113 results found
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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 -
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 -
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 -
Grant Request created from guidestar should show address in CSuite when processing grant requests, not just grantee name, and profile matche
When fund advisors use the guide star search, when staff process the grants in the new bucket all they can see in the new grantee field is the name and that it was from guidestar search. Often times, even though the guidestar search was used, we actually already have the grantee in our system. Our grants manager has to make the new grantee, compare it to the one in our system, and if it already exists then delete the new profile, and change the grantee in the grant. It is a lot of steps to take. When we see the…
21 votes -
Add the Ability to Reserve/Assign Incoming Grants to Staff Members
We need a way to reserve incoming grants from the request bucket to an individual staff member, because we have two people who work on processing DAF grants, due to large volume. Ideally, we would “reserve” multiple grants at once, and no one else would be able to edit these grants, even while they are in the “new” bucket. Once they move into the “approval” bucket, we would “unreserve” them so that they can be batch vouchered together. This would avoid duplication of profiles and grants themselves. Since more than one staff member is working on grants at once, sometimes…
7 votes -
Bulk Action - Set Grant Documents Template, Set Omit Grant Documents
Add the ability to set the Grant Documents Template and mark Omit Grant Documents to multiple grants via the Bulk Action tool.
Currently, you can set the Grant Award Letter Template and set Award Letter Needed (or not) but cannot do the same for the Grant Documents.
Side note - it would be beneficial to have the language for Grant Documents be consistent throughout the system. When in a grant, it's Grant Documents Template, but when in the Templates section, it's "grant_letter".
11 votes -
Make Grant Type and Service Area Required Fields on Grants
Add an option to make the Grant Type and Service Area fields required fields on grants.
11 votes -
Grant award letter
Adding a field for the check number in the grant award letter Templates.
Due to the high volume of grants processed weekly, it’s very important to ensure timely donor recognition and to streamline the process for recipient organizations. Currently, it can take up to 10 days between the award letter email and the arrival of the check via USPS. This delay makes it difficult for organizations to connect the award letter with the check when it arrives.
Additionally, we’ve received multiple requests from grantee organizations particularly in cases where checks from the same donor are issued in the same amount.…11 votes -
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
1 vote -
grant request notification - more info
I like the 5/28 addition of the grant request notification to include the grantee name and grant amount. Could this be expanded to also include the fund name and any notes? That would be a huge time saver!
12 votes -
EIN # on Payment Notification
Please add ability for EIN # on Payment Notification --
Need to expand and make available merge fields within Content spaces for Grant Post Notify:
{{#foreach grant}}{{fundname}} :: Grant {{grantid}}
Grantee: {{vendor_name}}
Payment Amount: {{amount}}
Description: {{description}}ADD --> EIN: {{EIN}}
2 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…
2 votes -
Bulk email for grantees
I think it would be very beneficial if we could send a bulk email to grantees, and have the email save in Notes in each profile.
6 votes -
Add more options to (and/or the ability to customize) Grant Quick Payment Schedule
Right now there are options for month, quarter, and year. It would be great to have additional periods like weekly or biweekly here. In a perfect world, this could be customized with the same level of granularity as Outlook's recurring appointments (e.g., "Recur every [x] week(s) on: [Date of Week]" with the option for defined end dates)
0 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.
1 vote -
place hold on future payments for multiyear grants
We have several multiyear grants that are tied to one application. Once we process the first payment, the remaining payments are listed under voucher even though they are not due for a year or two. Can we get a "place hold" button for these multiyear grants so we don't accidently initiate payment?
2 votes -
"Hand Deliver Grant Checks" as an option for funds
A local organization does not get mail from us, for reasons that are not known. These missing mailings include checks. We have documented this situation for more than a year. Their profile is now set to Do Not Mail, but an option to Hand Deliver would make it much clearer that all letters need to go by hand.
3 votes -
Hand Deliver Only
For grantees who have recurring issues with mail, how about a Hand Deliver Only option that is right up front on the main grantee profile page? We have an organization that does not get checks in the mail from us on a regular basis. This option would make it clear what the delivery mode is without a need to read or refer to a note.
3 votes
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