285 results found

1. Donor Portal should display only posted donations

   Currently, if a user logs in to their donor portal, they are able to see donations that are in the "new" bucket - AKA donations that are not yet posted and may contain inaccuracies.

   This has caused confusion for a couple of our donors, particularly those that are also fund advisors and contribute to their fund via check. If we've just entered the check donation but it has not yet been posted, the fund advisor could log-in, see a low balance on their fund advisor portal, but then go to their donor portal and see the "pending" donation, though it looks complete to them making their fund balance appear inaccurate. Please change the settings so that only POSTED donations show up in the donor portal.

   Currently, if a user logs in to their donor portal, they are able to see donations that are in the "new" bucket - AKA donations that are not yet posted and may contain inaccuracies.

   This has caused confusion for a couple of our donors, particularly those that are also fund advisors and contribute to their fund via check. If we've just entered the check donation but it has not yet been posted, the fund advisor could log-in, see a low balance on their fund advisor portal, but then go to their donor portal and see the "pending" donation, though it… more

   14 votes

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   Proposed Idea  ·  1 comment  ·  Portal  ·  Delete…  ·  Admin →
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2. Annual grant letter for an organization - customized merge fields

   We would like to create a custom letter that exports all the grant data for an organization in a fiscal year - similar to a donation report for funds.

   We are looking at ways to reduce the administrative burden on our grantee partners and one of the things we are looking at is reporting.

   Currently in GLM we require our grant recipient organizations to complete a report for every single grant they receive. As some organizations receive over 10 general purposes grants a fiscal year, they have to complete 10 individual reports. To try and relieve this burden, we would like to reduce this so that organizations only need to provide one report for all the general purpose grants they receive. We can then share this with all the funds that have supported them.

   To do this, we would like the ability to send each organization an email at the end of the year that lists all the individual grants they have received in that year, along with the name of the fund that provided each grant and the grant description. Ideally this could be emailed to the primary contact of the organization from GLM or CSuite itself.

   I have searched both CSuite and GLM and have tried merge templates in GLM (currently the Organization Request Summary table can not be filtered by date). We've also tried exporting data off CSuite and using Mail Merge in Word but that hasn't worked either.

   Even if there is a work around that I haven't thought of... Please help!!

   We would like to create a custom letter that exports all the grant data for an organization in a fiscal year - similar to a donation report for funds.

   We are looking at ways to reduce the administrative burden on our grantee partners and one of the things we are looking at is reporting.

   Currently in GLM we require our grant recipient organizations to complete a report for every single grant they receive. As some organizations receive over 10 general purposes grants a fiscal year, they have to complete 10 individual reports. To try and relieve this burden, we would… more

   14 votes

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   2 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

3. Grant letter edits

   Would make such a difference if we could make the mini edits we often need to do in a letter (to personalize, make a small correction, etc.) right in the platform. Downloading to word in order to make the edits and then being left with no record of the actual letter sent unless we re-upload it to just an attached file just adds to the clicks and time to do the task.

   11 votes

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   6 comments  ·  Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
   Archived  ·  Skye Weber responded

   Hello,

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   If you have any questions, issues or concerns please let us know!

   Thank you

4. Fund Beneficiary Grantees/Funds: Add ability for a fund to designate its own fund as beneficiary

   Some fund agreements require a portion of spending be reinvested back into the fund's principal

   Currently, CSuite does not allow a fund to be its own beneficiary. Therefore, a manual journal entry is processed annually to reclass the reinvested amount from spendable to principal. And it is must be entered after Create Spendable Grants has been completed.

   Example:
   - 80% of spending granted externally
   - 20% must be reinvested into the fund's principal
   - After "Create Spendable Grant" runs, a manual journal entry is posted to reclass the 20% from spendable to principal.

   Having the ability to designate the fund as a beneficiary would result in Create Spendable creating two grants automatically, split between the external grantee and reinvestment into fund's principal. In addition, this would provide transparency on fund statements as well. Right now the donor does not see the reclass into principal each year.

   Some fund agreements require a portion of spending be reinvested back into the fund's principal

   Currently, CSuite does not allow a fund to be its own beneficiary. Therefore, a manual journal entry is processed annually to reclass the reinvested amount from spendable to principal. And it is must be entered after Create Spendable Grants has been completed.

   Example:
   - 80% of spending granted externally
   - 20% must be reinvested into the fund's principal
   - After "Create Spendable Grant" runs, a manual journal entry is posted to reclass the 20% from spendable to principal.

