- or
No existing idea results
- ~ No ideas found ~
1232 results found
-
Include Check Numbers on the Bank Reconcile Report Export.
The Bank Reconcile Report is a clean and concise view of the monthly reconciliation. It lists everything needed: Transaction ID / Post Date / Check Number / Description / Check ID / Debit / Credit.
Unfortunately, the Check Numbers are missing from the Export feature and much needed for our monthly data.
Included on attached documentation 1) a screen shot of the Bank Reconcile Report and 2) a spreadsheet of the Export.
5 votes -
Grant Request created from guidestar should show address in CSuite when processing grant requests, not just grantee name, and profile matche
When fund advisors use the guide star search, when staff process the grants in the new bucket all they can see in the new grantee field is the name and that it was from guidestar search. Often times, even though the guidestar search was used, we actually already have the grantee in our system. Our grants manager has to make the new grantee, compare it to the one in our system, and if it already exists then delete the new profile, and change the grantee in the grant. It is a lot of steps to take. When we see the grant we should see if it is a new grantee and the address information - so we can check if it is one already in our system. It would even be great if it compared for EINs in our system to see if there are potentially existing matches already. It is especially challenging when it is something like American Red Cross when there are multiple branches and we aren't sure if this is one we already have a profile for or if it is one in another city that we haven't.
When fund advisors use the guide star search, when staff process the grants in the new bucket all they can see in the new grantee field is the name and that it was from guidestar search. Often times, even though the guidestar search was used, we actually already have the grantee in our system. Our grants manager has to make the new grantee, compare it to the one in our system, and if it already exists then delete the new profile, and change the grantee in the grant. It is a lot of steps to take. When we see the…
21 votes -
Add the Ability to Reserve/Assign Incoming Grants to Staff Members
We need a way to reserve incoming grants from the request bucket to an individual staff member, because we have two people who work on processing DAF grants, due to large volume. Ideally, we would “reserve” multiple grants at once, and no one else would be able to edit these grants, even while they are in the “new” bucket. Once they move into the “approval” bucket, we would “unreserve” them so that they can be batch vouchered together. This would avoid duplication of profiles and grants themselves. Since more than one staff member is working on grants at once, sometimes the requests in the “request” bucket are duplicated—creating more work on our end.
Alternatively, we would need to put a new measure in place that prevents the duplication of grant requests in the “request” bucket. Now, if we both click “create grant” at the same, it will create a duplicate record of the grant—essentially processing it twice, leading to duplicate grant payments and profile creations for new organizations— the system is not catching the duplications since they are created within a split second of each other.
But we are open to other solutions to this issue from Foundant.
We need a way to reserve incoming grants from the request bucket to an individual staff member, because we have two people who work on processing DAF grants, due to large volume. Ideally, we would “reserve” multiple grants at once, and no one else would be able to edit these grants, even while they are in the “new” bucket. Once they move into the “approval” bucket, we would “unreserve” them so that they can be batch vouchered together. This would avoid duplication of profiles and grants themselves. Since more than one staff member is working on grants at once, sometimes…
7 votes -
Bulk Delete Profiles from Campaign
There should be a function to 'bulk delete' profiles using a checkbox when manually scanning the profiles tab, instead of having to click "delete" individually from a campaign, which causes the page to refresh each time and makes you lose your spot.
5 votes -
Donation Report
It would be great if there was a way to sort first time donations, but if the household already gave and then the individual then gave, it would not show up as a first time donation. Since, they already gave through their household.
4 votes -
Bulk Action - Set Grant Documents Template, Set Omit Grant Documents
Add the ability to set the Grant Documents Template and mark Omit Grant Documents to multiple grants via the Bulk Action tool.
Currently, you can set the Grant Award Letter Template and set Award Letter Needed (or not) but cannot do the same for the Grant Documents.
Side note - it would be beneficial to have the language for Grant Documents be consistent throughout the system. When in a grant, it's Grant Documents Template, but when in the Templates section, it's "grant_letter".
11 votes -
User Specific UI Feedback (Darkmode/Contrast)
Please post feedback here
1 vote -
Affiliate Portal Permissions
We are creating an affiliate program as a Foundation, and our Foundation has been in existence for over 30 years. Some of our affiliate partners already have funds set up with us because they are historical partners. We will provide a different level of access to donor information and donation amounts for our affiliates. We are running into setup roadblocks because several permissions are set as global or fund-level permissions that would be helpful to have on a more granular level—at the individual fund advisor and/or affiliate level. Specifically:
Look Back Dates - Right now, this is a global-level permission that applies to every fund in CSuite. We would like to be able to give our Affiliate Advisors permission to specific donor information starting on a certain date, when they sign the agreement with us. (This applies to our historic partners, specifically.)
