1461 results found
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Summit April 20th: CSuite API - 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 feedback about how the CSuite API can be made better. List any additional endpoints & the actions you would like to take with the endpoints.
2 votes -
Require Primary Advisor Approval
Require Primary Advisor Approval - Multiple Advisors
On a fund with multiple advisors, currently only one Primary may be indicated when requiring approval of a grant request. If someone other than the Primary submits a request, the Primary is notified to log in and approve the request. If the Primary submits a request, none of the other advisors are notified for approval. We need to be able to require equal approval from all advisors, so that when any advisor makes a grant request, the other advisors will be prompted to log in for approval.
14 votes -
Recurring entries for flat fee admin fee
Allow a recurring entry to be set for Admin Fees that are the same amount every period without having to calculate and post each time.
2 votes -
Restrict logging in as other Users to the Admin security group
The current functionality allows any user with permissions to Login As (UserA) to login as another user (UserB) and act as UserB with UserB's permissions which may be different than UserA's permissions. For example, someone who assists Fund Advisors and has no financial permissions could Login As someone with Accounting group membership and surreptitiously generate and print checks. There is currently a security feature that prevents users who are not in the Admin security group from logging in as a User who is in the Admin group. Could this feature could be expanded so that only Admin users can Login…
3 votes -
Auto-populate & Log all emails in Grant Email Award Letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields. This would save so much time and not require staff to remember and manually add ccs each time. Alert notes don't even show up in the Email Grant Documents area so there's not an easy way to be reminded of who needs to be cced. There should be an option to automatically include more than just the primary email. Please also add any cc emails sent to the log of the grant and profile. Currently only the primary email…
8 votes -
Online Pledge / Promise Submission form June 2026
Please post feedback related to this release here!
2 votes -
donation advisor
Change the way CS searches names when adding a donation advisor: Currently, when you search names to add a donation advisor, the search factors prefixes and suffixes. It would be much easier if it just search Last Name, First Name. In some areas of the system, this is how the search function works, but it's not consistent across all area.
5 votes -
Opportunity Task Workflow (Repost due to archived)
We are using opportunities and opportunity tasks to help with reporting on development activities. This often requires creating a number of tasks to detail some of the ongoing activities in a more dynamic way than is offered by a recurring task.
I would love to see a new function in opportunities to add a "Task Flow" which would add a list of tasks and time frames at once. These flows could be CUSTOM designed for different development activities in an ideal world and could even further follow advanced logic if built out completely.
For example: A development lunch.
Flow would…
4 votes -
Remove Archived/Inactive Campaigns from Donation/Voucher Dropdown List
Remove archived/inactive campaigns from the donation/voucher dropdown list. Requested on behalf of Community Foundation of the Ozarks.
2 votes -
Revshare to a diff fund - need a report
I need a report that shows funds with revshare that go to a different fund. I have a handful of these and need to track them to ensure accuracy.
I think the field name is 'revsharefunitid'. The field is called 'Give to' on the screenshot.
I just need this field to be made reportable, so I can pull it in a custom report.
I would expect I could create a report, using custom reports, that would show fund name/info INCLUDING what fund is receiving the revshare. Probably add a filter to only display records where the field is…
2 votes -
Cart Button for Affiliates in Portal
When an affiliate logs into the portal and submits grant requests, the "cart" button does not appear for them. They must go to the left hand navigation to navigate to the Grant Requests page where the grants are in the cart. It would make more sense for them to have the same "cart" button appear like other funds.
12 votes -
Allow deceased profiles to be added as donation advisor
Currently, it doesn't appear that you can add a deceased individual as a donation advisor. This creates issues when someone gives us money through their estate. The donor will usually be "the estate of" or a trust associated with the original donor. But we cannot add the deceased individual. That means we won't be able to see a donor's total giving history even if they made clear their intentions during their lifetime.
14 votes -
unused check
We should be able to add multiple unused checks at one time in a batch instead of needing to add them one by one. For example, if you have a printer error and need to mark 30+ checks as unused this is very tedious to do one by one.
4 votes -
Bulk Add Fund to Fund Advisors
There's currently no clean way to bulk assign funds to fund advisors. The profile fund categories workaround exists, but it's primarily a FIMS migration tool, creating duplicative work for foundations that didn't migrate in this manner. A dedicated bulk setup option for fund advisors would be a meaningful time saver, especially for larger foundations onboarding many advisors at once.
2 votes -
Fund Advisor Self-Management via the Portal
Setting up and managing fund advisors currently falls entirely on the admin side, which becomes a significant burden for foundations with many affiliates and funds. Allowing the primary advisor on an affiliate or fund to manage additional advisors directly in the portal (adding advisors, setting access levels, removing advisors) would distribute that responsibility appropriately and reduce admin overhead. Essentially, bringing the advisor management capabilities that exist on the admin side into the portal for primary advisors to use.
2 votes -
aallieri@cfpbmc.org
Enable entry of Grant Type on Refund Grants to ensure accurate grant reporting. This will allow grants to be correctly grouped by Grant Type in reporting. Currently, capturing this information requires manual adjustments in Excel after exporting the report.
6 votes -
Add file Share Options
Currently, when a file is shared, it's only shared to the Fund Advisor Portal. We would like to see some file sharing options where we can choose where we would like to share the file to, and allowing to share to multiple areas. For example:
1. Share to Advisor Portal
2. Share to Grantee Portal
3. Share to Donor Portal
4. Share to Fund Profile
5. Share to ProfileWe have started to send Welcome Letters from Opportunities. When we share the auto attached welcome letter, we would typically share this on the Advisor Portal and the Fund profile.
This…
7 votes -
Duplicate Issue -- Accents
Within the Duplicates option, any duplicate profiles that have accents or umlauts are not able to be deduplicated from the current workflow being:
Profiles>Duplicates> then clicking the accented name.
In lieu of returning a page where you can merge the profiles, you get a yellow warning that says "Not Found". Therefore, foundations with more individuals/names with accented names are not able to fully use the dedupe functions.
24 votes -
Resend "Forgot Your Password" Email from Admin Side
Admins currently have no way to trigger a password reset email on behalf of a portal user. Adding the ability to resend the "Forgot Your Password" email from the admin side would reduce friction for onboarding and login support without requiring the user to initiate it themselves.
2 votes -
tribute
Please add the ability for staff to edit non-notify tribute donations. Many times our donors make a tribute donation knowing that the person named is known to our community foundation, so they don't feel the need to fill in the notify fields. Other times, they don't know the address or email of the person/the family to notify, but our staff does.
Right now we are manually pulling that data for every non-notify tribute, increasing staff time on this administrative task. Also, our tribute lists are not accurate because these non-notify gifts do not show in it. We have had a…10 votes
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