   Having the ability to designate the… more

   4 votes

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   Proposed Idea  ·  0 comments  ·  Funds  ·  Delete…  ·  Admin →
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5. Opportunity Closed Date

   Currently, when you mark an opportunity as closed, and select successful or unsuccessful, the system automatically stamps the opportunity with the current date and time. There is no option right now to select a prior date. Because we are linking funds to opportunities, I don't want to close it until that is complete. It would be helpful to select the closed date so that I can more accurately use this data in custom reports to view what closed in each month.

   12 votes

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   Implemented  ·  0 comments  ·  Opportunities  ·  Delete…  ·  Admin →

6. Expand Reports for Opportunities

   With thanks to @Jessika Ellis: We really need this

   Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?

   Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.

   Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp Task Name field, Stage Name, AND Task Description text field

   Note custom report pulls in:
   Task Type Name field +
   full Note Text field
   Ref Name field shows Opportunity ID#, BUT no Label/Name etc field for the Profile associated with the Opportunity, and no Task Description field

   Opportunity custom report pulls in:
   Profile ID#/Label etc fields
   Stage Name
   Opportunity Type Name, BUT no fields for Task Name, Task Description, or any Note fields

   For full integrated reporting, one custom report should have all these possible Available Fields, with both names (of Stages, Task Type, Opportunity Type) and ID#s as options, and certainly with the ability to capture the 'full' contents of an Opportunity record with Note and Descriptions text.

   With thanks to @Jessika Ellis: We really need this

   Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?

   Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.

   Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp… more

   7 votes

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   Proposed Idea  ·  1 comment  ·  Notes, Tasks & Files  ·  Delete…  ·  Admin →
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7. Add Org Contact to Profile Import

   Would like to be able to add "contact" and "contact title" when using the bulk profile import to add organizations to CSuite. Currently, to do this in bulk, a profile import needs to be completed, then a bulk update for names to add the org contact name and title. It would be great to do this all in one step. Thanks for considering this!

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   2 votes

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   0 comments  ·  Profiles  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

8. Outlook integration - attach to a fund or funds, profile or profiles and note type, and sticky; create a task

   When we use outlook, we have to manually add the fund name and note type. We also have to manually add the sticky. Would be helpful if we could choose this. Would also be helpful to be able to create a task from the outlook email. And, if multiple funds/profiles could be chosen, bonus!

   4 votes

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   Proposed Idea  ·  0 comments  ·  Notes, Tasks & Files  ·  Delete…  ·  Admin →
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9. Indicate Required Fields on Catalog Request Form

   In the Fund Advisor portal, on the Catalog Request Form, there is no indication (such as with an asterisk) which fields are required, so a NPO copmleting the form must click the submit button before they are advised which fields are required. It would be helpful if required fields could indicate they were required when the form is first loaded.

   Currently, if they click the "next" button without completing ALL the required fields, it just clears out the form. Would also be helpful if we could add sub-directions for each field. For instance, put "max 200 characters" as sub-directions for the Short Description. Alternatively for this specific field, add admin-chosen character limits.

   In the Fund Advisor portal, on the Catalog Request Form, there is no indication (such as with an asterisk) which fields are required, so a NPO copmleting the form must click the submit button before they are advised which fields are required. It would be helpful if required fields could indicate they were required when the form is first loaded.

   Currently, if they click the "next" button without completing ALL the required fields, it just clears out the form. Would also be helpful if we could add sub-directions for each field. For instance, put "max 200 characters" as sub-directions for… more

   12 votes

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   Implemented  ·  0 comments  ·  Grant Catalog  ·  Delete…  ·  Admin →

10. Mass edit/delete fund links/profile fund categories

    It would be great to be able to bulk edit or delete fund links/profile fund categories. We brought over a lot of fund associations from FIMS to help us until we got our data cleaned up. Now that our CSuite coding is complete, we no longer need many of these profile fund categories. Currently we have to manually remove them from each profile before deleting the code, which is very tedious.

    11 votes

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    Implemented  ·  0 comments  ·  Delete…  ·  Admin →

11. Yearly tax receipt - would like to bulk email to those with emails and mail to those without emails

    We would like to email our yearly tax receipts to donors, but if a profile doesn't have an email the bulk job doesn't complete and all of the profiles without emails are listed so we can add an email to the profile to them run the job again for emailing receipts. In many cases we don't have the donor's email (when they mail a check for example). It would be great if the job would complete and send to those with an email and then create an 'exception report' for those without an email so we can mail those receipts to those donors.

