1343 results found
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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 -
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 -
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 -
Allow fund advisors to see if a grant was anonymous
Sometimes fund advisors choose to make grants anonymous on a grant by grant basis, but may not remember which ones or want to see which ones they did. If that could be a visible field on the portal - if a grant was anonymous, and allow fund advisors to filter for those that would be a helpful feature. Currently they have to request that information from us.
6 votes -
Edit Page - Field Comments
It would be nice if, for each major page that has an edit button (profiles, donations, vouchers, etc), we could have a corresponding system data version of the page were we could write comments for each data field (perhaps in some kind of markup where we could also bold, italisize, color change/highlight). Just a textbox for each field that allowed us to insert comments for them that would then display during the actual use of that page.
In use, when a person hits "Edit" for the page in the data side of the system, the notes could be displayed so…
2 votes -
Financial Statement exports to PDF using a predefined template
Financial Statement export option to PDF. It would be nice to be able to export all financial statements in the same manner that you can create/export a fund statement. Being able to add the foundations logo and have it look "pretty". If a fund statement can be created in this manner, so can financials, since it's pulling from GL accounts the same as the fund statement. We should be able to create our own Financial Statement Templates.
12 votes -
Grants request through the Portal that exceed the fund balance and available cash.
The donor submitted grants request through the Portal that exceed the fund balance and available cash.
Currently, there is no setting or hard stop in place to prevent a grant request from exceeding the available cash. When a request is created that surpasses the total available amount, the system displays a warning message indicating this—but it still allows the request to be submitted.
I recommend implementing a control that automatically subtracts the available cash each time a grant is made, ensuring that future requests cannot exceed the remaining balance.
3 votes -
scholarship
When we create a scholarship in CSuite and turn it into a grant the grant description is automatically populated as Fund name :: Student name. We don’t want the student names to be visible in the fundholder portal, which they are if they’re listed in the grant description. Can you create a setting which would only pull in the fund name to the grant description, not the student name?
14 votes -
DAF button at giving hub check out
Hello! Currently we add coding into our giving hub/directory pages through the nonprofit designation statement area that allows html. The coding creates a button for our DAF holders to select and be redirected to the login area so that they can direct a grant via their DAF. It would be great if this was available at check out without additional coding. Essentially, we would like a Donate now with your DAF button at check out.
1 vote -
For bulk year-end emailed receipts, correct auto-email message so not a string of numbers We would like the option to add content for bulk e
REPOSTING Rhonda Page's Idea: For bulk year-end emailed receipts, correct auto-email message so not a string of numbers
We would like the option to add content for bulk email for year-end receipts. There is no option currently to edit the content or the subject of the email. Currently, the content of the email is:Attached is your 2022010120221231 tax receipt summary.
The subject is:
Subject: Yearly Tax ReceiptOur fear is donors won't open the email.
0 votes -
household
Add household engagement strategy as a field option in reports on fund advisor reports. Right now, you can only see individual profile engagement strategies for fund advisors, and we keep the engagement strategy on households to avoid duplications in mailings. Thanks!
1 vote -
Grant Catalog Search Box
I’d like the option to customize the Search box text in the grant catalog. The current “search grants” feels internal-facing, and “search nonprofits” would be more donor-friendly.
4 votes -
It would be great to be able to apply multiple profile payments to a single ticket or invoice.
It would be great to be able to apply multiple profile payments to a single ticket or invoice.
1 vote
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