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281 results found
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Provide list of profiles not imported/added to campaign
For the profiles that are not added/imported into a campaign (deceased, Do Not Mail, Do Not Email, Do Not Call, duplicates), we would love to get a list (or have the option to) of these profiles to review. This would be especially helpful for surviving spouses who are in deceased profiles... because we do not want to change the names on the household's historical giving, when one spouse dies, we keep both names in the household, decease the household and create/keep the surviving spouse individual profile in the deceased household. Historical giving is preserved accurately and future giving is applied to surviving spouse individual profile; thus total giving for the surviving spouse remains complete. But if this surviving spouse needs to be added to a campaign and we utilize the "Add Households" option, their profile is not added because they are in a deceased household. If we had a list of "rejected" profiles that could not be added to the campaign, we could review and add if needed. Thank you!
For the profiles that are not added/imported into a campaign (deceased, Do Not Mail, Do Not Email, Do Not Call, duplicates), we would love to get a list (or have the option to) of these profiles to review. This would be especially helpful for surviving spouses who are in deceased profiles... because we do not want to change the names on the household's historical giving, when one spouse dies, we keep both names in the household, decease the household and create/keep the surviving spouse individual profile in the deceased household. Historical giving is preserved accurately and future giving is applied…
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1245 results found
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Filter on org role date
Please allow us to filter by Org Role Date in custom reports. Currently, you can only see and filter by the Org Role Date in the Home Profile Designation area. It would be very helpful to filter by Org Role Date in custom profile and donation reports.
4 votes -
Hand Deliver Only
For grantees who have recurring issues with mail, how about a Hand Deliver Only option that is right up front on the main grantee profile page? We have an organization that does not get checks in the mail from us on a regular basis. This option would make it clear what the delivery mode is without a need to read or refer to a note.
3 votes -
Additional payment types when creating a batch of checks
Similar to where you can check a box to include blank default payment types to populate when you create a batch of checks add an option where you can select alternative payment types.
Currently if you want to pay with a check for something that is typically electronic or ACH you have to change the default payment in order to create a check and then remember to change it back.3 votes -
Customize Your Information Settings Per Campaign- Individual/Household/Organization
When setting up a campaign, it would be helpful to select the fields required per event.
At the moment, by default, CSuite allows registrants to select Individual, Household, or Organization. This has resulted in many individuals registering as a No Name Organizations.
During setup, if we could choose the registrant type appropriate, for example, only allow individuals to register, we can get their appropriate information.
Then, if "Add Organization Name" was an additional field that we could set to required when applicable, we would be sure to get all the info when needed.22 votes -
Award Letter
Allow a new column under a grantee profile's Email section when you can select one or multiple profiles to be the Award Letter Recipient.
Currently when Award Letters are submitted in bulk it goes only to the Primary email address for the organization. Many times an alternative email at the organization need to receive the Award Letter, and other emails need to be copied such as the Accounting or Accounts Receivable departments.
11 votes -
System-Wide Google Analytics Support for Donor Journeys across Portal and Giving Hub
Foundations increasingly want to understand the full donor journey. From public website or email campaigns into CSuite, through the donor portal or Giving Hub, and ultimately to completed actions such as gifts or grant recommendations.
While Google Analytics can currently be applied to Giving Hub pages, there is no way to track end-to-end donor behavior across CSuite, particularly once a user enters the donor portal or navigates authenticated areas of the system.
What’s Missing Today
Current Google Analytics support allows for:
-Page and event tracking on Giving Hub pages
-Donation-related event data via Measurement ProtocolHowever, it does not allow foundations to:
-Track how users move from a public website or email into CSuite
-Understand donor behavior inside the portal
-Identify where donors drop off during multi-step workflows
-Analyze which pages, actions, or pathways lead to successful outcomes
-Measure friction points without relying on anecdotal feedbackProposed Enhancement
Introduce system-wide analytics support that allows foundations to track anonymous, non-PII donor journeys across CSuite, including:
-Entry points (website, email, QR codes, etc.)
