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  1. It would be helpful if we could select more rounding options for distributions, particularly a $500 round. A $250 round might also be beneficial.

    3 votes

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  2. We are encountering a problem when an individual registers for an event as an organization. This results in duplicate profiles of the organization, and we are unable to merge or delete the profiles because a ticket is associated with it. Additionally, we have difficulty knowing which individual from the organization is attending the event because the person registering does not usually go back to edit the guest information with their name. To solve this, we would like to have an option added to the donation and ticket check out page, allowing donors/attendees to input their Organization Name/Work Organization on the…

    3 votes

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    1 comment  ·  Other  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    You should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.

  3. We have Zoom events which we recommend to have the guest email. Would you please mark the guest email field as mandatory?

    15 votes

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    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
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  4. Make a Custom Report shareable as the default

    2 votes

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  5. We have a specific fund that needs to track everyone who is making a donation as they are using their fund as a flow-through. However, a few members had made their donations and accidentally marked their donations as anonymous when checking out. This made it difficult for the Fund Advisor to follow up with those who had not made their donations. To make it easier for both the Fund Advisor and the members who are donating, it would be nice to have the option to disable/remove the "Anonymous Donation" checkbox from the checkout screen, but only for this specific fund…

    1 vote

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  6. We have an annual Gala fundraiser event set up as a campaign in C-Suite. The Gala has some tickets for sponsorships, some are tables, some are tickets and some are donation items or underwriting options.

    For only one of those conditions is the best term "Ticket(s)" in the user's Cart Summary page.

    I'd like to be able to provide a noun for use in the cart (in the edit-ticket form), so that respectively above someone could have one sponsorship, two tables, four tickets and one underwritten expense shown in their Cart Summary page as they check out.

    Someone donating for…

    4 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  7. Voucher Reference Numbers - please either allow duplicate reference numbers in a voucher and/or pop up a warning when entering the voucher that it is a duplicate and then allow a bypass. When we pay certain bills (phone bill, insurance, etc.), we put our account number in the reference number spot which is appropriate in those cases and doesn't change from year to year. Not every payable has a different invoice number each time.

    4 votes

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  8. The charity check data (through Grant Connect) is only updated on a quarterly basis, which means that if a Charity looses their status, they won't fail the charity check until the next quarter. The data should be updated on a daily basis - not quarterly.

    2 votes

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    Proposed Idea  ·  Holly Spitz responded

    At this time, Grant Connect receives a manual update from the CRA. It is not an API feed that can be updated daily.

  9. Please can we have an option to remove the do not email, call or mail in bulk for individual profiles? You currently have to click through all three - can we have a do not contact option that encompasses all 3?

    5 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  10. If the customer has the option to "search existing accounts" (aka existing profiles) before they create a new account to purchase event tickets, we could avoid duplicates.

    12 votes

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    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
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  11. Need the system to take the FMV and calculate the new year's payment on CRTs based on a specified % of FMV. His example was 8% payout annually of FMV. But that FMV updates every year, so payment amounts need to change; the % remains static.

    3 votes

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  12. Would love ability to see where a "fund advisor" is accessing, fund statements versus documents versus tax receipts. We are trying to evaluate if our newsletter is being read that is provided at the time of fund statements. Our email directs them to click in documents to see but we have no way of knowing if they actually are.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  13. It would be helpful to have the ability to import payments, similar to how we can import invoices in bulk. Our foundation processes a monthly batch of pre-authorized debits, and currently we have to manually enter each payment and apply it to the related outstanding invoices. It would save time if there were a .csv upload option for payment records.

    5 votes

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  14. Currently, the Division Filter only allows for all divisions or individual divisions. Please create an option to checkbox particular divisions so that it is possible to include and exclude particular divisions when utilizing the 990 reporting.

    4 votes

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  15. Home - Pledges/Promises - Filter Reports.

    Please add to the list of available filters, pledge campaign since this is a field that is on the pledge. This would help when needing to see a list of pledges & outstanding balances for a specific campaign. This report is the best report for reviewing outstanding balances of pledges & this data point would make it even more useful.

    Home - Pledges/Promises - Filter Reports - Export

    Please include the fund group/subgroup/segment/division, fund short name & campaign associated with the pledge to the list of fields that could be included on the raw…

    5 votes

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  16. I would like a hard stop or a warning message when a user is going to take an action that is going to result in the fund spendable balance exceeding the total fund balance. We have seen this occur when an manual distribution is made to the spendable beyond the total fund balance and also from transfers out of the fund balance that did not hit the spendable balance. Since the spendable number is the most important when it comes to our grant budgeting, we never want a case where the spendable is showing higher than it actually is or…

    4 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  17. Sounds like you often recommend that Opportunities be used to track bequest status however, the system does not allow you to link a deceased profile to an opportunity. Can you change this so that deceased profiles can indeed be linked to an opportunity?

    15 votes

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  18. Similar to HubSpot's dashboard features, it would be useful to build custom dashboards where a collection of reports are saved on a particular page with a customized name.

    With this feature, the user could build custom reports and save them in a collection on a page where other users could access the dashboard to check metrics.

    This would help users who need to track custom metrics that aren't necessarily represented on the dashboards already created by CSuite.

    HubSpot example attached.

    51 votes

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  19. We see that this request has been archived in the past. Please reconsider it. If we import a large batch of grants or use the "Create Spendable Grants" to create hundreds of grants at one time, there is no way to bulk delete those grants once created if we find there is either an error or something that needs to be run differently. Individually opening and deleting each grant is extremely time consuming. Bulk actions can be found in other areas throughout the site. Can bulk delete of grants be implemented?

    2 votes

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  20. When I create print letters to notify folks that a tribute gift was made, I typically make edits to the letters before printing and sending. However, if someone has selected to notify the tribute via email, I am unable to edit the letter.

    Could there be a setting to toggle off this option on our website so that the public can only choose to notify people via snail mail?

    Or could the system allow me to edit my letter before it is emailed?

    11 votes

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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