813 results found
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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 -
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 -
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.
7 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 -
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…
7 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 -
Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor
Can the "Fund Advisor" section when viewing a fund be renamed to "Donor Portal" to more accurately reflect it's function? We have different levels of Fund Advisors. True advisors, statement recipients only, etc. Not everyone connected to a fund is a Fund Advisor which creates confusion within the system.
60 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 -
Donations Report Fields: Opportunity Id and Opportunity Assigned Name
Fundraisers have requested to pull donations linked to opportunities assigned to them. To facilitate this, we have one option available: the opportunity type name. It would be beneficial if you could provide us with two fields—opportunity ID and opportunity assigned name—to filter by in the donations report.
6 votes -
Prevent Duplicate Fund Short Names
We would love to have a way that C Suite could prevent duplicate short names from being created or provide a warning that there is another fund with the same short name. We use short names in lots of financial reports and having a way to prevent a duplicate would reduce human error. Thanks for considering.
9 votes -
Add a receipt interval to the recurring donation setup
Add a receipt interval to the recurring donation setup. We have some recurring donors who would prefer to only receive receipts at year’s end. Currently a profile’s email must be temporarily removed or set to inactive to ensure a receipt is not sent at the time a recurring donation is processed. When processing recurring donations they currently bypass the Receipt Bucket and move straight to the Posted Bucket.
8 votes -
Add Report Name, Number, and Details on Export
It would be nice if the report information (name, number, report details, filters, etc.) could somehow be added to the csv export similar to how it is added when you export Audit Reports. Sometimes my team will run a report and just send me the csv file. It'd be nice if I could back track and more easily find which report their data is based of.
7 votes -
Create Custom report option for Loyal Donors
I'm working in Donor reports and like that I can see each year of giving, and Custom Reports doesn't do this. I would LOVE a Loyal Donor report with a filter to select for donation date of 2023, 2022, 2021, etc. and be able to roll up donor information to the household with emails for both donors (if a household) and mailing address so we can thank/recognize donors for their loyalty.
12 votes -
list cart
Send an automatic email after unsubmitted grants have been in the list cart for 10 days. Or make this an option we can choose to implement.
9 votes -
specify expense account when importing grants
When importing a batch of grants, you should be able to specify an expense account at the time of import. Currently you can't, so if you import a huge batch of grants that needs a specific expense account, you have to go through and individually edit each grant to the correct expense account anyway, which defeats the purpose of being able to batch import grants.
7 votes -
Add Decision Date to Front End Grant & Scholarship Imports
For the clients that are using decision date on the grants & scholarships without having GLM or SLM there is no way to set the decision date via the front-end imports. It would be beneficial to be able to import into this field with the front-end imports to allow for efficient processing of grants & scholarships. As it is right now once those records are imported the decision date has to be manually updated 1 by 1 in CSuite.
9 votes -
it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.
If you are already logged into CS you should not have to log into Idea Lab...it should be accessible through CS
132 votes -
Fund Advisor: Make Password visible
When fund advisors reset their portal password, please add the option for them to make the passwords visible. Requested directly from donors.
46 votes
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