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1232 results found
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Show Organization Name in Charity Check Log
Add organization name as a column in the charity check log to more easily confirm that the right Tax ID is in the profile. Right now, if you need to confirm that a grantee has the right Tax ID on file, you have to run a new charity check.
8 votes -
Interfund transfer and promises
We would like to be able to apply an interfund transfer to a Promise as payment.
16 votes -
Task Reports Not Connected to Opportunity
It would be extremely helpful to be able to use the custom Tasks report for tasks not connected to an opportunity. It seems strange to me that we have the ability in CSuite to link tasks to Donors, to Funds, to Gifts, etc., and then are not able to report out on the details of those Tasks. I know we are not alone in using Tasks outside of tracking Opportunity Tasks. Using tasks has become a way for us to manage our workflows internally across departments, so would like to see more robust reporting that matches the existing functionality.
7 votes -
Custom Reports: Opportunity Tasks & Notes
We currently don't have a way to get a report that shows both the opportunity tasks and their associated notes. Without this ability, any report available leaves out critical information, such as when tasks are completed, or when users enter a completion note. Can this be added?
116 votes -
Allow a Ticket Cap
Allow a ticket cap to be implemented so that there is a maximum amount of tickets that can be claimed in one transaction.
11 votes -
Duplicate Names - Separate by Type of Profile
Allow Potential Duplicates to be separated by type of profile: for example separate potential duplicate org profiles from potential duplicate individual profiles. In the screenshot included, you'll see individuals and orgs are in the same list.
5 votes -
Add Tribute Option for Grant Requests
PLEASE give Donor Advisors the option to add an in honor or in memory tribute that also links to tribute notifications where we can download tribute letters.
7 votes -
shiny new look
Why would you take away the option of not using the Shiny New Look???? Do you listen to your customers when they tell you that it is hard to see, hard to find tabs? Why??
5 votes -
Legal Terms for Grant Requests Submitted through the Giving Hub
Currently, the Giving Hub setting that requires donors to review and agree to legal terms (one of CSuite’s latest releases) applies only to donations.
As a donor-directed Foundation, we require donors, each time they make a grant request, to approve and attest to the IRS written acknowledgment confirming that no services or benefits are received in exchange for a distribution.
Having this Giving Hub setting extend to grant requests submitted through the portal would allow for this process to be streamlined.
6 votes -
New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page
In the legacy portal there is a clear way for an Advisor to search for another foundation fund to recommend a grant. In the new portal you have to click "Previous Grantee", even if the Advisor has never given to that fund before. There should be a button that says Grant to Another Foundation Fund so that Advisors know where to go to make interfund grants. This is especially important for emergency & disaster response funds and giving circles. Please make it clearer so our Fund Advisors know how to recommend grants to other funds at the foundation.
71 votes -
show paper clip attachment symbol on voucher and/or grant listing
Is there ANY way to show the paper clip symbol for an attachment on the listing of a voucher?? So, when you have a list of vouchers or grants, there would be a symbol showing you have an attachment scanned for that voucher and/or grant. We scan our payables into the voucher and grant so if our Auditor picks that item in the audit, we don't have to physically pull it, it is in CS. I would like to go back and check to be sure I scanned the payable portion to the voucher and/or grant but have to go into every item and scroll down (1st world problems I know but still time consuming because we have A LOT of payables) to see if there is an attachment for that voucher/grant.
Is there ANY way to show the paper clip symbol for an attachment on the listing of a voucher?? So, when you have a list of vouchers or grants, there would be a symbol showing you have an attachment scanned for that voucher and/or grant. We scan our payables into the voucher and grant so if our Auditor picks that item in the audit, we don't have to physically pull it, it is in CS. I would like to go back and check to be sure I scanned the payable portion to the voucher and/or grant but have to go…
6 votes -
Portal - customize email subject line and body
There should be a way to customize the email subject line and body in the portal. We have a new portal user who has reached out to us about editing some of the wording as it is confusing to the user and I agree. The specific instance is the email that the user receives after submitting a grant request and the subject line is "Request Confirmation". To the user, it sounds like they need to take action, when it should say something like "We’ve Received Your Grant Request" or "Thanks for Submitting Your Grant Request". Same with the body of the email, it could be improved upon.
