1316 results found
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Login As --Removes user's existing login
I know that Login As was intended to bounce the user out of their own CSuite login when used; however, I would ask that you reconsider this approach. From a Customer Service perspective, this is a nightmare. We most often use Login As when on the phone with a Fund Advisor (and now could be anyone with portal access), to help them troubleshoot either getting into the system or working with the system. If we then have to answer any questions that require us to be logged into CSuite ourselves, the portal user has to wait while the customer service…
270 votes -
Ability to select the same beneficiary more than once when configuring percentages (Same Beneficiary, Different Purpose)
It would be helpful to be able to select the same beneficiary more than once when setting up percentages in the fund. The beneficiary may have separate purposes and percentages. For accuracy and staying within the parameters of the text limits this would be very helpful to users. A previous idea has been archived. Please consider this.
13 votes -
DAFPay | Opt-out
We would like the ability to remove or block connections with DAFpay. Currently the block occurs after a donor has linked their portal to Chariot's (without our permission or visibility). Instead, that block should exist at the start of the donor's attempt to connect DAFpay to CSuite's donor portal. We feel this is key for maintaining data/donor security.
22 votes -
Entering Guest Information on Campaign Ticket should be REQUIRED
Currently when someone registers or purchases a ticket for an event it asks for the purchaser's information before hitting "Submit". AFTER hitting submit, it shows "Add Guest Information". Most guests do not fill this out.
It would be ideal if guest information was REQUIRED before the "Submit" button (example: 3 slots for guest information if there were 3 tickets with 1 seat each selected).
The initial entering of "Your Information" before the "Submit" button should have the option to customize which fields are required. It automatically requires First & Last name, Email, and Phone. What if we need address to…
18 votes -
All Record of Recurring Grants are Deleted by Fund Advisor in Portal
We just discovered with the new portal that when a fund advisor clicks "Cancel Recurring Grant", all record of the recurring grant is deleted out of the system. This is WAY too much access for the fund advisor to have. If they accidentally delete it, we can't view logs to see when it occurred or retrieve attached files to the recurring grant.
Please allow us the ability to turn off certain features in the portal (like cancelling a recurring grant) for fund advisors if we don't want to take the risk of information being deleted without our consent. These types…
98 votes -
Add New CSuite Profile Matching Options
When matching CSuite profiles and looking for duplicates, please add:
1) Conditional Logic (If/Then) – Use conditional logic and allow Users to choose which fields (name, address, email, phone) to use, and to set the order of those fields (Ex: If name matches, then match on address).
2) Match on Address – Recognize and flag profiles with the same address on the duplicate screen.
3) Fuzzy Matching – Recognize slight differences in names (Bob/Robert), and addresses (1234 E Elm St/1234 East Elm Street) and other information due to spelling variations, abbreviations, and typos.
33 votes -
Customize Event/Ticket Registration Fields
Allow additional information to be gathered when people are registering for events. Information such as dietary needs, guest age, consenting to/ understanding guidelines, etc. would be handy.
21 votes -
Show Deleted Profiles in the Log
Have the log show the name, ID and date whenever a profile is deleted. Our admin needs an audit trail of all MAC (move, add, change) activities in the log.
38 votes -
Automate Spendable Calculation
When working with Endowment Funds we have to remember to calculate the spendable balances for the fund each year. It would be great if Csuite allowed you to set a date that spendable balances were automatically calculated for you.
8 votes -
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.
9 votes -
April 8th, 2026 Feedback for Online Fund Request
Please post your feedback here
4 votes -
New Look
If the Shiny New Look is here to stay, please fix the coloring or let us fix it. This is so ******* the eyes. This has been asked in multiple suggestions and still is very hard to see.
24 votes -
Recurring Grants
Recurring Grants needs some work!
When viewing an existing recurring grant, Delete is too close to Edit.
When clicking Delete, there needs to be a confirmation warning that a user does intend to delete this recurring grant.
If a recurring grant is deleted, the record should be moved to the Closed section of Recurring Grants or a new section called Deleted. Currently, it's just - poof - gone. Even when there was a grant history tied to that recurring grant.
Fund advisors have the ability to cancel recurring grants in the portal. They need a confirmation warning that they are…
8 votes -
aallieri@cfpbmc.org
Enable customization of the top navigation bar. Most of our staff use only a limited portion of CSuite, so giving them direct access to the sections they rely on most is essential for efficiency and ease of use. For example, Funds, Donations, Grants, and Opportunities are features our team uses regularly. Requiring staff to locate these items within dropdown menus—where many of the options are not relevant to their roles—has been frustrating and may ultimately lead to reduced use of CSuite.
10 votes -
Grant Notify for Internal Grants
Currently, when a fund advisor submits a grant request that is fulfilled via an internal grant (a transfer to another fund within the same foundation), the Grant Notify email is not triggered upon posting the internal transfer check.
This creates an inconsistency in the donor experience:
Fund advisors receive Donation Notify emails when their fund receives an internal grant
But they do not receive Grant Notify emails when their fund gives an internal grant
This lack of communication may cause confusion for fund advisors, especially if they are used to receiving confirmations for external grants.
Request:
Please enable the Grant…43 votes -
nakeia@cobbfoundation.org
When processing grants, it would be very helpful if we could assign a letter template to a specific payment type. If a default payment type is saved for a grantee, it would be great if CSuite could automatically generate the correct letter. Currently, we have to manually select the electronic payment letter when processing grants paid by ACH bank transfer.
8 votes -
reports
It would be great if we could create sub-folders within reports beyond just having categories - such as by user name, or at the very least, making the different categories collapsible or expandable.
29 votes -
Consolidated Grant Notify Emails for Multiple Grants Posted at Once
Currently, the Grant Notify feature sends one notification email per grant when grants are posted or unposted. When multiple grants from a single fund are posted at the same time, advisors receive multiple separate emails, one for each grant.
I am requesting an enhancement that would allow multiple grants posted from the same fund at the same time to be included in a single, consolidated email notification to the fund advisor.12 votes -
Multi-fund vouchers
HELP - VOTE FOR THIS! Multifund vouchers are unable to be copied in CSuite. When you copy it will only copy the first one, so these will need to be made from scratch each time. Csuite doesn't have the functionality to fully copy a multifund voucher. So, those monthly employee-benefit breakdowns have to be done from scratch every time!!!
7 votes -
Show GLM Reports in CSuite
When you go visit an organization's page in C-Suite, it would be great to show a list of GLM submissions that you could click to open the PDF, much like the list of grants can open the individual grants. These could be arranged by date, so you could easily see the most recent.
11 votes
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