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1234 results found
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API for RE
API to connect Profiles, Donations & Fund data to RE
3 votes -
API for Salesforce
API to connect CSuite CRM, Donation, Fund and Grant data to an Account and/or Contact in Salesforce.
3 votes -
charity check disable or bulk action
We are an Education Foundation supporting our local K12 public schools. Our grants are directly to the District, to individual teachers, or to higher ed institutions. The Charity Check feature presents difficulties. We need a bulk action to set "No Charity Status Check" or a system wide option to "Disable Charity Check" as these features do not serve our present situation.
3 votes -
Alumni
Our alumni are marked using custom fields. It would be helpful to be able to change these records to the new Alumni Designation using bulk updates and to have an option to import alumni records.
6 votes -
Close period - additional options
It would be helpful if month-end close could be broken down so we could close by the transaction type (ie donations, grants, vouchers, general ledger) or even by division. There are some areas that Finance wants to close ASAP to prevent back-dated transactions by other departments, but other areas that need to remain open for entries by Finance. The current all-or-nothing approach forces us to keep the period open, which means transactions (often grants) can post incorrectly into a past month. Please consider the functionality to allow for piecemeal closes instead of one all-encompassing.
5 votes -
Fund Statements, Advisors, Beneficiaries
I have had several fund advisors ask for the fund's beneficiary recipients listed on their fund statement. There isn't a good way to include this information on the statement. I can run a custom report but then have to send them 2 reports. It would be nice if the fund statement would include reference fields for the beneficiary information - name, description, percentage.
1 vote -
Donation Review
On the donation review page/tab, when reviewing all, could we add the column of the receiving fund to match the "new" tab to allow reviewing in bulk with checkboxes?
1 voteProposed Idea · 0 comments · Donations/Pledges/Promises/Public Securities · Edit… · Delete… · Admin → -
receipt donation function shows unposted donations
Currently, donation receipts show in list before posted for receipts. If they only appeared after posted, it would reduce the potential error in sending out a donation receipt too early, but allow for a placeholder to be made.
3 votes -
Filtered Fund Lists (with URL)
Introduce the ability to categorize funds within the Giving Hub - allowing users to filter the fund list by specific types, such as scholarship funds.
Each filter view would generate its own unique URL. For example, the filtered list of scholarship funds could be accessed via: csuite.com/donation/scholarship-list
This would allow these specific fund lists to be easily shared on websites, etc.
5 votes -
Foundant for Outlook add-in: add date to note
Please bring over the date of the email when the Foundant add-in is used to copy an email to a note in CSuite from Outlook. Currently the note date is the date the email is copied (even if that is not the day the email was sent/received), and the original email send date is not recorded anywhere in the body of the CSuite note.
15 votes -
Add search functionality to tasks
As we are beginning to utilize Tasks, our lists in each bucket are beginning to grow. It would be awesome to be able to search for specific tasks in any bucket by a keyword to make finding them alot easier.
5 votes -
Set Individual Profile set as Primary "Org Role" on Organization profile as default Grantee Contact
An Organization Profile can have individual profiles connected in certain Org Roles (e.g. Treasurer, Development Officer). There is a setting to set a connected individual profile as "Primary" but I understand this is only for reporting. Can that Primary profile also be set as the default grantee contact on grants going to the Org (affecting the email the grant letter is sent to and any applicable merge fields too)? Or maybe having the option to choose from list of Org Role profiles when creating a grant.
2 votes -
QR Codes for Affiliate Giving Hub Funds
QR codes for fund donation pages are great. We could use them also for funds that are set as Private, but are visible through the affiliate Giving Hub. There are URL's for those affiliate fund donation pages but no QR codes through CSuite.
4 votes -
statement download
Provide a mechanism for a fund advisor to download statements for multiple funds at once instead of one by one.
2 votes -
Fund Statement Grants
Our current recommendation regarding the inclusion or exclusion of a table in a fund statement involves using a conditional statement based on the "Grants Total Amount". While effective, we encountered an issue recently: if a cancelled amount equals the granted amount, the total grants display as "0.00". These unrelated grants should ideally still be visible on the fund statement.
I propose adding a field indicating whether grants were issued during the statement period, marked "yes" or "no".
2 votes -
Nonreported Individual and Household Duplicates
Duplicates are not being caught if the profile has a prefix or suffix vs. the same profile without the prefix or suffix listed. For Example, Dr. Audrey Hauser vs. Audrey Hauser are the same people but are not being reported as a duplicate. Could we have C-Suite ignore prefix and suffix to catch duplicates?
Duplicate households are not being caught if household names are inverse. For example, Hauser, Audrey & Olson, Cameron vs. Olson, Cameron and Hauser, Audrey are the same households but not being reported as duplicates by C-Suite. Could we have C-Suite catch duplicate household names regardless of order shown.
Duplicates are not being caught if the profile has a prefix or suffix vs. the same profile without the prefix or suffix listed. For Example, Dr. Audrey Hauser vs. Audrey Hauser are the same people but are not being reported as a duplicate. Could we have C-Suite ignore prefix and suffix to catch duplicates?
Duplicate households are not being caught if household names are inverse. For example, Hauser, Audrey & Olson, Cameron vs. Olson, Cameron and Hauser, Audrey are the same households but not being reported as duplicates by C-Suite. Could we have C-Suite catch duplicate household names regardless of…
3 votes -
Separate Internal Description for Campaign
It would be helpful to have a separate description for a campaign for internal users so that campaign names can have the year in front of them for organization purposes. We wouldn't necessarily want the date to be seen externally if someone is buying a ticket.
2 votes -
Record photo covers file type
When an photo is uploaded into C-Suites, it covers up what type of file it is (individual, household, organization.) This has limited our use of that part of the product.
It would be helpful if there was a way to continue to display what type of file it is if uploading a photo.
6 votes -
Online Donation Email Subject
Please implement content for the subject of an online donation email. There is currently a content area for the body of this email, but not for the subject of this email.
9 votes -
Can Donate in new Fund Advisor Portal open Giving Hub in "list view," rather than "card view?"
We have a long list of funds and so do not use the default card-style view for the Giving Hub because users have to scroll VERY far down to view all. Instead we use the "list view" for the Giving Hub, so it would be awesome if we could have fund advisors land there when they select Donate from their fund advisor portal, instead of on the card view.
8 votes
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