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1476 results found
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Allow deceased profiles to be added as donation advisor
Currently, it doesn't appear that you can add a deceased individual as a donation advisor. This creates issues when someone gives us money through their estate. The donor will usually be "the estate of" or a trust associated with the original donor. But we cannot add the deceased individual. That means we won't be able to see a donor's total giving history even if they made clear their intentions during their lifetime.
14 votes -
Ability to Stop Background Jobs
I would like the ability to stop a back ground job that may have been submitted by mistake.
2 votes -
unused check
We should be able to add multiple unused checks at one time in a batch instead of needing to add them one by one. For example, if you have a printer error and need to mark 30+ checks as unused this is very tedious to do one by one.
4 votes -
Ability to print out an excel version of a year's budget
Ability to print out an excel version of a year's budget
1 vote -
Bulk Add Fund to Fund Advisors
There's currently no clean way to bulk assign funds to fund advisors. The profile fund categories workaround exists, but it's primarily a FIMS migration tool, creating duplicative work for foundations that didn't migrate in this manner. A dedicated bulk setup option for fund advisors would be a meaningful time saver, especially for larger foundations onboarding many advisors at once.
2 votes -
Fund Advisor Self-Management via the Portal
Setting up and managing fund advisors currently falls entirely on the admin side, which becomes a significant burden for foundations with many affiliates and funds. Allowing the primary advisor on an affiliate or fund to manage additional advisors directly in the portal (adding advisors, setting access levels, removing advisors) would distribute that responsibility appropriately and reduce admin overhead. Essentially, bringing the advisor management capabilities that exist on the admin side into the portal for primary advisors to use.
2 votes -
aallieri@cfpbmc.org
Enable entry of Grant Type on Refund Grants to ensure accurate grant reporting. This will allow grants to be correctly grouped by Grant Type in reporting. Currently, capturing this information requires manual adjustments in Excel after exporting the report.
6 votes -
Add file Share Options
Currently, when a file is shared, it's only shared to the Fund Advisor Portal. We would like to see some file sharing options where we can choose where we would like to share the file to, and allowing to share to multiple areas. For example:
1. Share to Advisor Portal
2. Share to Grantee Portal
3. Share to Donor Portal
4. Share to Fund Profile
5. Share to ProfileWe have started to send Welcome Letters from Opportunities. When we share the auto attached welcome letter, we would typically share this on the Advisor Portal and the Fund profile.
This would save time with attaching/sharing files within CSuite and the portal.
Currently, when a file is shared, it's only shared to the Fund Advisor Portal. We would like to see some file sharing options where we can choose where we would like to share the file to, and allowing to share to multiple areas. For example:
1. Share to Advisor Portal
2. Share to Grantee Portal
3. Share to Donor Portal
4. Share to Fund Profile
5. Share to ProfileWe have started to send Welcome Letters from Opportunities. When we share the auto attached welcome letter, we would typically share this on the Advisor Portal and the Fund profile.
This…
7 votes -
Duplicate Issue -- Accents
Within the Duplicates option, any duplicate profiles that have accents or umlauts are not able to be deduplicated from the current workflow being:
Profiles>Duplicates> then clicking the accented name.
In lieu of returning a page where you can merge the profiles, you get a yellow warning that says "Not Found". Therefore, foundations with more individuals/names with accented names are not able to fully use the dedupe functions.
24 votes -
Resend "Forgot Your Password" Email from Admin Side
Admins currently have no way to trigger a password reset email on behalf of a portal user. Adding the ability to resend the "Forgot Your Password" email from the admin side would reduce friction for onboarding and login support without requiring the user to initiate it themselves.
2 votes -
tribute
Please add the ability for staff to edit non-notify tribute donations. Many times our donors make a tribute donation knowing that the person named is known to our community foundation, so they don't feel the need to fill in the notify fields. Other times, they don't know the address or email of the person/the family to notify, but our staff does.
Right now we are manually pulling that data for every non-notify tribute, increasing staff time on this administrative task. Also, our tribute lists are not accurate because these non-notify gifts do not show in it. We have had a family reach out to double-check that they had the full list of who gave in memory of their loved one and staff have missed names that should be on the list. If we could edit the non-notify gifts, we could have an accurate list of who gave a tribute gift for a certain person.Please add the ability for staff to edit non-notify tribute donations. Many times our donors make a tribute donation knowing that the person named is known to our community foundation, so they don't feel the need to fill in the notify fields. Other times, they don't know the address or email of the person/the family to notify, but our staff does.
Right now we are manually pulling that data for every non-notify tribute, increasing staff time on this administrative task. Also, our tribute lists are not accurate because these non-notify gifts do not show in it. We have had a…10 votes -
Multiple Tributes to One Donation
Currently, it is only possible to add 1 tribute per donation in Community Suite. Is there a way to add the ability to apply multiple tributes?
The case exists in that we have multiple appeals, and even regular donations, where donors send in one gift, one fund, and name many tributes. They are NOT sending one gift to multiple funds with multiple tributes.
17 votes -
Automatically add late fees to overdue invoices
It would be helpful to add the ability to set a late fee that is automatically applied to overdue invoices.
4 votes -
Task Description Field
Can the task description field be a long text field instead of a short text field? Also would be great to make this a rich text field so we can add bullet points. We like to create a general task with more information on what is needed to complete the task.
4 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.
40 votes -
import attachment url
When importing vouchers you should be able to import external attachment url at the same time.
2 votes -
Permissions on individual profile field
Set the permissions for some fields in profile to be accounting only.
2 votes -
Download NACHA files by batch, not just date
Currently, I can only download a NACHA file by date. It would be easier if I also had the option to download a NACHA file by batch because sometimes I want to pay them on the same day but post them in separate batches. Or if I just forget one grant, currently I have to pay it on a different day.
8 votes -
Ability to edit "Who" when first entering a note
When entering a note for another individual, it would be great if the "Who" was an option to change when entering the note. Currently I have to enter the note, then edit the note to change the "Who." Thanks!
10 votes -
bank reconciliation radio button
Why are the radio buttons on the bank reconciliation on the other side? It would be helpful if they were near/next to the check number. My optometrist would thank you.
3 votes
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