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1339 results found
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donation import file
Add the fields below to the donation import file so they can be populated during import, reducing the amount of manual work required after a profile is created:
Salutation
Mailing Label
Recognition Name
Address Type
4 votes -
Summit April 20th: Salesforce Marketplace - Feedback
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional fields or areas you would like to have pre-configured to connect between CSuite & Salesforce.
2 votes -
rhondap@lcf.org
Provide option to move a note that is in a profile to an opportunity that is also in the profile. Currently we have to manually move notes if a note is mistakenly added to the profile rather than the opportunity.
11 votes -
Closed Funds - indicate in search results that fund is closed When you search in the general search box, add "(Closed)" after the fund name,
When you search in the general search box, add "(Closed)" after the fund name. This was a previously implemented idea but I'd love to see a tweak to it - can you change the "(Closed)" to RED letters? I love that it's there but still often click on the wrong fund because it doesn't catch your attention
2 votes -
"Add File" option when creating a Note
Not too long ago they have us the ability to add a file to a note - this is super helpful because we can often attach email correspondences without junking up the "Files" tab with so many attachments.
HOWEVER - you can only "Add File" AFTER you post the note. So many staff members have forgotten that option is available now. Please put the Add File Option to the Add Note screen so we can attach at note creation.
Thank you!
11 votes -
Add Fund Steward as a field for grant letter templates
Consider adding the Fund Steward as a field for grant letter templates, just like the fund statements. We use a custom field to present this information on our grant letters but having the Fund Steward available is ideal. It's available in other templates so hopefully this is easily implemented.
9 votes -
Multiple Tributes to One Donation
Currently, it is only possible to add 1 tribute per donation in Community Suite. Is there a way to add the ability to apply multiple tributes?
The case exists in that we have multiple appeals, and even regular donations, where donors send in one gift, one fund, and name many tributes. They are NOT sending one gift to multiple funds with multiple tributes.
13 votes -
paid invoices bucket
The paid invoices bucket has the oldest invoice at the top rather than the most recent. Please resort this bucket so newest invoices are at the top when you open the paid invoices bucket.
9 votes -
Sandbox Grant Approval
It would be helpful if the sandbox feature that prevented anyone but the creator of a grant from approving the grant was turned off.
I struggle to understand why would preventing other people from posting my grants help in training?
If the intent is for a user to be able to approve their own grant, CSuite offers a togglable setting that provides for this. Hard coding sandbox to prevent any user other than the creator of the grant from approving the grant is an un-necessary restriction.In reality it, prevents users from testing their internal control environments. It also requires us to disable our internal control environments in order to operate in sandbox.
It would be helpful if the sandbox feature that prevented anyone but the creator of a grant from approving the grant was turned off.
I struggle to understand why would preventing other people from posting my grants help in training?
If the intent is for a user to be able to approve their own grant, CSuite offers a togglable setting that provides for this. Hard coding sandbox to prevent any user other than the creator of the grant from approving the grant is an un-necessary restriction.In reality it, prevents users from testing their internal control environments. It also requires…
8 votes -
Sub Category option for Files
The category function is great for organizing files but we would like to provide more organization by having sub categories. Like a main category would be Finance and sub categories would be documents finance would be concerned with such as W9s. Thank You cards would be a Donor sub category. etc.
4 votes -
Copy Note to an Opportunity
With the new note copy function, it would be great to include opportunities as one of the types of records a note can be copied to.
6 votes -
Integrate Foundant with eMoney to increase philanthropic decisions with our Foundation
eMoney is where many donors’ philanthropic decisions are modeled; integration lets the community foundation be part of those decisions earlier, more accurately, and more credibly.
We have wealth advisors requesting for us so our clients can see the full picture of their assets.
2 votes -
Show Tribute Type in the Tribute Search
Show Tribute Type in the Tribute Search. There are often Honor/Memorial tributes for the same Tribute Name - CSuite requires the type to be defined.
2 votes -
Fundraising Campaign - move the fundraising campaigs to the Donate Tab on Giving Hub
Please have the Fundraising Campaign list in the Donation tab of the Giving Hub, or provide a way to sort campaigns in the events tab so that it is easy to distinguish between an event and a donation. It is confusing, and people think they are looking at event tickets.
2 votes -
April 8th, 2026 Feedback for Investment Strategy: Fund Base Balance Update
Please post feedback here.
1 vote -
Portal Login email send option from CSuite for all login types
It would be highly beneficial to have the Portal Login Email option available in CSuite for all designations, not just Fund Advisors. Our team regularly creates login emails for Donors and Grantees, and enabling this feature for these groups would: Standardize communication across all designations & reduce reliance on Outlook for manual sends and save significant time and reduce errors through automation
Currently, this functionality appears limited to Fund Advisors. Expanding it to Donors and Grantees would materially improve efficiency.
4 votes -
Fund Beneficiaries
If an organization is a beneficiary of a fund, I would like to see that on the recipients profile, not only on the Fund profile.
9 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…
11 votes -
Print column headings on multiple pages of pdf reports from "print page"
When printing multiple page financial reports, we need to have the column headings print at the top of the column on each page for ease of reading. It is impossible to know what each column is for once you print more than one page.
For example, if I print an fund audit report for multiple funds, you cannot tell what the columns on the second page are reporting.
40 votes -
Add descriptive text to existing CRM fields for end user understanding of attribute
Proposed Enhancement: Attribute Descriptions via Hover Information
We recommend adding an information icon or hover-over tooltip for data attributes across the platform—especially within profile fields. This feature would provide users with quick, contextual descriptions of each attribute without leaving the page or consulting external documentation.
Why This Matters:Improves Usability: Users can instantly understand what a field represents, reducing confusion and data entry errors.
Accelerates Adoption: New team members learn the system faster when guidance is embedded in the interface.
Enhances Data Quality: Clear definitions lead to consistent and accurate data input across teams.5 votes
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