670 results found
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Default Grant Sort
I think grants in the various buckets used to be sorted by grantID by default, but now I can't tell how they're sorted. I know I can choose any column to sort by, but can it go back to default sorting by grantID like before? Thanks for considering.
11 votes -
GLM/SLM changes syncing with csuite profiles
Please add a notification of some kind when a csuite profile's address, phone, email has been updated due this updated information provided in GLM (and vice versa; when GLM is changed due to csuite change) We are finding this out after the fact and GLM contact information has overridden existing intentional csuite profile information. If we received notice when the data update happens, we can make an informed decision for data accuracy.
9 votes -
Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record
The Donation 'Display' permission allows a user to click [sent] [clear] in the Tax Receipt field enabling them to 'edit' the record. This should not be allowed when the user group only has 'Display' permission.
10 votes -
Add multiple payment types and banking information to profiles
Have the ability to add more than one set of banking instructions to a profile and select which payment method/account to send to.
11 votes -
Grant description field should be larger so it can be viewed without scrolling
Could you please modify the grant description field so that it automatically wraps text when adding or editing descriptions?
Currently, the field allows up to 255 characters, but it's challenging to verify entries because we can't view the entire description at once. It would greatly improve usability if the description text wrapped within the field during data entry, allowing us to see the complete description without having to scroll. Once the grant is saved, we can read the entire description in one field but still have to scroll when editing.
8 votes -
Admin Fee Report in Funds
When running an admin fee report within a fund, it only includes fees that were charged in the quarterly process or done manually. It does not include transactional admin fees charged for each donation, grant, etc. in this report. This can make it difficult to get a complete picture of the fees charged to a fund. It would be ideal if this report included ALL admin fees charged to the fund. Thanks!
14 votes -
Bulk Profile Updates and Note Additions
Similar to a bulk profile import, there should be a function to mass update features of profiles that all need the same update. For example, we recently pulled our 'unsubscribe' list from MailChimp after a universal email campaign and found that 406 people would like to unsubscribe. Currently, this needs to be done manually...going into each profile to select "do not email" and then adding a note as to why we are marking them this way. It would be fantastic to have an option to upload a CSV with a 'command' to mark profiles from the unsubscribe report with an…
13 votes -
Fund Created Field - not a date stamp
For us the Created date for a fund is the date the fund agreement was signed which is never the same day we are creating the fund in Csuite. This field used to just be a date field and then turned into a date stamp. Now after we create the fund in Csuite we always have to edit the date stamp to be the date the fund agreement was signed. And being a date stamp, we have to be sure to only edit the date and leave the time in the field or the system won't accept it. This field…
8 votes -
Favorite Custom Reports
I know there was already an idea submission about marking custom reports as a "favorite" and it was marked as implemented when the categories were added, but as one poster noted, the categories don't solve this request. Categories are company-wide and favorites are specific to the user. I cannot use a category to mark my favorites. Please consider re-opening this issue.
30 votes -
Create custom view or add columns to donation bucket list
I know the ability to create filters and load them exist, but we are still left with the same columns. It would be great to add additional fields to the view.
10 votes -
In Campaigns, allow for bulk deleting of profiles that do not have rsvp 'yes'
Add ability to bulk delete profiles that do not have rsvp 'yes' in a Campaign so only those profiles that are expected at an event are on the list. This would be hugely helpful at event check in to make the process move quickly. Also add option to sort by guest last name in the Campaign profiles tab.
10 votes -
Add filters to the check voucher module
Allow filters on the check voucher module for ease of browsing and locating info.
9 votesPlease add the specific object and filters needed.
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Search option for online purchases
If the customer has the option to "search existing accounts" (aka existing profiles) before they create a new account to purchase event tickets, we could avoid duplicates.
10 votes -
Nonprofit Directory Enhancements
We're planning to launch our nonprofit directory page soon, and in addition to a previous idea I added about being able to sort/filter the list by service area, I have a few other ideas for enhancing this area of CSuite. The nonprofit directory already seems to pull some information directly from the profile itself but this can be overridden by editing the nonprofit area which can be different from the profile information. I'd like to see an option to pull over information from the profile so updates on the profile are reflected in the directory. Or have the option to…
6 votes -
Bring back the option for archived campaign to show on a profile!
I love the ability to archive campaigns and get them off the campaign list, but we would like to be able to continue to see some of the campaigns on profiles. We track programming participants through campaigns and we would like that history to remain easily visible on their profile.
10 votesThere is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
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Profile Type descriptions
It would be helpful if there was a description field that would allow us to further define a profile type to ensure there is clarity within the organization on what that type means to us.
8 votes -
Capitalization
When creating a profile the State should always be capitalized. The system puts it in lower case. Would be great if it was automatically uppercase as it should be.
8 votes -
Task ID Hyperlink for Custom Reports
When building a custom task report, would like "task id" to be an active link so that tasks could be easily opened and updated from the report. This is currently available for "note id" in a custom note report, but not "task id" in a custom task report.
11 votes -
Donation Portal Fund Grouping, Nonprofit Service Area, and Tabs
Thanks for all the great recent donation portal updates! I like that we now have the option to show the fund's grant type on the fund listing page. It would be great if there was also the option to group funds by their grant types like how the nonprofit directory works. We like that the nonprofit directory includes the grant types, but it would be great if service areas could be an additional way to filter this page. In addition, it would be great to be able to reorder the tabs that appear on the portal. We don't currently have…
7 votes -
Flag Duplicate Addresses
Right now, the "duplicates" tab only flags profiles with duplicate name, email address, or phone number. Could it also flag duplicate addresses? We have many donors who may use a slightly different name when donating (like putting in "Michael" for one donation but "Mike" for another, so it doesn't flag it as a duplicate profile). If the system also flagged duplicate addresses, it would hopefully catch more of those.
9 votes
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