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1476 results found
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Multiple Funds Linked to an Opportunity
It would be nice to have the Fund field on Opportunities to be able to link to multiple funds. We have several donors with more than one fund, and opposed to setting up an opportunity for each fund, we'd like to have one opportunity for stewardship per profile.
9 votes -
EIN as a field for "Duplicate" tagging and merging
Currently, there are only a few fields that flag for duplicate profiles (address, for example). We believe it would be helpful if EIN could be added as a field for scanning (and tagging) duplicate profiles.
5 votes -
Copy A Campaign Ticket
It would be helpful to copy a ticket, not the entire campaign itself. Our organization is using the campaign tickets to sell memberships, but we have multiple different tiers, with mostly the same general information, except for the name. Thus it would be helpful to copy the ticket instead of manually creating each one.
6 votes -
JE Reports Don't Include Reversing JEs; GL Reports Don't Include JE Creator Nor Approver
For JE object custom reports, all transactions are tied to the same Journal Entry ID, which prevents the report from capturing reversal entries. For example, if a prior-year JE is reversed in the current year, the reversal will not appear when pulling current-year JEs.
The report should include reversal dates, transaction IDs, and account numbers. It should also present reversing entries as separate lines (ideally at the individual line-item level), rather than linking everything back to a single Journal Entry ID.
For audit purposes, we need a complete report of all manual JEs. Currently, this requires pulling two separate reports because the GL report only has fields for the person who posted the entry - not the person who created it nor the person who approved it.
For JE object custom reports, all transactions are tied to the same Journal Entry ID, which prevents the report from capturing reversal entries. For example, if a prior-year JE is reversed in the current year, the reversal will not appear when pulling current-year JEs.
The report should include reversal dates, transaction IDs, and account numbers. It should also present reversing entries as separate lines (ideally at the individual line-item level), rather than linking everything back to a single Journal Entry ID.
For audit purposes, we need a complete report of all manual JEs. Currently, this requires pulling two separate reports…
5 votes -
Easy Campaign Filtering
It is difficult to sort through RSVPs on a Campaign Page via the Profile tab. It is inefficient to go to a reports to just to easily see the RSVP Yes/No profiles. It would be much better to sort ascending/descending on the Campaign page like a Report.
7 votes -
Enforce or Guide Household Naming Conventions in Giving Hub
When Household Giving is enabled in the Giving Hub, donors have the option to give as a household by selecting a radio button and entering household information.
However, donors often do not know how to properly format the household name, which can lead to:
-Duplicate households
-Inconsistent naming conventions
-Data cleanliness challenges for staffSuggested Enhancement:
Provide the ability to enforce or guide a standardized household naming format during entry
Examples of best practice formats:
-Last, First and First
-Last, First and Last, First (for different last names)Possible Solutions:
-Add format guidance text near the input field
-Allow admins to define a required format or pattern
-Introduce validation or formatting rules before submissionWhy This Matters:
-Improves data consistency and deduplication
-Reduces manual cleanup for staff
-Helps maintain cleaner household records over timeWhen Household Giving is enabled in the Giving Hub, donors have the option to give as a household by selecting a radio button and entering household information.
However, donors often do not know how to properly format the household name, which can lead to:
-Duplicate households
-Inconsistent naming conventions
-Data cleanliness challenges for staffSuggested Enhancement:
Provide the ability to enforce or guide a standardized household naming format during entry
Examples of best practice formats:
-Last, First and First
-Last, First and Last, First (for different last names)Possible Solutions:
-Add format guidance text near the input field
-Allow admins…11 votes -
Add New CSuite Profile Matching Options
When matching CSuite profiles and looking for duplicates, please add:
1) Conditional Logic (If/Then) – Use conditional logic and allow Users to choose which fields (name, address, email, phone) to use, and to set the order of those fields (Ex: If name matches, then match on address).
2) Match on Address – Recognize and flag profiles with the same address on the duplicate screen.
3) Fuzzy Matching – Recognize slight differences in names (Bob/Robert), and addresses (1234 E Elm St/1234 East Elm Street) and other information due to spelling variations, abbreviations, and typos.
39 votes -
DAFPay | Opt-out
We would like the ability to remove or block connections with DAFpay. Currently the block occurs after a donor has linked their portal to Chariot's (without our permission or visibility). Instead, that block should exist at the start of the donor's attempt to connect DAFpay to CSuite's donor portal. We feel this is key for maintaining data/donor security.
25 votes -
Shortname needs to work in all fund fields
shortname works in most fund fields through out the system; however, it does not work when adding a fund on the fund advisor screen. Please make it consistent so that using shortname works in all fund fields....
6 votes -
Task/Note Types
When clicking on a Note/Task Type ID number under Opportunities, List Types, please add the ability to list all specific notes/tasks associated with that ID number. For example, when clicking a Profile Type category ID, you can click List Profiles, which displays a list of all profiles with that Profile Type. I want to see all the notes/tasks associated with that type.
8 votes -
The new design on the fund advisor page and security page are difficult to read
Please return the fund advisor page & security page back to the way they were. The sideway text boxes are difficult to read. No one should have to tilt their head to get their work done. Thank you
7 votes -
All Record of Recurring Grants are Deleted by Fund Advisor in Portal
We just discovered with the new portal that when a fund advisor clicks "Cancel Recurring Grant", all record of the recurring grant is deleted out of the system. This is WAY too much access for the fund advisor to have. If they accidentally delete it, we can't view logs to see when it occurred or retrieve attached files to the recurring grant.
