1295 results found
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Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields
For numeric fields in a custom report there is currently a "Total Column" checkbox option to total the data from all rows in that column. The total will display in a new row at the bottom of the column.
We'd like the same thing but with the option for Average, Min, Max, Count, etc. Those are only possible now by grouping and removing all other fields. We end up with the calculated value but can't see any of the individual records or details. We can get what we need in Excel by exporting and adding a formula but would like…
26 votes -
Is there a way to put giving levels on our grant catalog? I have them set up for the Giving Portal but they don't show up here.
There should be a way to put giving levels on our grant catalog. I have them set up for the Giving Portal but they don't show up here.
2 votes -
Automatic Emails for Opportunities using Stages as Triggers
Please add the option to send out emails automatically based on when an Opportunity's stage is changed/reached.
We would like for CSuite to send out emails automatically, with both an external and internal option, when a particular stage or stages are reached in an Opportunity. This would cut back on much of the tedious work associated with changing stages and needing to send emails manually outside of the system.
This would help a lot with new donors as they receive a lot of communication, as well as with mid-year checkups.
14 votes -
Revise the CSuite login page
Revise the login page so I don't have to scroll down to enter my username and password, and the same with the next page when I need to scroll down to enter my choice for authentication, and the next page when I have to enter the code. Attached are screen shots showing the inconvenience.
14 votes -
Bi weekly internal for recurring voucher
Now there is no Bi-weekly interval when creating recurring voucher. It would be greatly helpful to have that for organization that do bi-weekly salaries.
7 votes -
krandall@nccommunityfoundation.org
Suggestion for Fundraising Campaigns - Allow the capability for donors to create recurring gifts from the donation page.
1 vote -
Allow Foundation staff to hide an ACTIVE organization in the donor portal.
In CSuite: Allow Foundation staff to HIDE organizations from donors in the portal. (Eg: The Ohio State University – Scholarships)
* Allows Scholarship orgs to be ACTIVE, and allows them to be paid directly from CSuite without going into SLM
* Reduces the possibility that a donor will send a check to the Bursar.
*Offers Foundation's the option to manage unsuitable nonprofit organizations, while investigating concerns.
*Marking the grantee INACTIVE is NOT manageable in our workflow.
<3 TCF11 votes -
Check register needs to include Description from voucher/grant
The check register export needs to include a Description from the voucher/grant. When I send the check register to committee members, they will ask why did I send a $ amount to a particular recipient. If the description is included, the distribution would be more clear.
4 votesA custom check report could be used to send out. That way you could add the columns that you would like.
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Account List-Fund ID's
Please add a Fund ID column to ANY report that lists funds (at the very minimum if fund group/subgroup/division can not be added)
When in Accounts and click on the account hyperlink to see what funds are associated with that account - it is a combined name i.e. "xyz fund::Designated" with no fund identification. Makes it very difficulty to export/copy-paste and do any v-lookups.1 vote -
General Ledger - Make Account Field a Drop Down
When in General Ledger looking up the detail a specific account, it would be helpful if the "Account" field had a clickable drop-down list of all general ledger accounts. This would prevent the user from having to type in the account number. Many times the user does not know, or has forgotten, the account number they are looking for and a drop down would be beneficial in helping to find this.
4 votes -
bulk attach
A HUGE time saver would be the ability to attach one file to multiple journal entries at once. Currently, if the same documentation needs to be attached to multiple entries, you have to do it one at a time. A button on the main journal entry screen for a "bulk attach file" would be greatly beneficial. Say you could upload the file and then select all the entries it needs to be attached to. This pain point comes up all the time with multi-fund entries for payroll and other various monthly/quarterly closing tasks.
2 votes -
Add ability to view grants in a tab on the fund page
For quick reference it would be nice to see all grants made by a fund on their profile page, similar to a donations on the donors page. Please consider adding a tab to see grant history.
16 votesFrom the left side menu of the Fund, their is a history option. From that screen, you can select the Grant amount and get a historical list of all the grants. There is also an option in reports to display all grants. Select reports, grants, then the relative date of all.
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giving hub remove other option
We would like to have the option to eliminate the "other" amount when using Giving Levels in the Fund Advisor Portal settings in the Fund record. When using the Giving Levels field to allow a membership fee or other type of donation that there should not be an "other amount".
4 votes -
Customize Columns within Grantee's Record
Within a grantee record have the ability to customize the fields being populated. Currently they are: ID, Grant Date, Fund, Status, Amount, Sponsored Org, Beneficiary, Description.
We use grant programs and it would be helpful to identify at a glance what grant program the grant came from. See example below, we rarely use Sponsored Org or Beneficiary. It would excellent to have the ability to customize these columns.3 votes -
Export donor and fund advisor data in grants tab - grantee portal
In the nonprofit portal on the grantee tab, grantee organizations cant export CC giver/fund advisor data for their reporting, CRM, and acknowledgements. Add selectable options to display and export the CC donor and Fund Advisor name, address, email unless the transaction was made anonymously or the profile is anonymous.
<3 TCF
7 votes -
Duplicate Grants
When grants are being processed, it would be nice to either show on the screen their most recent grants, or even have a pop up for grants that are very similar. (same date, same grantee, same amount, etc)
7 votes -
Improve Fund Advisor Portal Edit Recurring Grants Options
In March 2025 fund advisors gained the ability to edit recurring grants. However, they are currently only able to edit the number of occurrences and the next grant. I believe they can also end the recurring grant series. We often have fund advisors that want to edit the amount or change the interval. Although we can change it in our backend, the fund advisors often want the option to do so themselves. We also more often see a change in the amount. Currently their only option is to cancel the recurring grant series and create a new one.
2 votes -
Grant Confirmation Email: Fund Advisor Salutation
Can we please add the Salutation for the Fund Advisor as an available merge field for the Advisorrequestconfirmemailbody content (https://...fcsuite.com/erp/owner/content/editcontent?code=advisorrequestconfirmemailbody). As it currently stands, there does not appear to be a way to personalize this communication. The field that is available, {{owner_name}}, presents the name as "Last, First" and doesn't work well to address the Fund Advisor.
7 votes -
image
It would be great if profile images could be included in reports. It would be helpful for our philanthropy team to create pictoral directories of the donors they manage.
1 vote -
Add Subject Line for Resend Guest Link customization
Please add a field so that the subject line of the guest link email can be changed. While the recent updates to allowing for the email body content are great, they still do not solve the issue that individuals will not open emails that look like spam, and the current subject line looks like spam.
The current subject line is: Event Ticket Portal Link.
Refrencing this recent update: Portal Options-Giving Hub Content-Campaigns: Added a Resend Guest Link Content area. This will allow users the ability to customize the resend guest link content.
4 votes
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