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241 results found
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Funds: Ability to archive fund groups, subgroups, division, segments
I'm putting this under the "Funds" category but it would be equally useful on many other objects.
When we first migrated to CSuite from a different accounting system, it was recommended that we keep our old funding structure in place, and only change it once we had time to get used to the system.
That worked well in most respects. Now that we have been using CSuite for about a year, we finally undertook the project to reorganize the way we code our fund records. This means we have all new values in Fund Group, Fund SubGroup, Fund Division, and…
3 votesHello, 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
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Bulk Edit the Type (Task Type Name) within Custom Note Report
We have several notes without a Task Type Name associated with them.
We would like to create a report to narrow down to a certain set of notes and bulk assign the type to the list of notes.
1 voteHello, 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.
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Csuite email log
Would be great to have a complete picture of all emails sent with the profile. If I send an award letter, that is only tracked/noted with the grant, not as an overall communication with the profile. That's not the best set up, as I think you'd want to see the full picture of any/all communications with a profile. Perhaps, since you have that capability in SLM to send and see status of emails (in rich text!) you could integrate in csuite as well.
4 votesHello, 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.
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grant catalog donors listed in portal
After completing a recent grant catalog cycle, we have a fiscally sponsored group who likes to send out their own thank you notes. I told them they could find the donors in their portal, however, the grant catalog only comes in as one lump sum grant and does not show the list of donors that gave to their campaign, which I can see on the back end easily in the report. It would be nice to be able to click on the grant amount from a grant cycle in their portal so that they can see each individual who gave.
4 votesHello, 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.
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"Requests" and "Request Types" should be chosen by the user during the Check-out process
If someone is registering for a tournament and they need to select their T-shirt size, choose their level of difficulty, etc., it is very inefficient to assign these to the profiles after they have checked out. If we have 100 users signing up, we need to contact each one for this information?
As a workaround, we are using the notes tab hoping the majority of users use it to enter their team name, t-shirt sizes and difficulty level, but this should really be an option for users to complete for all campaigns/events during checkout.
4 votes -
grant recommendation
Like the Task Red Alert Box, it would be nice when a grant request comes in from the fund advisor portal if a red alert box could show up around the Grants tab
3 votes -
New grants workflow- document tab
The new check workflow for grants added a "Document" tab in the Grants section of C-Suite. To clear out the number in parenthesis I noticed that you have to click "Send Documents" and then select the batch and then select "Mark Documents Sent" Is there a way you can make this a bulk update for all batches so you don't have to click in each batch separately?
I just don't like seeing a number in parenthesis each time I go into the Grants section because I keep thinking there is something I need to do, but it's just docs sitting…
1 voteHello,
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
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Alerts
Create a way to add different "Alert Areas". We can add additional Notes/Task types, it would be great to add additional alert types, or enable a sticky note to be pasted to the main profile or fund page.
3 votes -
Birthday/Anniversay alerts
A simple idea that would help us a lot is to have checkboxes for alerts of important dates such as birthdays, anniversaries, etc when creating profiles. A step better would be receiving an email with this alert . Would be much easier than setting a task for each date for every profile .
3 votesYou could create a report with a relative date filter that is sent to your email. That might help with this request!
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Continue "Login As (Legacy)" on the new portal
As donor services, I work often with our DAF individuals who struggle using the portal. It is so important that we can "login as" them so we can talk them through creating a grant or how to add a gift to their DAF. I have donors tell me what they're seeing on their screen and ask me if they did their grant right. I can't see it unless I go to the List Cart in Fund Advisors and there, if they add any information in the Special Instructions, that information isn't on List Cart. And I can only see their…
1 voteTo login as a fund advisor in the new portal, you must go to the login as tab on the main profile. There is a login as option in the left menu from that tab. Because of a change to profiles and enhanced security, this will log you out of CSuite as a User. You can login as in an incognito window, that will not log you out.
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Bulk Edit Notes
Just like we can delete bulk notes, it would be nice to have an edit option to change task type, who, etc.
We have notes that were imported (more than 19,000) from our conversation in 2019 that we are now getting around to sorting through. It would be nice to bulk add the name of the employee for specific notes.
3 votesHello,
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
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Functional Expense to include NA
It would be helpful to have the option to run the functional expense report that included all expenses, even those not coded with a functional expense code. This would allow for complete reporting of expenses and a quick way to see what expenses have not been assigned a functional expense code
3 votesHello, 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.
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Set a minimum fund balance
We need a function to establish minimum balance requirements for all of our funds so that spending is halted once the minimum balance has been reached. This is to protect us from allowing a fund to completely spend down before we are able to assess our fees (annually).
3 votes -
Hide amounts in Donor Portal as a single checkbox choice in Settings
I know a recent update has allowed all contributor names to be anonymized, with a single checkbox in System Data, when they appear in the Donor Portal. It has been our practice to reveal contributor names and contact information to fundholders but NOT the amount of the gifts. In this way, our fundholders have an opportunity to mail their own personal thank yous to those who contribute to their fund.
I know contributor amounts can be hidden via a fund-by-fund checkbox, but for our organization, with ~1200 funds, this is a large task to undertake. Could a single checkbox choice…
3 votesThanks 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.
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"Assign to" should default to creator
It would be very helpful if the "assign to" automatically checked the user creating the task.
2 votes -
Transfer Requests
It would be helpful if we could net transfer requests when printing the request form. For example, Fund A needs to transfer $100 from our bank account to an investment account, and Fund B needs to transfer $200 from the same investment account to our bank account. The balance swap module wants us to transfer more than necessary, so I need to do a manual swap. After completing the manual swaps, the net is $100 from investments to bank account, but the only options I am aware of are to print both requests and add a note to clarify what…
3 votes -
IRA Gift Tax Receipt Letters - Salutation & Envelopes
IRA Gift Tax Receipt Letters - Salutation & Envelopes
When processing IRAs or charitable bank gifts, while we can now get the address on the tax receipt letter to populate as the Donor Advisor instead of the "donor"/Bank - I am still having issues with the salutation being the Banks/"donors" name and not the Donor Advisor, even when I populate this field to "John Smith".
Then, when I print envelopes, no matter what I do, the envelope will print with only the Bank/"donors" address. I have to go in separately and print an envelope from each personal profile since I…3 votesHello, 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.
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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…
3 votes -
Process Documents
After you process a grant and print the check, the system shows there are outstanding "documents" to be processed. We have to click "process documents" and mark each one accordingly (print, download,etc.) There is a mark as sent link to select if you've already sent the document. I usually print my letter at the same time I print my check so we don't need the reminder for the letter. I understand some organizations need/want this functionality and I get why it was created.
If you print your grant checks in a batch you can mark the whole batch documents, but…
1 voteHello,
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
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Notification when fund advisor makes grant request
When a fund advisor makes a grant request please have an email sent and/or a task created notifying that a grant has been requested and needs to be processed.
2 votes
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