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1476 results found
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Journal entry should not force you to type in 0 in the credit field when posting a debit and vice versa
Journal entry should not force you to type in 0 in the credit field when posting a debit and vice versa
3 votes -
shiny new look
Why would you take away the option of not using the Shiny New Look???? Do you listen to your customers when they tell you that it is hard to see, hard to find tabs? Why??
5 votes -
Grant Request Notification - Include More Information
The grant request notifications we currently receive when clients request a grant, contain the name of the fund advisor who submitted the grant request, the grantee name, and the grant amount. We would prefer that the grant request notifications include more information similar to that of the grant request emails that fund advisors receive. The information we would like to see included would be fund name, grantee EIN, grantee address, and grant description.
3 votes -
Fiscal Sponsor Field on Grantee Designation to Auto-Populate on Grants
We would like for the option to assign a Fiscal Sponsor on the Grantee Designation of a grantee's profile so that it automatically populates on a grant record when it is created for that grantee, similar to how the Grant Type field on the Grantee Designation automatically populates on a grant record. This would save users time and avoid forgetting to add the sponsored org to each grant before payment is processed.
4 votes -
Legal Terms for Grant Requests Submitted through the Giving Hub
Currently, the Giving Hub setting that requires donors to review and agree to legal terms (one of CSuite’s latest releases) applies only to donations.
As a donor-directed Foundation, we require donors, each time they make a grant request, to approve and attest to the IRS written acknowledgment confirming that no services or benefits are received in exchange for a distribution.
Having this Giving Hub setting extend to grant requests submitted through the portal would allow for this process to be streamlined.
6 votes -
An Inactive address should not be an option when selecting Print Envelope. Only the active addresses should be an option.
Upon searching I see this was noted in 2023 but do not see that it was ever addressed. We had to inactivate a bunch of addresses that were provided by NCOA and we noticed that when selecting the "print envelope" feature within a person or organization's profile, all of the listed addresses populate to select from...even the "inactive" ones. Because of this you have to select the back button to confirm the active address. Please list only the active addresses and the top option should be the primary address. Please do not show the inactive addresses.
24 votes -
event
Allow fund advisors to see guest names/rsvps for events tied to their fund. Right now they can see the payer name only and export their contact info, but if there are multiple tickets bought in a pack, they can't use the information in the portal to create a guest list/plan catering, etc. It would also be nice if the campaign name was visible to them in the portal as well. We have a handful of fundholders that hold multiple fundraisers throughout the year, and the stop Foundation staff from what they're doing to pull multiple guest lists for them takes away from our core work.
Allow fund advisors to see guest names/rsvps for events tied to their fund. Right now they can see the payer name only and export their contact info, but if there are multiple tickets bought in a pack, they can't use the information in the portal to create a guest list/plan catering, etc. It would also be nice if the campaign name was visible to them in the portal as well. We have a handful of fundholders that hold multiple fundraisers throughout the year, and the stop Foundation staff from what they're doing to pull multiple guest lists for them takes…
2 votes -
Bulk Archive Profile Type
As foundations grow, it's common to end up with profile types that are no longer in use. Cleaning those up currently means archiving profile types one at a time, which gets tedious fast.
The idea: add a bulk archive option at the profile type level, allowing admins to select profile types and archive in bulk.
This would be a big time saver during database cleanup, data audits, or any time profile types are being consolidated.
3 votes -
Customer Open Invoice Statement
Right now there is no statement that lists all open invoices on a customer profile. The Customer Balance Report lists all invoices, but does not clarify if the invoices were paid or not. A statement of open invoices with the customer name and our logo would be really helpful so we can send the statement to our customers. Right now we have to take the invoice information from their profile (or build a report) and manually format a statement in a word doc. If this was a built in feature in CSuite it would save us a lot of time.
3 votes -
Search via DBA field
It would be really nice if we could search via the DBA field. We miss the ability to search via "aliases" in our old CRM. We run the risk of creating duplicate records and potentially missing important notes on existing records if we can't find them via their name.
