1173 results found
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Fund Balance Graphs & Dates
We've had users ask us to add a date next to the fund balance in their portal with the option to view past monthly fund balances, possibly in graph form. This would allow users to view the balance of every month and see the direction things are headed. Also giving the option to filter by dates. Showing them the trend of their fund, especially through visuals, could be a nice touch.
1 vote -
Fund Anniversary/Upcoming Anniversary Reporting Functionality
I am in a strategic process here at the Foundation thinking through further ways to engage fundholders and we would like to pursue using the “Fund Open Date” data to acknowledge anniversaries.
Currently, reporting will allow "Fund Open Date" field to be pulled by Month (regardless of year) but Relative date options are tied to year and will not produce a whole list.
I’m able to pull the report and work in excel, but wanted to work with y’all if there might be a non-external way to do this entirely on the CSuite system.
Desired improvement would be a functionality…
66 votes -
Bulk Exclude Rev Share
Can you add the "exclude from RevShare" tick box as an option for bulk editing funds? We want to bulk edit all of our legacy funds to exclude them from revshare and have to do it one by one currently.
2 votes -
donation report
Donation report --- please add the ability to sort donations by date within the donation report screen. The most recent donations are at the bottom, and I often have to scroll all the way to the bottom of the report to find recent donations. Please add the feature to the date column so we can switch that view with one click to see most recent donations at the top.
2 votes -
Stripe fees
Can we incorporate the 30 cent transaction fee into the calculation when a donor chooses to cover the processing fee? We get a lot of questions as to why an amount of $99.70 was deposited, for example, and when we explain that the donor covered the fee, but there was an additional fee not covered, it just creates unnecessary confusion and time out of our day to explain. Seems like a simple adjustment.
2 votes -
Household opportunities should show on Individual profiles
When setting up a new opportunity for a household (example new fund solicitation or bequest expectancy), it would be helpful if the household's opportunity showed up under both individual parties' profiles as well.
63 votes -
Easily searchable for grants/checks/journal entries/vouchers/documents and more
For checks/grants/vouchers/deposits/donations/documents and more, each has its own way of listing all the related items. Either 20 items per page or hundreds of items on one page. If there are 20 items per page, I have to advance it every 2 or so pages until I find the item I need and it could be years ago so this is very time consuming. There needs to be consistency and a search field within to search all pages without having to go page by page or be able to view all items or 50 items or 250 items.
1 vote -
Tributes Search Field When Entering Donations
When you are in the Tributes page, you can search a name and it will show who the person to notify is behind the searched name.
Ex. Jane Doe [Doe, John] (public)
It would be nice if the same kind of populated search would show when entering a donation. I find if there are two different notifications, I have to go into the Tributes page and look to see which I need to choose. AND if they would be labeled the exact same (Example: "Jane Doe" and "Jane Doe" vs "Jane Doe" and "Dr. Jane Doe" I have no idea…
2 votes -
Change Log back to detail it used to provide
The log previously provided more detail on what was actually changed. Now in some areas, it's just showing the CSuite reference ID for the field that was changed. This is extremely confusing to follow. For example, I just changed the subgroup on a fund, and instead of it saying the name of the subgroup, it only has the ID which I would have to research to interpret the log. Previously, as recently as January 2023, when the fund’s subgroup was changed, it included the ID number as well as the name of the subgroup. This change makes it very difficult…
13 votes -
Can we please have the option to generate a system email notification when a new file has been shared to a fund advisor's profile.
Can we please have the option to generate a system email notification when a new file has been shared to a fund advisor's profile.
3 votes -
Ability to Import Ticket Requests
Could we import ticket requests when we import tickets to an event? Entering by hand is too much work.
1 vote -
Ability to put Balance Sheet, Budget vs Actuals/Income Statement on Fund Statements
When working with fiscal projects, we are hoping to teach them how to read financial statements. The fund statement is not a true statement of activity, budget, or balance sheet. It would be easier to send them monthly fund statements with their financials already attached, either through an option or a template.
1 vote -
Expense management integration
It would be great if we could integrate a third party app/software to manage credit card receipts/AP. Some on our team struggle with turning in business credit card receipts in a timely manner and there are apps out there that allow for the user to take a photo of those receipts, which are then integrated into the accounting system.
9 votes -
Create Unique Crant Catalog based on Fund Advisor's interest
Would really like to be able to show specific grants in the grants catalog to specific groups of fund advisors, based on the fund advisor's interest.
8 votes -
USPS standardization option
With the change of the USPS validation back to not using the standardization of all caps, it would be nice if we had the option to choose to use all caps, which is USPS standard, if we wanted. That was one of the great features for the USPS validation process for us. We have considerable trouble with mail not reaching its destination and want to do all we can to help it get where it’s supposed to go.
1 vote -
Credit memos - show invoice allocation
On credit memo records, it would be helpful to have a link to the invoice that the credit was applied to. If you look on the original invoice record, there is a "Payments Applied" section that links to the credit memo. But the reverse is not true--if you're looking at the credit memo record, there is no way to tell which invoice it was applied to.
3 votes -
Multifund Invoices
We would like the ability to create multifund invoices just as you can with many other areas of CSuite.
24 votes -
Public Securities: Add back preview button on sale
Not too long ago, there was a PREVIEW button when selling stock. This was extremely helpful so that you can make sure net proceeds equal what you actually received for the stock. This button disappeared and is now just a POST button. It is so much better to be able to preview the calculated proceeds before posting them because if something gets entered incorrectly, we now have to unpost the transaction to fix it. Please restore the PREVIEW button. Thank you!
5 votes -
Add Household Steward as a field in custom reports
I'm running a report of donors with a birthday in a specific month, but for those donors who are a part of a household, the Steward is on the Household profile. I want the Stewards to sign the cards for these donors. In order to see the Household Steward, I need to open every donor profile who is a part of a household to find their Steward. Please add Household Steward as an option to select in custom reports.
4 votes -
Recurring Grant Notifications
We would like to see CSuite generate notifications to grant approvers for recurring grants to help remind staff when the grant is due to go out. A generated email with general grant information would be extremely helpful.
2 votes
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