1142 results found
-
Detail Trial Balance - Add to Left Menu
Add Detail Trial Balance to the list of reports on the left menu when in a fund record. Right now, if we go into a fund record we have to select Trial Balance, then the date, then go back to reports and select Detail Trial Balance and then adjust the date range.
14 votes -
Separate "hide description" for Donations vs Grants
The "hide description" functionality for the Fund Advisor portal currently hides the description on both donations AND grants. Based on other available settings related to fund advisors, there does not seem to be a setting that will allow for one description to show but not the other. It would be more practical to have control over those independently (e.g. turn off descriptions for donations, turn on descriptions for grants).
13 votes -
Multifund grant filter
It would be beneficial to be able to filter on custom reports or in the grant buckets whether or not a grant is multifund. Currently only available in Home > Grants > Reports.
10 votes -
Positive Pay Bucket
I would like to have a positive pay "bucket" or similar functionality that allows me to keep track of which checks have been downloaded in a positive pay export, and which ones are ready to download. We try hard to keep up with the work flow to include positive pay, but a few workflow situations have caused bank exceptions that could be easily solved if there was a quick place in csuite to view the checks ready to submit for positive pay. Thanks!
2 votes -
Add Note ID to Global Search
We schedule weekly custom report emails to all staff. This report includes Note ID. If a note refers to an attached file, having the ability to jump into Global Search to bring up the Note ID would be a time saver for all staff.
5 votes -
copying a grant
Many donors recommend the same grants from their DAFs every year. I'd like to be able to copy grants that have been made before and have the custom fields carry over into the new copied grant instead of having to fill them all out again.
8 votes -
Default Template - None
I would like the ability to set 'No Default Template', as opposed to leaving the field blank and having the system automatically assign the predetermined default template.
Most of our grant notification happens via GLM/SLM, and we do not need to generate a 'Grant Letter' or 'Scholarship Letter', or 'Award letters' for individual grants in CSuite.
However, we have some programs that run through CSuite only, and need a letter attached. Because these programs are the only ones using the 'Grant Letter' template type, the system automatically pulls this letter template for ALL grants, at this time. As it currently…10 votes -
Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?
When you click on "Donate" from the Fund Advisor Portal left navigation, can the Giving Hub be opened in a new browser tab so the Fund Advisor can more easily get back to the Fund Advisor Portal?
We have disabled the Login button on the Giving Hub in order to reduce confusion for our donors who are not fund holders (we have not opened our portal for donors). So we are trying to figure out how to help our fund advisors get back to the portal. Of course, we can direct them to open a new tab or remind them…
15 votes -
Scholarships - Block Applicants from creating a duplicate application
There should be a feature added in SLM to prevent applicants from creating a duplicate application instead of just a warning. A duplicate universal application leads to quite a mess when it is submitted as it then creates duplicate individual opportunity applications as well. It is not only confusing for the scholarship agency, but even more so the applicant as it clutters their dashboard.
9 votes -
profiles: display relationship and engagement tab numbers
It would be helpful if the Relationships and Engagement tabs had numbers like Files and Notes do.
69 votes -
Attach a file to fund statements
We would like to be able to attach a file - letter, image, etc. - to fund statements. This would enhance fundholder (donor) relationships and communication. We easily do this for our fundholders who receive paper statements and would like to be able to mirror the communication for our fundholders who have receive electronic statements.
7 votes -
URL, QR Code export for Giving Hub via custom reporting
The links and QR codes for the giving hub are available on each fund. However, exporting a full list is not available. This is a request to create an easy export or custom reporting field to get these out of the system in bulk more easily.
Additionally, please include the affiliate funds/affiliate giving hub funds when building this out.
2 votes -
task due date
Add / Create Task - can the due date default to today's date, keep option to change date? A lot of tasks are done for daily activities, so why not save time for the due date?
3 votes -
Fund Profiles Sorting
Please give the 'Fund Profiles' table on the Relationships Tab the ability to be sorted by column. Currently it automatically sorts by profile name, however, when there are 5-7 profiles linked to a fund with multiple categories of links, certain information can be hard to read.
I would like to be able to sort by category. Thank you.
3 votes -
Profile Permissions by Designation
We'd like the ability to limit profile access based on profile designations. For example, if a profile has the Vendor designation activated, only certain staff should be able to edit the profile. Right now there is only 1 set of profile permissions that isn't dependent on the designations.
3 votes -
Opportunity Connected Profile and Professional Advisor Designation
It could be confusing to see the full opportunity amount on a connected profile or professional advisor's relationship tab once they are connected with the new opportunity features releasing soon. Could there be some sort of designation added to those profiles so it's clear what role they have? I.e. red text saying "professional advisor" or something similar.
5 votes -
Fund Portal: Multi-Payment Grants
At our foundation we routinely have fund advisors making multi-year & multi-payment grants. How these grants are presented in the portal is slightly misleading, as it shows the full grant commitment. When fund advisors look, it requires digging into the details to see the payment schedule. This is also true for the grantee presentation in the portal. If the non-profit doesn’t look close enough, it could appear that the full commitment was paid out instead of just the 1st payment. It would help to lessen confusion for the fund holders & grantees if these grants could have the current payment…
13 votes -
Grant Catalog Catagories
Please make the grant categories/grant types optional for populating at the top of the catalogs. They push down the catalog too far and the search bar is fine for navigating. Please and thank you.
2 votes -
lbowen@cfrichmond.org
Please change the color of alerts back to red. The orange color doesn't catch the eye as well. Thanks.
3 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!
6 votes
- Don't see your idea?