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  1. Bulk update of colleges and student IDs

    Since it isn't possible to integrate CSuite fields into UA follow-up forms yet, it would be great if those fields were available for bulk update.

    8 votes

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    Under Consideration  ·  1 comment  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Financials Column Options - put the dropdown back on the financial statement screen

    I understand that the dropdown selection for financials columns (fund, fund segment, fund division, etc.) has been moved under the "Edit" option on the left menu. This seems very hidden and many more clicks to get to. Please put it back on the top right corner of the report screen! Support said many people have been wondering today where that option went.

    47 votes

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    6 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Pull primary address when creating letters from templates in opportunities

    When generating a letter from a letter template within an opportunity, the address should be the "primary" address, not the first address on the profile. Right now, the first address may be an inactive address but that is the address it pulls in the template. Support Chat said the software was designed this way. :(

    5 votes

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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  4. New tax receipts--too many clicks!!

    Please cut down on the number of clicks required with the "new" bucket setup for the process of printing tax receipts, envelopes, and marking sent. The new system is unreasonably cumbersome for such a basic, daily task.

    5 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  5. tribute

    When you look at a tribute, it would be helpful if the donations would be listed in date order. We often look at this to determine if we need to send a report to the family, rather than them getting a notice for each donation. They are not listed in date or alpha order.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Donation review bucket

    I love the concept of the "review" bucket but it would be awesome if we could choose the payment type(s) that end up there. I review all the Stripe gifts that come in, even though they post automatically, to be sure they are attached to the correct profile and the formatting is correct for any new profiles. It would be great if they could go into a review bucket until I have a chance to look at them. I enter the rest of the payment types myself and someone else posts them, so the review bucket is unnecessary for our…

    8 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Enable Custom Account Types

    The ability to create additional account types would be a huge timesaver. The Account Types offered currently are too few in number and can't possibly align with the account types (or groupings) of the typical user. Custom account types would also simply the process of creating financial views.

    24 votes

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    3 comments  ·  Accounts/Account Transfers  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Obtaining ACH information

    We'd like a secure way to obtain ACH information from grantees and vendors that feeds directly into CSuite. We obtain it now through an outside system and it's very manual and requires extra communication.

    5 votes

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    0 comments  ·  Checks/Bank Reconcile  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Notes/narrative field for Custom Reports

    It would be very useful to have a narrative field for custom reports to communicate the utility of the report. We sometimes pile on filters that solve for quirky problems and it would be great to be able to indicate that on a report so that other users (or ourselves at a later date) can know how to use it.

    7 votes

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    Proposed Idea  ·  2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Post all take post by payment into account in New to Open Bucket

    There is currently no way to batch move scholarships from New to Open with Post by Payment taken into consideration. Currently clients have to do this one by one scholarship.

    8 votes

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    1 comment  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Tribute Field Update/Donation Portal Setting

    It would be great to have the option to include Custom Messages for donations on the donation portal. Currently the only option for the donation portal is to have Donation Notes, which is not an option on the Template Fields List for our Tribute Notification Templates.

    This means that we either have to leave out the donation notes from donors to the individual they are sending the tribute to, or we have to cut & paste the donation note into the custom message section (as this is a field that can be mapped to the template)

    The other option is…

    5 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Add Invoice ID and Donation ID to Profile Payment Custom Report

    In support of requests from our auditors, we need a report that combines all money-in -- both donations and invoice payments. However, we have not found a way to create that in Custom Reports. We are looking for a way to combine both donation details and invoice payment details.

    Unfortunately, just the GL detail won't work for our auditors. They like to make their sample selections based on payment method and gift type - so we are looking for a way to pull this information or combine in the least painful way possible. Some of this information is obtainable from…

    5 votes

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  13. Hover or widen Available Fields

    When creating a report, there are so very many fields to choose from and, unless I'm missing something, it's incredibly difficult to know what each field means/is generated from. For example, on the attached file screenshot, there are loads of 'Fromgrant' fields but I can't see the whole field name. I can't drag the separator to increase the width of Available Fields so I can read the entire field name. There's no pop up when I hover my mouse over the field. So the only way I can figure out what each and every field is, is to add it…

    5 votes

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  14. Require Note field in Profile Information Update Feature

    The fund advisor portal now has a new profile information update feature. Any information the fund advisor changes goes directly to the profile in CSuite. If the fund advisor completes the note section, a note is added to the profile. Love this! That field is not required. Vote here to make this a required field so you have a note in the CSuite profile on why the profile changed.

    6 votes

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    0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  15. In-Kind Donations

    Currently when in-kind donations are entered a monetary value is required, but our organization does not assign worth to items donated such as furniture or books. It would be useful if the "Amount" was optional for In-Kind donations so we do not have to go outside of CSuite to create a thank you letter/receipt.

    6 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Electronic Filter for Check Custom Reports

    Please add an option to the Custom Report "Check". We have a custom check register under this custom report. There are no filters or options to show the check was electronic or not. The check # is blank, but it would be nice to have an option to pick whether or not the check was electronic.... so it can show up on the report on why there was no check # with that payment.

    5 votes

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  17. Uploading Attachments to Multiple Vouchers

    Currently CSuite does not have the functionality to upload an attachment to multiple vouchers at once. When our payments are processed via check, we are required to upload supporting documentation. This becomes time consuming when multiple vouchers are paid on one check.

    When uploading file attachments to CSuite it would be useful having a "bulk" option to select multiple vouchers that correspond with one check instead of having to individually upload the same document to each related voucher.

    7 votes

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    0 comments  ·  Files  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Put on each profile the date it was created

    It would be helpful to have a Date Created on each profile. That would help us narrow down if it was uploaded from a mailing list or if it was a Stripe donation or a Campaign profile.

    7 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Option to Remove Fund Group Headers from Promoted Funds List on Online Donation Portal

    Currently our promoted funds list has to be organized by fund group; however, many donors aren't familiar with the different types of funds, so it would be great if the fund group headers could be removed and the funds could be sorted in any order we determine. Thanks for considering!

    5 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Filtering Check Register Custom Report to Only Include Scholarships, Grants, Voucher, etc.

    When creating the check register custom report, it would be useful to be able to filter the report to only include scholarships, grants and other voucher batch types. This would improve C-Suites usefulness when attempting to gather information on checks cut specifically for scholarships, grants, and other voucher batch types.

    7 votes

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    0 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →

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