1164 results found
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Add option to toggle off ability to request a RECURRING grant in the standard grant request form on the fund advisor Portal.
Please give us the option to toggle off the option for a fund advisor to request a RECURRING grant through the Portal.
This is a repost of a previous idea that was closed. I think there was a misunderstanding about what we are requesting.
1 vote -
Stripe Terminal
Currently only one person can be assigned to a Stripe Terminal and therefore is the only person that can process payments. We hold multiple events where different staff members will need access. Please add the option of multiple users per terminal. There could be a check box list of all users for our foundation and we could select which ones could have access. Thank you!
16 votes -
Underwater Report - Rolling Average
We have an underwater policy that involves calculation of a 12 quarter rolling average of the fund compared to the principal balance. I would love options to add to the underwater report to allow for such calculation.
5 votes -
Donations
With split donations - the ability to attach documents that will be applied to however many donations there are.
2 votes -
Pledge Reporting - Custom Reports
Add partial cancelation field in pledges in custom reports. This will allow for a formula to get the true amount outstanding for a pledge in custom reports.
I am aware the information is available in the pledge module. Unfortunately, the reports in the pledge module are not able to be linked to PowerBI or Google Looker Studio.3 votes -
New portal for fund advisors - please mark on the profile card which one is the advisor
we don't want to confuse our fund advisors - please put the word "fund advisor" on the profile card if they are a fund advisor - in the new portal.
6 votes -
add a team member to fund steward
Add additional staff members to a profile/fund so a team could work together with fund advisors or prospects. Fund Steward remains primary and additional staff could be secondary/tertiary or even equal members of the supporting team. When a note is added to an opportunity or fund, team members who are also stewards for that fund/profile could be notified to see updates about the fund. This helps with collaboration, covering a fundholder's needs if their fund steward is out, provides updates in real time to members of the team.
10 votes -
Recurrring Donation - Last Donation Date
Recurrring Donations: It would be great if there was a "Last Donation Date" column. It would be helpful when looking for errors and to confirm the recurring donation went through.
2 votes -
It would be helpful to have a report that will show us the scholarships we offer that require an essay and/or open response component. Not a
It would be helpful to have a report that will show us the scholarships we offer that require an essay and/or open response component. Not all scholarships we offer have this requirement, and we would like to identify the scholarships that do.
1 vote -
Annual grant letter for an organization - customized merge fields
We would like to create a custom letter that exports all the grant data for an organization in a fiscal year - similar to a donation report for funds.
We are looking at ways to reduce the administrative burden on our grantee partners and one of the things we are looking at is reporting.
Currently in GLM we require our grant recipient organizations to complete a report for every single grant they receive. As some organizations receive over 10 general purposes grants a fiscal year, they have to complete 10 individual reports. To try and relieve this burden, we would…
14 votes -
Grant deletion message
When deleting a grant, have a message appear about making sure you want to delete the grant. I've deleted numerous grants on accident and having an extra step would be helpful to prevent this.
1 vote -
Post internal grants with regular grants
When checks are created for regular grants, please also post the payments for internal grants. Csuite used to do this and now internal grants have to be 'paid' one at time. If there was a reason the functionality was changed, please create an ability to batch 'pay' internal grants.
1 vote -
Campaigns: Additional Permissions
Ability to assign specific campaign permissions? I Create all campaigns, but there are specific staff that manage rsvps for their events. Is there a way to limit access to only apply rsvps to that specific campaign? thanks
3 votes -
opportunities
It would be helpful for tasks associated with an opportunity to be marked complete or in some way removed from open tasks when the opportunity has been closed. Presently, the tasks stay active, which requires another step to close an opportunity.
5 votes -
Include Fund name/short name on Pay vouchers screen
Please include the Fund name/short name on the Pay Vouchers screen. I want to double check that the correct amount is being distributed from the correct fund when paying multiple amounts from multiple funds to the same recipient.
We have multiple people enter the vouchers/grants and the person approving them doesn't always check the attached/uploaded files to make sure the amount is distributing from the correct fund.
When I write the check, I need confidence that the correct amount is being distributed from the correct fund. I have the supporting documentation printed and in front of me when writing checks.
3 votes -
Multifund Invoices
We would like the ability to create multifund invoices just as you can with many other areas of CSuite.
26 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.
65 votes -
Rolling Up Sub-Funds for Fund Statements without Rolling the Financials
Please add an option in the Fund Statement Format to roll up subfunds into a master fund statement without rolling the financials together.
Many fund holders would still like a breakdown for each of their funds but don't want to look at a bunch of separate statements, instead, it would be great if it all lived in a single PDF/document.
I could see this working similarly to how financials views work in fund statements, if not adding on an additional foreach that allows each sub-fund to generate its own group.
3 votes -
Recurring Spendable Grant
It would be nice if when opening a new fund you could go ahead and create the spendable balance as a recurring annual grant. We don't have just one specific fund group where all the beneficiaries automatically receive the spendable amount. If not possible, is there a way to pull a report of just the funds that are to automatically generate the spendable grant once a year?
3 votes -
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…
67 votes
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