-Public vs authenticated experiences
-Portal navigation paths
-Grant catalog interactions
-Drop-off points during donation or recommendation flows
-Completion of key actions (donations, recommendations, logins)This could be implemented via:
-Broader Google Analytics event support
-Or a native analytics layer that integrates with common analytics platformsWhy This Matters:
-Helps foundations identify friction points that prevent completed actions
-Supports UX improvements without changing donor intent
-Informs decisions around page design, messaging, and workflows
-Reduces reliance on external tools and guesswork
-Aligns with donor expectations for modern, intuitive digital experiencesFoundations increasingly want to understand the full donor journey. From public website or email campaigns into CSuite, through the donor portal or Giving Hub, and ultimately to completed actions such as gifts or grant recommendations.
While Google Analytics can currently be applied to Giving Hub pages, there is no way to track end-to-end donor behavior across CSuite, particularly once a user enters the donor portal or navigates authenticated areas of the system.
What’s Missing Today
Current Google Analytics support allows for:
-Page and event tracking on Giving Hub pages
-Donation-related event data via Measurement ProtocolHowever, it does not allow…
2 votes -
Would love to be able to set the default dashboard period
Currently, my Dashboard defaults to a rolling 12 month period. I just want data related to the current financial year. Every time I open the Dashboard, I have to edit the Start/End dates.
It would be great to have a default setting for this!!19 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?
10 votes -
Recurring Alerts on Home Menu
My idea is for the Donations, Grants, and Vouchers on the dashboard to be outlined in a red box when there are recurring donations, grants, and/or vouchers to process. This is similar to what happens to Tasks when there is a task with a due date on or before today's date. It will make it easier to see what action is needed right on the dashboard.
102 votes -
Add Note ID to Global Search
We schedule weekly custom report emails to all staff. This report includes Note ID. If a note refers to an attached file, having the ability to jump into Global Search to bring up the Note ID would be a time saver for all staff.
7 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.
5 votes -
aallieri@cfpbmc.org
option on custom reports to have a column on each record that only shows the profile types that were requested in the filter. For example, if filter equal Board Member and Legacy Member, show each record with only the profile type(s) that met the criteria for that profile not all profile types on the profile.
5 votes -
Bring back the old support
Please bring back the Old Support click. The new Search Help Articles are not as easy to find the information you are looking for. By clicking an article and browsing through the 5x7 area is ridiculous. Why would you make a support site so small and not user friendly?? I don't understand the changes CS is making. I really hope this goes back to the old way.
4 votes -
Relative Prior: Last 4 weeks
We have a monthly board meeting, would love to make a report showing employee activity since the last board meeting but the closest options are "Last Month" (which would show events before the last board meeting) and "Current Month" (which would be missing events since the last board meeting).
If there was a "Last 4 weeks" like the current "Last 2 weeks", that would be perfect
2 votes -
Custom Log Report: Link to follow ref
It's great to be able to run a report based on employee activity but the logs in some cases are extremely vague (like "voucher - Unposted") and I can't even click on refId to view the entity and see more details. Please make refId clickable
2 votes -
Year over Year w/ Leap Year
We're running into an issue with running year over year financials for February. The system is pulling 02/28/2025 and 02/28/2024, instead of 02/29/2024. We run quite a few comparative reports and we're having to manually manipulate the 2024 column. It would be great if the engineers could fix the coding so the system would pull the month end date, rather than a set date.
18 votes -
Import Template for Add Ticket
I would like an import csv for creating campaign tickets as an alternative to the "Add Ticket" method. This would help greatly in reducing the time in takes to create multiple tickets and ensuring that the tickets have uniform/correct settings without clicking back into each ticket.
Fields would include Name, Seats, Price, Value, Available, Private, Description, Donation Account, Non-Donation Account, Sort Order, Sponsorship Type, Receipt Template, etc.
2 votes -
Positive Pay Bucket
I would like to have a positive pay "bucket" or similar functionality that allows me to keep track of which checks have been downloaded in a positive pay export, and which ones are ready to download. We try hard to keep up with the work flow to include positive pay, but a few workflow situations have caused bank exceptions that could be easily solved if there was a quick place in csuite to view the checks ready to submit for positive pay. Thanks!
2 votes -
opportunity
The "Add Opportunity" action still shows up when user is in the "Relationships" tab on a profile record, even though the the Opportunities tables has been relocated to the "Engagement" tab on a profile record. Would be great for this action be relocated to show up when a user is in the "Engagement" tab as well.
5 votes -
Make a way to encrypt fund statements from CSuite.
Make it possible to encrypt the fund statements when we send them out to fund advisors.
4 votes
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