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1232 results found
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Donation Batch Workflow - Spendable
LOVE the concept and functionality of the Donations Batch Workflow, but many of our largest volume batches are those that are applied to spendable for the fund. While the batch concept is pretty awesome, if the Apply to Spendable selection could be added to the full batch options (rather than going back to edit each donation one by one), that would be so very wonderful.
4 votes -
grant request notification - more info
I like the 5/28 addition of the grant request notification to include the grantee name and grant amount. Could this be expanded to also include the fund name and any notes? That would be a huge time saver!
11 votes -
Edit Fund Settings : can we break those down further?
It would be AMAZING to have "Edit" permissions on Funds broken out slightly more. We do not want the entire organization to be able to "Edit" a Fund because that gives access to change investment pools, admin fees, division, segment, etc - way too many buttons that drastically change audit, revenue, and reporting.
However, our Donor Services dept would really appreciate access to be able to change who the primary fund advisor is, update pictures and fund summaries for the Giving Hub, and other settings related to the Giving Hub. Right now, our Finance dept is needing to help every time a change is needed there.
Would be great to have some of the "Edit" functions on a separate permissions level than fundamental fund settings!
It would be AMAZING to have "Edit" permissions on Funds broken out slightly more. We do not want the entire organization to be able to "Edit" a Fund because that gives access to change investment pools, admin fees, division, segment, etc - way too many buttons that drastically change audit, revenue, and reporting.
However, our Donor Services dept would really appreciate access to be able to change who the primary fund advisor is, update pictures and fund summaries for the Giving Hub, and other settings related to the Giving Hub. Right now, our Finance dept is needing to help every…
15 votes -
Tribute
Tribute tab in Donations - we would like to have the number indicator back on the Tribute tab in Donations. The number indicator let's us know there is something that needs to be addressed on that tab, similar to the number indicators for the other tabs in Donation on the attached screenshot.
22 votes -
Data Visualization Export Permissions
We appreciate the options for new data visualizations. However, the ability to send reports externally from internal data on a recurring basis for any user is concerning. We need to be able to restrict this based on staff who have the awareness of what should or shouldn't be shared externally without review. Can permissions be added for this?
Internal data needs to remain internal with no ability to unintentionally leak it externally.
6 votes -
GRANT PROCESS IMPROVEMENTS - VOTE!
VOTE FOR GRANT LETTERS!!! 1 - Allow for the grant type AND grant letter template to be two custom fields on the import template. 2 - Allow the signed letters that are uploaded and saved to C-suite, to be emailed from C-suite.
2 votes -
Edit calculate date of manual fees
When processing manual fees, the calculation date automatically generates as the date that the fees were processed. That's inaccurate for us as our fees are all calculated as of quarter end but most likely not processed until a month later. We would prefer that a calculation date field be added so that we can select the date ourselves.
2 votes -
Add More Fields to the Account Custom Report
When wanting to validate settings on each general ledger account it is hard to double check/verify any of the following settings as they are not possible to view in a custom report or to even export out of CSuite from the Chart of Accounts:
Functional Expense
Advisor
IRS 1099 Field
Investment Level
Financial View
Statement Account
Close to Equity Account
Vendor
Currency4 votes -
grant payment notification for scholarships
Fund Advisors of scholarship Funds do not receive email notifications when scholarships are paid, even though scholarships are paid as grants within CSuite. Please make Grant Payment Notifications apply to scholarships. I'm fielding lots of questions from anxious FA's about whether or not checks have been sent out.
7 votes -
Require Two-Factor Authentication Option
Allow the option to require two-factor authentication for Fund Advisors in the portal. Currently we can only advise they enable this feature but would like the toggle option to require it as an added security measure.
5 votes -
Donor Portal should display only posted donations
Currently, if a user logs in to their donor portal, they are able to see donations that are in the "new" bucket - AKA donations that are not yet posted and may contain inaccuracies.
This has caused confusion for a couple of our donors, particularly those that are also fund advisors and contribute to their fund via check. If we've just entered the check donation but it has not yet been posted, the fund advisor could log-in, see a low balance on their fund advisor portal, but then go to their donor portal and see the "pending" donation, though it looks complete to them making their fund balance appear inaccurate. Please change the settings so that only POSTED donations show up in the donor portal.
