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Please allow description field to be pulled into transfer letter template
We just sent our first bulk batch of transfer requests using the functionality in CSuite and were so excited! Previously, this was so tedious and having this "new" option was so optimistic!
Could we please have the ability to pull the transfer "description" into the transfer letter? We request both grants and fees and have one template for this, however, there is no way for the advisor to know what we are requesting whether it be a grant reimbursement or admin fees without this description line pulling.
Hopefully, since it's an existing field in the system, it would be an easy fix!
Thanks!Michele Jeican
Finance Coordinator
Northern New York Community Foundation
Watertown, NYWe just sent our first bulk batch of transfer requests using the functionality in CSuite and were so excited! Previously, this was so tedious and having this "new" option was so optimistic!
Could we please have the ability to pull the transfer "description" into the transfer letter? We request both grants and fees and have one template for this, however, there is no way for the advisor to know what we are requesting whether it be a grant reimbursement or admin fees without this description line pulling.
Hopefully, since it's an existing field in the system, it would be an…
1 vote -
grant catalog
We've had increased interest from the nonprofits that submit requests through the Grant Catalog to see the progress of their requested funding. Would be great if there was a way for the Nonprofit Grantee to track this during the Catalog cycle to know if they were getting partial or full funding prior to the close of the Catalog cycle (we process all the grants at one time at the end of the cycle). This would enable the nonprofit to plan accordingly if they are asking for an emergent need.
1 vote -
Journal import field/column mapping
it would be nice and save a tremendous amount of time if the journal entry import was a field or column mapping process. The strict formats provided are tedious and take a lot of time to format prior to import.
1 vote -
Add ability to bulk edit Add Beneficiaries to Funds
We have several fund groups that have the same beneficiary and we have to add them individually. It would save a lot of time if we could bulk edit the fund group to add beneficiaries.
1 vote -
Alerts
Create a way to add different "Alert Areas". We can add additional Notes/Task types, it would be great to add additional alert types, or enable a sticky note to be pasted to the main profile or fund page.
1 vote -
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 listing. Once there, they can select the contact info appropriate for them - more often than not, I think the website would take priority over the email.Thanks for the consideration.
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…3 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!
3 votes -
Manual entries - Admin Fees, Distributions, Journal Entries
I'd like to see a link to "create" another entry immediately after posting a manual admin fee, distribution, or journal entry. It's cumbersome to have to back up multiple screens to get back to the "create" link.
5 votes -
Campaign: Ticket date
It would be great if campaigns could change or show the date as per the date on the ticket, not the actual campaign end date.
3 votes -
percentage of gift to spendable
It would be nice to have the ability to apply a percentage or dollar amount of a donation to the spendable and the remainder to the endowed portion. We have some funds that have been setup this way but currently the donation has to be entered as two separate donations in order to achieve the split.
30 votes -
Bulk upload files
Bulk Attach Files visible in each Fund
Reposting this to bring it back to consideration. When attaching a file in bulk to Funds to share on the Fund Advisor Portal, the file is visible in portals. But not visible in each individual Fund. It doesn't make sense to bulk attach a file and then not be able to see it in each fund.
2 votes -
Move Grants tab from Donor profile to Fund Advisor profile
Currently, the Grants tab (showing a profile's grant history) is on the Donor designation profile but it needs to be moved to the Fund Advisor designation. Two reasons: 1) There are grant advisors that are not donors and 2) only data related to Donations should be on the Donor designation if we want to use Is Donor filtering to define actual Donors. If grant history "turns on" the Donor designation but that profile doesn't actually have any donations, then it completely negates the use of the Donor designation to define actual Donors.
1 vote -
Fund Drop Down Color
CSS suggestion - could the color coding of the Fund drop down box be different than the content? If you make it anything other than white or a light color, the fund drop down box gets lost.
1 vote -
voucher refund to credit card
We enter vouchers for all credit card purchases. However, the new voucher refund does not allow you to "deposit" the refund to the credit card account; only bank accounts are listed. Instead, I have to enter a negative voucher and apply it to the credit card. Would be great to have the credit card account listed as one of the accounts to deposit the refund.
1 vote -
Custom fields visible according to profile designation
Can you please make profile custom fields visible/hidden according to a profile's designation, e.g. grantee/vendor/donor etc.
1 vote -
Add "Fund Statement Format" to the Fund Statement Template Area
I would like to see the Fund Template area of System Data show the Fund Statement Format(s) using the template. Additionally, this could help create greater visibility on what Fund Templates and Formats are actually being used on a per/fund basis.
Please let me know if you have any further questions for me!
2 votes -
Auction- Add a Second Account # Field
When adding an Auction to a Campaign, you are currently only able to enter one account # (I add Auction Non-Deductible). Due to this the donation portion does not go to the correct fund. I have to manually go in and override each donation portion from contribution to Auction Deductible.
4 votes -
Allow "Self Service" password resets in the Sandbox or add warning that password resets don't work in Sandbox
Because the Sandbox environment disables all system generated emails, the "Forgot Password" feature does not work (the email is never sent to the user).
Ideally the sandbox environment would be updated to all ONLY these password reset emails to send. But if that isn't implemented, at the very least the sandbox environment needs to disable to "Reset Password" options, or include additional language and warnings that the password reset will not work.
Currently our internal staff have to manually reset user passwords AND deal with staff that are attempting to do the right thing by manually resetting their passwords but never get the email.
Attached file is an image of our Sandbox logs showing an "email_history" event triggered by a password reset, with a log message of "updated: status=Skipped (non prod)".
Because the Sandbox environment disables all system generated emails, the "Forgot Password" feature does not work (the email is never sent to the user).
Ideally the sandbox environment would be updated to all ONLY these password reset emails to send. But if that isn't implemented, at the very least the sandbox environment needs to disable to "Reset Password" options, or include additional language and warnings that the password reset will not work.
Currently our internal staff have to manually reset user passwords AND deal with staff that are attempting to do the right thing by manually resetting their passwords but…
2 votesOnce a sandbox is synced, the User Name/Password is the same as the live site. That should eliminate the need to reset your password.
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Add KPI tab to profiles
Key performance indicators are difficult to track and manage within CSuite. It would be nice to have it's own tab with some preset fields (most commonly reported fields) and custom fields that we can set our own reporting dates/times/notes etc...
We are currently using opportunities and then reporting separately for Grant and donation information. Ideally, this tab could have options to show/view total yearly/quartely donation amounts, grant amounts. There's many other items we report on but always have to go to a few different places to see/view what we need to report on.3 votes -
Add Qualified Donee row/option
Add a row to Grants and Grantee profiles that allow us to select Qualified Donee as an option for Organizations/Profiles as qualified donees are eligible to receive grants. Currently, with AJAH turned on and the word "Qualified Donee" in the FedID field, it does not allow us to check or process a grant therefor, we need to keep AJAH off and manually check the charity status for each grant. This may also include bypassing AJAH charity check if Qualified Donee is set.
3 votes
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