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  1. Attached files sorted most recent at the top (or options to select sort).

    It would be helpful to see most recent activity at the top of the attached files instead of having to scroll down to the bottom or have an option to sort by whatever column you'd like.

    30 votes

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  2. Is there someway to bulk categorize (CSuite new feature) the file attachments?

    Is there someway to bulk file categorize? With the new file category for attachments clean up is overwhelming to tag each attachment into the appropriate category. Even if we could drag and drop into a category, right now we have to edit each and every file attachment.

    18 votes

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  3. Uploading Attachments to Multiple Vouchers

    Currently CSuite does not have the functionality to upload an attachment to multiple vouchers at once. When our payments are processed via check, we are required to upload supporting documentation. This becomes time consuming when multiple vouchers are paid on one check.

    When uploading file attachments to CSuite it would be useful having a "bulk" option to select multiple vouchers that correspond with one check instead of having to individually upload the same document to each related voucher.

    7 votes

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  4. delete multiple grants at one time

    Giving Day Grants are imported at once. We had 515 this year, but there was a calculation error and we needed to delete the grants and reupload the file. Instead of manually deleting the grants one at a time it would be great if we could delete a selected range of grants all at one.

    7 votes

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  5. attach file options

    When attaching a file to a fund, the dialog box doesn't give the option to tick a "Share" box. Having that option would avoid extra clicks.

    9 votes

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  6. note

    Add a feature in the Notes to attach a file. For example: sent email regarding grant request. And then you attach a PDF of the detailed email that is easily downloaded from your email provider, i.e. Outlook etc.

    3 votes

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  7. Import / assign categories to current attached files

    Please provide an option/process to assign categories to current files without having to edit each one manually.

    6 votes

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  8. ability to run a report of profiles based on files in a certain category

    We attached our board members document (ex. conflict of interest), so it would be helpful to be able to pull a list of all profiles that have a conflict of interest file uploaded.

    Currently, what you can pull is only the employee information of who upload those files, which is the most irrelevant information.

    2 votes

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  9. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    Bring back the ability to pull all fund statements for funds under a specific fund advisor. Previous to the revamp of the fund statement workflow, there was an ability to select the Fund Statement ID for the specific month or quarter and to select "Print Individual." We could then generate a PDF file of all fund statements for that time period associated with a particular fund advisor. There is no way to do this in the new workflow, but we constantly have fund advisors calling and requesting all the fund statements for their funds. For those fund advisors managing more…

    7 votes

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  10. filename of tax receipt letter

    We very much like that we can generate and send the tax receipt letters out by email from within CSuite.

    However, the pdf letter that gets generated and attached to the email has a long strange filename which can be concerning for some wary of files with viruses. The filename looks something like 92b81c76-8015-4099-a6b8-11d8beddb983.pdf.

    Can the filename be made to be something that is more recognizable? i.e. DonorTaxReceipt

    48 votes

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  11. Ability to attach a scan of checks that are included in an check donation upload.

    After the upload is complete, you can list the uploads which has an ID that you should be able to click on and attach a file.

    6 votes

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  12. file share

    Allow an organization to choose whether file share is defaulted to yes or no. In entering vouchers, when attaching files, it would speed up entry if we didn't have to go in and click on yes to share the attachement for each and every voucher.

    1 vote

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  13. download all

    In the Application 'document viewer', i was wondering if it would be possible to request the additional of a 'download all' button.

    I need to download all of the attachments as separate PDF files, which currently requires me to click the download icon up to 20 times per application.

    1 vote

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  14. Add Ability to Collapse Individual Categories of Attached Files

    It would be great if we could collapse each individual category of attached files instead of the collapse being all or nothing on the files. Or if, when you collapsed the whole attached file section, the names of each category remained available and we could access just that category of files.

    2 votes

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  15. share attachments

    Share attachments to Affiliate/Supporting Org
    In the Affiliate/Supporting Org profile, it is currently possible to attach files and the option to share is there but it does not actually share to the fund advisor portal. It would be very useful to have this share to the portal.

    3 votes

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  16. Delete Journal Entries (in bulk) option when they are in the "Approval Queue"

    It doesn't appear that C-Suite has a mechanism to delete journal entries in bulk after they have been upload and sent to the approval queue (but before they have been posted). For instance – if an approver “catches” something (in the Approval tab) and wants to delete the file; it looks like there are only two options:

    1. Delete each entry 1-by-1…. which is burdensome
    2. Approve and process the file (even though there are errors) and then delete the transactions, which looks bad from an audit trail perspective.

    A bulk delete option would be nice in this section.

    3 votes

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  17. file

    We often put files on fund records and share them with our constituents. We would deeply appreciate if Foundant added the "shared (yes/no) field into file reports.

    5 votes

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  18. Attach File at the Posting Reclass ID Level Rather than at the Individual Transaction Level

    When reclassing numerous G/L transactions from one account to another it would be nice to attach a support file at the Posting Reclass Level rather than at the individual transaction level.

    1 vote

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  19. Import both first/last name and the organization

    In order to import a csv file which includes the first & last names and the organization, you have to choose one or the other.

    1 vote

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  20. 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…

    17 votes

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