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1232 results found
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Default theme in data visualization tool
Would be nice to setup a default "theme" with colors/fonts/etc. that could be applied to all dashboard (for example, if time is taken to align the theme with organization brand)
8 votes -
pbassil@cfpbmc.org
I created a test opportunity in the sandbox to explore the new features, including assigning a primary assignee, two additional assignees, and a professional advisor. While I appreciate the effort that went into developing these updates, I did notice something that could become problematic.
Currently, when viewing the assignee, additional assignees, or professional advisor profle, it appears that each of them is also shown as having a duplicate opportunity identical to the donor’s. From a fundraiser's perspective, this could be quite confusing and potentially overwhelming.
As a friendly suggestion, for anything related to moves management or fundraising, it may be helpful to consult with someone who works closely in this area to ensure the features align with day-to-day use.
Unfortunately, I won’t be able to use these new features just yet. Ideally, only the Opportunity ID should appear under the assigned relationship—whether in the Assigned Opportunity section or the Advised Opportunity section for PA roles—without displaying any additional details or images. This would help prevent any confusion for fundraisers when reviewing the record.
I created a test opportunity in the sandbox to explore the new features, including assigning a primary assignee, two additional assignees, and a professional advisor. While I appreciate the effort that went into developing these updates, I did notice something that could become problematic.
Currently, when viewing the assignee, additional assignees, or professional advisor profle, it appears that each of them is also shown as having a duplicate opportunity identical to the donor’s. From a fundraiser's perspective, this could be quite confusing and potentially overwhelming.
As a friendly suggestion, for anything related to moves management or fundraising, it may be…
12 votes -
Opportunity Name
Have a convention called Naming or Description for the opportunity itself that will allow to name or describe the opportunity without adding a task
3 votes -
shiny new look
Shiny New Look: Responded to user feedback on the new UI updates, particularly around visibility and shading:
- Increased contrast when grouping a custom report.
- Increased contrast between enabled and disabled action buttons according to user permissions.
- Updated buttons for generating award letters on scholarships.This did not happen on my sccreen
3 votes -
paid invoices bucket
The paid invoices bucket has the oldest invoice at the top rather than the most recent. Please resort this bucket so newest invoices are at the top when you open the paid invoices bucket.
8 votes -
Copilot (AI) data integration
Copilot (AI) data integration for optional feed into a client M365 tenant. This would allow clients to leverage their CoPilot (or other AI) licenses as they deem appropriate. As of now, there is no good way to utilize AI with data from CSuite. Please add an optional API or other integration that would allow staff to be more efficient when reviewing reports, profile notes, and other information in the system.
The prime example is how CoPilot can help you prepare for a meeting by reviewing emails, calendar meetings, and notes pertaining to the topic. It would be great if we could pull information from CSuite to help create this type of efficiency.
Copilot (AI) data integration for optional feed into a client M365 tenant. This would allow clients to leverage their CoPilot (or other AI) licenses as they deem appropriate. As of now, there is no good way to utilize AI with data from CSuite. Please add an optional API or other integration that would allow staff to be more efficient when reviewing reports, profile notes, and other information in the system.
The prime example is how CoPilot can help you prepare for a meeting by reviewing emails, calendar meetings, and notes pertaining to the topic. It would be great if we…
11 votes -
survey
Would like there to be more freedom in campaigns to create multiple choice, free response, and Y/N surveys for volunteer recruitment and tracking and surveys to send after an event to collect feedback.
7 votes -
Fund Beneficiaries
If an organization is a beneficiary of a fund, I would like to see that on the recipients profile, not only on the Fund profile.
8 votes -
New Quick Tips / Quick Reference Guide Update - Please Make Optional!
Please make the update that moves quick tips to the quick reference guide an opt in / optional update. Maybe some will find this a better interface, but as it shows in this roll out video (http://player.vimeo.com/video/1086467921), it would be a big step back for us. Being able to just hover over the ? icon and see the quick tips makes the system super intuitive and easy to verify field purposes. But with this update we would have to click a link to another page and search for that field through that list to see the tip instead.
