128 results found
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Recurring Grant - Add confirmation for Delete
In recurring grant records, the Delete button is directly beneath the Edit button. It's easy to click it mistakenly, and there is no secondary confirmation screen to confirm the deletion was intentional before it's done. Please add a secondary step to confirm a record should be deleted to avoid accidental record deletion.
11 votes -
Internal Grants in Bulk
Can a process be created where we can upload in bulk internal grants? Each year there are many funds in Community Suite that transfer funds to our Grant Making fund. It would be quicker and easier if this were able to be completed with a CSV upload instead of having to do all the steps of an internal grant multiple times.
7 votes -
Recurring Grants Need to Populate in the Request Window Automatically Whenever they Come Due
Recurring grants are not automatically added to the main grant bucket when they come due, whether monthly or annually. Instead, you have to manually open the recurring grants section and move them over yourself. This creates a risk of missing scheduled grants, especially if you only have a few. Automatically moving recurring grants into the main grant bucket at the appropriate time would prevent these oversights.
5 votes -
Resend Auto Emails for Granters and Grantees
When an email did not send and the issue is corrected, we would like the option to resend the emails to granters or grantees notifying them of the grant completion.
3 votes -
Grant Notify
Grant notifications should be triggered when they are moved to paid/complete bucket. Currently the notifications are triggered when the grant is posted/unposted, rather than when the grant is processed for payment. Requested on behalf of Community Foundation of the Ozarks.
3 votes -
Grant Request Notification - Include More Information
The grant request notifications we currently receive when clients request a grant, contain the name of the fund advisor who submitted the grant request, the grantee name, and the grant amount. We would prefer that the grant request notifications include more information similar to that of the grant request emails that fund advisors receive. The information we would like to see included would be fund name, grantee EIN, grantee address, and grant description.
3 votes -
Fiscal Sponsor Field on Grantee Designation to Auto-Populate on Grants
We would like for the option to assign a Fiscal Sponsor on the Grantee Designation of a grantee's profile so that it automatically populates on a grant record when it is created for that grantee, similar to how the Grant Type field on the Grantee Designation automatically populates on a grant record. This would save users time and avoid forgetting to add the sponsored org to each grant before payment is processed.
4 votes -
recurring grants
It would be nice to have a report that shows when a recurring grant expires - showing on a report to easily know what donors to contact.
2 votes -
Re‑run a Charity Check Directly from the Grant Record
Allow users to re‑run a charity check directly from the grant record. Currently, users must navigate back to the organization record to perform this action.
Adding this option at the grant level would reduce extra steps, save time, and streamline workflows, especially when managing multi-year grant payments. It would also help ensure ongoing compliance by making it easier to verify charity status before processing grant payments.
TCF
3 votes -
Permission are misaligned for grants
The ability to remove and modify a "grant advisor" on a grant is tied to the permission "delete" in grant permissions. Can the ability to modify a grant advisor by linked to "edit" or a separate grant permission type? We have tried to limit access to "delete" in all permissions, but multiple staff need the ability to modify grant advisors.
Staff that are generating grant letters use advisor field to acknowledge fundholders in grant conveyance. Staff often need to modify the advisor from an individual profile to a household profile, especially when grants are initiated by an individual through the…
1 vote -
Auto-populate & Log all emails in Grant Email Award Letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields. This would save so much time and not require staff to remember and manually add ccs each time. Alert notes don't even show up in the Email Grant Documents area so there's not an easy way to be reminded of who needs to be cced. There should be an option to automatically include more than just the primary email. Please also add any cc emails sent to the log of the grant and profile. Currently only the primary email…
8 votes -
aallieri@cfpbmc.org
Enable entry of Grant Type on Refund Grants to ensure accurate grant reporting. This will allow grants to be correctly grouped by Grant Type in reporting. Currently, capturing this information requires manual adjustments in Excel after exporting the report.
6 votes -
Due Diligence Feedback: May 2026
Please post feedback around Due Diligence here.
1 vote -
clear on hold grants
It would be nice if we could bulk clear grants that are on hold. For example we do approximately 250 spendable grants and place them on hold at the time so that they do not accidently get mailed out ahead of schedule. When time to cut the check, it would be nice if we could take all of them off hold at the same time. THX
2 votes -
amicalizzi@cfgaston.org
Please remove the requirement for a description when creating a grant in Community Suite. I'd say only a third of my grants have a description. Now I have to do a workaround to include a description in order to create the grant, but edit and remove it so that my grant check template works.
2 votes -
email grant award letter
The notes that are automatically saved to grantee profiles when a grant award letter is sent do not include emails that were cc'd, nor is the attachment included. There is a link where a file could be attached, but it gives me an error and I don't want to have to manually attach grant award letters to each note on a grantee profile anyway.
When emailing grant award letters from CSuite, we have added a note in the Other Detail field on grantee emails that they are for grant notifications, but this detail isn't available as a field to pull…
4 votes -
Sandbox Grant Approval
It would be helpful if the sandbox feature that prevented anyone but the creator of a grant from approving the grant was turned off.
I struggle to understand why would preventing other people from posting my grants help in training?
If the intent is for a user to be able to approve their own grant, CSuite offers a togglable setting that provides for this. Hard coding sandbox to prevent any user other than the creator of the grant from approving the grant is an un-necessary restriction.In reality it, prevents users from testing their internal control environments. It also requires…
8 votes -
Recurring grants - Add additional confirmation to delete a record
Currently, if you click "Delete" on a recurring grant, there is no page to say "Are you sure you want to delete this item?". Once deleted, there is no way to find the recurring grant record to add a note.
We have an internal policy to NOT delete recurring grant records for this reason, and instead max out the occurrence so the record moves to closed/inactive, but we maintain the records.
I have accidentally hit "Delete" when I am intended to click "Edit", luckily only for recurring grant records where I am trying to close out the request, but one…
3 votes -
GRANT PROCESS IMPROVEMENTS - VOTE!
VOTE FOR GRANT LETTERS!!! 1 - Allow for the grant type AND grant letter template to be two custom fields on the import template. 2 - Allow the signed letters that are uploaded and saved to C-suite, to be emailed from C-suite.
3 votes -
aallieri@cfpbmc.org
Enable the 'CC' field in Grant Document emails to automatically populate using the email address labeled 'CC' in the profile. This is currently done manually but automating it would save staff time. Referring to Grant Documents> Process Documents> Choose Batch> Email Documents.
5 votes
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