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1091 results found
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Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields
For numeric fields in a custom report there is currently a "Total Column" checkbox option to total the data from all rows in that column. The total will display in a new row at the bottom of the column.
We'd like the same thing but with the option for Average, Min, Max, Count, etc. Those are only possible now by grouping and removing all other fields. We end up with the calculated value but can't see any of the individual records or details. We can get what we need in Excel by exporting and adding a formula but would like our staff to be able to reference live CSuite reports with this information.
For numeric fields in a custom report there is currently a "Total Column" checkbox option to total the data from all rows in that column. The total will display in a new row at the bottom of the column.
We'd like the same thing but with the option for Average, Min, Max, Count, etc. Those are only possible now by grouping and removing all other fields. We end up with the calculated value but can't see any of the individual records or details. We can get what we need in Excel by exporting and adding a formula but would like…
26 votes -
Save Report Columns Options (ordering, naming, showing, etc.) on Print Screen in Financial Reports
Please add the option to save changes made to the Report Columns options when on the Print screen in Financial Reporting. The new changes made in Financial reporting allow for additional print options, but it is not possible to save these changes for future use. Please provide the option to save these changes so they can be loaded when re-running these financial reports in the future.
6 votes -
Is there a way to put giving levels on our grant catalog? I have them set up for the Giving Portal but they don't show up here.
There should be a way to put giving levels on our grant catalog. I have them set up for the Giving Portal but they don't show up here.
2 votes -
Set email for login and send email for password
Can you make the function that exists for Fund Advisor (legacy) available to all user logins? In this function, you can set the primary email as the login username in bulk and send an email for the user to set a password.
3 votes -
Print Fund Statements ONLY for Primary Fund Advisors
It would be helpful to bulk print fund statements ONLY for primary fund advisors that we could use for an annual mailing.
3 votes -
Revise the CSuite login page
Revise the login page so I don't have to scroll down to enter my username and password, and the same with the next page when I need to scroll down to enter my choice for authentication, and the next page when I have to enter the code. Attached are screen shots showing the inconvenience.
14 votes -
Bi weekly internal for recurring voucher
Now there is no Bi-weekly interval when creating recurring voucher. It would be greatly helpful to have that for organization that do bi-weekly salaries.
7 votes -
Pledge Balances in Custom Reports
Add pledge balance as a field to donation, pledge, and pledge payment custom reports.
Currently pledge balance is only available when the pledge is linked to an opportunity.
4 votes -
Recognize soft credits on donor profiles
We should be able to add soft credit to a donation record and it appears on the donor profile. Otherwise it does not count unless in a report.
38 votes -
Allow Foundation staff to hide an ACTIVE organization in the donor portal.
In CSuite: Allow Foundation staff to HIDE organizations from donors in the portal. (Eg: The Ohio State University – Scholarships)
* Allows Scholarship orgs to be ACTIVE, and allows them to be paid directly from CSuite without going into SLM
* Reduces the possibility that a donor will send a check to the Bursar.
*Offers Foundation's the option to manage unsuitable nonprofit organizations, while investigating concerns.
*Marking the grantee INACTIVE is NOT manageable in our workflow.
<3 TCF11 votes -
Check register needs to include Description from voucher/grant
The check register export needs to include a Description from the voucher/grant. When I send the check register to committee members, they will ask why did I send a $ amount to a particular recipient. If the description is included, the distribution would be more clear.
4 votesA custom check report could be used to send out. That way you could add the columns that you would like.
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Allow Nonprofit Address to be private in directory
Please allow the address of a nonprofit to be unlisted on the directory. We have organizations who work from a home and they don't want their street address to be public. Since it pulls from their main profile, there isn't a way to hide it without hiding it from all purposes.
6 votes -
General Ledger - Make Account Field a Drop Down
When in General Ledger looking up the detail a specific account, it would be helpful if the "Account" field had a clickable drop-down list of all general ledger accounts. This would prevent the user from having to type in the account number. Many times the user does not know, or has forgotten, the account number they are looking for and a drop down would be beneficial in helping to find this.
4 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.
4 votes -
bulk attach
A HUGE time saver would be the ability to attach one file to multiple journal entries at once. Currently, if the same documentation needs to be attached to multiple entries, you have to do it one at a time. A button on the main journal entry screen for a "bulk attach file" would be greatly beneficial. Say you could upload the file and then select all the entries it needs to be attached to. This pain point comes up all the time with multi-fund entries for payroll and other various monthly/quarterly closing tasks.
2 votes -
Profile Engagement Tab - Campaign
It would be helpfuld to list all invited campaigns under the engagement tab of the profile. Currently it only lists active campaigns. We would like a way to see more historical enagament of individuals on their profile.
3 votes -
Opportunity Letter per Stage
Hi, I'm exploring the use of opportunities to manage our bequest administration process. It might be useful to be able to set a different Opportunity Letter template for each stage (e.g. Acknowledging Bequest Notification, Follow-up, etc).
2 votes -
giving hub remove other option
We would like to have the option to eliminate the "other" amount when using Giving Levels in the Fund Advisor Portal settings in the Fund record. When using the Giving Levels field to allow a membership fee or other type of donation that there should not be an "other amount".
4 votes -
financials
It would be nice if when you run financials in CSuite (i.e. Balance Sheet or Income Statement) that when you print or export it includes our company name and logo at the top? When we have to provide a copy of a BS or IS for a company or auditor we have to manually add it each time.
4 votes -
Multiple Forms of "Electronic Payment" - Everything gets captured in ACH file
The ability to further segment Electronic Payments so that payments made via etransfer etc don't get captured in ACH files. Right now, ACH files are generated by date, so if an operating expense is paid to a vendor via etransfer, and then grant payments are paid via EFT on the same date, that operating expense is included in the file with no way to refine. If there was an "Other Electronic Payment" vs "EFT Payment" option, it would be really helpful to ensure there are no duplicate payments. :)
2 votes
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