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  1. Fund advisor profile duplication and donor portal access

    When merging duplicate Fund Advisor profiles, the existing fund advisor URL is disabled and a new login is required to be sent.

    Can this be reviewed so that FA's do not lose their access to their portal login when a profile merge is actioned.

    12 votes

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  2. Allow merged records to retain credit card information

    It would be very helpful if you allowed merged records to retain the credit card information for recurring donations. I've lost several credit card numbers during de-duplication and reaching out to them to ask for their card numbers or to reschedule their donations is too time consuming!

    14 votes

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

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  3. 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.

    4 votes

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  4. Tasks viewable to everyone who opens a profile

    Thank you for adding Tasks to individual Profiles! Can you please make ALL TASKS visible on a profile regardless of who created or the assigned person? It's helpful to see all past due/current/future tasks on a profile regardless of who they are assigned to.

    3 votes

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  5. Ability to Send to GLM from a custom grants report

    It would be really useful to us to be able to Send to GLM from a custom report. This would allow us to filter by a custom field so that we could easily do a bulk Send to GLM and be assured that all of the intended grants get pushed to GLM and no unintended grants do.

    4 votes

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    0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Full Filtering Functionality in Grants Paid Bucket

    It would be very useful to us to have the full filter functionality that exists in all of the other grant buckets in the Grants Paid Bucket. Currently, there are a very limited number of filter fields available. We would use this to filter grants that we would send to GLM. See the attached example.

    4 votes

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    0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 1099 code needs to be on voucher line level not only broadly on vendor or GL

    My question is related to some activity being paid is subject to 1099 and some activity is not. Same vendor but maybe a combination on invoice payment.

    FIMS would give us the option to assign at voucher level. Is there any way to do this in CSuite? Or can I only do a broad G/L account or broad profile option? This makes preparing 1099’s a bit cumbersome.

    17 votes

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  8. Include Website in Profile Merge

    When merging two profiles, the website should be one of the options to select in the merge choices.

    4 votes

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

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  9. Option to bulk set Grant Types, for previous grants that are inconsistent or incomplete.

    Option to bulk set Grant Types, for previous grants that are inconsistent or incomplete.

    6 votes

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    0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Convert an existing Csuite question to an integrated custom field

    We would like to have a service area field on GLM org profiles that integrates with CSuite. We have that field in CSuite now, but we would like it to automatically update when an org is synced from GLM. As things stand now, the information cannot flow from GLM to CSuite; we can only add an integrated custom field in GLM that will pull in information from CSuite. We would like information to flow the opposite way.

    4 votes

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  11. Set Address/Phone Type in Profile Creation / Field in Profile Import Template

    When creating profiles, it's very tedious that you can't enter the type of address or type of phone number and have to create then edit again.

    This is especially tedious when you're uploading 200+ profiles using the profile import and have to manually go to each profile to set the address or phone number type. At the very least, having it be a field for importing profiles would be nice.

    4 votes

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

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  12. choose a different G/L account for scholarship/grant refunds

    Csuite currently posts refunds for grants and scholarships to the G/L expense account for each. We would like the ability to select another G/L account for these refunds to be recorded in. Our past system allowed for a revenue account to be used so there was no netting of expenses and revenues from different years. If it is not possible for a default account to be set up, could a selection be made each time the refund is processed.

    7 votes

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    2 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  13. option for "this is a church/religious organizations"

    churches, synagogue and other religious organizations fall under the same special category as schools and can not be charity checked. It would be great if this option was added or if the existing option just included these "school/religious organizations"

    5 votes

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  14. 990 Report needs to include the actual Donation (if stock the name of the stock and how many shares)

    990 Report needs to include the type of donation (Cash or stock) and if the donation was stock needs to include the name of the stock and how many shares. My auditor is requesting it.

    8 votes

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  15. Ability to Edit Grant Catalog Alert Message in Recommend A Grant tab

    In the Donor Portal, from Recommend a Grant tab, there's a highlighted alert that reads: NOTE: There is an active grant catalog happening. You can give here.

    Let's make this field editable so that folks who've changed the name of their Grant Catalog can offer consistent language for fund advisors.

    6 votes

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    0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Import custom fields for Funds

    It'd be great if we could import data into custom fields for funds, just like we can for profiles.

    5 votes

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    1 comment  ·  Funds  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Microsoft Outlook integration

    Create a BCC option in MS Outlook that will automatically convert the Outlook email to a Note in CSuite posted to a Profile with a matching email address. This is an option for Salesforce users which works very well. It also allows more functionality for the email, including HTML formatting and sending attachments. And would be much better for one-off emails to donors, etc (versus group emails via MailChimp)

    2 votes

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  18. Report using filter for "or" instead of "and"

    Want to be able to extract data by using two different filters using the "or" instead of "and". Example would be to extract gifts by donation service Id or profile service Id.

    5 votes

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

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  19. Creating a Custom Expense Report

    For various events our organization holds we must provide an expense breakdown which we can export from CSuite but it includes unnecessary information that we must remove. Having the ability to create custom expense reports based upon specific accounts and/or campaigns we select would save time and allow the focus to remain on only pertinent data.

    4 votes

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    Planned  ·  0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Balance sheet - need change in net assets back

    When printing a balance sheet and income statement on the fly from the left-hand menu, there is no way to show that they are connected. It would be easy to pull from different periods and not catch it. I suggest putting the "change in net assets" back on the balance sheet but put it in the Net Assets section. That way it shouldn't be as confusing to others but it would give us "trust but verify" folks something to rely on.

    9 votes

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