1102 results found
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Create new Campaign “Choose Profiles” option to “Add individuals not household profiles”
Create new Campaign “Choose Profiles” option: "Add individuals not household profiles - If a profile is a household, add just the members of the household. If a profile is an individual or is an org, it is added. No profiles are added as guests. No household profiles are added."
For the purpose of creating email lists among other things, we need a way to create campaigns that include individual profiles for HHs, while also adding just the individual profile of any individual, regardless of whether they are part of a household. It's important to have a way to add just…
17 votes -
Fund Advisor Invite Email
Please allow the default subject line of the Fund Advisor Invite Email to be customized so that it better suits the needs of each organization. As it stands, every time I send the email, I have to edit the subject line to that it makes sense and matched the verbiage we use with our donors and fundholders.
5 votes -
Add Email address "Other Detail" to a reporting object.
The email address has an associated data field named "Other Detail". There is not a way to add the email address "Other Detail" field to a report. The "Other Detail" field is currently only viewable in the CSuite application screen. We would like to use the email "Other Detail" field to hold codes to subscriptions allowed at that address.
There is a similar data field for the Phone number named "Detail" which is available in a reporting object.
42 votes -
bulk update
There should be a way to bulk update amounts and target dates on opportunities, either through an import or a bulk actions.
1 vote -
Add Email Subject field for Scholarship Award Letter
It would be very helpful to have a field for the email subject when sending out scholarship letters. Currently needs to be populated every time and also the body of the email doesn't keep the format set within the field under content.
2 votes -
1 vote
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Open Scholarship Bucket
When a scholarship refund comes to us and we refund the amount but are waiting to hear from the student to determine whether to defer or cancel, the scholarship is open. The bucket tab shows there are open scholarships but does not list them. The only way to see the list is to click Undecided/Unassigned. Is there a way to either list them in the Open Bucket, and/or create the option to put them On Hold similar to Grants?
6 votes -
Bulk Edit Fund Statements by Fund Type
Ability to bulk edit fund statement type by fund type, via custom reports. We are migrating to email all fund statements to just agency funds and would like to bulk edit all advisors to receive email statements.
3 votes -
Create Grant Request - Enhancement Option to Rename the Button
In the new portal there is an option to rename the Grant Request left navigation menu tab, which is great. However, the persistent Create Grant Request button on the top left is not something to rename. So if we want to rename the left navigation to "Recommend a Grant" which is the language our fund advisors are used to seeing, the language of Create Grant Request is not consistent. So, regardless of the option to customize the tab name, because the button is fixed we are going to be restricted to naming it consistent to the button. If we can…
17 votes -
Portal: Change Profile Content Area
Please add a content area to the "change profile" page of the Portal. If someone logs in and has multiple profiles associated with the same primary email address, it would be great to have the ability to add some instructions for our fund advisors, donors, etc. about which profile to select in order to accomplish their desired task (donate, grant request, etc.). Thanks!
9 votes -
Make Promote Date reportable?
With the new ability to create a "promote end date" for a promoted fund (awesome!!) it would be great to be able to report on those. Our public-facing fund descriptions often change after a period of promotion, and it would be great if we could easily find funds whose promotion has expired so that we can adjust the fund summary.
Than you!
2 votes -
pull donation reports from profile id upload
Hello,
We have a need to pull donations for certain subsets of profiles, which we achieve by running profile reports and filtering. However, we need to pull donation reports for these. Which would be simple if we have the option to upload IDs (as you do for other reports) and then be able to run a donation report on that uploaded list.2 votes -
Creating a Cashflow Statement under financials
The key components of a a Cash Flow statement exist in Csuite, between the Income Statement and Balance Trend under financials. However, in order to extract a report that encompasses Net Income, Beginning Cash, Revenue, and Expenses, we currently have to export these reports and merge the fields manually to create cash analysis. For foundations and nonprofits with high turnover in cash and fluctuations in liabilities due to grants, we require a method to measure cash flow based on activities.
I hope that Csuite will allow users to combine the activities within each report into one within the system.
6 votes -
Fundraising Campaigns - Recurring Donations
Love the new fundraising campaign option! Is it possible to add a recurring donation option to these campaigns? Even better, could there be suggested levels of recurring donations? Thank you!
3 votes -
Campaign Fundraising Income Statements - add filters
In Campaign / Events / Income Statements - please create the ability to add filters. Currently, on fundraising events, the income statement pulls revenue from a fees/general ledger account that does not relate to the actual event revenue and should not be mixed in with the fundraising general ledger activity. This results in always having an incorrect Income Statement for Fundraising Events tied to specific fund types where other fees might occur.
1 vote -
batch update award date in scholarship list
It would be nice to batch update the award date and payment date in the scholarship tab of c-suites when they come over from SLM. As it is now, we have to change each scholarship award date and payment date individually.
2 votes -
Show Additional Funds - Sort Order and Groupings
Please implement additional sorting options for funds that are not promoted, but show up on the "Show Additional Funds" page. Currently, this page sorts alphabetically.
It would be great if those funds could be sorted in different ways, including but not limited to fixed numerical ordering, like you can with promoted funds.
Also, it would be helpful if the funds could be grouped based on fund group, sub-group, division, or segment. Then, sorting within each of those groupings as well.
4 votes -
More Relative Date options: Yesterday and Today
Please add yesterday and today for relative date filtering. We have a lot of scheduled reports we have set to this week, when we really need to check yesterday's or today's information. There is also not a great way to see only today's date unless you put the date in the range which is not intuitive and would take more work than just having a relative date option.
4 votes -
grant to spendable
It would be very helpful to have the option to post internal grants to receiving fund spendable during grant entry. As it is now, we have to post the internal grant, then click on the Donation ID, then click on Apply to Spendable [change].
6 votes -
User configurable recurring donation intervals
I would like to have more options for recurring donation cadence, or for it to be user-configurable. For example, I would like to add twice per month (to align with donors who are paid twice a month) and semi-annually (ie: 2 times a year) as options.
3 votes
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