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1077 results found
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Tribute Donation_letter Template Fields - add lowercase or name only options
When a donor makes a tribute gift online via Stripe and does not elect to notify someone, all available template fields begin with capitalized "In Honor/Memory of MB". There is no option for "MB" (honoree name only) or "in honor of MB" (lower case "i" and "h/m").
This makes things difficult for us because we want to mention the tribute in the automatically system-generated acknowledgement letter back to the donor, and it looks awkward with the capitalization.
Would it be possible to add at least one template field with either the honoree name only OR lower case "in honor of"? This way we can standardize our letters and avoid odd capitalizations. Thank you!
When a donor makes a tribute gift online via Stripe and does not elect to notify someone, all available template fields begin with capitalized "In Honor/Memory of MB". There is no option for "MB" (honoree name only) or "in honor of MB" (lower case "i" and "h/m").
This makes things difficult for us because we want to mention the tribute in the automatically system-generated acknowledgement letter back to the donor, and it looks awkward with the capitalization.
Would it be possible to add at least one template field with either the honoree name only OR lower case "in honor of"?…
7 votes -
default expense accounts
When a fund advisor submits a voucher through their portal we have to have a default expense account set up. Our funds have different expense accounts depending on the type of fund it is. It would be nice if we didn't have to set a default and could just assign an expense account when we create the voucher on the back end OR be able to set these defaults by fund or fund type.
2 votes -
Allow Dynamic Images to be turned on only for the Fund Image or the Additional Image area
The Dynamic Images resizing setting is nice for the Additional Images field, but it looks messy on the Fund Image side of things to have different sized images either in the promoted funds section or on the Nonprofit Directory side.
My idea is to allow us to turn on Dynamic Images either for just the Fund/Profile Image or the Additional Image.
Thank you to everyone who votes for this!
3 votes -
Stripe Terminal
It's great that CSuite can now work with a Stripe credit card terminal, but it would be even better if a credit card transaction could be processed through the terminal without needing to be logged into CSuite. We have fundholders who hold events where they accept credit card payments; however, we will not provide them with access to CSuite so they wouldn't be able to use the new Stripe terminal. If the terminal could be used to record payments that would come through to CSuite from our Stripe account and allow Foundation staff to process after an event, that would be ideal. You shouldn't have to be logged into CSuite to use the terminal because that's really not much of an improvement on just typing in the credit card number like has always been possible. Please consider allowing the Stripe terminal to be used without the need for a CSuite login; this would be a huge help! Thank you!
It's great that CSuite can now work with a Stripe credit card terminal, but it would be even better if a credit card transaction could be processed through the terminal without needing to be logged into CSuite. We have fundholders who hold events where they accept credit card payments; however, we will not provide them with access to CSuite so they wouldn't be able to use the new Stripe terminal. If the terminal could be used to record payments that would come through to CSuite from our Stripe account and allow Foundation staff to process after an event, that would…
22 votes -
Add Fields to the Donation Import Template
Add Middle Name, Suffix, Salutation, Mailing Label, and Recognition Name fields to the donation import template. This will alleviate some of the manual work needed on profiles after a donation import.
20 votes -
Memo for recurring vouchers
A memo for recurring vouchers would be helpful. There is a "Memo" field for a single voucher, but not for a recurring voucher.
2 votes -
Custom Reporting: Portal Edit Report
To maintain data integrity and streamline auditing/reviewing, I propose a Fund Advisor Portal Edit Report that tracks fund advisor profile modifications in the portal. This report would summary any changes that the fund advisor makes to their profile within the portal. This would include, change of username, address, phone number, the new banking information, TIN, SSN, etc. Currently, an email is sent to say there was a change but users have to go into the log to find what was changed or updated. If created, this report will improve oversight, ensuring accurate data and easier auditing/reviewing.
3 votes -
Scholarship Directory (Similar to Nonprofit Directory)
We would like to request that Foundant consider creating a scholarship directory similar to the Nonprofit Directory. We would like a place to easily share our scholarship names, descriptions, and photos to our students, parents, donors, and community. We would like to maintain this directory directly in C-Suite so that it can communicate externally and with SLM, if possible.
73 votes -
Grant Catalog notification
It would be really helpful to have a way to receive a notification when someone submits a grant catalog request.
14 votes -
Separate "hide description" for Donations vs Grants
The "hide description" functionality for the Fund Advisor portal currently hides the description on both donations AND grants. Based on other available settings related to fund advisors, there does not seem to be a setting that will allow for one description to show but not the other. It would be more practical to have control over those independently (e.g. turn off descriptions for donations, turn on descriptions for grants).
3 votes -
GLM/SLM changes syncing with csuite profiles
Please add a notification of some kind when a csuite profile's address, phone, email has been updated due this updated information provided in GLM (and vice versa; when GLM is changed due to csuite change) We are finding this out after the fact and GLM contact information has overridden existing intentional csuite profile information. If we received notice when the data update happens, we can make an informed decision for data accuracy.
