1171 results found
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Abandoned Cart Email: Option to select who to send email to
Add a 2nd screen after choosing 'Fund Advisors> Settings> List Cart> Send Email Reminder to allow for choosing which fund advisors to send the email reminder to. Currently, this is an all or nothing feature.
21 votes -
llynch@cfok.org
Change the fund statement notification and email alert to a template which would allow for images (logos). Or add images <img src=""/> or {{img src=""/}} to html options. The current email is very basic despite having html capabilities. It's easy to overlook or mistake for spam. We currently send out an email notification through a third party which allows for image and logos. We would like to utilize the Csuite functionality instead.
3 votes -
Giving Hub - Customized Questions
It would be great to be able to add customized questions to our online giving pages. These could be both fund specific and also questions consistent across all forms. For example, we used to allow our donors to sign up for specific publications (versus just generally signing up for communications on the current giving pages). We also used to have a question that allowed them to choose whether they wanted their information shared with internal committees or withheld. This option formed the basis of several policies related to the way we share donor information, so it would be great to…
11 votes -
notes
It would be great if when adding a new note, you could add it to a household as well as individuals within the household. Or add multiple people onto one note.
8 votes -
Functionality to Bulk Delete Vouchers
We'd like the option to be able to bulk/batch delete vouchers.
5 votes -
Link grant to opportunity
We would like to link grants to opportunities. We have some clients where we are managing a few multi-year grant commitments. These are not through GLM but through a separate agreement. We'd like to use opportunity tasks to collaborate on these, list the beneficiary profiles, and link the actual grant records. This would allow us the flexibility to utilize opportunities to track the work done for these relationships as these donors trust us to steward these specific grants that would not work as a recurring grant series because there is added complexity.
This was a previous archived idea lab idea: …
4 votes -
Add Option to Copy Opportunities
Add option to copy an Opportunity so the stages are retained in the new Opportunity and can be updated from there.
4 votes -
Include Nick Name and Birth Name Fields in Profile Search Results
Please include the nick name and birth name fields in profile search results. This will allow us to search for individuals with a nick name or who have changed their name, and will also help prevent the creation of duplicate profiles when we do not get the expected search results.
17 votes -
Fund Beneficiary Grantees/Funds: Add ability for a fund to designate its own fund as beneficiary
Some fund agreements require a portion of spending be reinvested back into the fund's principal
Currently, CSuite does not allow a fund to be its own beneficiary. Therefore, a manual journal entry is processed annually to reclass the reinvested amount from spendable to principal. And it is must be entered after Create Spendable Grants has been completed.
Example:
- 80% of spending granted externally
- 20% must be reinvested into the fund's principal
- After "Create Spendable Grant" runs, a manual journal entry is posted to reclass the 20% from spendable to principal.Having the ability to designate the fund…
4 votes -
Scholarship Letter Template
We would like the ability to select the Scholarship Letter that is supposed to be used on the scholarship record level. Currently you can set the Scholarship Award Letter, but not the letter itself. This functionality is available on the grant level.
We have different scholarships that utilize different Scholarship Letter templates (for letters to the school), that are processed on the same day. Currently, our only way to adjust the template is to go into the documents (once posted), change the default template in templates, and then regenerate the documents for specific check batches.
Having the ability to select…
7 votes -
Improve Scheduled Report Frequency
We have had instances where we're expecting a scheduled report to be sent on a specific day and it does not get sent until a later day. If CSuite is unable to send the automated email due to a system issue or Internet outage, it will send the next available day and will also adjust the schedule from that point forward. We then have to manually change the "Next Send Date" for those scheduled reports so they're back to sending on a specific day. This is especially problematic for Weekly reports.
Instead of the schedule auto-adjusting on CSuite's end based…
3 votes -
Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?
When you click on "Donate" from the Fund Advisor Portal left navigation, can the Giving Hub be opened in a new browser tab so the Fund Advisor can more easily get back to the Fund Advisor Portal?
We have disabled the Login button on the Giving Hub in order to reduce confusion for our donors who are not fund holders (we have not opened our portal for donors). So we are trying to figure out how to help our fund advisors get back to the portal. Of course, we can direct them to open a new tab or remind them…
16 votes -
Two individuals from the household are listed together in a single row
Hi,
Preparing profiles for screening through iWave or WealthEngine (both platforms that provide donor intelligence solutions to help organizations identify potential donors and optimize their fundraising strategies) typically takes about a month.
Why does it take that long? The software requires detailed information for both individuals in a household to be listed in the same row. This includes:
-First name, middle name, last name, nickname, and prefix
-Business details
-Phone numbers (home, mobile, and business)
-Email addresses
In addition to that, they request giving history: total giving, years of giving, number of gifts, last gift amount and date, as well…
7 votes -
Allow fund advisors to see if a grant was anonymous
Sometimes fund advisors choose to make grants anonymous on a grant by grant basis, but may not remember which ones or want to see which ones they did. If that could be a visible field on the portal - if a grant was anonymous, and allow fund advisors to filter for those that would be a helpful feature. Currently they have to request that information from us.
6 votes -
Add a footer to the online donation page in Giving Hub.
It seems odd that there is a footer for the donation payment page and not the primary donation page for giving hub. We'd love to add some additional text at the bottom without having to employ a coder!
14 votes -
Edit Page - Field Comments
It would be nice if, for each major page that has an edit button (profiles, donations, vouchers, etc), we could have a corresponding system data version of the page were we could write comments for each data field (perhaps in some kind of markup where we could also bold, italisize, color change/highlight). Just a textbox for each field that allowed us to insert comments for them that would then display during the actual use of that page.
In use, when a person hits "Edit" for the page in the data side of the system, the notes could be displayed so…
2 votes -
Grants request through the Portal that exceed the fund balance and available cash.
The donor submitted grants request through the Portal that exceed the fund balance and available cash.
Currently, there is no setting or hard stop in place to prevent a grant request from exceeding the available cash. When a request is created that surpasses the total available amount, the system displays a warning message indicating this—but it still allows the request to be submitted.
I recommend implementing a control that automatically subtracts the available cash each time a grant is made, ensuring that future requests cannot exceed the remaining balance.
3 votes -
scholarship
When we create a scholarship in CSuite and turn it into a grant the grant description is automatically populated as Fund name :: Student name. We don’t want the student names to be visible in the fundholder portal, which they are if they’re listed in the grant description. Can you create a setting which would only pull in the fund name to the grant description, not the student name?
14 votes -
Grant Catalog Search Box
I’d like the option to customize the Search box text in the grant catalog. The current “search grants” feels internal-facing, and “search nonprofits” would be more donor-friendly.
4 votes -
Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On
Foundant for Outlook is a great App but it doesn't allow for specifying a Note Type which is important for our internal reporting. Please add the option to specify the Note Type when using Foundant for Outlook.
9 votes
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