Custom Field permission by record type

    It would add so much to our internal workflow if permissions allowed us to specify access to custom fields on each record type. For example, we track succession plans as a custom field on the fund record. Our fund liaisons want to be able to edit those selections if/when a fundholder changes them. However we cannot give them access to edit the custom field on the fund record without them having full access to edit a fund record (which we do not want).

    Making it possible to edit only custom fields on record types would decrease the # of internal…

    27 votes

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    7 comments  ·  Permissions  ·  Admin →
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  9. Ignore Suffixes on Searches

    The system now ignores prefixes when specifying a search, which is great. So Mr. John Doe can be found by entering Doe, John. However, suffixes aren’t ignored. So Mr. John Doe Sr. has to be entered as Doe Sr., John. It would be great if suffixes could also be ignored on searches.

    27 votes

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    0 comments  ·  Profiles  ·  Admin →
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  10. Exclude suffix from profile search

    When searching for an individual who has a suffix, that suffix needs to be typed in after the last name to be able to find that profile. Not all staff are aware that a suffix is found on the profile to know to include it in the search. It would be more helpful if we didn't have to type in the suffix and instead just the last name, comma, and first name.

    For example, searching "Smith, Joe" would return "Smith Jr., Mr. Joe W.". Right now, it doesn't.

    26 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  11. Opportunity Task Workflow

    We are using opportunities and opportunity tasks to help with reporting on development activities. This often requires creating an number of tasks to detail some of the ongoing activities in a more dynamic way than is offered by a recurring task.

    I would love to see a new function in opportunities to add a "Task Flow" which would add a list of tasks and time frames at once. These flows could be custom designed for different development activities in an ideal world and could even further follow advanced logic if built out completely.

    For example: A development lunch.

    Flow would…

    26 votes

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  12. 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.

    26 votes

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  13. Bulk Edit - Payment schedule date and grant date

    We would really love to have a bulk edit option for the payment schedule date and bulk edit date. To offer some context from an accounting perspective, the concern is that the grant date and edit payment schedule dates are different especially when grants are entered or submitted on a certain date but are needing to be paid on a schedule, typically a Friday for us. The grant date is what drives the date the expense is posted to the GL. We have had to manually update the payment schedule date and the grant date for each grant since there…

    26 votes

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  14. Batch update "Do not email"

    We use the mailchimp integration with CSuite and would love to have the ability to batch update the bounced emails as "Do not email." Currently these have to be done individually, which takes a lot of time when you have over 100 to do.

    26 votes

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    1 comment  ·  Admin →
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  15. Option for household changes to populate individual profiles linked to household

    We would like an option for changes to households to populate/update the individual profiles linked to that household.

    Now, when we make an address change or a change to Profile Types for a household profile, we must make the same changes to each individual profile linked to that household - in other words, we often must make the same exact edit on three or more profiles.

    For example, if we discover that the address we have on file for a household with 2 linked individual profiles is incorrect, we mark the incorrect address as inactive, then add the correct current…

    26 votes

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    Proposed Idea  ·  0 comments  ·  Files  ·  Admin →
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  16. Destination funds for internal grants named on fund statements

    We just realized that when we pull fund statements, the grantee for internal grants is listed as our Foundation rather than the destination funds. We want the donors to know their grants went into the correct funds, so we'll have to hand write the destination funds on all the paper statements. It would be great if fund statements could name the destination funds for internal grants.

    26 votes

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  17. Complete Multiple Grants at One Time

    I would like an option to complete multiple grants all at one time, but not ALL grants. Our organization utilizes this function to track when our organizations have submitted their completed grant reports on how funds were used. We process grants and two different types of scholarships. We don't need grant reports for scholarships so I want to mark them complete right after processing them. Right now though this is an all or nothing feature from what I can tell so I have to manually go into each grant and complete it because I don't want to bulk complete all…

    25 votes

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  18. new profile

    Hello, the new profiles are great! would it be possible for the tabs to indicate if there is information on the tab? For instance by color or bold lettering. Then you would not have to open every to know if there was data. This would be so helpful.

    25 votes

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    1 comment  ·  Profiles  ·  Admin →
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  19. ApplePay, PayPal, Venmo integration

    Looking for a way to collect donations from donors who don't want to write a check or use a credit card (use ApplePay, PayPal, Venmo, etc). Donors are looking for an easy way to make a quick donation on their phone and/or use QR codes for making donations. How can this integrate to capture donor information?

    25 votes

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  20. fund balance

    Financials-Fund balance: please configure this report so that it shows active funds with $0 balance. In the past, this report included active funds with $0 balance but this was recently changed.

    25 votes

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