If this is available on the donation side, it should be on the grant side as well.
Thanks for your consideration!
There should be a way to customize the email subject line and body in the portal. We have a new portal user who has reached out to us about editing some of the wording as it is confusing to the user and I agree. The specific instance is the email that the user receives after submitting a grant request and the subject line is "Request Confirmation". To the user, it sounds like they need to take action, when it should say something like "We’ve Received Your Grant Request" or "Thanks for Submitting Your Grant Request". Same with the body of…
9 votes -
Custom Reports: Using "And" and "Or" between multiple filters for the same report
For custom reports with multiple fields for criteria, we can currently select either "And" to exist between the filters or "Or". We'd like to be able to have a combination of "And" and "Or" between the filters within the same report.
15 votes -
Hide historical events when buying a ticket from a profile payment
I need old events to NOT show up on the “Sell Ticket to Campaign - Choose Ticket” page. See attached picture. Right now, we only have a couple years’ worth of events, but I’m worried about how long it will get once we start having more events. I’ve tried making the old events “historical” events, but they’re still showing up as available tickets to purchase.
Additional info: I get to the “Sell Ticket to Campaign - Choose Ticket” page when clicking “Buy Ticket” from a profile payment. There are both current and past events visible that have clickable ticket links. For example, in the attached screenshot, I need to have only the 2026 Community Gathering event show and not the 2025 Community Meeting events. The only option I have right now is to go into each old event's ticket and manually make it Sold Out. While that prevents clicking buying a ticket to an old event, it does not solve the massive number of events that will be listed on the page in a few years.
I need old events to NOT show up on the “Sell Ticket to Campaign - Choose Ticket” page. See attached picture. Right now, we only have a couple years’ worth of events, but I’m worried about how long it will get once we start having more events. I’ve tried making the old events “historical” events, but they’re still showing up as available tickets to purchase.
Additional info: I get to the “Sell Ticket to Campaign - Choose Ticket” page when clicking “Buy Ticket” from a profile payment. There are both current and past events visible that have clickable ticket links.…
6 votes -
populate household address
When creating individual profiles from an existing household profile, please automatically populate the household address.
19 votes -
Formatting for "Amount" fields in all Content areas
Please format the "amount" field for all Content notifications to display as $#,###.## (e.g., $64,500.00). Formatting currency with commas is essential for clarity, especially with larger numbers.
I realized a similar idea was posted but later archived. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/42438682-amount-formatting-in-content
90 votes -
additional award letters
We need to send different letters to students throughout the year, but the Csuite system only allows for one. If you 'regenerate' for a second/different letter, it deletes the previous one. This is fine if you made a mistake and want to resend one, but we need to both send the original award letter, AND a reminder hey your payment is coming letter (not the scholarship letter) AND in some cases a renewal letter.
Can you please develop a way to send more than one template email/letter to a student from the award record?
12 votes -
Expand Character Limit for "Fund Beneficiary Grantees/Funds" Description Field
The description field for a fund beneficiary grantee has a limit around 250 characters. This is where we enter the grant purpose for these organizations so they understand how to use the grant. We have several funds with purpose language that is much longer than 250 characters. It would be helpful to expand this field to have an unlimited character limit.
6 votes -
Name and Contact Information for Tickets
Allow contact information or at least guest names to be made required for registering for or buying tickets. For logistic and security reasons, we need to know who everyone attending an event is and it would be much easier to capture that information before confirming event registration.
10 votes -
Recurring Grant - Add confirmation for Delete
In recurring grant records, the Delete button is directly beneath the Edit button. It's easy to click it mistakenly, and there is no secondary confirmation screen to confirm the deletion was intentional before it's done. Please add a secondary step to confirm a record should be deleted to avoid accidental record deletion.
8 votes
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