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"Grant Letter Template" name as grant report field
"Grant Letter Template" name as grant report field:
It would be very helpful to be able to add the grant letter template name as a field to CSuite grant reports.
This field would allow us to do a quick check of all the recent grants to ensure the right template was applied before printing our grant letters.
6 votes -
PROBLEM: There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primar
PROBLEM:
There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primary Advisor. Can it be configured differently?
Note: This is a major competitive disadvantage for us vs Schwab, etc., and other foundations that do not use CSuite. It causes embarrassment.
From CSuite Chat Support:
Unfortunately, there is not a way to configure this in a different way, it is working as intended. You can add an idea to the idea lab if you would like something changed to make it less confusing! That is where our product team goes for ideas to improve the software.At least an Approval Button (RED) on the donor portal by the requests still needing approval?
PROBLEM:
There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primary Advisor. Can it be configured differently?
Note: This is a major competitive disadvantage for us vs Schwab, etc., and other foundations that do not use CSuite. It causes embarrassment.
From CSuite Chat Support:
Unfortunately, there is not a way to configure this in a different way, it is working as intended. You can add an idea to the idea lab if you would like something changed to make it less confusing! That is where our…8 votes -
Rename one financial report on new print option
With new sandbox release on 11/19/24- Be able to rename a report on a one time basis on the print screen. Instead of in the settings where you can change the name for "Balance Sheet, Income Statement, etc" as the default name, we want it on the print screen. There are options to rename the columns, but let's add it for the report name on the same screen for a one off basis. :)
4 votes -
Grant description field should be larger so it can be viewed without scrolling
Could you please modify the grant description field so that it automatically wraps text when adding or editing descriptions?
Currently, the field allows up to 255 characters, but it's challenging to verify entries because we can't view the entire description at once. It would greatly improve usability if the description text wrapped within the field during data entry, allowing us to see the complete description without having to scroll. Once the grant is saved, we can read the entire description in one field but still have to scroll when editing.
18 votes -
Filtering should include nulls/blanks unless the filter is to exclude it
Currently when filtering on a field to to exclude something, it is also removing all fields that are null as well. For example on a donation report, when I put the filter on the field Donation Type ID so it is NOT "In-Kind", one of our options, then it will remove all "In-Kind" donations from my report as well as all donations without a Donation Type ID, which is every Stripe donation.
5 votes -
New Portal - Grant Request History Export to show Advisor Name field
The Grant History page shows the name of the advisor that made the grant request.
When you go to export this page to a spreadsheet using the Export option, the exported spreadsheet does not include this field. Please add the name of the advisor who made the request to the export spreadsheet.
4 votes -
Pay Email Address for EFT Grant Notifications
When emailing grantees for Electronic Payments, there is the CC email field (which is great!) - it would be super helpful for this field to automatically pull in the Email from the grantee profile that is marked as "Pay". So that the email can automatically be sent to the grantee ED and the person who should be notified of payments.
52 votes -
Export Balance Swap
We would love the ability to export the balance swap screen to Excel. We have historically printed the potential swaps, evaluated, and then come back in to accept/deny the swaps but would love if we can export to Excel.
15 votes -
Show Steward Active/Inactive Status in System Configuration Steward List
Show inactive stewards in italics at bottom of the steward list just as inactive org roles show in the org roles section of the relationships tab in organization profiles. Also add active/inactive as report and filter options on steward custom reports and other reports that can include steward information.
15 votes -
Auto-Format Dates and Phone Numbers for Profile Imports and Bulk Updates
When using the Profile Import and Profile Bulk Update features, it would be great if CSuite auto-formatted phone numbers and dates during the import process. Rather than having to format these phone numbers and dates up-front in Excel, it would be great if CSuite automatically formatted these values during the import process. Getting the choice of how they format (phone numbers with or without dashes, dates with slashes or dashes, etc.) would also be helpful and could be a setting under profile settings.
6 votes -
4 votes
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Public Securities: Add back preview button on sale
Not too long ago, there was a PREVIEW button when selling stock. This was extremely helpful so that you can make sure net proceeds equal what you actually received for the stock. This button disappeared and is now just a POST button. It is so much better to be able to preview the calculated proceeds before posting them because if something gets entered incorrectly, we now have to unpost the transaction to fix it. Please restore the PREVIEW button. Thank you!
4 votes -
Yearly Tax Receipt Templates Download Word.Doc
Currently, Yearly Tax Receipts can only be produced in bulk as PDF's versus Word Documents. I would like to have the ability to select the file format download you'd like (PDF or Word.docx) for the Yearly Tax Receipt. This would then keep the options for YTR the same independently if you run them in bulk or individually.
