53 results found
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Default to list only OPEN funds
It would be great if the "List " option when you're in a fund profile could be set to show ONLY open funds. Instead, it shows all funds, even the many that have been closed over the years. I would assume most staff using CSuite for day-to-day tasks would utilize the "open" fund list more than the full list!
3 votesFund List is a list of all funds closed and opened. Use Fund Open report to see the filtered list.
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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…
25 votesThank 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.
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Fund Internal Description - HTML
Would love the ability to use html in the Fund Internal Description. We would like the ability to add links to our fund document library and cannot currently do it. We have the html box for external fund description, please add for internal!!
3 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.
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Fund Summary move to details tab
It would be beneficial for the fund summary to be on the "Details" tab instead of the "Settings" tab in funds. It isn't logical to be on the settings tab because it's not a setting but rather a detail about the purpose of the fund. Another option would be to put it at the top of the fund page so you can see it regardless of what tab you are on.
3 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.
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Changes to Approvers (Grants / Vouchers) Recorded in Fund Log
Is it possible to track changes to grant approvers and voucher approvers for a fund in the log associated with the fund?
4 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.
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Fund as Beneficiary
When an internal fund is the beneficiary of another internal fund, it would be helpful to see the "donating" fund listed in the relationship tab of the "beneficiary" fund. Currently it is a one way relationship - you can see the beneficiary fund listed on the donating fund record. But we would want to look at the beneficiary fund record and see al the different funds that will be donating to it.
The beneficiary feature works great if the beneficiary is a "profile". Just not as great when the beneficiary is another fund.
Thanks for your consideration!7 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.
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Link to donate to a private fund
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.
11 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.
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Bulk upload files
Bulk Attach Files visible in each Fund
Reposting this to bring it back to consideration. When attaching a file in bulk to Funds to share on the Fund Advisor Portal, the file is visible in portals. But not visible in each individual Fund. It doesn't make sense to bulk attach a file and then not be able to see it in each fund.
2 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.
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Link fund to another fund
It would be helpful to be able to link a fund to another fund with a relationship category....as such is done with Profiles. For example, a fund closes (perhaps because of the donor's passing) and it creates a new fund (often an Unrestricted fund). Having the original fund (albeit closed) linked to the new fund with a category such as "funding source" would be useful in tracking the fund history.
There are other situations where a fund may regularly feed money into another fund. Again, having the funds linked would help tracking and understanding how multiple funds may be connected.
8 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.
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Search by Fund Number
It would be great if we could use the FUND ID to search for a fund, similar to how we can search by short name.
9 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.
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Remove Automatic Capitalization on Fund Names
The system is automatically capitalizing every word in a fund name at the top of the fund screen even though it is not entered that way. I thought i had typed the name of a new fund incorrectly when I saw it at the top only to discover that I had entered it correctly and the system is doing the capitalization at the top. The top heading should match exactly the fund name as entered. (See screen shot).
10 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.
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Future Fund Tracking
Our development team would love to have a way within the system to track future funds that are coming once we receive estate gifts. (i.e., we already have a fund agreement, but there are no assets that have been transferred). To me, this sounded like asking for the fund equivalent of pledge vs. promise within the system.
They suggested adding a designation in the system as part of the "open" or "closed" options (maybe "future" or "inactive") so the information could already be entered and tracked within the system. This would streamline info instead of using spreadsheets or other tracking…
6 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.
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Fund Default Grant Types - permit more than one choice
an idea for the future for donor advised that grant multiple grant types - be able to check multiple areas for Default Fund Grant Types.
2 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.
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Searchable Fund Public Name
Make the fund public names searchable. This is used when searching a profile name a/o the legal name. Why can we only search for the fund name, but not the public name of a fund?
7 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.
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Clear spendable: Option to clear by distribution type
When Clearing spendable grants, can there be an option to clear by distribution type?
2 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.
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Files keeping on the same page/screen when uploading
When I upload a file, it takes me back to the details page instead of staying on the files page screen. It would be nice to stay on the page you are working in rather than it detouring you back to the fund home page.
5 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.
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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 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
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Fund group list count
It would be great if you look at any group data, whether it be a fund group, list of specific donations or anything of that nature that the bottom of the screen can give you a count of how many are in that listing. The idea of having a count for the number of funds in a certain group was archived, but I don't see why this would be an issue. It would really be helpful.
7 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.
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Fund Summary Report: Include Investment Gain/Loss
Fund Summary Report- Would it be possible to include Investment gain/loss?
2 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
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Sorting - Csuite vs. Excel
Csuite does not sort names like Excel does. We run into this issue often.
For example, the fund name "M. Scott Myers Award Fund":
- in Csuite, this is alphabetized as MS...after funds beginning with "Mr. and Mrs..." etc.
- in Excel, this appears at the top of the list of M'sAnother example is the fund name "#FRONTLINEPROUD TM Fund"
Csuite - this is sorted as "frontline..."
Excel - this is at the top of the list because it begins with #So much of what we do is exported to excel . If you're looking at an excel…
11 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.
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