214 results found
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Recurring grants - add # of recurrences to export
For report options on recurring grants, please add the number of recurrences to the export. We don't have a way to double check a group of recurring grants without looking at each one individually. Also, once a calendar end date is implemented, please add that as both a column for the export and something that can be filtered on.
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
P.S. This can be accomplished by creating a Recurring Grant custom report which has all of the recurring fields available.
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Grant Card status sort list
I am hoping to have a solution to be able to sort or categorize the list of grant cards by it’s Status. Our list is pretty long, and I’m wanting to be able to quickly see the posted cards to be able to check status.
Either a sort option in the column, or possibly two sections, one for canceled, and one for posted?
Mary Conley
Community Foundation of North Central Washington
(509) 663-7716
mary@cfncw.org1 voteHello,
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1 vote
Hello,
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Custom Field Word Wrapping
It would be helpful if custom text fields would word wrap similar to the way the Notes area does. We would like to use a custom text field on funds but don't like how it stretches the fund information table out to the width of the screen. When that happens it then pushes down the Fund Advisors, Grant Approval, and Fund Profiles information below the Fund information instead of on the right side.
8 votesHello,
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Custom Report for Interfunds
This would show both Donation information and Grant information. Would help with a custom report for Donor Receipts and Grantee Letters.
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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Link grant to Opportunity
We would like to be able to link a grant to an opportunity. We are hoping to use opportunities to track our relationships with potential grantee organizations and then link a grant (internal or external) in the end.
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.
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Include contributor time & date stamp details in PDF
We are using a follow up form for our grant agreements. We liked that the grant request "owner" can invite a contributor to digitally sign the form and that when we look at the form we can see who logged into their account to digitally sign and when. It would be nice that if we need to print the grant agreement we could see those details that are visible when we hover over the information "i" next to the textbox. Currently, when I click "follow up documents" to create the PDF, the details of who actually signed and when are…
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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Filter grant reports by grant letter template
It would be very useful to be able to pull a report of all grants that were assigned a grant letter template. For example, we occasionally receive requests from grant advisors asking for the grant to be mailed to a different address from the grantee's main payment address. We have a letter template that includes a receipt form that grantees are asked to complete and return to us. The Grant Letter Template filter would allow me to quickly look up any grant that we need to track for this receipt.
1 voteHello,
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stop auto assigning service area to new profiles
Not sure if this already exists but I would like to stop profiles from being auto assigned to service areas. We only use service areas for grants/grantees so I have to change it back to blank for donors or non-grantee profiles. Is there a good reason the service area auto-assigns that I am missing?
1 voteHello,
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Profile log to include grant type interest code changes
We love the log on profiles! However, we noticed that when we update grant type interest codes, those changes do not populate on the log. Please include updates to the Grant Type Interest codes in the log.
1 voteHello,
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Profile Maintenance Shouldn't Remove Online Grant Request Backup on a Grant Record
Our grants require backup from the Fund Advisor showing the intent of their request. There are multiple avenues in CSuite where this information can be compromised.
If a Fund Advisor manually enters a grantee or creates a request from GuideStar results, a profile and grantee record are created. We are able to change the grantee, but a problem occurs during profile clean-up that removes the Online Grant Request box.
e.g. Fund Advisor uses GuideStar results to grant to Virginia Historical Society. We recognize this instead as Virginia Museum of History and Culture, their updated name. Grantee was changed on grant…
4 votesHello,
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stock proceeds to spendable
When coding a stock donation to go to spendable it would be helpful to have the proceeds show as spendable and not the donation.
When a grant is issued right after a stock donation has been posted we want to issue the amount of the proceeds.
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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Grant notification email to fund advisors
The emailed notification should be set up to go ONLY to the fund advisor associated with the particular grant request, not all fund advisors for the fund. In many cases there are multiple fund advisors, including other family members and professional advisors who have no need to see an email except as it relates to grants they specifically requested.
13 votesHello,
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fund history - grants
Fund History graphics - option to have a column chart in the portal that shows total grant dollars per year rather than by month. Total grants at a glance!
8 votes -
Default Grant Letter Template
When syncing GLM grants and then creating grants in CSuite, all grants at our Community Foundation receive the same grant letter template. Currently, it is required to select the appropriate template letter on all individual grants, sometimes 50 or more. It would be a nice convenience to have the ability to set a default grant letter template when syncing grants from GLM to CSuite.
1 voteHello,
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Thank you
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It would be helpful to be able to add fields to the current Fund Summary report to include: Fund open date, date last gift and last grant
It would be helpful to be able to add fields to the current Fund Summary report to include: Fund open date, date last gift and last grant
3 votesHello,
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7 votes
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.
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Grant description field
After you post and pay a grant, there is an editable description field in the transaction id. It would be great if you were able to enter a description that showed up in this field before you post/pay the grant.
For example, an internal grant transfer shows a description as "internal grant transfer." I have to go into the trans id after the grant is paid to edit this description to reflect where the grant was paid from and paid to. This way we know more details on this grant when reviewing the fund transactions/reports. There should be a way…
13 votesHello,
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Thank you
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Custom Filters
If I want to run a report on just a few grant IDs, it is not efficient to have to use an uploaded CVS to do so. We should be able to type in each one so as to just build a report from a very customized filter.
3 votesHello,
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Thank you
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fund advisor notifications - multiple funds
I would like to see donation notification and grant notification be an option on each fund, just like the different tabs they can see on the portal. Currently it's all or nothing. We have a number of Fund Advisors who are advising on multiple funds, however, they may want notification on one fund but not the other. I would like to be able to give them this option.
1 voteHello,
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