1461 results found
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Data Visualization - data dictionary and export/exploring datasets
Right now, it is very difficult to understand what each of the datasets and columns mean while working in the data visualization tool. It would be very help to have either/both of:
- A full Data Dictionary that explains what each dataset and their columns mean in layperson's terms
- The ability to export the full dataset from the "Edit Data" page. Right now you can only see a couple rows at a time and there's no search functionality. It would be easier to see what each column means and find what you're looking for with the functionality that an…5 votes -
UX Update Request: Minimize Left Hand Menu
When working on a smaller screen or with multiple windows open, the ability to minimize/collapse the left-hand menu in CommunitySuite would free up more screen space for in-system tasks and workflows.
3 votes -
Be able to change the time that we send auto email to staff from reports
It is great to auto-send the reports to staff emails and be able to schedule the day those emails go out. It would be helpful to also be able to schedule the time that those emails go out rather than just overnight.
3 votes -
donation type on donor profile
Would like to see the donation type (cash, securities, etc.) displayed on a donor's profile detail/summary.
14 votes -
Email History: Display Attached files (non-system generated)
My understanding is that on the Email History on a Profile, it will only display the file that was attached if it's system-generated.
It would be useful to display the attached file for emails sent MANUALLY through CSuite, too.
9 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.
8 votes -
Column Spacing for Fund Statement List on Portal
On the Fund Statement page of the new fund advisor portal, the list has 3 columns -- Description, Date, and View. The Date column is much wider in the full page view and the description is too tight. Is it possible to better space those columns so that it fits better the width of the information in the column?
40 votes -
Toggle off closed accounts in bank reconcile
I would like to be able to toggle off the closed accounts in the bank reconciliation page. I see the sense in being able to see them sometimes, but I think the reconciliation page will become cluttered over time.
50 votes -
Alumni updates in the Portal
It would be great if a profile could update their alumni information in the portal...programs,degrees, activites, etc.
2 votes -
Opportunity Tasks
There seems to be an inconsistency in how we can populate Tasks. If you create a task when you create an opportunity, you get far fewer fields than if you add a task separately.
The available fields from Create Opportunity specific to Tasks are: Task Type, Description, and Due/Reminder Date. The available fields from the left-side menu of the opportunity "Add Opp Task" is Assign to, Send Calendar Invite, Task Type, Description, Due/Reminder Date, and Recurring interval.
I would like this to be consistent across the areas where tasks can be added.
11 votes -
USPS Address Validation - Spell out city name
When validating addresses in CSuite with the USPS validation, please spell out the entire city name as preferred by the post office (see screenshot below) instead of abbreviating city names that are 13 or more characters.
17 votes -
Portal: Display donor mailing label or recognition name instead of name
Options for how fund advisors see donor info -- When displaying donor info to a fund advisor in the portal, we should have options for how the name is displayed. In many cases, it would be great to have the Mailing Label field (e.g. J. Jackson Smith) or Recognition Name field (e.g. Jack Smith) showing instead of the Name field (e.g. Smith, Jonathan Jackson).
66 votes -
Add "planned giver" and "prospect" designations
We would like to add two designation types to the existing options: Planned Giving/Gift/Giver (whatever makes more sense) and Prospect. We currently use a Profile Type, but it hides that under the Relationships tab. It would be helpful to see they have a planned giving commitment at the native profile level, just as easily as whether a profile is a Donor. We also anticipate this will give us other ways to run reports and dashboard data not currently available.
4 votes -
CSuite Interface Contrast
While the updates to the menu and profile layouts for CSuite are exciting, it is really hard to look at now. I am in my thirties and I have a hard time reading the screen. Is there a possibility of making the CSuite page more UI-friendly? It's just so hard to look at and I use CSuite for like 80% of the day. I don't want my eye sight to fade away this early in my life.
11 votes -
Support Multiple Fund Advisors in Grant Letters (One Letter Per Advisor)
Many foundations have funds with multiple advisors (e.g., primary advisor + successors). When a grant is processed, foundations often want to:
-Send the main grant letter to the grantee
-Send a separate notification letter to each fund advisor that outlines what was sent to the granteeCurrently, only the single Grant Advisor field on the grant can be used in merge fields. Since only one Grant Advisor can be selected at a time:
-Only one advisor can be merged into a letter
-Users must manually reassign the Grant Advisor and regenerate the letter for each additional advisorThere is no…
4 votes -
Remove "Review Grant Request" and add Submit
Currently in the donor portal, before a donor submits their grants, there is a button that says "Review Grant Request". Can we please change this to say submit the grants? I have had numerous phone calls from our donors because they are frustrated with the clicks before the grants are submitted. We have several older donors who are confused by that button and let their grants sit in the cart. I would love to see an easier process/button to submit grant requests.
5 votes -
Submit Idea
When checks are generated in CommunitySuite, the written dollar amount currently appears in the following format:
Two thousand two hundred and forty-eight dollars and 47/100
This format includes “and” within the whole-number portion of the amount. While grammatically correct, it differs from the more common U.S. check-writing convention, where “and” is typically reserved for the cents portion.
Example of the commonly used U.S. format:
Two thousand two hundred forty-eight and 47/100 dollars
This wording is standard in many U.S. accounting systems and check templates, so the current format can appear unusual to finance teams that are accustomed to the U.S.…
4 votes -
Approval Log on Scholarships
Please consider adding an approval log (or something similar) to a scholarship record. Currently there is nothing that mimics the 'Approval' log that appears on a grant. When a scholarship record has 'auto-approve' turned on, it auto runs through the grant stage, and still does not receive a logged approval. There is no easy way to see which user made the approval on the scholarship record, at any point in the system (SLM through to CSUITE). The lack of this transparency means we have to upload additional documentation to CSuite, showing who approved the scholarship to be paid, even when…
5 votes -
User Experience for "ADD" Button & Basket
It's great that Csuite tried to make updates to allow for donors to give to multiple requests from the main grant catalog page, but the user-experience needs improvement.
The "basket" is hard to find, and the new "ADD" button below each grant catalog request is not intuitive. Please change "ADD" to "ADD TO BASKET" or allow us to edit the "ADD" button language. (It's surprising this is not editable).
On mobile, the "Basket" is especially hard to find, buried under the menu, which is how most donors give. And, the basket total amount does not update on mobile like it…
7 votes -
aallieri@cfpbmc.org
Display a “Fund Donation Total” on the Advisor Portal showing the all-time total donations made to a fund. This can be placed on the Donations tab or another location on the portal where it is best suited.
6 votes
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