Hide Donor Name, Email, Phone, Address settings: We do not share donor email or phone with non-affiliate partners. We would like to share more donor information with our affiliate partners, and this is a global setting that applies to all portals. Bringing permissions to the affiliate portal level would be helpful.
Hide Amounts: This setting is currently at the fund level and it would be great to bring to the Fund Advisor and/or Affiliate Advisor level. Again, we do not share donation amounts with anyone except our affiliate partners. So, if we have a Designated fund set up, we would want the Affiliate advisor to see donation amounts, but not the fundholder who set up the fund.
We are creating an affiliate program as a Foundation, and our Foundation has been in existence for over 30 years. Some of our affiliate partners already have funds set up with us because they are historical partners. We will provide a different level of access to donor information and donation amounts for our affiliates. We are running into setup roadblocks because several permissions are set as global or fund-level permissions that would be helpful to have on a more granular level—at the individual fund advisor and/or affiliate level. Specifically:
Look Back Dates - Right now, this is a global-level permission…
8 votes -
organization role automatic change to former
If I mark someone's organization role as a member and put a date range indicating when their membership ends, it would be great if CSuite recognized when this date passes and automatically changed their role from "Member" to "Former Member." Currently the system will only italicize the word "Member" from the CSuite view to mean not a member anymore. However, f I were pulling a report and wanted to know the profiles' org roles, it would only tell me "Member" and not show the italics meaning former.
I cannot pull a report simply by Org Role ID "Former Member" unless I have manually changed all the "Members" whose end date has passed to "Former Member." I can alternatively filter by an end date range, but they are all still marked as Members.
I know that I could manually go in the system and change the old members to Former Members, however, this could take a lot of unnecessary time.
If I mark someone's organization role as a member and put a date range indicating when their membership ends, it would be great if CSuite recognized when this date passes and automatically changed their role from "Member" to "Former Member." Currently the system will only italicize the word "Member" from the CSuite view to mean not a member anymore. However, f I were pulling a report and wanted to know the profiles' org roles, it would only tell me "Member" and not show the italics meaning former.
I cannot pull a report simply by Org Role ID "Former Member" unless…
9 votes -
Add a downvote option in Idea Lab
I have recently been surprised by some new implementations/announcements that are very disruptive to my work (specifically, the change in the fund search function and the announcement that there will now be a Donate button next to the grant request button in the advisor portal). Can there be a more democratic process for the ideas that get implemented? Currently it seems that the process is to get some/lots of votes in Idea Lab or to be an "important" person/organization and get your wishes granted.
At the very least, can we have a downvote option in Idea Lab so we can vote against something that sounds like a very bad change for our workflow or customers?
I have recently been surprised by some new implementations/announcements that are very disruptive to my work (specifically, the change in the fund search function and the announcement that there will now be a Donate button next to the grant request button in the advisor portal). Can there be a more democratic process for the ideas that get implemented? Currently it seems that the process is to get some/lots of votes in Idea Lab or to be an "important" person/organization and get your wishes granted.
At the very least, can we have a downvote option in Idea Lab so we can…
11 votes -
Multiple Engagement Strategies
We have different engagement strategies based on internal personas. For example, we might have a "Frank Founder," (Founding Donor) that is also an "Andy Advisor," (professional advisor). Both have different engagement strategies such as the Andy Advisors getting invited to continuing education opportunities and Frank Founders getting invited to donor appreciation events. Is it possible to make change the drop down menu so that multiple engagement strategies can be selected? Or be able to add a custom field to help capture additional or "secondary engagement strategies?" Thank you for your consideration! :)
5 votes -
editing scholarship fund
Resurrecting an idea that had 9 votes and was archived.
There should be a way to edit scholarship/schol fund rather than delete it and re-enter. We had a new staff some new scholarships and picked the wrong fund. Even though the award was still in the NEW bucket we couldn't edit the fund.
14 votes -
Make Grant Type and Service Area Required Fields on Grants
Add an option to make the Grant Type and Service Area fields required fields on grants.
11 votes -
Grant award letter
Adding a field for the check number in the grant award letter Templates.
Due to the high volume of grants processed weekly, it’s very important to ensure timely donor recognition and to streamline the process for recipient organizations. Currently, it can take up to 10 days between the award letter email and the arrival of the check via USPS. This delay makes it difficult for organizations to connect the award letter with the check when it arrives.
Additionally, we’ve received multiple requests from grantee organizations particularly in cases where checks from the same donor are issued in the same amount. Including the check number in the award letter would significantly reduce confusion.
