1461 results found
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Birthday / Anniversary Dates
Birthday / Anniversary Checkbox
Add a checkbox labeled “Send a Card” to the Birthday field (Individual) and Anniversary field (Household). This should be checked by default, except for donors who have opted out or for minors where sending a card would be inappropriate.1 vote -
Sticky Sorting on CSuite Buckets/Workload Pages
Currently in CSuite, when a user sorts a Bucket/Workload/List page by a specific column (for example: Grantee, Grant Date, Amount, Status, etc.), that sort resets when the user navigates away from the page and then returns. This requires the user to reapply the same sort repeatedly throughout the day.
We are requesting that Bucket/Workload/List pages retain (“stick”) the user’s last selected sort order when navigating away from and back to the page, either for the duration of the session or as a user-level preference.
This enhancement would:
-Improve efficiency for staff who rely on consistent sorting to manage daily workloads…2 votes -
Fund Holder Portal - Show Grant Advisor as the Contributor on Internal Donations/Grants
Currently, if an internal donation/grant is made the fund name is listed as the contributor on the gift summary in the fund portal but the Community Foundation contact information is listed on the Contributor Summary. Is there a way to list the grant/donation advisor contact information if one has been entered.
1 vote -
upload voucher
Hey there,
In the voucher upload screen, would it be possible when uploading a csv to get a preview page after the initial upload page where we can verify the data prior to fully submitting? We upload 50+ vouchers as a time to record credit card transactions and it would be very nice to be able to confirm that nothing happened in the upload, like a value shifted and ended up causing a misalignment of values, or a profile number got entered incorrectly. This would prevent any kind of upload problems that would require subsequent manual deletions of a whole…
2 votes -
Batch run fund statements based on Fund IDs
It would be great to have more options for running batches of fund statements that do not belong to the same group, subgroup, or segment. For example, pulling fund statements based on Fund IDs (Funit ID) would be extremely helpful.
8 votes -
A solution/integration like Expensify or Concur for vendor Receipts
A module or integration with Expensify/Concur, which allows vendor receipts to be recorded. If Csuite could use OCR and AI technology to interpret receipt expense accounts, it would be great. If not, then it would be a good thing to allow Expensify/Concur to upload the images and data from their cloud database into Csuite. This would be used for expense tracking and budgeting purposes for nonprofit organizations.
2 votes -
Alumni Designation
The “Alumni” designation is a great option for adding education information to a profile. However, it would be better if we could rename it to “Education,” since the current label doesn’t really fit a community foundation’s needs.
3 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.
13 votes -
Sort Feature on Bank Reconciliation
Please bring back the sort feature on bank reconciliation. It was very helpful when looking for check #'s and deposits.
10 votes -
Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On
Foundant for Outlook is a great App but it doesn't allow for specifying a Note Type which is important for our internal reporting. Please add the option to specify the Note Type when using Foundant for Outlook.
10 votes -
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.
18 votes -
Donation thank you option on every donation entered
We would love to see an option to add a thank you call/letter task to every donation made in CSuite. Allow this to be toggled on or off for every donation received or set to donation ranges ie: 20-500, 501-1000, etc... We can set a task now to go in and check for donations made, but if there has been none it becaomes a task that we can ingor rather than a triggered task. It woud be great to be able to set alerts or task to be assigned to any staff member to call or send a thnak you…
1 vote -
search for school using id number on the student record
We have a lot of schools with similar names. For example, we have about 25 profiles associated with The University of Texas system. It would make identifying the school much easier if you could search for the profile id of the school on the student record instead of only being able to look for the name.
0 votes -
Add dates to recorded webinars
The dates of recorded webinars/trainings are not shared. This is really confusing. I just watched one saying an update will be pushed out "next Wednesday" and I have no idea when that will be or was. Makes it hard to know when information is outdated - I don't want to waste my time watching a webinar that is no longer relevant.
7 votes -
Donation Batch - Files
We like the new donation batch entry screen, but please add the option to attach a file for documentation that is then automatically attached to all donations created through the batch process. Otherwise, we still have to go back to each created donation and attach the documentation for audit purposes.
1 vote -
bulk edit nonprofit settings
I would love to be able to bulk edit nonprofit radial buttons, categories and status. I am spending all day today checking boxes when it could be done in literally 10 minutes. Please consider this for future users!
7 votes -
Add a footer to the online donation page in Giving Hub.
It seems odd that there is a footer for the donation payment page and not the primary donation page for giving hub. We'd love to add some additional text at the bottom without having to employ a coder!
15 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.6 votes -
Social Media in Profiles
Would it be possible to have an additional data field in Profiles for Social Media? Putting an organization's FB page in "website" doesn't feel right...and we often have both a website AND a social media page that we would like to keep track.
The social media page could also be included in the Nonprofit Directory GivingHub (or whatever that's called).
6 votes -
Auto-populate 'Service Area' using the list of Cities/States defined for each Service Area
When a profile is created, auto-populate 'Service Area' from the list of cities/states defined for each service area. This provides consistency when pulling lists based on Service Area.
8 votes
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