    We would like to email our yearly tax receipts to donors, but if a profile doesn't have an email the bulk job doesn't complete and all of the profiles without emails are listed so we can add an email to the profile to them run the job again for emailing receipts. In many cases we don't have the donor's email (when they mail a check for example). It would be great if the job would complete and send to those with an email and then create an 'exception report' for those without an email so we can mail those receipts… more

    9 votes

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    2 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
    Archived  ·  Skye Weber responded

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

12. Fund Advisor Login Log

    It would be great if the Fund Advisor Login Log went back further and showed a complete history of logins. Currently, it only displays a set number of rows. Knowing the full history of login attempts would be very useful. Thanks for considering!

    9 votes

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    0 comments  ·  Fund Advisors  ·  Delete…  ·  Admin →
    Archived  ·  Skye Weber responded

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

13. The Public Fund name should be used across the board on anything that is not completely internal.

    The Public Fund name should be used across the board on anything and everything that is not completely internal. Currently, the INTERNAL fund name shows on the checks that go out to the DAF grantees and the confirmation emails that go out to the DAF Advisors when grants go out, which makes no sense at all. These show the donors and the recipients of their grants the wrong name for the fund.

    4 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

14. Portal: Change Profile Content Area

    Please add a content area to the "change profile" page of the Portal. If someone logs in and has multiple profiles associated with the same primary email address, it would be great to have the ability to add some instructions for our fund advisors, donors, etc. about which profile to select in order to accomplish their desired task (donate, grant request, etc.). Thanks!

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    9 votes

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    0 comments  ·  Portal  ·  Delete…  ·  Admin →
    Archived  ·  Skye Weber responded

    Hello,

    
    

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    
    

    If you have any questions, issues or concerns please let us know!

    
    

    Thank you

15. Develop Login Report that also shows Profiles logging in with PIN

    Currently, the Fund Advisor Login Log only shows Fund Advisors who have logged into the Portal with Username and Password. Since most/all first-time portal users log in with email and PIN (and some may continue after that), we would like to be able to track all portal users that are logging in -- whether using username and password, and/or email and PIN. Currently, there's no visible record of portal users logging in by PIN. This results in things like receiving grant requests from Fund Advisors without a record of a fund advisor having logged in, and when portals are launched, teams aren't able to get a complete picture of portal adoption. It would also be nice for logins with PIN to hit existing Login Logs throughout the system. Many thanks for considering this idea!

    Currently, the Fund Advisor Login Log only shows Fund Advisors who have logged into the Portal with Username and Password. Since most/all first-time portal users log in with email and PIN (and some may continue after that), we would like to be able to track all portal users that are logging in -- whether using username and password, and/or email and PIN. Currently, there's no visible record of portal users logging in by PIN. This results in things like receiving grant requests from Fund Advisors without a record of a fund advisor having logged in, and when portals are launched,… more

    12 votes

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    Proposed Idea  ·  2 comments  ·  Fund Advisors  ·  Delete…  ·  Admin →
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16. Closing last month in fiscal year separate from closing year

    Please leave the closing of the last month on fiscal year separate from closing the fiscal year. I like to close our last month while the audit is going on so nothing gets entered while they are working. After the audit is complete the fiscal year can be closed.

    9 votes

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    Archived  ·  0 comments  ·  Delete…  ·  Admin →

17. donor portal

    Donor Portal Setup Access - Complete
    change the grammatical typo to read "Please make sure to use.." instead of "Please make sure and use..."

    8 votes

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    0 comments  ·  Fund Advisors  ·  Delete…  ·  Admin →
    Archived  ·  Skye Weber responded

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

18. Please fix the Copy button!!

    With the location of the copy button without a "sure you want to copy" confirmation the way you do with deletions, profiles can get copied without users realizing it. There is a message that comes up but if someone is typing they completely miss it. PLEASE add a confirmation for copying.

    9 votes

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    0 comments  ·  Profiles  ·  Delete…  ·  Admin →
    Archived  ·  Skye Weber responded

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

19. Anonymous Donors in 990 Report

    Want donor's marked as anonymous to be anonymous in 990 report export. Some donors have to be completely anonymous and can't even be identified in 990.

    9 votes

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    0 comments  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

20. Ability to edit Vendor "Terms" for Vouchers

    Currently the only billing "Terms" available for use on Vendor records is "Due on Receipt". Having the ability to edit this field to include additional billing terms would allow for more complete vendor records and assist with payment schedules.

    It would also be beneficial if the "Due Date" field auto populated during Voucher entry should specific "Terms" be selected on a Vendors profile.

    9 votes

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    0 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.