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1069 results found

  1. Save Button on left side menu

    It would be great to have the save button also located on the left side menu instead of at the bottom and/or top of the screen.

    Thanks!

    52 votes

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    2 comments  ·  System Data  ·  Admin →
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  2. We are going to be producing monthly a spreadsheet that will help us determine who normally distributes in a particular time frame and their spendable/available cash.

    It would be a dashboard we can frequently review.

    However, the pre-made reports or the custom ones do not grab both the spendable/available cash that we would need for review.

    Other fields that we would find beneficial include: the distribution type/sub types, fund summary and fund advisor.

    Nice to have would be the grantee names/dates/amounts.

    The pre-made “Fund Report – Summary” is close and works well as a dashboard, but is missing some vital,…

    15 votes

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  3. Impact Investing-Revenue Share
    We recently invested in an impact investment where we have a portion of $ in a mortgage. We earn interest and principal repayments monthly but only receive the funds 2 a year. I would like to book the monthly int earned and reduce the principal by the amount owed and set up a receivable for the twice a year payment. I was looking to the add int/fees to book the income no problem but how can I reduce the principle balance and set up the receivable other than booking journal entries. At the moment there is just…

    18 votes

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  4. Balance Swap - Edit Amounts

    The Balance Swap feature is extremely helpful, but it would be better if you could change the amount for the balance swap that is needed. In some instances, a fund needs a balance swap, but I would like the ability to make two different swaps on different days.

    50 votes

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  5. Please add the Fund Name in the inter-fund Descriptions & P-Description (currently it just says our Foundation name) of where the grant is going to. Thank you.

    16 votes

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  6. To create ease of toggling back and forth between grants, having a back and forward button to advance to the next grant or previous grant.

    60 votes

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    6 comments  ·  System Data  ·  Admin →
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  7. It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  Other  ·  Admin →
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  8. It would be extremely helpful to us, as we continue to clean up our data after implementation, to be able to create reports, and group profiles, by Uploading Legacy Profile Code IDs. We're still grabbing data from our previous system, and those records do not have any connection to their counterpart Profile Id in CSuite.

    0 votes

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  9. I would love the ability to create a customized word template based on criteria from specific reports, where the data from that report would merge directly into the template. For example, I want a directory of all our Board Members, with work information and primary contact information. I created a custom report using Profile Org Role, but now I will need to export that information to merge into a word doc template. I would love to be able to do that merge within the system.

    0 votes

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