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1216 results found
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opportunity
The "Add Opportunity" action still shows up when user is in the "Relationships" tab on a profile record, even though the the Opportunities tables has been relocated to the "Engagement" tab on a profile record. Would be great for this action be relocated to show up when a user is in the "Engagement" tab as well.
2 votes -
Enhancement to Abandoned Cart Email Frequency
We really like the ability to email our advisors who have left a grant request in their cart. Right now, the only option in the settings is to send these email reminders nightly. It would be great if there were other scheduling options, like weekly. From our perspective, emails sent each day may be somewhat irritating. It would be great if there were an option to send them less frequently, like weekly, or based on a certain number of days. We intend to send them weekly, but, at present, it will need to be done manually.
12 votes -
Make PDF Names customizable
Right now, our fund statements attach to the email as statement.pdf. We prefer more specific naming conventions (ideally the Public Name of the Fund and the Time Period of the Statement) but at a minimum would like to be able to name the PDF with our Organization name.
9 votes -
Add Donation URL/Link to Fund Profile
Currently a Fund's unique donation link can only be found by navigating to the Giving Hub and searching for that Fund, then copying the link from the search bar. That link should be available directly in the Fund profile.
9 votes -
Grant Catalog Donate vs. Grant Request Options
In the new portal, when a grant catalog is visible to fund advisors there are two options after you choose to donate to the grant catalog - 1. complete a donation through the Giving Hub, 2. choose Grant Request to request a grant through the fund advisor's DAF. We currently only market our Grant Catalogs to our DAF holders to encourage them to use their DAF spendables to support local non-profits. It is confusing to have both options available. Could the "Donate" option be turned on or off at our discretion instead of always included?
22 votes -
Merge Funds
It would be helpful if we could merge funds together and maintain the history of both.
8 votes -
Affiliate/Supporting Org Portal Internal Grant Funds
It would be great if an affiliate/supporting organization that's set up with online fund advisor portal access could make internal grant requests to their own affiliate/supporting org funds. When I login in as a fund advisor and go to create a grant request on the portal and go to previous grantee or fund, it only lists non affiliate/non supporting org funds because those are marked as private so they don't show on our org's main online donation page. However it would be nice if affiliate/supporting org fund advisors could request internal grants to other funds within that affiliate/supporting org group. Thanks for considering!
It would be great if an affiliate/supporting organization that's set up with online fund advisor portal access could make internal grant requests to their own affiliate/supporting org funds. When I login in as a fund advisor and go to create a grant request on the portal and go to previous grantee or fund, it only lists non affiliate/non supporting org funds because those are marked as private so they don't show on our org's main online donation page. However it would be nice if affiliate/supporting org fund advisors could request internal grants to other funds within that affiliate/supporting org group.…
6 votes -
"Inactive/active" donor data in portal
It looks like our fundholders don't have a way of seeing "inactive/active" data about donors in their portal, which can cause problems when they download the list to send cultivation and stewarding letters.
It would be great if this could be added as a column to the donor reports they can pull in the portal.
As a result of lacking features like this, many of our fundholders have to use a separate donor CRM to support their cultivation and stewardship efforts, which is silly!
7 votes -
bulk edit nonprofit settings
I would love to be able to bulk edit nonprofit radial buttons, categories and status. I am spending all day today checking boxes when it could be done in literally 10 minutes. Please consider this for future users!
4 votes -
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 fieldOpportunity 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 fieldsFor 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…
6 votes -
Use Existing Statement Accounts in Financial Views
Please allow for pre-built statement accounts to be selected/utilized when building out a new financial view.
When building financial views currently, the accounts must be re-selected for each financial view when netting them together.
Instead, it would be better if we could pick from an existing list of statement accounts as they already have the related accounts netted together and renamed. Of course, it would still be nice to have the option to choose within the financial view as well without impacting the existing statement accounts.
14 votes -
Profiles Marked as Deceased
I would like to suggest for Fund Advisors to be able to see (in the portal) whether a donor's profile is marked as deceased.
7 votes -
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…
13 votes -
Add a label field for the Fund Steward section for each fund in the Giving Hub
In the Giving Hub on the individual fund's donation page, we'd like to add a label that allows us to specify that the person whose contact information and picture showing is the fund's main contact (or as we call it, "Fund Liaison". That way someone from the public can know why the person's contact information and picture is showing.
13 votes -
Reports: Freeze the column headers
Freeze the column header in all reports so it will always display when scrolling through the records.
55 votes -
Fund Imports: Giving Hub
It would be extremely helpful if we could import updates & new items for funds, especially related to our Giving Hub portal. These would include descriptions and images. Manually adding these fields, one by one, is time-consuming, and we’d like to make our Giving Hub experience as rich as possible for our donors. Can an import feature be added for funds?
18 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.
According to the idea I posted previously, this idea was implemented: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48126044-fix-must-be-a-decimal-number-error. However, the issue is still occurring and when I spoke with the customer service team, they said that the idea hadn't actually been implemented, so I am re-posting.
Thank you!
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.
According to the idea I posted previously, this idea was implemented: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48126044-fix-must-be-a-decimal-number-error. However, the issue is still occurring and when I spoke with the customer service team, they said that the idea hadn't actually been…
4 votes -
sfuller@wc-cf.org
Same Beneficiary, Different Purpose: We have a fund whose fund advisor wishes the funding to be sent all to the same organization but for two different purposes. Currently we work this out by having the organization as the beneficiary to receive 75% of the funding for one purpose, and then we've set up a recurring grant for the organization for the separate purpose, but we have to manually adjust the amount each year. It would be great if we could set up the beneficiary twice for the two different purposes.
4 votes -
API - to connect CSuite to another accounting system
API to connect CSuite GL transactions to another accounting system.
3 votes -
Ability to Add Custom Fields to the Edit Menu for Designations
Please add the option to add particular custom fields to the edit menu of specific designations. For instance, it would be amazing if we could add a custom field to the Grantee designation's Edit menu.
This would allow me to choose particular custom fields that would show on the edit menu of one or all of the specific profile designations. When I go to that Designation and click Edit, I will see the custom field I added and the ability to input/select a response for the custom field.
13 votes
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