813 results found
-
Donor Name Pronunciation Box
Adding a phonetic spelling box or a voice recorded memo to document the correct pronunciation of donor names.
5 votes -
Same Beneficiary, Different Purpose
Ability to add a grantee as a beneficiary to a fund more for more than once would be helpful. We have several funds in which the same grantee is designated for two very different purposes and different percentages. The current text field isn't large enough to account for multiple purposes, and having two separate line items would create the individual spendable grants when creating them in bulk, which would be extremely helpful.
6 votes -
Donation Portal: Giving levels by fund
Would love to be able to create giving levels specific to each fund. Different funds have different giving expectations.
6 votes -
grant notification to grantees - have two default emails
Currently the grant notification to grantees includes one default email and the option to manually add a second email notice. Is it possible to allow us to have a second default email load rather than adding manually. We have a number of grantees who have two people they want to receive a notice and it is not conducive to have to always remember to add the second person.
16 votes -
Add option to 'set notify' in custom reports
Add bulk option to 'Set Notify' on a custom report so that a profile type can be used to isolate only main advisors on funds to receive the notifications. Currently, only option is to bulk add 'Set Notify' on the fund advisor page which would add the notification to all advisors on every fund.
7 votes -
Bulk Make Student Grantee/Payee
To help increase the efficiency of processing scholarship payments that need to be payable to the student; a bulk action to set grantee to student would be beneficial. Currently, it requires creating the student profiles in CSuite first via a bulk import with the is grantee, is vendor, is student designation then you have to create the scholarship award (manually, via import or through integration). If you use the SLM integration you must set the student as the grantee/payee on each scholarship one by one. This is a very tedious process that leaves lots of room for error, the creation…
15 votes -
Donation Portal: Filter/Search Funds
An option for users to select multiple fields (radio buttons/checkboxes) rather than just searching for a fund.
So, the checkboxes could allow a user to select two different service areas and filter the funds that way.
Anything in the works for filtering funds?
5 votes -
Fix Must Be A Decimal Number Error
It would be helpful to allow multiple types of entries in the donor portal when a fundholder is requesting a grant. For example, if a fundholder types "$25,000" including a dollar sign and a comma, an error sign comes up ("must be a decimal number".) The fundholder needs to type in 25000 for the grant to go through. Allowing $25,000 would help reduce frustration.
4 votes -
memorial
When I create print letters to notify folks that a tribute gift was made, I typically make edits to the letters before printing and sending. However, if someone has selected to notify the tribute via email, I am unable to edit the letter.
Could there be a setting to toggle off this option on our website so that the public can only choose to notify people via snail mail?
Or could the system allow me to edit my letter before it is emailed?
6 votes -
Profile changes (ex: name, address) should not update historical information.
When a profile is updated with a name change or address change CSuite is then updating all historical items, example if a grantee had a check cut under on old name and they changed to a new org name that historical check is now showing that it was cut to the new name. Historical checks and gifts should remain static and not update to the new information.
48 votes -
Maximum Account Balance
For Cash Management and Balance Swap purposes, I would like to see an account maximum. We have several checking accounts that need balance transfers if they exceed a certain amount. For example, any balance over $500,000 in one checking account needs to be transferred to an investment account.
6 votes -
Allow bulk import of notes for journal entries.
The ability to bulk import notes for journal entries would be a great new functionality.
8 votes -
Custom Report Filter: "AND" "OR" logic within one filter
It would be nice to allow "AND" "OR" logic within one filter, esp. for textbox fields.
Right now the logic can only exist between different filters, but within one filter/field, there is no flexible logic built in for multiple criteria, nor does it allow using the same filter more than one time (with different values).Examples:
(1) filter "Prefix" is "Mr." OR "Mrs." OR "Ms." AND "not null".
(2) filter "profile type" IS "x" AND IS NOT "y"34 votes -
Inactivate Grant Templates
We are no longer using some grant templates. We'd like to be able to mark them as inactive so they no longer show in the drop down list for grant templates.
3 votes -
profile type - add note option
Would like a notes option for each Profile Type so that you can add a little history about what your intention behind the profile type was. Could also help with old profile types that were integrated from FIMS that are listed a little differently in CSuite.
6 votes -
opportunity
It would be a nice feature if you could alpha-sort opportunities. We utilize opportunities for a lot of different things and it takes a lot of time to look through them when you can't alpha-sort. I have tried the column at the top, but nothing happens.
7 votesThe Opportunity list defaults to sort by ID. When you select a different column title to sort, you must then "deselect" the ID column which will remove the arrow. The profile column will then sort alphabetically. This sort functionality is the same for all tables in CSuite.
-
Custom Report - Event Campaign Guest List
Would like the ability to create a custom report for an event campaign guest list. Ideally all fields from the "Guest List" export (located in the campaign profiles tab) would be included as well as "work organization" and "work title" from an individual profile.
Use case: Professional advisors attend an event and are invited by an organization that is not their employer. When printing name tags for the event, if a profile has a work organization and title, would like to pull this information onto the name tags (not the organization that registered the individual for the event).
9 votes -
FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor
On the Fund Portal at the top the text says Fund Advisors for anyone who has access. This is confusing as many people with access are not Advisors (for example statement recipients for Designated funds). Please change this text to say something like Fund Access. This label is causing some of our people with fund access confusion about what level of access/advisory privileges they have. Fund Advisor is a specific term for Donor Advised Funds.
23 votes -
Guest Information
In the ticket portion of a campaign, change the label in the "Edit Guest Information" button to "Complete Guest information."
7 votes -
Tribute "Bucket" notification
On the donation page, it would be great if the Tribute Bucket would also reflect when something is sitting there and needs attention. We try to check this regularly, but it's easy to forget when you are a small shop.
6 votesWhat about a Tribute Notify custom report. You could filter to "needs notification" and set it to auto email weekly or monthly?
- Don't see your idea?