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1230 results found
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It would be great if we were able to sort Fund Fee Types in alphabetical order.
It would be great if we were able to sort Fund Fee Types in alphabetical order.
2 votes -
Grant Catalog Request Fields - Make Optional
Please make grant catalog request fields OPTIONAL. Foundant subscribers should be able to customize the fields they want populated.
When creating a new grant catalog entry in CSuite, all fields in the request are required in order to submit. We have also tried using the Grant Catalog Fields within a GLM application in order to sync to a catalog in CSuite, and again ALL fields are required. The required fields add more information than we want to present to our donors. The current functionality creates a lot more work for our team to produce what our donors want to see.
Unless this is changed, we just won't use the grant catalog, which is so disappointing. The grant catalog feature was a huge selling point for our transition to CS, and it's basically useless at this point.Please make grant catalog request fields OPTIONAL. Foundant subscribers should be able to customize the fields they want populated.
When creating a new grant catalog entry in CSuite, all fields in the request are required in order to submit. We have also tried using the Grant Catalog Fields within a GLM application in order to sync to a catalog in CSuite, and again ALL fields are required. The required fields add more information than we want to present to our donors. The current functionality creates a lot more work for our team to produce what our donors want to see.…11 votes -
Outlook integration: Improvements for search email function to search more than the "from" field and search more than primary email
When adding an email from a sent email, the search function only searches the sender, not the "to" or "cc" emails. As we cannot use the integration when drafting an email, the next best option is to attach from the our Outlook send. However, we have to manually enter the email to get to the right profile, as the search is only searching the "from" of the email.
In addition, the search function is only searching the primary email. Many contacts have more than one email (work, personal, volunteer etc).
3 votes -
Recurring Gift Alert
Currently, Community Suite does not alert us when a recurring gift is about to end. We would like an alert to be added and an email sent to the donor on the second-to-last donation telling them the recurring donation is about to expire. The email could have a link for the donor to log in and extend the donation date, or it could email us to let us know the donor would like to extend the donation.
9 votes -
measure number of visitors / analytics
We've had requests from our Board to measure how much traffic our Donor Portal gets. Would be useful to get some basic page analytics / number of page visitors.
5 votes -
maria casey
I would like to propose a change of the drop-down "ACTION" choices. Instead of the current default "replace with validated address" have the "Do nothing" as the default. This is helpful and will save time because profiles may have old addresses that we dont need to touch. Choosing the "do nothing" as the default will allow us to only click what is needed. Also, change the caps to lower, as someone else suggested, please. Thank you
5 votes -
Profile Duplicates- Lower Percentage Match
We have so many duplicates in our system that do not pop up in the "duplicates" tab because they are not a 100% match.
For example, John Doe and Mr. John Doe would not populate as a duplicate because of the title.
Can there be a function that detects possible duplicates that may match 90%?
9 votes -
ACH payments out: add content to email
We pay most of our vendors via ACH. When the email is sent to our vendor, it is a generic email that states they received a payment from the Foundation. It would be great if the vendor would receive an email stating the amount of the voucher, invoice number and what the payment is for. We do not want to use Bambora.
8 votes -
Discount Codes for Event Tickets
I'd like to have the ability to offer discount codes on event tickets. Right now, there is the ability to create a private ticket, but that is more suited for complimentary tickets. I would like to allow discount codes for a certain dollar amount off. This would help us not have to use ticketing platforms such as Eventbrite, which offer the discount code option.
16 votes -
Distribution start date
If a fund has to reach a certain dollar amount before it distributes, is there a way to set a Distribution Start Date by fund balance?
9 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.
2 votes -
Keep Affiliate Events Separate from Main Giving Hub
I would like the option to have an event listed on an affiliate's giving hub only, and not on our main giving hub.
Right now the work around is to mark the event as private and let the affiliate use a direct link to the ticket.
While this keeps the event off of our main giving hub, it also hides it on the affiliate's giving hub event tab.
5 votes -
Make "Choose an Account to View" the Portal Landing Page for Users with Multiple Accounts
When a user with multiple accounts--nonprofit and fund(s)--logs onto the new portal, please make the "Choose an Account to View" page with account "cards" the landing page. - TCF
7 votes -
Grant Award Summary
When reviewing a Grantee's Grants Tab, the Grants Awarded table accurately reflects values. However, clicking on the total value for a specific year only displays completed grants. This limitation becomes problematic when assessing the total grants for the current year, including both vouchered and completed grants.
3 votes -
Fund Statement Grants
Our current recommendation regarding the inclusion or exclusion of a table in a fund statement involves using a conditional statement based on the "Grants Total Amount". While effective, we encountered an issue recently: if a cancelled amount equals the granted amount, the total grants display as "0.00". These unrelated grants should ideally still be visible on the fund statement.
I propose adding a field indicating whether grants were issued during the statement period, marked "yes" or "no".
2 votes -
fields on edit grant screen
It would be nice if Edit Payment Schedule, Grant Type, and all other grant related fields are available on the edit grant screen. It slows down workflow if I have to select some fields individually to edit, and then go into the main edit screen for the rest of the fields.
3 votes -
Deferred Revenue Option for Future Events where ticket revenue is collected in advance
Adding a Deferred Revenue option when setting up a new Event:
It looks like when you set up a new event in CSuite you need to select a revenue account. However, our procedures (and GAAP standards) dictate that revenue incurred in months prior to the month when "the performance obligation is met" must be allocated to deferred revenue rather than a current revenue account. Deferred revenue is not currently an option for this, and only back-end journaling workarounds exist to remedy it. The clean fix would be to allow for non-revenue accounts to be selected when setting up an event. Thanks.
Adding a Deferred Revenue option when setting up a new Event:
It looks like when you set up a new event in CSuite you need to select a revenue account. However, our procedures (and GAAP standards) dictate that revenue incurred in months prior to the month when "the performance obligation is met" must be allocated to deferred revenue rather than a current revenue account. Deferred revenue is not currently an option for this, and only back-end journaling workarounds exist to remedy it. The clean fix would be to allow for non-revenue accounts to be selected when setting up an event.…
6 votes -
Barb@jewishtoledo.org
Is there any way you can program the system to generate the actual age of a donor? Our organization runs reports, lists, mailing labels, etc. by age groups from Raiser's Edge/Blackbaud. Having this system give us the current age would be extremely helpful. Otherwise, we have to export the report into an excel file and add a formula to show the persons current age which is time consuming.
2 votes -
Show Abandoned Carts on Individual Fund Advisor Page
Besides the "List Carts" report under Fund Advisors which shows all carts, it would be helpful to see on an individual fund advisor if they have an abandoned cart. This would be on the Fund Advisor record in Csuite...an option on the left menu to "List Cart".
3 votes -
Upload IDs - Legacy Profile Code
It would be extremely helpful to us, as we continue to clean up our data after implementation, to be able to create reports, and group profiles, by Uploading Legacy Profile Code IDs. We're still grabbing data from our previous system, and those records do not have any connection to their counterpart Profile Id in CSuite.
5 votes
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