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1086 results found

  1. Function before Form

    Please stop adjusting the form/appearance of the modules in cSuite. You are making it more complex with more clicks and issues finding information. There is so much functionality we need that has no impact on how something looks. cSuite is making the appearance more complex but not focusing on the functionality issues we have and need adjusted to function with less barriers. Where is the gift adjustment without unreconciling? Why do idea lab ideas get 'implemented' when they clearly are not functioning in the way the poster intended? I understand that design is easier and cSuite can say 'look what…

    24 votes

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    6 comments  ·  Funds  ·  Admin →
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    Thank you for reaching out to us with your feedback.


    While it is very difficult for us to hear that you are no longer satisfied with our product it is necessary to take your valid criticism to heart so we can keep improving, and for that we thank you.


    We do want to assure you that each change is based on the future state of our product and client feedback.  As  additional fields and functionality are added, we do our best to organize the fields for easy consumption and with that has come change to our fund and profile areas.  We continue to strive to improve the lives of our clients by offering a very robust system.  After all, loyal clients such as yourself are the backbone of our company – we never forget that.

  2. Donations > Email Users/Staff when donations are posted

    For Donations --> I would like to see a feature similar to Grants > Request Notify where automatic emails are sent to staff/CSuite Users when donations are posted. This would instantly alert my philanthropy team when gifts come in. I know this functionality exists for fund advisors but I'd also like to see it available for staff. Thank you!

    23 votes

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    Hello,

    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

  3. Change in how the Fund Advisor record treats the login field, please go back.

    Up until very recently (3/2024) we could create and update a fund advisor record to NOT have the login field populated when we were creating/editing fund advisor records that do not access the portal (email/paper). Now that we are forced to populate this field it has destroyed our process for creating/monitoring fund advisor records. Please only make that field required IF the record is ONLINE.

    2 votes

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  4. Allow more than one tribute per donation

    It would be great if we could link several tribute to a single donation.

    We often have donations made in memory of more than one person. Currently, we are only able to link a single tribute per donation so we list all the names, but this takes away all functionality for tribute notifications.

    17 votes

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    3 comments  ·  Tributes  ·  Admin →
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    Hello,

    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

  5. Add ability to BULK EDIT to ADD Beneficiary to funds

    Please add the ability to bulk edit to add beneficiary to a group of funds. I had to manually add beneficiary of a fund to 353 funds!

    7 votes

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    0 comments  ·  Funds  ·  Admin →
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    Hello,

    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

  6. Bulk Edit Notes

    Just like we can delete bulk notes, it would be nice to have an edit option to change task type, who, etc.

    We have notes that were imported (more than 19,000) from our conversation in 2019 that we are now getting around to sorting through. It would be nice to bulk add the name of the employee for specific notes.

    4 votes

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    1 comment  ·  Notes/Tasks  ·  Admin →
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    Hello,

    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

  7. Support Hub

    When you are trying to find helpful information in the Support Hub, you should have CommunitySuite Release Notes 2021, 2022 or 2023. Please be more precise on where you can find the info. You have to scroll through the release notes to find what you are looking for. Please try to be more helpful.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Errors on lots of dashboards

    The Top Individual, Top Household, Top Org, Top Funds, etc. on some of the dashboards (Donors, Funds, etc) are wrong. These are really cool features, so please fix so we can deploy these. Thanks.

    1 vote

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    0 comments  ·  Dashboards  ·  Admin →
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  9. Allow the 'subfund of funit id' to be added as a filter and column in Fund custom reports

    Add the ability to include the 'subfund of funit id' in a Funds custom report so it can be filtered on and/or added as a column to the report.

    6 votes

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    2 comments  ·  Reports  ·  Admin →
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    Hello, 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.

