1216 results found
-
GLM Bucket Categorization throughout CSuite
GLM Bucket Categorization throughout CSuite: Essentially, when you sync a grantee from GLM to CSuite, the GLM Process (aka the grant process/opportunity) is also synced over to CSuite. Once you post that grantee's opportunity to CSuite and create a grant, the GLM Process/Opportunity disappears from CSuite and from the entire grantee, so it hard to know what Grant process the grantee won by everyone on the team. I was hoping, not only will the fund be present on the grantee's page, but also what GLM process the grantee won in GLM. This allows everyone on the team to know without…
2 votes -
hebrew date
We have a supporting organization that includes the Hebrew date under the Gregorian date in all of their correspondence. For the automatically generated tax receipts that are merged and emailed for credit card gifts from the new Giving Hub, it doesn't seem like it's possible to include the Hebrew date with a conditional merge field because where would it pull the date from? I normally do a manual find & replace using [Hebrew date placeholder] in our grant and gift templates for this org, but the tax receipts are auto generated. Has anyone found a way to add the Hebrew…
2 votes -
fund advisor portal image
There is an option to place an image at the fund level, but in the fund advisor portal you cannot see the image. It would be nice for advisors to select funds within their portal based on images since many of their funds are labeled the same or they have several funds within their account.
5 votes -
Printing Fund Statements
Please make a way that multiple fund statements print with multiple Fund Advisors if they request only 1 statement. This is a waste of money and time.
5 votes -
aallieri@cfpbmc.org
Create pop up window upon logging into CS showing all tasks assigned to the login email that are due or overdue.
7 votes -
Serial Numbers for Tributes
Please allow for the serial number functionality that can be enabled for tax receipts to also be an option for tribute notifications. At this time, what is sent out for the tribute notification is not captured in the system (the "receipt" PDF specifically).
Currently, CSuite allows for tax receipts to be serialized. It would be amazing if the Tribute Notifications allowed for this as well to see what was sent out and when.
6 votes -
Grantee Report by year
Want to be able to pull up a fund or multiple funds grantee history, and have it show the years along the top, with grantees along the side and each grant made to that grantee under its year made without doing a pivot table from the data. See attached example.
7 votes -
Option for online donation processing fee to be mandatory
We would like an option to require a donor to cover the processing fees for online gifts. This would help eliminate the cost to the foundation during a Give Day campaign.
3 votes -
Grant Letters on the Portal
We are hoping to be able to use the portal to house donor's grant letters. I wish there was the ability put these letters on the portal with a mass upload instead of one-off via files and the share checkbox. Currently, if a donor wants to see their grant letter we either mail or email that letter, but we are hoping to encourage donors to use the portal more and having grant letters on the portal would be another customer service touchpoint to our donors.
6 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).
3 votes -
Add feature to manually split a Giving Hub donation among donors
In the past year, I have received 3 donations through out Giving Hub (via credit card on Stripe). Once, the donor wrote in their message that this donation was mean to be split in half, with the tax receipts going to two different people. Twice, the donors then called me right after and said they donated for themselves and on behalf of someone else, and they give me direction on who the donation receipt should go to. However, it does not seem possible to split a Giving Hub donation among various donors manually - but given the demand at my…
2 votes -
Allow Grant Catalog content to be customized
If you visit a grant catalog while it is closed (specifically the URL of a specific grant request), the text is not customizable. Right now, it says "Sorry, that grant cycle is closed," which I think is unfriendly and almost unprofessional? There's not even a period at the end of the sentence. I'd love to be able to edit this content.
13 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. :)
3 votes -
Improve Functionality of Adding Profiles to a Campaign
Right now, if you add profile groups from the campaign directly, or from a report, you get four option buttons for how to add them (see attached screenshots). If you add profiles to a campaign from some other part of CSuite, such as a search and filtered group, for some odd reason it only gives you two of those options instead of all four. Why? That doesn't make any sense. Can you please change the system so that all four of those options come up wherever you add profiles from to a campaign? Thank you.
16 votes -
Dedupe by address and also by "similar" name.
Please add the ability to dedupe by address and also by "similar" name. Right now, the dedupe feature will not allow us to dedupe by address. That needs to be added. Also, the majority of dupes in organizations systems are not there because the are exact matches, they are there because of small differences. Such as Robert vs Bob Smith or 106 10th Avenue vs 106 Tenth Ave. I have worked with many other CRM's that could detect "similar profiles" (i.e. the name is slightly different but the address is the same, etc.) and offer them up for suggestions for…
15 votes -
From Portal - List all Fund Advisor's Funds at Top on Giving Hub
When a Fund Advisor clicks on "Donate" from the new Portal, they go to the Giving Hub and are presented with a list of their funds and promoted funds.
As of a release made in January 2025, their Private funds are listed first, followed by a mixture of their not private funds and our promoted funds listed in alpha order.
This is confusing for our fund advisors because they are not thinking about whether the fund is private or not, and it is not clear why their funds are in a mixed sort order.
Is it possible to list all…
5 votes -
Outlook integration - need to be able to choose app so you can attach to CSuite as soon as email sent
I noticed that the Outlook integration app works well for emails that have been sent, but that I can't access the app while drafting an email. It would be nice to have this feature, as then as soon as I hit send, it attachs to the file without having to go into my sent folder. Thanks!
2 votes -
Allow Profile Type screen to be accessible to staff but not editable
The Profile Types screen at the link below is a great place to reference coding in the system and to be able to quickly see what profiles are assigned those codes. Having access to this area also gives the ability to make changes. Can it be set so certain staff can view but not edit?
fcsuite.com/erp/profile/profiletype
4 votes -
Recurring Stripe Donation Details on Portal
Please provide a setting to toggle on/off to share the recurring donation details with fund advisors.
Example: A fund advisor wants to see if donations to their capital campaign fund are recurring. Right now, this information is not accessible through the portal.
Knowing whether it is a one-time gift versus a recurring gift is something we should be able to easily share with fund advisors!
1 vote -
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.
4 votes
- Don't see your idea?