3 votes -
Automated Campaign Emails
It would be helpful if we could set up automatic emails for individuals registered for an event campaign to send reminder/event details, and follow-up emails from CSuite, instead of having to download the list and upload it to another platform.
2 votes -
1. Is there a way to set up alerts when we are approaching our ticket limit? 2. Is there a way to set up automatic emails to individuals reg
Adding a feature to campaigns that would send automated alerts as we are approaching our registration capacity, so that we have time to access before the campaign defaults to sold out.
2 votes -
Move the "Send to GLM" option away from "Post & Get Approval"
Recently, an option to "Send to GLM" was added for grants in New status. That option is right above "Post & Get Approval". Our staff has accidentally clicked the GLM option several times, because it is red and is located directly above the Post & Get Approval option. Please move it somewhere else in the left menu - anywhere that is not right next to the option we want to choose 90% of the time.
2 votes -
Print page.
I really liked the feature that brought up the print window [blue button] after hitting Print Page when doing balance swaps. I hope it reappears.
2 votes -
reassign
Bulk Reassign Tasks and Opportunities: t would be helpful to be able to Bulk Reassign Tasks and Opportunities when one employee leaves an organization. As of now, users must go into each task and opportunity to reassign them. There IS a Bulk Close and Bulk Complete option, but no Bulk Reassign.
3 votes -
show paper clip attachment symbol on voucher and/or grant listing
Is there ANY way to show the paper clip symbol for an attachment on the listing of a voucher?? So, when you have a list of vouchers or grants, there would be a symbol showing you have an attachment scanned for that voucher and/or grant. We scan our payables into the voucher and grant so if our Auditor picks that item in the audit, we don't have to physically pull it, it is in CS. I would like to go back and check to be sure I scanned the payable portion to the voucher and/or grant but have to go into every item and scroll down (1st world problems I know but still time consuming because we have A LOT of payables) to see if there is an attachment for that voucher/grant.
Is there ANY way to show the paper clip symbol for an attachment on the listing of a voucher?? So, when you have a list of vouchers or grants, there would be a symbol showing you have an attachment scanned for that voucher and/or grant. We scan our payables into the voucher and grant so if our Auditor picks that item in the audit, we don't have to physically pull it, it is in CS. I would like to go back and check to be sure I scanned the payable portion to the voucher and/or grant but have to go…
6 votes -
Fund Statements: Show grants total by grant type
As a community foundation with defined impact goals
I want to be able to show a fund holder what they have contributed toward those goals
So that I can inspire them to give more to the impact areas.Another application of this functionality would be to show the fund holder a breakdown of all their grants by grant type.
5 votes -
Formatting for "Amount" fields in all Content areas
Please format the "amount" field for all Content notifications to display as $#,###.## (e.g., $64,500.00). Formatting currency with commas is essential for clarity, especially with larger numbers.
I realized a similar idea was posted but later archived. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/42438682-amount-formatting-in-content
92 votes -
Unwanted Updates to Bank Reconcile
Please bring back a couple of features with Bank Recs!
Please allow for sorting transactions by check number again. I can now filter to only checks but they're not always in order and I don't see any way to make it so.
Allow for easier unreconciling/rereconciling. It used to be if I had to fix something from three months ago that required unreconciling the bank account, I could rereconcile with only one click. Now I have to go in and uncheck every transaction for the following months, reconcile the first month, recheck all the items for the second month, reconcile that month, and then go in and recheck all the items for the third month to reconcile it. Huge downgrade!
Please bring back a couple of features with Bank Recs!
Please allow for sorting transactions by check number again. I can now filter to only checks but they're not always in order and I don't see any way to make it so.
Allow for easier unreconciling/rereconciling. It used to be if I had to fix something from three months ago that required unreconciling the bank account, I could rereconcile with only one click. Now I have to go in and uncheck every transaction for the following months, reconcile the first month, recheck all the items for the second month, reconcile…
55 votes -
Term Investments
Right now funds are limited to ONE term investment only, even if that term investment is paid and closed. We use this function for internal loans that our DAF holders are increasingly interested in. Please escalate a need to allow for more term investments within a single fund.
2 votes
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