1447 results found
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Add filtering options for Profile Search
Inconvenience: When searching for an organization under the Profile Search, any Individual with that name listed in the organization field will also populate. This is a drawback for adding an individual's organization in this way.
Suggestion: Add a checkbox filter to include/exclude Types of Profiles (individual, household, organization) on the Profile Search screen for a more targeted search that doesn't involve using Custom Reports.
Expanded: A more advanced search filter could be useful for other scenarios. Deceased, (Relationship) Profile Types, Tax Class, etc.
7 votes -
Hyperlinks to Reports
It is incredibly difficult to share reports. It is cumbersome and inefficient to share reports without a hyperlink. Please make individual reports able to share via hyperlink - thanks!
10 votes -
Copy A Campaign Ticket
It would be helpful to copy a ticket, not the entire campaign itself. Our organization is using the campaign tickets to sell memberships, but we have multiple different tiers, with mostly the same general information, except for the name. Thus it would be helpful to copy the ticket instead of manually creating each one.
6 votes -
Easy Campaign Filtering
It is difficult to sort through RSVPs on a Campaign Page via the Profile tab. It is inefficient to go to a reports to just to easily see the RSVP Yes/No profiles. It would be much better to sort ascending/descending on the Campaign page like a Report.
7 votes -
Enforce or Guide Household Naming Conventions in Giving Hub
When Household Giving is enabled in the Giving Hub, donors have the option to give as a household by selecting a radio button and entering household information.
However, donors often do not know how to properly format the household name, which can lead to:
-Duplicate households
-Inconsistent naming conventions
-Data cleanliness challenges for staffSuggested Enhancement:
Provide the ability to enforce or guide a standardized household naming format during entry
Examples of best practice formats:
-Last, First and First
-Last, First and Last, First (for different last names)Possible Solutions:
-Add format guidance text near the input field
-Allow admins…11 votes -
Add New CSuite Profile Matching Options
When matching CSuite profiles and looking for duplicates, please add:
1) Conditional Logic (If/Then) – Use conditional logic and allow Users to choose which fields (name, address, email, phone) to use, and to set the order of those fields (Ex: If name matches, then match on address).
2) Match on Address – Recognize and flag profiles with the same address on the duplicate screen.
3) Fuzzy Matching – Recognize slight differences in names (Bob/Robert), and addresses (1234 E Elm St/1234 East Elm Street) and other information due to spelling variations, abbreviations, and typos.
39 votes -
DAFPay | Opt-out
We would like the ability to remove or block connections with DAFpay. Currently the block occurs after a donor has linked their portal to Chariot's (without our permission or visibility). Instead, that block should exist at the start of the donor's attempt to connect DAFpay to CSuite's donor portal. We feel this is key for maintaining data/donor security.
25 votes -
Word Document Option for Donation Receipt Envelopes
Currently, the Print Envelope feature only generates PDFs. Having the ability to download envelopes as a Word document would be extremely helpful, as envelopes often need minor edits before printing. With the current PDF format, the template formatting frequently shifts and addresses spill onto a second page, making them difficult—or impossible—to edit and print accurately.
Since Donation Receipts already include a Word download option, it seems this functionality may already exist on the development side and could potentially be extended to envelopes as well. Adding a Word option would provide much-needed flexibility and significantly improve usability.16 votes -
Multiple Funds Linked to an Opportunity
It would be nice to have the Fund field on Opportunities to be able to link to multiple funds. We have several donors with more than one fund, and opposed to setting up an opportunity for each fund, we'd like to have one opportunity for stewardship per profile.
8 votes -
Global Search Enhancements to Improve User Experience
Currently, both new and experiences colleagues frequently encounter challenges locating profiles, funds, or organizations when the spelling entered in the search bar is not an exact match. This often results in unnecessary time spent refining searches or navigating through multiple records.
One suggested process improvement would be to enhance the Global Search functionality by incorporating a results page that displays similar or related matches when an exact search term is not found. Similar to search engines online.
