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1295 results found
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Foundant for Outlook add-in: add date to note
Please bring over the date of the email when the Foundant add-in is used to copy an email to a note in CSuite from Outlook. Currently the note date is the date the email is copied (even if that is not the day the email was sent/received), and the original email send date is not recorded anywhere in the body of the CSuite note.
15 votes -
Reporting on donations by campaign groups
Would like campaign groups to be a field in a campaign report. This would help me pull a report on donations made by specific groups/tables.
Currently, campaign donations report only show ticket purchases and not donations also made via stripe.
2 votes -
Set Individual Profile set as Primary "Org Role" on Organization profile as default Grantee Contact
An Organization Profile can have individual profiles connected in certain Org Roles (e.g. Treasurer, Development Officer). There is a setting to set a connected individual profile as "Primary" but I understand this is only for reporting. Can that Primary profile also be set as the default grantee contact on grants going to the Org (affecting the email the grant letter is sent to and any applicable merge fields too)? Or maybe having the option to choose from list of Org Role profiles when creating a grant.
2 votes -
Clear grant requests from fund advisor carts without proxying in as the advisor
We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.
7 votes -
QR Codes for Affiliate Giving Hub Funds
QR codes for fund donation pages are great. We could use them also for funds that are set as Private, but are visible through the affiliate Giving Hub. There are URL's for those affiliate fund donation pages but no QR codes through CSuite.
4 votes -
statement download
Provide a mechanism for a fund advisor to download statements for multiple funds at once instead of one by one.
2 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 -
Nonreported Individual and Household Duplicates
Duplicates are not being caught if the profile has a prefix or suffix vs. the same profile without the prefix or suffix listed. For Example, Dr. Audrey Hauser vs. Audrey Hauser are the same people but are not being reported as a duplicate. Could we have C-Suite ignore prefix and suffix to catch duplicates?
Duplicate households are not being caught if household names are inverse. For example, Hauser, Audrey & Olson, Cameron vs. Olson, Cameron and Hauser, Audrey are the same households but not being reported as duplicates by C-Suite. Could we have C-Suite catch duplicate household names regardless of order shown.
Duplicates are not being caught if the profile has a prefix or suffix vs. the same profile without the prefix or suffix listed. For Example, Dr. Audrey Hauser vs. Audrey Hauser are the same people but are not being reported as a duplicate. Could we have C-Suite ignore prefix and suffix to catch duplicates?
Duplicate households are not being caught if household names are inverse. For example, Hauser, Audrey & Olson, Cameron vs. Olson, Cameron and Hauser, Audrey are the same households but not being reported as duplicates by C-Suite. Could we have C-Suite catch duplicate household names regardless of…
3 votes -
Separate Internal Description for Campaign
It would be helpful to have a separate description for a campaign for internal users so that campaign names can have the year in front of them for organization purposes. We wouldn't necessarily want the date to be seen externally if someone is buying a ticket.
2 votes -
Online Donation Email Subject
Please implement content for the subject of an online donation email. There is currently a content area for the body of this email, but not for the subject of this email.
9 votes -
Allow Vouchers to be placed on-hold
This idea has been posted multiple times but keeps being archived. Please allow vouchers to be placed on hold just as grants are.
9 votes -
Can Donate in new Fund Advisor Portal open Giving Hub in "list view," rather than "card view?"
We have a long list of funds and so do not use the default card-style view for the Giving Hub because users have to scroll VERY far down to view all. Instead we use the "list view" for the Giving Hub, so it would be awesome if we could have fund advisors land there when they select Donate from their fund advisor portal, instead of on the card view.
8 votes -
Show what tax receipt template will be pulled on the donation record (to match the recent enhancement to grants)
Show what tax receipt template will be pulled when I am on the donation record (to match the recent enhancement to grants)
5 votes -
Add "Primary" Fund Advisor as Reportable Field
Please add Primary Fund Advisor field to the Profile Fund custom report. Currently there is no way to see which funds do not have a primary advisor or have out-of-date primary advisors, without opening each individual Fund record. It's making system setup and maintenance unmanageable.
Thank you! - TCF
26 votes -
Outlook integration - attach to a fund or funds, profile or profiles and note type, and sticky; create a task
When we use outlook, we have to manually add the fund name and note type. We also have to manually add the sticky. Would be helpful if we could choose this. Would also be helpful to be able to create a task from the outlook email. And, if multiple funds/profiles could be chosen, bonus!
4 votes -
Copy Grants
When I copy it comes up with the old grant date and the old pay schedule date. It should copy to current dates as well as the advisor, the expense account, custom fields, etc. Basically, if I am copying a grant, my goal is to not have to do much editing, if any at all.
4 votes -
grant minimums by fund group
We would love to have a minimum grant request option for the portal but its done by fund groups. For example: DAF's minimum grant is $500 but maybe and Org Endowed is $100. We adopted a policy that requires all DAF grants to be over $500. However, if we set that as the grant request minimum for the portal it will cause issues for some of our small organizational endowed funds who maybe don't have $500 in ATS in any given year.
19 votes -
Profile>Engagement Tab - keep refresh page on Profile after campaign is deleted
Profile > Engagement Tab - Invited Active Campaign list
Right now when you delete a campaign from the "Invited Active Campaigns" list (under the Engagement Tab of the guest's profile) it refreshes to the related campaign page. It would make more sense to stay on the initial Profile, we were in that Profile for a purpose or we would have deleted them from the Campaign side.
4 votes -
List Cart Emails
Love the new option to send emails to fundholders who still have grants left in their cart. Currently the only option is to send emails to all fundholders on list. Is there a way to select individual donors who would be receiving the email?
13 votes -
Drop down list Icon on Previous Grantees
Many of our donors have called in after switching to the new C-Suite portal stating that none of their previous grantees are showing up. I have found that the issue 90% of the time is that they are not clicking in the blank box to view the list.
Once I ask them to try the issue is solved and they all mention that this box should have the drop down icon or in someway make it more obvious that they have to click the blank field to pull up the list.
4 votes
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