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From Portal - List all Fund Advisor's Funds at Top on Giving Hub
When a Fund Advisor clicks on "Donate" from the new Portal, they go to the Giving Hub and are presented with a list of their funds and promoted funds.
As of a release made in January 2025, their Private funds are listed first, followed by a mixture of their not private funds and our promoted funds listed in alpha order.
This is confusing for our fund advisors because they are not thinking about whether the fund is private or not, and it is not clear why their funds are in a mixed sort order.
Is it possible to list all of the fund advisor's funds to be at the top of the list - whether they are private or not before listing the promoted funds?
When a Fund Advisor clicks on "Donate" from the new Portal, they go to the Giving Hub and are presented with a list of their funds and promoted funds.
As of a release made in January 2025, their Private funds are listed first, followed by a mixture of their not private funds and our promoted funds listed in alpha order.
This is confusing for our fund advisors because they are not thinking about whether the fund is private or not, and it is not clear why their funds are in a mixed sort order.
Is it possible to list all…
5 votes -
Custom Grant Fields available in portal
We have a custom field for grants that would be very helpful if it was available in the grant requests on the portal. We are implementing a work around with using the summary and a bulk action in reports but the availability of the custom field in the portal would be much easier.
4 votes -
Outlook integration - need to be able to choose app so you can attach to CSuite as soon as email sent
I noticed that the Outlook integration app works well for emails that have been sent, but that I can't access the app while drafting an email. It would be nice to have this feature, as then as soon as I hit send, it attachs to the file without having to go into my sent folder. Thanks!
2 votes -
Allow Profile Type screen to be accessible to staff but not editable
The Profile Types screen at the link below is a great place to reference coding in the system and to be able to quickly see what profiles are assigned those codes. Having access to this area also gives the ability to make changes. Can it be set so certain staff can view but not edit?
fcsuite.com/erp/profile/profiletype
4 votes -
Add Proxy Information in System Log when Login As is used - Audit Purposes
When I login as another CSuite User and then make an update, the system log shows the action was made by the CSuite User, not by me proxied in as the CSuite user. Is there any way for you to record in the system log when an action has been completed by someone else proxied in as the user? We feel this is critical for audit purposes.
14 votes -
Set email for login and send email for password
Can you make the function that exists for Fund Advisor (legacy) available to all user logins? In this function, you can set the primary email as the login username in bulk and send an email for the user to set a password.
4 votes -
Print Fund Statements ONLY for Primary Fund Advisors
It would be helpful to bulk print fund statements ONLY for primary fund advisors that we could use for an annual mailing.
4 votes -
Add File Upload to ACH/Bank Info Section in Portal
We would like to request that a file upload option is added to the ACH/Banking information section of the portal. In addition to the button, a field is needed so that we can display what kind of information we are asking them to upload. Typically we require additional documentation for banking info and this would help to improve our process. The files that are uploaded here can go to the files on the profile. This would be amazing!
4 votes -
Saving Yearly Tax Receipts to Profiles
Would it be possible to update the individual and batch processes for Yearly Tax Receipts to save the generated documents to the Donor’s profile?
5 votes -
vendor custom field
Please add the ability to have custom fields on vendors. I'd like to be able to flag those who are corporations, or otherwise meet a 1099 exception so never need a 1099.
6 votes -
Permission to add a profile while on a campaign
Right now the ability to add a profile while on a campaign requires the Campaign Edit permission. Staff that are adding profiles to campaigns from that screen shouldn't necessarily be able to edit the campaign. Can this be a separate permission?
4 votes -
Quotation marks mess up letter formatting in PDF conversion
Please consider either adding error handling for the description fields for donations and grant suggestions in the portals to prevent special characters, or adjust the PDF conversion software on the back end to better handle special characters. If the Word template has conditional formatting and any text with quotation marks comes through, Word processes it properly, but the PDF conversion removes or changes the text. This results in incorrect instructions and other text fields being sent in PDF lettters. To be clear, it is correct in the Word documents and in the Donor portal, but the PDFs that actually go out to grantees/customers are incorrect.
Currently, if a customer enters a description in the portal and they enter text with a double quote("), the Word templates, such as the check letter, that use conditional formatting will work fine. The PDF documents that generate from the word conditional formatting completely mess up the description. This causes letter recipients(the Grant Check letter for instance) to get letters and other documentation in PDF format that have incorrect grant restrictions, special instructions, or other text.
<3 TCF
Please consider either adding error handling for the description fields for donations and grant suggestions in the portals to prevent special characters, or adjust the PDF conversion software on the back end to better handle special characters. If the Word template has conditional formatting and any text with quotation marks comes through, Word processes it properly, but the PDF conversion removes or changes the text. This results in incorrect instructions and other text fields being sent in PDF lettters. To be clear, it is correct in the Word documents and in the Donor portal, but the PDFs that actually go…
5 votes -
Allow edits to password reset email for fund advisor portal
Allow password reset email to be customized within the content section similar to the other email notifications.
42 votes -
1 vote
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Profile Payment Item custom report
Allow data from the item to be reported such as the fund name and not just from the profile payment. You can add multiple donations and invoices to a profile payment that are being put into funds other than the initial one entered on the profile payment. We utilize the information multiple times a day to create confirmation of correct information entry. We want to know when there are both donations and invoices on a profile payment. But knowing the different funds, when there are multiple donations is just as important.
2 votes -
Link multiple opportunities to a donation
Although we now have the ability to link multiple beneficiaries to one opportunity, this wasn't the case in the past. It would be great to have the option to link a donation to multiple opportunities since some of our bequests gifts benefit multiple organizations and separate opportunities have already been created for these gifts.
1 vote -
Link multiple opportunities to a donation
Although we now have the ability to link multiple beneficiaries to one opportunity, this wasn't the case in the past. It would be great to have the option to link a donation to multiple opportunities since some of our bequests gifts benefit multiple organizations and they have already been made created as separate opportunities
1 vote -
Reclass transactions and 1099 Reporting
If you reclass a transaction to a different GL account, then the 1099 status of the current account should be applied and not the original account.
6 votes -
Filter for approval (or lack of) for various voucher approvers
Please add a filter option on the Approval Vouchers page (Approval bucket in Vouchers) to filter out vouchers that a particular approver has already approved. Two of three approvers must approve each voucher, but I can't tell which ones I have already approved or ones I still need to approve without opening each voucher individually. Thank you!
1 vote -
Check Template Field Request: Advisor Email
It would really be appreciated if we could have access to the fund advisor's email address in the check template. It's available on the grant letter template as {{advisor.email}, but not in the check template. We generate most of our grant letters with the checks.
The reason we'd like this is that we have at least one fund advisor who would like her email address, not her physical address, on the cc portion of the grant letter with the check. It would be great to be able to accommodate that.
3 votes
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