In addition to searching profiles by name, it would be helpful to be able to search by address. We often find duplicates that happened or profiles created and not linked to their household because a person's name was slightly different on the checks from one account than another, or because they were listed as Mrs. John Smith on the joint check and Jane Smith on their individual check. If we could check by address, we would probably catch more of these.

Currently, you can only have one payment method of other. We would like to have multiple "Others", for instance "Other - Canada Helps" and "Other - Square" so we can easily separate these out.

Fund Advisors should be able to at least view (if not manage/edit) Campaigns attached to their funds. We facilitate events to some degree for our clients, but don't manage the day to day planning, RSVP list, etc. As it is, we have to provide them a guest list manually. They prefer to use other systems like Event Brite, etc., since they have much more control. When they do, we have to manually enter their ticket sales income... The real benefit of the Campaign system for us would be to empower clients to run their own events!

It would be very useful if we could sort the "Donations Needing Tribute Notifications Sent" page by the columns "ID Date Donor Fund Payment Method Amount Tribute" like on the Grants page. There are many times we need to merge tributes or are only interested in looking at the tributes to one fund, and this sorting capability would be very helpful when looking for duplicate tribute names or viewing one fund at a time.

It would be great if we could type the recognition name in the profile and it would pre-populate based on that field, but we could override if only one member of a household was the donor. Also it would be great if recognition name could either be exported from donor records or profiles for our annual report.

CSuite should allow us to upload envelope templates, similar to donation letter and grant letter templates. That way we could add our return address and logo to the template and print everything at once.

Right now we either have to run the envelope through our printer once to get the logo/return address and then a second time to get the recipient's address on the envelope. Or we have to have the envelopes pre-printed by a printer. In either case this is extra cost and work for staff.

We don't need the Fund that a check is paid from to be printed on the check - and in fact there are situations where that information may not be appropriate to share. Can we turn that line item off on the printed checks?

Hopefully someone has a solution for this.

We have many fund advisors that are attached to multiple funds (ex. donor advised and agency funds) and their contact information has to be different for each fund.

So how can we do a mail-out to just agency funds and have the agency address inserted if their home address is their primary?

When it is audit time, letters and statements need to go out for each fund to each fundholder. How can we do that if there is only only primary address?

Do we need to have multiple profiles for one person?

Help!

Would be FANTASTIC to be able to enter a batch of donations, review them on a report and post as a batch, rather than having to post after each donation ( to create a deposit in the till )

In order to have a second person double check deposits made are entered correctly, it would be excellent to be able to print a report that lists out all information for a specific till #. (ALL INFO for a donation donor name, donor address, account it went into, donation total)

Currently the till print out is OK, as it gives an ID number, and we can navigate in the system to find the transactions - but it would be 10x easier if we had a print out to check against!

It would be very helpful to be able to bulk upload files to the fund advisor portal so that the documents are available either to all users of the portal or all users with grant recommendation privileges, etc. For example, to make our quarterly investment performance report available to all users or to make guidance for donor advised grantmaking available to all users with advisory privileges.

To be able to download export the trial balance by division as with the balance sheet

When using Donation Letter templates or when downloading CSV files for Word Mailmerge, the first letters of the words in the tributes are capitalized. For example "In Honor of .." or "In Memory of..." These will always be used in a sentence such as "Your donation was In Honor of John Smith." It looks strange to have the capital "I" and "H" or "M" in the middle of the sentence. These should be lower case.

Our old system numbered grants 2017001, 2017002, etc and then at the beginning of each year we would reset so it started with 2018001. It made it easy to tell which year a grant was made in.

We post anywhere from 15-35 grants at a time.
It would be beneficial if we could :
-Enter the memo line at the time of entry for the grant, rather than before checks are created
- Could reorganize the checks to print out as entered vs alphabetical order
-If the person entering the grant, is the one who approves- auto approve the grant
-Run guidestar check/post at the same time!

When we add an amount to a fund as a "Sponsorship or Non-Gift" it needs to be added the funds spendable account. Currently, to do this we add an Invoice for the amount given then Create a Payment to apply to that invoice. Then to increase their Spendable we go into the Fund page of the fund receiving the amount and do a "Manual Adjust". Can there be a "Make Spendable" box added somewhere in the payment area to avoid the extra steps?

It would be nice if when we created historic accts and grants payable reports that could be exported. We had to retype the information for our auditors to schedule out when grants expire. Also it would be awesome to have a field in grants that tells when they expire.

Is it possible to simplify the search function even further to remove "The" from the search term? It would be much easier for us to find records if we could search a partial name. We have quite a few funds that begin with "The" and an equal number that begin with the family name. Searching and running reports on these records can be tricky and tedious.

Would like to be able to use a donation template letter for anonymous donors.