1243 results found
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Abandoned Cart Email: Option to select who to send email to
Add a 2nd screen after choosing 'Fund Advisors> Settings> List Cart> Send Email Reminder to allow for choosing which fund advisors to send the email reminder to. Currently, this is an all or nothing feature.
21 votes -
llynch@cfok.org
Change the fund statement notification and email alert to a template which would allow for images (logos). Or add images <img src=""/> or {{img src=""/}} to html options. The current email is very basic despite having html capabilities. It's easy to overlook or mistake for spam. We currently send out an email notification through a third party which allows for image and logos. We would like to utilize the Csuite functionality instead.
3 votes -
Giving Hub - Customized Questions
It would be great to be able to add customized questions to our online giving pages. These could be both fund specific and also questions consistent across all forms. For example, we used to allow our donors to sign up for specific publications (versus just generally signing up for communications on the current giving pages). We also used to have a question that allowed them to choose whether they wanted their information shared with internal committees or withheld. This option formed the basis of several policies related to the way we share donor information, so it would be great to…
11 votes -
Detail Trial Balance - Add to Left Menu
Add Detail Trial Balance to the list of reports on the left menu when in a fund record. Right now, if we go into a fund record we have to select Trial Balance, then the date, then go back to reports and select Detail Trial Balance and then adjust the date range.
15 votes -
Printable Profile Summary Sheet
I would like to have a printable summary for a Donor Profile (or others) that includes the Profile Information, any Profile Types or Opportunities associated with the Profile, Engagement Strategy, and Notes. When I go into a donor meeting, this would be a great tool to capture the relationships and recent actions with a donor and to have handy during our discussion.
1 vote -
is there a way to change the name of the button in event registration from ticket to registration
Provide the option to change the name of the button in event registration from ticket to something else in order to customize for organizations. Example we do not use the language of ticket but reservation since we do not physically provide tickets for an event.
1 vote -
Functionality to Bulk Delete Vouchers
We'd like the option to be able to bulk/batch delete vouchers.
5 votes -
Link grant to opportunity
We would like to link grants to opportunities. We have some clients where we are managing a few multi-year grant commitments. These are not through GLM but through a separate agreement. We'd like to use opportunity tasks to collaborate on these, list the beneficiary profiles, and link the actual grant records. This would allow us the flexibility to utilize opportunities to track the work done for these relationships as these donors trust us to steward these specific grants that would not work as a recurring grant series because there is added complexity.
This was a previous archived idea lab idea: …
4 votes -
Allow Event Campaign Requests to be Conditional on a Per Ticket Basis
Currently, Event Campaign Requests display for all tickets within an event. There is no way to limit a Request to only specific tickets.
We would like the ability to make Requests conditional based on the ticket purchased.
For example:
Dinner tickets may require a meal selection, but a general admit does not.Right now, all Requests appear for every ticket, which can cause confusion, unnecessary data entry, and post-event cleanup.
Suggested Enhancement:
Allow administrators to select which tickets a Request should apply to (multi-select or similar control).This would improve donor experience and event data accuracy, especially for events with…
1 vote -
Invoicing
It would be great if there was a way to convert multiple invoices for the same vendor into one document to be sent to the vendor. This is of particular interest for loan invoices where multiple funds participate. Otherwise the vendor will receive a separate invoice for each fund, each month rather than just an aggregate amount.
1 vote -
Include Nick Name and Birth Name Fields in Profile Search Results
Please include the nick name and birth name fields in profile search results. This will allow us to search for individuals with a nick name or who have changed their name, and will also help prevent the creation of duplicate profiles when we do not get the expected search results.
17 votes -
Fund Beneficiary Grantees/Funds: Add ability for a fund to designate its own fund as beneficiary
Some fund agreements require a portion of spending be reinvested back into the fund's principal
Currently, CSuite does not allow a fund to be its own beneficiary. Therefore, a manual journal entry is processed annually to reclass the reinvested amount from spendable to principal. And it is must be entered after Create Spendable Grants has been completed.
Example:
- 80% of spending granted externally
- 20% must be reinvested into the fund's principal
- After "Create Spendable Grant" runs, a manual journal entry is posted to reclass the 20% from spendable to principal.Having the ability to designate the fund…
4 votes -
admin fees to two funds
It would be very helpful to be able to charge two admin fees to two different funds on one invoice. We have fiscal projects receiving grant funds with an indirect cost built in. Part of it covers our admin fee and part covers their overhead. It would be nice if that split could happen as part of the admin fee process. We are currently having to manually move their overhead costs.
1 vote -
Proposed: Financial Advisor Portal
Concept Overview: A third portal type (or a distinct configuration mode) that mirrors the affiliate portal's grouping functionality but is purpose-built for the financial advisor relationship.
Key Features: Fund Grouping
The financial advisor should be able to organize their clients' funds into logical groupings — by household, family name, client tier, or advisory team. This mirrors the affiliate portal's grouping capability without co-opting the affiliate record type.Separate Record Type: Rather than using the Affiliate record, CommunitySuite would introduce a Financial Advisor record (or profile type) in the CRM/contact layer. This keeps the data model clean:
- Affiliates = supporting organizations…
1 vote -
Run 'draft' Investment Financial Report
For CSuite users, the investment report is only accessible when books are closed. Requesting the ability to run the report in a draft form when books are open. Similarly to how the report presents for fund advisors on the portal. - submitted on behalf of CF of the Ozarks.
1 vote -
Scholarship Letter Template
We would like the ability to select the Scholarship Letter that is supposed to be used on the scholarship record level. Currently you can set the Scholarship Award Letter, but not the letter itself. This functionality is available on the grant level.
We have different scholarships that utilize different Scholarship Letter templates (for letters to the school), that are processed on the same day. Currently, our only way to adjust the template is to go into the documents (once posted), change the default template in templates, and then regenerate the documents for specific check batches.
Having the ability to select…
7 votes -
Automatically Post Recurring Donations
Please implement a feature that allows for the system to automatically post the subsequent donation for recurring donations.
Currently recurring donations must be posted manually on some sort of cadence, which takes up a lot of time. It would be highly beneficial if the system could post these automatically when they are due for their next donation.
14 votes -
Improve Scheduled Report Frequency
We have had instances where we're expecting a scheduled report to be sent on a specific day and it does not get sent until a later day. If CSuite is unable to send the automated email due to a system issue or Internet outage, it will send the next available day and will also adjust the schedule from that point forward. We then have to manually change the "Next Send Date" for those scheduled reports so they're back to sending on a specific day. This is especially problematic for Weekly reports.
Instead of the schedule auto-adjusting on CSuite's end based…
3 votes -
Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?
When you click on "Donate" from the Fund Advisor Portal left navigation, can the Giving Hub be opened in a new browser tab so the Fund Advisor can more easily get back to the Fund Advisor Portal?
We have disabled the Login button on the Giving Hub in order to reduce confusion for our donors who are not fund holders (we have not opened our portal for donors). So we are trying to figure out how to help our fund advisors get back to the portal. Of course, we can direct them to open a new tab or remind them…
16 votes -
Two individuals from the household are listed together in a single row
Hi,
Preparing profiles for screening through iWave or WealthEngine (both platforms that provide donor intelligence solutions to help organizations identify potential donors and optimize their fundraising strategies) typically takes about a month.
Why does it take that long? The software requires detailed information for both individuals in a household to be listed in the same row. This includes:
-First name, middle name, last name, nickname, and prefix
-Business details
-Phone numbers (home, mobile, and business)
-Email addresses
In addition to that, they request giving history: total giving, years of giving, number of gifts, last gift amount and date, as well…
7 votes
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