Please allow us the ability to turn off certain features in the portal (like cancelling a recurring grant) for fund advisors if we don't want to take the risk of information being deleted without our consent. These types of logs and records are critical support and backup that we provide to our auditors, and without it, we are in a very bad position from documentation for our audit. At the very least, allowing us to "approve" a cancellation would be ideal, as I could see a fund advisor accidentally clicking "Cancel" and it provides no warnings.
We just discovered with the new portal that when a fund advisor clicks "Cancel Recurring Grant", all record of the recurring grant is deleted out of the system. This is WAY too much access for the fund advisor to have. If they accidentally delete it, we can't view logs to see when it occurred or retrieve attached files to the recurring grant.
Please allow us the ability to turn off certain features in the portal (like cancelling a recurring grant) for fund advisors if we don't want to take the risk of information being deleted without our consent. These types…
103 votes -
Automate Spendable Calculation
When working with Endowment Funds we have to remember to calculate the spendable balances for the fund each year. It would be great if Csuite allowed you to set a date that spendable balances were automatically calculated for you.
9 votes -
Login As --Removes user's existing login
I know that Login As was intended to bounce the user out of their own CSuite login when used; however, I would ask that you reconsider this approach. From a Customer Service perspective, this is a nightmare. We most often use Login As when on the phone with a Fund Advisor (and now could be anyone with portal access), to help them troubleshoot either getting into the system or working with the system. If we then have to answer any questions that require us to be logged into CSuite ourselves, the portal user has to wait while the customer service user opens a new browser, goes through MFA and logs into CSuite. But, oh, guess what? They are now logged out of Login As.
Secondly, for any organization that uses a default browser and/or a password manager, we now have to maintain browser short cuts, password manager log in and MFA in two separate browsers! This is a lot to manage--especially when you have a customer on the phone.
We had previously had no problem proxying as a Fund Advisor and keeping our own version of CSuite open. We really need to have that ability back in the new portal, so that we are able to service our customers effectively.
The final issue with this is basic ability to validate and troubleshoot our own externally facing site. I'm trying to simply walk through the site to document updates and I can only do so without being logged into CSuite at the same time? How do we validate what is displayed vs what we see in Csuite? In the 10 minutes that I have been trying to document requirements, I have had to log into Csuite about 4 times now. This is not a good customer experience!!
I know that Login As was intended to bounce the user out of their own CSuite login when used; however, I would ask that you reconsider this approach. From a Customer Service perspective, this is a nightmare. We most often use Login As when on the phone with a Fund Advisor (and now could be anyone with portal access), to help them troubleshoot either getting into the system or working with the system. If we then have to answer any questions that require us to be logged into CSuite ourselves, the portal user has to wait while the customer service…
269 votes -
Choose Alternate Email for Statement Delivery
It would be helpful to be able to select an Alternate Email that Statements are sent to through the Fund Advisor designation like is possible for Donation Notify and Grant Notify. It would be even more helpful if we could select email delivery addresses for all three (Statement, Donation Notify and Grant Notify) on a fund-by-fund basis within the Fund Advisor designation. We have many people who have both work and personal connections to funds and would prefer not to comingle their communications.
10 votes -
Don't Require a Primary Fund Advisor
We have many funds with both spouses as Fund Advisors, neither should be "primary" but C Suite forces one to be primary and it can't be unchecked. Please allow the option not to have a primary Fund Advisor. We don't want either to be primary but C Suite doesn't give us the option to remove the primary tag.
Please see this previous Idea Lab post with many votes that requested the same thing but Foundant's response was that the primary tag could just be moved to another Fund Advisor. That response does not address the need. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45764248-would-like-ability-to-change-fund-advisor-to-not-p
Thank you
13 votes -
Ability to select the same beneficiary more than once when configuring percentages (Same Beneficiary, Different Purpose)
It would be helpful to be able to select the same beneficiary more than once when setting up percentages in the fund. The beneficiary may have separate purposes and percentages. For accuracy and staying within the parameters of the text limits this would be very helpful to users. A previous idea has been archived. Please consider this.
13 votes -
reports
It would be great if we could create sub-folders within reports beyond just having categories - such as by user name, or at the very least, making the different categories collapsible or expandable.
33 votes -
Grant Notify for Internal Grants
Currently, when a fund advisor submits a grant request that is fulfilled via an internal grant (a transfer to another fund within the same foundation), the Grant Notify email is not triggered upon posting the internal transfer check.
This creates an inconsistency in the donor experience:
Fund advisors receive Donation Notify emails when their fund receives an internal grant
But they do not receive Grant Notify emails when their fund gives an internal grant
This lack of communication may cause confusion for fund advisors, especially if they are used to receiving confirmations for external grants.
Request:
Please enable the Grant Notify email to trigger when an Internal Grant Transfer Check is posted, so fund advisors are notified of all posted grants—internal or external.This change would ensure consistent communication and transparency for fund advisors engaging in internal giving.
Currently, when a fund advisor submits a grant request that is fulfilled via an internal grant (a transfer to another fund within the same foundation), the Grant Notify email is not triggered upon posting the internal transfer check.
This creates an inconsistency in the donor experience:
Fund advisors receive Donation Notify emails when their fund receives an internal grant
But they do not receive Grant Notify emails when their fund gives an internal grant
This lack of communication may cause confusion for fund advisors, especially if they are used to receiving confirmations for external grants.
Request:
Please enable the Grant…47 votes -
Show Deleted Profiles in the Log
Have the log show the name, ID and date whenever a profile is deleted. Our admin needs an audit trail of all MAC (move, add, change) activities in the log.
39 votes
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