1256 results found
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Option to make profile a Tribute
We recently moved from Raiser's Edge to CSuite, where we had the option to link a tribute record to an existing profile. It would be great, for continuity purposes, to be able to tie a tribute record to an existing profile. For example, gifts made in honor of our CEO, would be linked to her profile in CSuite. Additionally, tributes made in memory of a deceased individual, would be linked to that individual's profile. I'd love to have the option to make these connections, while still having the ability to add tributes for individuals who do not have profiles.
2 votes -
Report Editing
Currently you cannot edit someone else's report, you have to "Save As" and delete old report. It would be nice to either have an "Edit" option, similar to "Share" or if you select "Share", it would allow them to also edit.
3 votes -
giving hub remove other option
We would like to have the option to eliminate the "other" amount when using Giving Levels in the Fund Advisor Portal settings in the Fund record. When using the Giving Levels field to allow a membership fee or other type of donation that there should not be an "other amount".
4 votes -
Customize Columns within Grantee's Record
Within a grantee record have the ability to customize the fields being populated. Currently they are: ID, Grant Date, Fund, Status, Amount, Sponsored Org, Beneficiary, Description.
We use grant programs and it would be helpful to identify at a glance what grant program the grant came from. See example below, we rarely use Sponsored Org or Beneficiary. It would excellent to have the ability to customize these columns.3 votes -
File Categories and "sticky" function in the new portal to organize fundholder files
We use the File section of the new portal to share fund agreements, stewardship materials (for those who no longer receive paper statements), and other documents with our fundholders. As the list of files grows with our engagement, this starts to be unwieldy without the ability to use the internal File Categories (and the sticky function) to organize the files for our fundholders. It would be wonderful to have this functionality in the portal, not just behind-the-scenes for staff.
4 votes -
Improve Fund Advisor Portal Edit Recurring Grants Options
In March 2025 fund advisors gained the ability to edit recurring grants. However, they are currently only able to edit the number of occurrences and the next grant. I believe they can also end the recurring grant series. We often have fund advisors that want to edit the amount or change the interval. Although we can change it in our backend, the fund advisors often want the option to do so themselves. We also more often see a change in the amount. Currently their only option is to cancel the recurring grant series and create a new one.
2 votes -
Grant Confirmation Email: Grantee EIN
The Advisorrequestconfirmemailbody content has a merge field for {{guidestar_ein}}, however this does not populate with data unless the Advisor selects a grantee from a Candid search. Can a merge field be added to reference the EIN on the grantee's Org record within CSuite so that it will populate with data even if the Advisor selects a previous grantee?
6 votes -
Grant Confirmation Email: Fund Advisor Salutation
Can we please add the Salutation for the Fund Advisor as an available merge field for the Advisorrequestconfirmemailbody content (https://...fcsuite.com/erp/owner/content/editcontent?code=advisorrequestconfirmemailbody). As it currently stands, there does not appear to be a way to personalize this communication. The field that is available, {{owner_name}}, presents the name as "Last, First" and doesn't work well to address the Fund Advisor.
7 votes -
image
It would be great if profile images could be included in reports. It would be helpful for our philanthropy team to create pictoral directories of the donors they manage.
1 vote -
Rename one financial report on new print option
With new sandbox release on 11/19/24- Be able to rename a report on a one time basis on the print screen. Instead of in the settings where you can change the name for "Balance Sheet, Income Statement, etc" as the default name, we want it on the print screen. There are options to rename the columns, but let's add it for the report name on the same screen for a one off basis. :)
8 votes -
duplicate screen
Hi - it would be great if the screen showing duplicates would indicate what type of record it is, particularly if a record is a student. With just a giant list of names, it is hard to pick out the ones the student aid team needs to look at. (or a fund holder, or vendor etc) OR the date the duplicate was added. OR the number of times the record shows. If we have 3 John Lennons and one was created last week, we might be able know who needs to fix it at a glance.
1 vote -
Department Codes per GL Line
It would be amazing to have the ability to set up department codes as an optional field that can be selected on each line item when entering a voucher, and thus show up when looking at the GL detail for each expense item.
We have started doing our budget to actual reporting internally by department and some accounts are used by multiple departments. This would be a huge help!
15 votes -
Accents switching to ASCII Characters when put in Portal Cart
If a profile has an accent in their address etc, once it gets to the portal cart, it switches to an ascii character. Same thing happens if the description typed in by the donor has an accent in it, it also switches to an ASCII character.
2 votes -
Grant Approval with Vouchers
As the CFO, I work on fund clean-up and other grants movement all the time. It would be helpful if grants went to the Approval bucket in Vouchers so my CEO could approve all of the week's payments at once and I wouldn't have to ask her to approve grants constantly. OR so I don't have to constantly change the Settings in Grants back and forth. Maybe this is a toggle within the grant creation? Thanks for considering this idea!
10 votes -
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.
2 votes -
Return to PROFILE instead of campaign when deleting from campaign
When I'm looking at a profile, under Engagement, there's an option to delete the profile from a campaign. The problem I'm having is that after choosing delete, I'm taken to the CAMPAIGN instead of back to the profile so that I can delete it from other campaigns or make a note. It makes more sense to me, and would improve my work flow, if the system returned me back to the profile where I started.
Related to this, it would be helpful to have a Delete button on the archived campaigns found under List All Campaigns within a profile, rather…
9 votes -
Hide Amounts as an option in Bulk Edit Funds
Add Hide Amounts as a global-checkbox option in the Bulk Edit Funds area. Hide Memorial Amounts is a Bulk Edit Funds option - Hide Amounts should also be.
2 votes -
Show Fund Advisors' own donation amounts if Hide Amounts is checked on fund
In the Fund Advisor >Donations area of the Portal: only Hide Amounts for donors who are NOT linked to the fund.
2 votes -
General Ledger account detail lookup
When doing a lookup in General Ledger for a specific account, it would be beneficial if there were an option to 'save' lookup parameters so users don't have to keep entering the same search criteria multiple times. For example, 90% of the time I am reviewing transactions in only a few GL accounts for the current month's date range. Every time I do this, I have to re-enter the account and date criteria which wastes a lot of time. It would be helpful to be able to save these search criteria and just select these from a list of saved…
3 votes -
Reports: Add county field to profile reports/filters
Add 'County' field to profiles as this is needed often for reporting purposes.
8 votes
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