Currently, if a user logs in to their donor portal, they are able to see donations that are in the "new" bucket - AKA donations that are not yet posted and may contain inaccuracies.
This has caused confusion for a couple of our donors, particularly those that are also fund advisors and contribute to their fund via check. If we've just entered the check donation but it has not yet been posted, the fund advisor could log-in, see a low balance on their fund advisor portal, but then go to their donor portal and see the "pending" donation, though it…
14 votes -
Expand Custom Field Objects List
Additional options for custom field objects would be very useful. For example, we'd like to build a custom field specifically on the student record/student designation part of a profile that could then be shared to SLM as an integrated custom field. We are also interested in building custom fields on scholarships - not on individual scholarship awards but on the profile for an available scholarship from a specific fund. We envision using this for things like eligibility criteria, number of scholarships/scholarship amount, etc.
5 votes -
pbassil@cfpbmc.org
Move Note Feature — Currently, we can move notes from one tab to another. Would it be helpful if we could also move a note from one profile to another?
6 votes -
Fund Advisor Portal - make Fund Steward email address a hyperlink
We noticed on the Legacy Portal that the Fund Steward email address is a hyperlink but on the Fund Advisor portal, it is not. Was wondering if that is something you can enable?
20 votes -
Improved Grant Catalog Capabilities
We are in the process of launching our first grant catalog. We have carefully curated the catalog, retitling it the Giving Gallery and selecting a diverse range of requests. We are eager to share this opportunity with our donors and larger community. However we have a few notes for consideration.
When a fund advisor goes to their portal and selects "Grant Catalog", they are met with the requests. Upon clicking inside the requests, they have two options for funding: make a donation and make a grant request. A lot of our donors, like many CF's, are older and may be confused by the different options. Many fundholders do not know what a grant is--they think of all gifts as donations. I would prefer they only have the option to create an advisement to limit confusion and supplement DAF engagement.
When scrolling the catalog, the preview text of the request becomes a homogenous form, difficult to distinguish. The short description does not have HTML coding capabilities. If it were to, it would help distinguish the text greatly.
The grant request categories are the same, internally to our staff and externally to grant catalog users. I would like to use categories in the catalog, but cannot because our categories are not simple enough for donors to navigate. We should have increase capabilities to have grant catalog specific categories that do not interfere with the pre-existing internal categories.
All of these options would greatly supplement the user experience of the catalog.
We are in the process of launching our first grant catalog. We have carefully curated the catalog, retitling it the Giving Gallery and selecting a diverse range of requests. We are eager to share this opportunity with our donors and larger community. However we have a few notes for consideration.
When a fund advisor goes to their portal and selects "Grant Catalog", they are met with the requests. Upon clicking inside the requests, they have two options for funding: make a donation and make a grant request. A lot of our donors, like many CF's, are older and may be…
5 votes -
Janinne@glcfoundation.org
Is it possible to hide all closed funds. It's frustrating to accidently click on the closed fund and have to go back again to retype. Staff here complain all the time to me.
2 votes -
Fund Statement Review Email Body
It would be helpful if the Fund Statement Review Email Body email would allow for one email to be sent to a fund advisor letting them know that multiple fund statements are ready instead of an email for each individual fund statement. We have some donors that are fund advisors to several funds so will receive multiple emails. It would be efficient to have this information all in one email.
8 votes -
place hold on future payments for multiyear grants
We have several multiyear grants that are tied to one application. Once we process the first payment, the remaining payments are listed under voucher even though they are not due for a year or two. Can we get a "place hold" button for these multiyear grants so we don't accidently initiate payment?
2 votes -
Grant Approvals for Multiple Advisors
1- Can C Suite help track approvals from multiple fund advisors and automatically put the grant in when enough approvals are received? And also do reminder emails to fund advisors who have not responded with their approval or disproval.
2 votes -
Signatures instead of Docusign
2- Can C Suite help with signatures on fund agreements or amendments, etc. instead of Docusign. Or at least help track signatures
1 vote
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