968 results found
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make fund advisor inactive
there should be a check box on the fund advisor record that allows you to make them inactive. In some cases I don't want to delete them as I want to still know they are the fund advisor but I don't want them in the list
2 votes -
grant notification to grantees - have two default emails
Currently the grant notification to grantees includes one default email and the option to manually add a second email notice. Is it possible to allow us to have a second default email load rather than adding manually. We have a number of grantees who have two people they want to receive a notice and it is not conducive to have to always remember to add the second person.
19 votes -
award date
When paying out a scholarship, currently, the award date can be later than the payment date. There should be a safeguard in place where this can't happen, in case someone makes a mistake.
2 votes -
Living Member Donations for an Inactive Household
Looking to see if this can be a possibility in the future. For INACTIVE household donations, made inactive due to one member of the household having died, to be absorbed by the living members profile. This would make it so the household itself would no longer have to be linked to that individual. Also when that individual logs into the portal, they could see their past household donations included in with their individual donations, if there are any.
1 vote -
On Home Page left column display Recent Items like in Salesforce, a view of recently viewed records (top 10 of anything with a unique id)
In Salesforce on the home page there is an option to view recent items. It displays the most recent records that the user last looked at. In Csuite this could be anything with a unique id (note, task, profile, fund, vendor, donation, grant, etc.). Even displaying the most recent 5-10. Sometimes you step a way or click out or you need to remember what you last looked at and this can be a helpful tool. I've included a screenshot from Salesforce (with information redacted) and from where I suggest it displays on the home page.
1 vote -
Global Search - search report names and ids
I would like the function to search by report name and report ID in the global search.
1 vote -
Accessing note types via Notes section
Please can you add a link to the note types in the Notes section (currently you have to go to Opportunities, which does not seem intuitive).
3 votes -
add photos
We now allow users to edit their own information. Our records allow photos to be included for each user. So when the user clicks on "Personal Information" -> "Edit Information", can we allow them to add (or change) a photo?
- It's unclear to me how the photos in the profiles are used. I don't see where they show up.
- They should show up at least when you are viewing the profile. But other photo uses are possible including when you are listing the advisors/managers of funds, photos are worth a thousand words.1 vote -
Allow for multiple advisors on an account to be notified when requesting balance swaps
Being able to automatically send the request account advisors for money to be moved in the balance swap process is great. It would be even better if we could add a second person to be receive the request. We have multiple financial advisors who want their admin person to receive these types of requests along with them.
1 vote -
Auto Tax Receipt and Event Ticket Receipt based on Donation Amount
The option to auto tax receipt based on the donation amount would be very beneficial as not every single small donation needs a tax receipt. This would be a setting in the donations settings that allows for the inputting of an amount and should that threshold be reached, then the donation or event ticket receipt would be automated. Otherwise, it would have to be manually processed.
3 votes -
Pledge Reporting
Home - Pledges/Promises - Filter Reports.
Please add to the list of available filters, pledge campaign since this is a field that is on the pledge. This would help when needing to see a list of pledges & outstanding balances for a specific campaign. This report is the best report for reviewing outstanding balances of pledges & this data point would make it even more useful.
Home - Pledges/Promises - Filter Reports - Export
Please include the fund group/subgroup/segment/division, fund short name & campaign associated with the pledge to the list of fields that could be included on the raw…
3 votes -
Bulk Post Pledges - New Bucket
After importing pledges into CSuite users are unable to bulk post all of the pledges listed in the new bucket. This requires the user to click into each pledge & then post. This requires additional setup time when working with a high volume of pledges.
3 votes -
Campaign - Linked to Pledge on Pledge Import
When bulk importing pledges it is not possible to include the campaign that is associated with each of the pledges that are being imported. It has to be added 1 by 1 after the pledge is in CSuite which requires additional setup time after the import. This would save time when setting up pledges associated with a campaign in CSuite.
3 votes -
Archive or 'Inactive' Tax Receipt Templates
Currently, if we create 'one-off' tax receipt templates for donor acknowledgements, we have removed the template and saved off site to keep our templates from becoming cluttered. It would be helpful if we could instead 'Archive' or make certain tax receipt templates 'Inactive' so they don't populate when entering donations to allow for a more clean and efficient entry process.
1 vote -
Customizable Dashboards for Fund Advisors
Ability to show where we are with raising the funds of each need (a thermometer?). Needs ability that when a donor makes a recommendation via email or phone call that the dashboard updates to show the meter with the new recommendation.
2 votes -
Attach file when adding Donation
When creating a donation, I would love to have the option to drag my attachment directly into that page before having to process the donation.
I currently have to process the donation, then go into attach file and pull in my attachment there, and to finish up with posting it. It would simplify things for my workflow to just be able to drag my attachment into the screen where I'm creating a new donation. (We attach a copy of the check for all donations)
7 votes -
Affiliate organization
We would like to see the Affiliate/Supporting organization or division field from the fund details appear in the grants.
We need to be able to recognize the funds from our affiliates in order to process the grants using the correct payment type and award letter.
5 votesIt is possible to create an award letter template and assign it to a fund. Is that what is needed here? This is done within the template. There is an option to add funds.
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event income statement
Add date filters to the Campaign Income Statements, that allows for information to be pulled for specific date ranges - i.e: to be able to view the IS for a specific period or month rather than the current YTD.
This ability will assist with audit preparation as some events cross fiscal years
Note - this request has been made multiple times and archived.
1 vote -
Foreign addresses
The ability to enter foreign addresses (Canadian & International) in the format that each country requires, so that we do not have to look it up every time, i.e., type country name first, then formatting shows accordingly & ensure that country name prints on envelopes e.g., Israel has a very specific format and is very different from Canada:
Mr. Israel Israeli (addressee)
16/2 Yaffa street (premise/door (apt.) + street
9414219 JERUSALEM
ISRAELCanada has a very specific format and is even different from U.S.A. (apartment follows street address)
Mr. John Doe (addressee)
7-123 Some Street (door/unit/apt. - street address)
Ottawa,…3 votes -
grant catalog field on bulk donation upload template
When we integrate GLM to CSuite for Grant Catalog use, there is no way to add the grant catalog identifier to the bulk donation upload template. We have several foundations that do Giving Day and they have nonprofits apply in GLM to participate, we integrate to CSuite for Grant Catalog. While some donate online and it works great, many people donate in person on Giving Day with a check or cash. In these cases (and could have upwards of 200-400 cash / check donations), our accounting department has to add the grant catalog field after they complete the bulk upload…
1 vote
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