Currently, we would need to have something similar to Adobe Acrobat to turn the PDF into a Word Doc.
23 votes -
Ability to Import Recurring Grants
There are times throughout the year where it is necessary to put several recurring grants into the system to set everything up for the next year or based upon requests from a fund holder. In order to do this it has to be done one by one in the system. It would be helpful to have a way to get several recurring grants into the system via a front-end import.
6 votes -
Change Log back to detail it used to provide
The log previously provided more detail on what was actually changed. Now in some areas, it's just showing the CSuite reference ID for the field that was changed. This is extremely confusing to follow. For example, I just changed the subgroup on a fund, and instead of it saying the name of the subgroup, it only has the ID which I would have to research to interpret the log. Previously, as recently as January 2023, when the fund’s subgroup was changed, it included the ID number as well as the name of the subgroup. This change makes it very difficult to interpret the log. It should go back to saying the words that were changed, and I shouldn’t have to investigate to see what the ID numbers mean. It would be wonderful if the log could be reverted back to showing more detail in all areas where this was removed. Thanks.
The log previously provided more detail on what was actually changed. Now in some areas, it's just showing the CSuite reference ID for the field that was changed. This is extremely confusing to follow. For example, I just changed the subgroup on a fund, and instead of it saying the name of the subgroup, it only has the ID which I would have to research to interpret the log. Previously, as recently as January 2023, when the fund’s subgroup was changed, it included the ID number as well as the name of the subgroup. This change makes it very difficult…
10 votes -
Customize Fund Advisor portal
I propose two key enhancements to the Fund Advisor Portal:
File Upload Feature:
Allow fund advisors to upload files directly through the portal. This would streamline the submission process for grant requests by enabling them to attach relevant documents, such as proposals and supporting materials.
Customizable Fields and Questions:Implement a feature that allows administrators to add or modify questions and fields in the grant request forms. This flexibility would help ensure we gather all necessary information tailored to different grant opportunities and donor requirements.
These improvements would enhance the usability of the portal and facilitate a smoother grant request process for both fund advisors and our team.I propose two key enhancements to the Fund Advisor Portal:
File Upload Feature:
Allow fund advisors to upload files directly through the portal. This would streamline the submission process for grant requests by enabling them to attach relevant documents, such as proposals and supporting materials.
Customizable Fields and Questions:Implement a feature that allows administrators to add or modify questions and fields in the grant request forms. This flexibility would help ensure we gather all necessary information tailored to different grant opportunities and donor requirements.
These improvements would enhance the usability of the portal and facilitate a smoother grant request…4 votesNote: Files can be uploaded and submitted with a grant request through the portal.
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Personalization of "Make A Donation" button - to display FA's fund only
When a Fund Advisor is on the (new) Donor Portal page, a button shows up that says "Make a donation". This takes them to a donations page with all of the promoted Funds along with the user's DAF. This is a bit confusing for our user base, and we would like the option for that button to instead direct them to a page that only shows their own Fund(s). To be clear, it directs them here: https://topjfoundation.fcsuite.com/erp/donate We would prefer that it directs them to their own fund (fund id 1111 in this example) https://topjfoundation.fcsuite.com/erp/donate/create/fund?funit_id=1111
4 votes -
Embed Donations into Personalized Donation Pages
We utilize personalized donation pages on our website to promote specific funds. We want to be able to embed a link to the C-Suite donation page directly within our own unique URL that donors recognize as ours and trust. This is something we were able to do with CanadaHelps, but C-Suite functionality doesn't currently allow it. And the C-Suite donation pages look and feel very different from our web page, due to their limited design capabilities.
3 votes -
customizable text for tribute fields in Giving Hub
Be able to add text to explain tribute notifications in Giving Hub. Many donors don't understand the purpose of the notification. They are using it to receive notification that their donation was processed. Later, someone chooses that tribute for their donation (because you can't tell who will be notified from the dropdown), and some random person(s) gets notified of the list of donations given using that tribute. It gets ugly.
5 votes -
Show who is notified in online tribute dropdown
When displaying tributes for donors, in the dropdown on the Giving Hub, to select from, show who will be notified. We have tributes with different people to notify for the same person being honored/memorialized. For instance, the son's friend wants to notify the son of their donation, not the spouse. You see multiple tributes for the same person but have no idea why or who might be notified. We also have people put their own name in the notify thinking this is how they will get acknowledgement of the donation.
4 votes
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