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1216 results found
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Copy Grants
When I copy it comes up with the old grant date and the old pay schedule date. It should copy to current dates as well as the advisor, the expense account, custom fields, etc. Basically, if I am copying a grant, my goal is to not have to do much editing, if any at all.
4 votes -
Profile>Engagement Tab - keep refresh page on Profile after campaign is deleted
Profile > Engagement Tab - Invited Active Campaign list
Right now when you delete a campaign from the "Invited Active Campaigns" list (under the Engagement Tab of the guest's profile) it refreshes to the related campaign page. It would make more sense to stay on the initial Profile, we were in that Profile for a purpose or we would have deleted them from the Campaign side.
4 votes -
List Cart Emails
Love the new option to send emails to fundholders who still have grants left in their cart. Currently the only option is to send emails to all fundholders on list. Is there a way to select individual donors who would be receiving the email?
13 votes -
Identify Recurring Donations
It would be great if donation email notifications to fund advisors specified if donations are recurring, so that we can steward these donors differently. Also would be great if recurring donations were identified in the donation list in the portal.
5 votes -
FA Donation notifications should include tribute information
Fund Advisor donation notifications currently don't include tribute information, if the donation has been made in honour/memory of someone. It would be helpful if that was a field that could be added to donation notifications, as it's very important to some of our fund advisors to keep track of this for their own fundraising purposes.
81 votes -
Foundant for Outlook add-in: add date to note
Please bring over the date of the email when the Foundant add-in is used to copy an email to a note in CSuite from Outlook. Currently the note date is the date the email is copied (even if that is not the day the email was sent/received), and the original email send date is not recorded anywhere in the body of the CSuite note.
14 votes -
Copilot (AI) data integration
Copilot (AI) data integration for optional feed into a client M365 tenant. This would allow clients to leverage their CoPilot (or other AI) licenses as they deem appropriate. As of now, there is no good way to utilize AI with data from CSuite. Please add an optional API or other integration that would allow staff to be more efficient when reviewing reports, profile notes, and other information in the system.
The prime example is how CoPilot can help you prepare for a meeting by reviewing emails, calendar meetings, and notes pertaining to the topic. It would be great if we could pull information from CSuite to help create this type of efficiency.
Copilot (AI) data integration for optional feed into a client M365 tenant. This would allow clients to leverage their CoPilot (or other AI) licenses as they deem appropriate. As of now, there is no good way to utilize AI with data from CSuite. Please add an optional API or other integration that would allow staff to be more efficient when reviewing reports, profile notes, and other information in the system.
The prime example is how CoPilot can help you prepare for a meeting by reviewing emails, calendar meetings, and notes pertaining to the topic. It would be great if we…
3 votes -
Additional information for Grantees (T3010) Report
In the Grantees (T3010) Report (under CRA Reporting), it would be helpful to add a field for the expense account related to each grant. Then one could sort the data and tie back to the financial statements much more easily. I'm adding this information manually and would love to eliminate this step!
6 votes -
New Portal FUND SUMMARY Recent Grants - 20 displayed only
When a fund advisor is looking at the FUND SUMMARY page and Recent Grants, the list of Recent Grants that displays on this page is a maximum of 20 grants. It’s not a list determined by a lookback of a month or anything that seems to make sense, in fact an advisor of ours made a bunch of grants on the same date and this list was only showing some of them, which led her to believe that not all of them had gone through. Adding to the confusion is that it looks like the advisor can choose to edit the grants that display on the page (from 20 to 100 - see screenshot attached), but even when they choose to see the last 100 grants, it only displays 20. That is extremely confusing!
Once I figured this out, I added an explanation at the top of the page to hopefully clarify confusion – under Portal Options, Fund Advisor tab, Portal Fund Advisor Header. So that hopefully helps a bit, but unfortunately that header content is not exclusive to the FUND SUMMARY page, it also shows up on the general FUNDS page. I don’t see a Content setting to have a header for Fund Summary only but not the entire Fund Advisor page.
When a fund advisor is looking at the FUND SUMMARY page and Recent Grants, the list of Recent Grants that displays on this page is a maximum of 20 grants. It’s not a list determined by a lookback of a month or anything that seems to make sense, in fact an advisor of ours made a bunch of grants on the same date and this list was only showing some of them, which led her to believe that not all of them had gone through. Adding to the confusion is that it looks like the advisor can choose to edit…
9 votes -
Select Multiple Column Options in Financial Reporting
Please allow for the option to select multiple column options at once, as opposed to the current one at a time selection.
Currently, reports have to be created multiple times and then spliced together when multiple column options are needed. Instead, it would be best if multiple column options could be selected at one and work in tandem with one another.
9 votes -
Fund Advisor Portal - Prompt to Confirm before Grant Request is Deleted or Cancelled
Please prompt the fund advisor to confirm that they want to Delete or Cancel a Grant Request before the record is deleted or cancelled. It is too easy to remove a grant request by accidentally clicking on those action choices.
8 votes -
Total Contributions and Total Grants
Total Contributions and Total Grants should be customizable. When using lookback dates this wording is misleading as the totals don't include data that precedes the lookback date.
7 votes -
birthday - option to not include year
Can we please have the option to select birthdays without a year or even a specific date?
Sometimes we may know the Month and Year
Other times, we may only know the Month and Day, but not a year.It is nice to capture this information for donor development
113 votes -
Dashboard
Change/Edit Date Range for Dashboard display should be sticky. Currently, the Start and End Date for Dashboard can be edited to display a different range than the default, pre-populated range. However, navigating away from the Dashboard reverts the date range back to default values. It would be amazing if the Start and End Dates were sticky, so I don't have to edit/re-select dates every time I go to the Dashboard.
7 votes -
engagement
Allow past engagement list on profiles to be sorted by date
7 votes -
grant minimums by fund group
We would love to have a minimum grant request option for the portal but its done by fund groups. For example: DAF's minimum grant is $500 but maybe and Org Endowed is $100. We adopted a policy that requires all DAF grants to be over $500. However, if we set that as the grant request minimum for the portal it will cause issues for some of our small organizational endowed funds who maybe don't have $500 in ATS in any given year.
18 votes -
budget
It would be great to be able to put alternate budgets (reforecasts) into CSuite for the same year so report on both the original budget and updated forecast. Right now, it only allows one budget per year.
4 votes -
budget
CSuite doesn't have a way to export the budget by month without running a report for every month individually. Can there be a report or budget export created to do this by fund?
4 votes -
Export format to excel to preserve hyperlinks
This idea has been proposed before but archived for lack of engagement. However, I think it's worth posting again as it would be extremely beneficial to be able to export report to formats other than a plain CSV. For example, if we could export as an excel, it could preserve the hyperlinks in a report.
7 votes -
exposed profile email, phone, address id in Profile Custom Report
CSuite has a Profile Email, Address, Phone ID unique to each value on a profile. These ID's, which are required to bulk update the values, are only exposed in the Profile Email, Address, Phone reports. These reports are not useful because they have no other attributes (Prim, Inactive, etc.). Please expose these fields on the Profiles Custom Report to allow for better filtering for bulk update actions.
4 votes
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