968 results found
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Report on Donations filtered based on tax receipt template/type
Be able to run a report where we can filter donations by tax receipt template type. We are receiving IRA QCD and are wanting a report that will show gifts that we received for that type of receipt specifically.
2 votes -
Set registration information required
We would like to be able to set the required information for someone to register for an event. Sometimes we have donor events where the individual/household should register, other times we have grantee events where we would like the organization to be required and the guests should be the individuals actually attending. We are running into the problem with the individual "tab" being first is that organizations are registering as individuals rather than the organizations and we are having to manually fix each ticket. At this point, it would have been easier for organizations to call or email us and…
2 votes -
nonprofit directory
I'd like to see a couple of changes to the NEW LOOK version of the Nonprofit Directory:
1. On the Main Page of the Directory, add a 'category heading' above the 'types/categories' of nonprofits as well as above the list:
"By Category:" - for the groupings of NPs
"By Name:" - for the list
2. On the Main Page of the Directory, where all the nonprofits are listed, I suggest it NOT include the public email or phone #.
I'd rather this be a simple list where the user has to click the nonprofit to go to the nonprofit's directory…4 votes -
Nonprofit Profile - Sort Categories
Please add a sort field to Nonprofit Categories. Currently when adding or editing a category on a nonprofit profile they display in ID number order, which means the order in which they were created. With a long list this makes it very difficult to find and select the correct categories. We would like the option to alphabetize or a sort field so we can enter the number order like in other areas of CSuite. Thanks!
4 votes -
Add totals to reports
When pulling a grant report, voucher report, funds report, and several others, there is no total included when you select 'see all'. We have to export the report and have excel calculate it. It would be much easier and faster if it was included. With the Funds report, it includes to totals of each fund type but not the total of funds. It would also help if that report showed the percentage of assets in that fund type.
6 votes -
Fund as Beneficiary
When an internal fund is the beneficiary of another internal fund, it would be helpful to see the "donating" fund listed in the relationship tab of the "beneficiary" fund. Currently it is a one way relationship - you can see the beneficiary fund listed on the donating fund record. But we would want to look at the beneficiary fund record and see al the different funds that will be donating to it.
The beneficiary feature works great if the beneficiary is a "profile". Just not as great when the beneficiary is another fund.
Thanks for your consideration!7 votes -
Print Address from Donation Record on Envelope
When I create a donation record, I often select a different mailing address than the primary for the donor on the particular gift I'm posting. The new address prints perfectly on the acknowledgement letter but does NOT print on the envelope. Instead, the Primary Address for the donor profile is printing on the envelope. When working in the DONATIONS > Receipts space, I would like to see the address I selected for the donation printed on both the letter and the envelope. Thank you.
14 votes -
Tasks
When you add a regular task to a profile or fund, you have the option to share with others. When you add an opp task, you do not have that option and instead you must create the task, edit the task and then share with others. It would save SO much time if this feature could be added to opportunity tasks.
7 votes -
Secure option to obtain ACH information
We'd like a secure way to obtain ACH information from grantees and vendors that feeds directly into CSuite. We obtain it now through an outside system and it's very manual and requires extra communication.
176 votes -
Envelope in Grants
It would be helpful to have the envelope function in grants to add the full contact person name when printing envelopes. Also when exporting the grant data it would be helpful to have the full contact name to the export for merging envelopes to print not just salutation. In my export you can see Salutation and Label and the label on an org profile the label uses the org name. Every time I export I have to go research the persons full name for envelope.
4 votes -
Restrict organizations from creating or accessing a donor portal dashboard.
In the new "Portal," we would like to be able to restrict organizations from viewing/accessing the "Donor" portal tab related to the "Donor" designation. This is confusing for the Nonprofit contacts. The "Donor" Portal access should be tied to the profile types of individuals and households, not organizations.
2 votes -
Export Outstanding Contributors List in Campaigns
It would be great to export a list of folks that have yet to contribute/donate/buy tickets in a campaign for the purpose of being able to quickly have list to refer to in order to send follow ups etc.
4 votes -
Ability to build custom dashboards
Similar to HubSpot's dashboard features, it would be useful to build custom dashboards where a collection of reports are saved on a particular page with a customized name.
With this feature, the user could build custom reports and save them in a collection on a page where other users could access the dashboard to check metrics.
This would help users who need to track custom metrics that aren't necessarily represented on the dashboards already created by CSuite.
HubSpot example attached.
25 votes -
Add contact information for organization on envelope/labels
When we generate fund statements for mailing, we also export a CSV of the fund advisors who should be receiving the statements to merge into an envelope. When the CSV is generated, contact information is not exported for organizations, only individuals. This is critical as fund statements should go to certain people within the organizations and sometimes even multiple people within the organization. Please fix the CSV export!
1 vote -
stripe total line
It would be helpful to have a total populate when reconciling Stripe donations in the Till, similar to the checks. When processing numerous Stripe donations on different days, it can be difficult to ensure that all boxes are checked.
1 vote -
4 votes
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minimum grant
It would be great if you could set different minimum grant amounts for each fund or at least the fund type in the system.
3 votes -
term investment - need 1099 interest report
A 1099INT report for the Term Investments would be helpful. I can't pull everything I need from a custom report.
2 votes -
Make Campaigns Compatible with Grants
UPDATE- I've found a way but it's a quite a few extra steps. Involves going to the GL transaction level detail.
I've been looking at using campaigns as a way to track multiple grant projects in the same fund. I'm successful in associating a grant received via donations and attaching vendor payments. It has the option for a very tidy income statement, which I love. The only thing needed to complete the picture is grants made by the program. At present you cannot assign a campaign to the grant or the voucher associated. This fix would basically make it as…
2 votes -
Title and Org in Address Block
We have a lot of profiles that we mail for different reasons and therefore send to different address types (home vs. business). It would be useful to have a space to include the individuals title and organization name in the address block for business addresses. Right now we are de-duping and doing a lot of external clean up (in excel) to remove the title and organization name from individuals using a home address.
3 votesYou should be able to do this with current functionality. In Profiles, select Profile Type from the left side menu. Select the id of the address type that is a "work" address. Enable the "work" check box. That should add the organization name and title to the address block.
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