Our auditors have also recommended implementing this step to improve tracking and reporting accuracy.Adding a field for the check number in the grant award letter Templates.
Due to the high volume of grants processed weekly, it’s very important to ensure timely donor recognition and to streamline the process for recipient organizations. Currently, it can take up to 10 days between the award letter email and the arrival of the check via USPS. This delay makes it difficult for organizations to connect the award letter with the check when it arrives.
Additionally, we’ve received multiple requests from grantee organizations particularly in cases where checks from the same donor are issued in the same amount.…11 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.
4 votes -
aallieri@cfpbmc.org
When the nonprofit designation is activated on a profile, or any designation, add that action to the profile's LOG so it can be captured and reported on.
7 votes -
Add Social Media Links to Nonprofit Directory
Currently, the Nonprofit Directory in CSuite allows only a single website link to be displayed for each nonprofit. Many nonprofits have a variety of online presences beyond their main website—such as Facebook, Instagram, LinkedIn, or YouTube—which are important touchpoints for donors and community members.
We would like the ability to:
Enter multiple links for each nonprofit on the administrative side.
Label each link with the platform it corresponds to (e.g., Website, Facebook, Instagram).
Display recognizable social media icons next to each link on the public-facing directory.
This enhancement would make the directory more engaging, help donors and community members connect with nonprofits across multiple platforms, and highlight the full range of ways nonprofits share their story.
Currently, the Nonprofit Directory in CSuite allows only a single website link to be displayed for each nonprofit. Many nonprofits have a variety of online presences beyond their main website—such as Facebook, Instagram, LinkedIn, or YouTube—which are important touchpoints for donors and community members.
We would like the ability to:
Enter multiple links for each nonprofit on the administrative side.
Label each link with the platform it corresponds to (e.g., Website, Facebook, Instagram).
Display recognizable social media icons next to each link on the public-facing directory.
This enhancement would make the directory more engaging, help donors and community members connect…
7 votes -
Grant Catalog Reports
1) Currently, the standard grant catalog donor report (when the number of Donors is clicked on from the Grant Catalog Report view) does not separate internal donations that come from DAFs or other internal funds. So our foundation shows up as the top donor (e.g. with 100+ donations throughout the campaign), and we have to pull a separate donation report to see the breakdown of all of those donations. It would be great if fund advisor donations can show up on this report.
2) The standard donation report (when the donation amount is clicked on from the Grant Catalog Report view) does not note which grant request donations are distributed to, only that they are donated to the main catalog fund. It would be great to allow us to filter this report (like the donor report mentioned above) or if the grantee showed up as a column on the report.
1) Currently, the standard grant catalog donor report (when the number of Donors is clicked on from the Grant Catalog Report view) does not separate internal donations that come from DAFs or other internal funds. So our foundation shows up as the top donor (e.g. with 100+ donations throughout the campaign), and we have to pull a separate donation report to see the breakdown of all of those donations. It would be great if fund advisor donations can show up on this report.
2) The standard donation report (when the donation amount is clicked on from the Grant Catalog Report…
4 votes -
aallieri@cfpbmc.org
Show closed funds, with an indicator, on the Fund Advisor Portal so fund holders can continue to see the funds history. We have had this request from a few of our fund holders.
6 votes -
email grant award letter
The notes that are automatically saved to grantee profiles when a grant award letter is sent do not include emails that were cc'd, nor is the attachment included. There is a link where a file could be attached, but it gives me an error and I don't want to have to manually attach grant award letters to each note on a grantee profile anyway.
When emailing grant award letters from CSuite, we have added a note in the Other Detail field on grantee emails that they are for grant notifications, but this detail isn't available as a field to pull into custom reports nor does it show up on the grant award letter email screen with the list of grantee email addresses. If there is a field for Other Detail on an email address, why can't it be pulled into reports? And without that detail on the send grant award letter screen, it's impossible to tell who we have labeled to receive grant notifications without having the grantee profile open on another screen. It's a very arduous way to send these emails one at a time, which is another issue. There should be a way to send them in a batch AND include emails other than the primary email, but not every email on the profile, only the ones with 'additional grant notification contact' in the Other Detail field.
The notes that are automatically saved to grantee profiles when a grant award letter is sent do not include emails that were cc'd, nor is the attachment included. There is a link where a file could be attached, but it gives me an error and I don't want to have to manually attach grant award letters to each note on a grantee profile anyway.
When emailing grant award letters from CSuite, we have added a note in the Other Detail field on grantee emails that they are for grant notifications, but this detail isn't available as a field to pull…
3 votes
- Don't see your idea?