29 votes -
View/Edit/Delete Custom Field Import
Previous Journal Entry bulk imports can be viewed/edited/deleted easily. The same should be true of custom field imports. Currently there is no way to reverse a custom field import and since these imports can change large amounts of data, there should be an option to reverse or undo the import.
2 votes -
View/Delete Previous Imports for Custom Fields
For Journal Entry imports, you can view previous imports and view/unpost/delete the transactions tied to those import events. The same should be true for the custom field imports. Right now, there is no way to reverse a custom field import if it is made in error. The poses a threat to the data as large amounts of data can be altered and then lost.
2 votes -
Add closed funds to fund advisor designation
Now that closed funds have an option to be viewed in the portal, it would be nice to have the option to add closed funds to the fund advisor designation so folk can see the history in the portal.
2 votes -
bulk create voucher requests
Similar to Create Grant Requests in a bulk action from the Grants bucket, it would be nice to have a bulk create voucher requests. Currently, I have to do these one by one and it is a very slow process to have to do that for recurring vendors who are paid through the fund advisor portal.
2 votes -
Hide new grants from fund advisor portal that are not requested through the portal
For the new portal, when a grant is added to the New bucket in CSuite it is also visible to fund advisors on the portal. It would be better if it didn’t display in the portal until the grant is paid. Before the grant is paid, there is a chance the grant hasn’t been reviewed yet and the information isn’t accurate. If a grant request is submitted through the portal, it should display the status of that grant throughout the process. It’s the grants that aren’t requested through the portal that we’d like to not have displayed until they are paid.
If “Grant Notify” is enabled for a fund advisor, they are only notified once the grant has been paid. The same logic should apply to what’s made visible in the portal.
For the new portal, when a grant is added to the New bucket in CSuite it is also visible to fund advisors on the portal. It would be better if it didn’t display in the portal until the grant is paid. Before the grant is paid, there is a chance the grant hasn’t been reviewed yet and the information isn’t accurate. If a grant request is submitted through the portal, it should display the status of that grant throughout the process. It’s the grants that aren’t requested through the portal that we’d like to not have displayed until they are…
2 votes -
Net Asset Hyperlink
During audits, we reconcile the Net Asset account for each fund. While the total Net Assets for each fund appears as a hyperlink, clicking it does not display any associated G/L transaction history. Having visibility into all transactions tied to a fund's Net Assets would be extremely helpful for identifying discrepancies and resolving errors during the audit process.
2 votes -
export till
This was suggested in 2022 & archived without being implemented, but I'm re-posting because I would find it very helpful to be able to export the list of undeposited items in the till. I often need to add totals by period and currently have to manually add them. There are also times I need to sort by something other than date.
5 votes -
Grant request notification for staff - can they be targeted based on steward designation?
Is there a way for CSuite to send grant request notifications that come in exclusively from a philanthropic advisor's portfolio? We have staff members assigned as Stewards for both donors and funds. If a grant request comes in from of these donors or for one of these funds, it would be nice to be able to notify that particular staff member, without it being an "all or nothing" proposition. Certainly, we have some staff that needs to be notified of each incoming grant, as they will be processing each one. But for other staff, it would be quite helpful if those alerts could be segmented, based on data already in the database. Asking you to consider if this is a feature that could feasibly be added. Thank you for all your hard work!
Is there a way for CSuite to send grant request notifications that come in exclusively from a philanthropic advisor's portfolio? We have staff members assigned as Stewards for both donors and funds. If a grant request comes in from of these donors or for one of these funds, it would be nice to be able to notify that particular staff member, without it being an "all or nothing" proposition. Certainly, we have some staff that needs to be notified of each incoming grant, as they will be processing each one. But for other staff, it would be quite helpful if…
7 votes -
All Bulk Update Files Consolidated into a Single Bulk Update File
When Bulk Updating profiles, there are four different files to bulk update the profiles with. When editing profiles, we usually need to update all four areas of the profile and this requires us to download and manipulate all four.
Instead, it would be better if they were consolidated into a single file/sheet so we could update all of those fields in one go. This would make this process much less tedious and allow us to make one bulk edit, instead of four individual bulk edits.
We aren't asking to get rid of the four individual bulk update files, but instead, add a fifth option that has all fields in one file.
When Bulk Updating profiles, there are four different files to bulk update the profiles with. When editing profiles, we usually need to update all four areas of the profile and this requires us to download and manipulate all four.
Instead, it would be better if they were consolidated into a single file/sheet so we could update all of those fields in one go. This would make this process much less tedious and allow us to make one bulk edit, instead of four individual bulk edits.
We aren't asking to get rid of the four individual bulk update files, but instead,…
9 votes
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