1126 results found
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Cart Button for Affiliates in Portal
When an affiliate logs into the portal and submits grant requests, the "cart" button does not appear for them. They must go to the left hand navigation to navigate to the Grant Requests page where the grants are in the cart. It would make more sense for them to have the same "cart" button appear like other funds.
11 votes -
note type
Could we make Note Type mandatory? Currently, anyone can create a note within the system, and leave the Note Type blank. In terms of reporting, having Note Type filled in is key.
8 votes -
Need to easily confirm data within the Data Visualization Tool
The data visualization tool is a great addition. However, I would like to be able to review and check the data that is being pulled into the charts, numbers, and graphs. Currently the only way to check the data is to create a separate custom report, and then cross check with the data visualization. Ideally, I should be able to click on a chart/graph/number in the data visualization tool and it should automatically bring up the data that is being pulled into the visualization. Manually creating a separate report to check each data point is a bit frustrating and redundant.
10 votes -
Fundraising Campaign - Goal Thermometer
We noticed the new feature you added for using Campaigns in fundraising—it's a great addition and works well for efforts like the annual appeal or other targeted campaigns. It would be even more exciting and engaging if a goal thermometer could update in real time as gifts are received. That visual element could really help boost motivation and momentum!
21 votes -
Opportunity Assignment
When assigning opportunities -- The initial assignee and secondary assignee selections function and look differently. It would be appreciated if these were consistent for system literacy. Apart from this, it seems that you can continue to re-add a secondary assignee.
8 votes -
aallieri@cfpbmc.org
Display a “Fund Donation Total” on the Advisor Portal showing the all-time total donations made to a fund. This can be placed on the Donations tab or another location on the portal where it is best suited.
5 votes -
portal demo
A potential fundholder wants to get a tour of our portal ahead of deciding whether to open his fund with our community foundation. Is there a way to give him a tour of our white-labeled portal without showing him another person’s donor-advised fund data?
Just like Foundant, or any other software company, community foundations need the ability to walk a potential fundholder through the UX of the system as part of their cultivation efforts to open new funds.
8 votes -
Edit Custom Report Title/Name
After creating a custom report, it would be great if there was an option to edit the title/name of the report and save.
Currently, the only way to change a report's name is to "Save As" and go back and delete the original report with the old title.
15 votes -
aallieri@cfpbmc.org
Allow new Chat box to pop out so can still see when moving from the page where it was initiated. This feature was available with the old chat.
7 votes -
Allow deceased profiles to be added as donation advisor
Currently, it doesn't appear that you can add a deceased individual as a donation advisor. This creates issues when someone gives us money through their estate. The donor will usually be "the estate of" or a trust associated with the original donor. But we cannot add the deceased individual. That means we won't be able to see a donor's total giving history even if they made clear their intentions during their lifetime.
12 votes -
Make radio button options more visible on giving hub checkout
Please make the choice between individual vs household vs org more visible. They're easy to miss!
That, or add the option for a customizable header for further instruction.
7 votes -
Fund Advisor Options - Donations and Grants Emails
We would love the option of toggling donations and grants notifications BY THE FUND for fund advisors. We add designated funds for our designated fund recipients so they can see previous year's grants, BUT we don't want them to receive the grants notification email when the grant is made, since some funds benefit more than one organization.
41 votes -
Download NACHA files by batch, not just date
Currently, I can only download a NACHA file by date. It would be easier if I also had the option to download a NACHA file by batch because sometimes I want to pay them on the same day but post them in separate batches. Or if I just forget one grant, currently I have to pay it on a different day.
7 votes -
Vendor Permissions Separate From Profile Permissions
Have the vendor area of a profile have different view, edit, delete, etc. permissions form the regular profile so that vendor info can be locked down to control payment information
13 votes -
User Experience for "ADD" Button & Basket
It's great that Csuite tried to make updates to allow for donors to give to multiple requests from the main grant catalog page, but the user-experience needs improvement.
The "basket" is hard to find, and the new "ADD" button below each grant catalog request is not intuitive. Please change "ADD" to "ADD TO BASKET" or allow us to edit the "ADD" button language. (It's surprising this is not editable).
On mobile, the "Basket" is especially hard to find, buried under the menu, which is how most donors give. And, the basket total amount does not update on mobile like it…
5 votes -
Student Name Display on Scholarship Record
On a scholarship record the name from the profile comes over as Last Name, Title, First name. We would like to have student names read first, last retaining the ability to sort alphabetically by last name. This causes problems with the award letter(see previous ideas) and with the check name when we use the student as the payee- it comes out as Last Name, First Name. Most banks don't take that so we need to fiddle with it in excel.
19 votes -
Allow payable amounts to stay in checking during balance swap
Each fund has an option to keep spendable amounts in the checking account. We use this for all invested funds. For several long term grants, we post the grant long before it's paid which will take it out of spendable so our program staff doesn't overspend the fund. However, during the cash swap process, CSuite wants to roll those funds back into the investment. Since we've already committed those funds, we don't want them at risk in the market. The only current option is to remember to uncheck those transactions when balancing the asset accounts so it doesn't swap. This…
5 votes -
Opportunity Stage Adjustment
Currently, when attempting to sort the stages within an opportunity, you need to use the numeric sorting method -- I believe a drag & drop option could be more impactful and user-friendly. This style of sorting is seen throughout the Csuite and would benefit opportunities.
8 votes -
bequests
Money In / Bequest Pledge -- our foundation deals with complicated bequests every year which need detailed reports for our Audit. Please create the ability to have a Pledges-Bequest section which can be booked to our GL account for bequests receivable, which could map to our correct net assets GL code. Using Opportunities for bequests receivable does not allow for our desired Audit reporting requirements. We have experimented in the Sandbox for setting up bequests as a pledge, but currently it is too cumbersome having to constantly change the pledge default codes.
10 votes -
link donations
I would love to be able to link donations from the opportunity side of the equation, and not just from the donation side.
7 votes
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