14 votes -
Funds without tasks associated to them should be reportable
In reports and Data Visualization, you are able to create a report that shows all the opts and tasks associated with a Fund. We would like to be able to run a report or DV to show all funds that do not have tasks in a given date range so that we know who which fund advisors we need to touch base with. Currently, the only way to do this, is to run a report for all funds, and run a second report that shows funds with tasks, export both lists, and then do a vlookup in excel against the fund report to see which funds are missing tasks.
This is important for our foundation so that we are always staying in communications with our donors.In reports and Data Visualization, you are able to create a report that shows all the opts and tasks associated with a Fund. We would like to be able to run a report or DV to show all funds that do not have tasks in a given date range so that we know who which fund advisors we need to touch base with. Currently, the only way to do this, is to run a report for all funds, and run a second report that shows funds with tasks, export both lists, and then do a vlookup in excel against the…
2 votes -
Downloading the Campaign Registration List for Event Check In
When pulling the registrant list for an in-person events, it would be ideal to select the info and layout of the list, such as all registrants with guest info below, and organization info if the participant used their organization.
As it is now, there is a lot of sifting necessary to narrow down the list to make an effective check in list.18 votes -
Move "Review Grant Request" link to just below Grant Request Cart
Please move the Review Grant Request link to just below the Grant Request Cart so fund advisors readily see this link.
10 votes -
Reporting
Allow filtering on the same field more than once for the same report. For example, we might want to see 2 specific dates, or eliminate more than one batch or date from a report.
4 votes -
Add Campaigns to Vouchers without unposting the voucher
If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.
With every other function, a user can add the campaign after the entry is posted except when dealing with vouchers. It is extremely frustrating to have to un-post, edit and repost to add a Champaign or change if required.
This idea has been achieved before.... But I think it would be very helpful.
5 votes -
Open Report in New Tab
I would like to open multiple reports from the dashoard without leaving it! I want to right click the report id to open in a new tab without being blocked. This is helpful to me when comparing certain metrics and different reports. I know there are workarounds (i.e opening up multiple report tabs and then clicking the id) but would really like to see things streamlined.
3 votes -
LYBUNT
LYBUNT Report in Dashboards is not accurate because it counts donations from households and individuals as separate.
For example, if Jane Doe only donated in 2025 but the Jane and John Doe household donated in 2026, the LYBUNT report would show Jane Doe which would be incorrect because Jane actually did donate in 2026 with John through the household.
I suggest having the LYBUNT report consider donations from indiv and their households as one unit to prevent this issue.
3 votes -
Add "Assign To" option for opportunity tasks
Add the same feature of "Assign To" that is available in Tasks to Opportunity Tasks, so that multiple opportunities will pull in a report under one opportunity task entry. As opposed to "Share with" because this doesn't actually show up in the opportunity task report.
Ex: 5 staff go to an event. Allow one user to create one opportunity task and assign to each of the 5 staff members that went to the event. When the opportunity task report is pulled for that quarter, it will show one entry with 5 opportunities completed and accounted for within that one entry.
5 votes -
Copy Note to an Opportunity
With the new note copy function, it would be great to include opportunities as one of the types of records a note can be copied to.
5 votes -
aallieri@cfpbmc.org
Enable the 'CC' field in Grant Document emails to automatically populate using the email address labeled 'CC' in the profile. This is currently done manually but automating it would save staff time. Referring to Grant Documents> Process Documents> Choose Batch> Email Documents.
5 votes -
Add option for customizable header on Giving Hub checkout page
We would like to add instructions on when to use individual vs household vs org on the checkout page. Currently, a lot of households use the individual setting and we can't change it on the back-end.
That, or make the choices more visible. They're easy to miss!
5 votes
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