  10. linda.argalgi@jcfmontreal.org

    Right now, we can only pull reports for one time period at a time (e.g. donations for the period January 1, 2022 to December 31, 2022). It would be helpful to be able to pull two time periods in one report to be able to compare one year against the other (e.g. donations for the period January 1, 2022 to December 31, 2022 and January 1, 2021 to December 31, 2021)

    4 votes

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    Archived  ·  0 comments  ·  Reports  ·  Admin →
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  11. Affilliate functionality and access

    For our Affiliate org, we would love to provide some kind of CSuite access, but only to their group of funds, along with the ability to view the donor portal for 'their' donors (login-as). Currently, there's no way to parse out the Affiliate funds for this type of access without giving them access to all other funds. Our Affiliate would be better served with access to reports and profiles, etc., so they can help us with data management and help themselves to reports without having to go through our staff and wait to hear back.

    5 votes

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    Hello, 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.

  12. Default reports - May 2023 Release Feedback

    I was just looking at the new version of "default reports" in the Sandbox and they are no longer drillable for the details? The whole point of the default reports is to quickly get information and not being able to drill down or quickly set parameters kind of defeats the purpose. These reports are widely used by the non-finance members of the team and it's been so helpful to have them. Losing them will be very problematic and inefficient.

    9 votes

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    1 comment  ·  Reports  ·  Admin →
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    Hello, 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.

  13. Allow 'Add Note' to have its own permissions setting

    Allow 'Add Note' to have it's own permissions setting and be disconnected from the 'Edit' permissions so a user group can have view only permissions but still be able to add a note.

    10 votes

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    1 comment  ·  Notes/Tasks  ·  Admin →
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    Hello, 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 yo

  14. creating letter templates

    When you create a letter template, you can assign the funds by "group". However when you add a new fund to that group, it doesn't automatically assign it to the letter template. You have to go in and add it manually. It would great, and make so much more sense, if the funds were assigned by group, then if a new fund is added to that group, it should automatically pull into that letter template so that we didn't have to remember to add it manually.

    5 votes

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    Hello, 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.

  15. "Delete All" campaign option on profile

    In order to delete a profile, you have to delete them from all campaigns they were invited to. It would be much easier if there was a "delete all" option either in the engagement tab or on the side bar.

    7 votes

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    0 comments  ·  Profiles  ·  Admin →
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    Hello, 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

  16. For bulk year-end emailed receipts, correct auto-email message so not a string of numbers

    We would like the option to add content for bulk email for year-end receipts. There is no option currently to edit the content or the subject of the email. Currently, the content of the email is:

    Attached is your 2022010120221231 tax receipt summary.

    The subject is:
    Subject: Yearly Tax Receipt

    Our fear is donors won't open the email.

    12 votes

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    Hello, 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

  17. Expand Bulk Delete

    Currently, we can "bulk delete" some fields by leaving cells empty in a bulk edit import. It would be very helpful if we could have this option on all fields in the bulk edit sheets. This would allow the user to remove outdated or bad data more efficiently.

    7 votes

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    0 comments  ·  Profiles  ·  Admin →
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    Hello, 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.

  18. Spelling error in system data - "Doner" vs. the correct "Donor"

    I want to resurrect a suggestion that was archived. This misspelling in the system can appear like our error when working with board and volunteers on tasks. please correct. I have attached the original post.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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    Hello,

    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

  19. Required fields when purchasing tickets in a campaign

    Currently the individual name or organization names are not required fields when purchasing tickets for an event. These should be required fields depending on which type of ticket is purchased (individual or organization).

    We also would like to be able to change which fields are required. Sometimes we don't need all the information (or maybe need more), so customization on the ticket portion of fields and which ones are required would be great!

    4 votes

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    0 comments  ·  Campaigns  ·  Admin →
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    Hello,

    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

  20. Stop rearranging csuite layout!

    Please stop changing the layout of csuite! Rearranging menus and pages without adding any new information is confusing and is a total time suck, as we have to continuously re-learn how to get to different screens/accomplish our work. The old layout was much better.

    2 votes

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    Archived  ·  0 comments  ·  Other  ·  Admin →
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