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1252 results found
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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 -
Linking funds
The new updates for opportunities is great. It would be great to have the ability to add funds like you can add profiles. We have donors that have multiple funds under one agreement. But we don't have way to link the funds other than the relationship tab under fund owner.
7 votes -
pbassil@cfpbmc.org
It would be great if you could create a text field for the LinkedIn URL.
7 votes -
deceased
When profiles are marked as deceased and linked to a household, the household is being pulled with the deceased information instead of now defaulting to the active individual profile only. This impacts mailing lists for marketing campaigns and grant letters as it now pulls in deceased households.
There should be an automatic unlinking/adjustment so that we do not have to manually unlink which is the only workaround to solve this issue right now. Ideally, there would be a way to keep the individual linked to the household profile for historical purposes too.
18 votes -
Attach a file to fund statements
We would like to be able to attach a file - letter, image, etc. - to fund statements. This would enhance fundholder (donor) relationships and communication. We easily do this for our fundholders who receive paper statements and would like to be able to mirror the communication for our fundholders who have receive electronic statements.
9 votes -
Household Steward Reports/Functionality
Working on a Stewardship Report for our development team using a Gift Report and it's been a hassle to identify the Household Steward for Individuals/Advisors. Is there any way we can either have household Steward/advisor household steward fields, or a way to roll up these fields so that we don't have to manually check on their profiles for these fields?
1 vote -
Choose Alternate Email for Statement Delivery
It would be helpful to be able to select an Alternate Email that Statements are sent to through the Fund Advisor designation like is possible for Donation Notify and Grant Notify. It would be even more helpful if we could select email delivery addresses for all three (Statement, Donation Notify and Grant Notify) on a fund-by-fund basis within the Fund Advisor designation. We have many people who have both work and personal connections to funds and would prefer not to comingle their communications.
1 vote -
Multi-fund donation - Payment Date
When entering a donation and using the multi-fund feature, a payment is automatically created. The payment date is defaulting to today's date - it is not pulling the date used when entering the donation. Unfortunately there is no way to adjust the payment date after the fact. This used to not be the case and something has changed.
1 voteProposed Idea · 0 comments · Donations/Pledges/Promises/Public Securities · Edit… · Delete… · Admin → -
1 vote
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Grant Catalog Catagories
Please make the grant categories/grant types optional for populating at the top of the catalogs. They push down the catalog too far and the search bar is fine for navigating. Please and thank you.
3 votes -
Grantees, scholarship recipients able to upload documents
It would be extremely efficient and save time if grant and scholarship recipients could upload documents in their profiles through the Attach File button.
4 votes -
French
There are formatting problems when creating reports, statements, tax receipts, etc. in French. In terms of the text, it is easy to select the correct language templates (FR or EN in our case). But when it comes to formatting of dates and numbers, it is important for these to come correctly from the system.
In French, the date format should be: YYYY/MM/DD or Le DD MM YYYY if written out in words, with the name of the month written in French (not English) and beginning with a small letter (not a capital).
For dollar amounts, they need to be presented as follows: 000 000,00 $ and NOT $ 000,000.00 as we do in English.
If the system can not provide this, we have to re-enter all these details manually, which takes time and is more likely to introduce errors.
There are formatting problems when creating reports, statements, tax receipts, etc. in French. In terms of the text, it is easy to select the correct language templates (FR or EN in our case). But when it comes to formatting of dates and numbers, it is important for these to come correctly from the system.
In French, the date format should be: YYYY/MM/DD or Le DD MM YYYY if written out in words, with the name of the month written in French (not English) and beginning with a small letter (not a capital).
For dollar amounts, they need to be presented…
1 vote -
Fix Must Be A Decimal Number Error
It would be helpful to allow multiple types of entries in the donor portal when a fundholder is requesting a grant. For example, if a fundholder types "$25,000" including a dollar sign and a comma, an error sign comes up ("must be a decimal number".) The fundholder needs to type in 25000 for the grant to go through. Allowing $25,000 would help reduce frustration.
According to the idea I posted previously, this idea was implemented: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48126044-fix-must-be-a-decimal-number-error. However, the issue is still occurring and when I spoke with the customer service team, they said that the idea hadn't actually been implemented, so I am re-posting.
Thank you!
It would be helpful to allow multiple types of entries in the donor portal when a fundholder is requesting a grant. For example, if a fundholder types "$25,000" including a dollar sign and a comma, an error sign comes up ("must be a decimal number".) The fundholder needs to type in 25000 for the grant to go through. Allowing $25,000 would help reduce frustration.
According to the idea I posted previously, this idea was implemented: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48126044-fix-must-be-a-decimal-number-error. However, the issue is still occurring and when I spoke with the customer service team, they said that the idea hadn't actually been…
8 votes -
Update font color in dark mode
Please update the font details in dark mode OR give users the ability to select different font colors in addition to a theme. Some of the functional details in reporting for example are very difficult to see in dark mode. For example, the "x"s to the left of the filters and the arrows on the columns that denote, for example, an ascending filter are almost the same color as the background in dark mode. It's hard to see what filters are acting on because of this.
1 vote -
Select Multiple Column Options in Financial Reporting
Please allow for the option to select multiple column options at once, as opposed to the current one at a time selection.
Currently, reports have to be created multiple times and then spliced together when multiple column options are needed. Instead, it would be best if multiple column options could be selected at one and work in tandem with one another.
18 votes
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