Results could be organized by record type, such as: Individual Profiles, Household Profiles, Organization Profiles, Funds, Other Related Records
This improvement would support…
6 votes -
Tax receipt letters and grant letters automatically uploaded to Portal
When a tax receipt letter and/or grant letter is generated, have an option or a box to check to automatically upload it to the Portal. Right now, I save the letter to our server, then have to upload the letter to the portal. This is too many steps for the volume of letters that I create.
8 votes -
The new design on the fund advisor page and security page are difficult to read
Please return the fund advisor page & security page back to the way they were. The sideway text boxes are difficult to read. No one should have to tilt their head to get their work done. Thank you
7 votes -
All Record of Recurring Grants are Deleted by Fund Advisor in Portal
We just discovered with the new portal that when a fund advisor clicks "Cancel Recurring Grant", all record of the recurring grant is deleted out of the system. This is WAY too much access for the fund advisor to have. If they accidentally delete it, we can't view logs to see when it occurred or retrieve attached files to the recurring grant.
Please allow us the ability to turn off certain features in the portal (like cancelling a recurring grant) for fund advisors if we don't want to take the risk of information being deleted without our consent. These types…
103 votes -
Notify assigning staff when a task is completed by another teammate
When a task is assigned by another teammate, they should be notified when such task is completed. This applies most when our Grants and Data Specialist assigns a steward a task to follow up with a DAF advisor on a grant recommendation question (EX: verifying a description for the grant and confirming no improper benefits). Once that task is completed and the steward provides notes on the discussion and next steps, our Grants and Data Specialist is not notified that the task has been completed. The steward has to reach out independently to verify the task was finished. If there…
5 votes -
Login As --Removes user's existing login
I know that Login As was intended to bounce the user out of their own CSuite login when used; however, I would ask that you reconsider this approach. From a Customer Service perspective, this is a nightmare. We most often use Login As when on the phone with a Fund Advisor (and now could be anyone with portal access), to help them troubleshoot either getting into the system or working with the system. If we then have to answer any questions that require us to be logged into CSuite ourselves, the portal user has to wait while the customer service…
268 votes -
Ability to select the same beneficiary more than once when configuring percentages (Same Beneficiary, Different Purpose)
It would be helpful to be able to select the same beneficiary more than once when setting up percentages in the fund. The beneficiary may have separate purposes and percentages. For accuracy and staying within the parameters of the text limits this would be very helpful to users. A previous idea has been archived. Please consider this.
13 votes -
JE Reports Don't Include Reversing JEs; GL Reports Don't Include JE Creator Nor Approver
For JE object custom reports, all transactions are tied to the same Journal Entry ID, which prevents the report from capturing reversal entries. For example, if a prior-year JE is reversed in the current year, the reversal will not appear when pulling current-year JEs.
The report should include reversal dates, transaction IDs, and account numbers. It should also present reversing entries as separate lines (ideally at the individual line-item level), rather than linking everything back to a single Journal Entry ID.
For audit purposes, we need a complete report of all manual JEs. Currently, this requires pulling two separate reports…
4 votes -
Show Deleted Profiles in the Log
Have the log show the name, ID and date whenever a profile is deleted. Our admin needs an audit trail of all MAC (move, add, change) activities in the log.
39 votes -
reports
It would be great if we could create sub-folders within reports beyond just having categories - such as by user name, or at the very least, making the different categories collapsible or expandable.
32 votes -
Grant Notify for Internal Grants
Currently, when a fund advisor submits a grant request that is fulfilled via an internal grant (a transfer to another fund within the same foundation), the Grant Notify email is not triggered upon posting the internal transfer check.
This creates an inconsistency in the donor experience:
Fund advisors receive Donation Notify emails when their fund receives an internal grant
But they do not receive Grant Notify emails when their fund gives an internal grant
This lack of communication may cause confusion for fund advisors, especially if they are used to receiving confirmations for external grants.
Request:
Please enable the Grant…46 votes
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