1010 results found
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Bank reconciliation: confusion with ref & check # columns
May we have an option to modify or remove the "Ref" column on the reconcile report. Coincidently, the true check numbers and this column that also reads "check ###" have very similar numbers and they create lots of confusion.
5 votes -
Bank reconciliations - option to hide checked items for easier list of open transactions
It would be helpful on the Bank Rec screen to be able to refresh or filter the screen based on checked/unchecked items. So once items have been checked off, you can refresh the screen to show only what has been left open. It would save a lot of time scrolling up and down while doing a rec.
43 votes -
Link internal grant to opportunity
When a fundholder recommends a grant to fulfill an opportunity, there should be a way to link this in the same way a donation is able to be linked to an opportunity.
14 votes -
Donor Contact
Since one of the primary purposes of Community Suite is customer relations management (CRM), there needs to be more sophisticated options for recording contact with donors. Right now the only way to do this is to add a note for each contact. Other CRM systems I have used make it much easier to open a box to record each contact: date, nature of contact (phone, email, visit, etc.), who made the contact, etc. This should be stored in such a way that it is easy to pull up a list of all contacts with a particular donor.
23 votes -
Cumulative donation field option for custom reporting
I would like a way to report out a donor's cumulative donations, both direct and advised, without having to sort through and organize tens of thousands of donations in an Excel spreadsheet. There is a custom reports field option for donation amount; I would like one that totals ALL donations from a donor so we are able to - for example - pull donors whose $100 donations add up to $2,500.
20 votes -
Bank reconciliations - display report when reconcile is selected
It would be helpful to have the Bank Rec report pop up immediately upon reconciliation, rather than have to go back into the history report to print. I have never seen a system that did not do that. Also, we should be able to print a rec for a month in which there was no activity, to still show proper balances for current months.
27 votes -
Notes: Collapse list to show most recent with ability to show all
Notes - many of our profiles have pages and pages of notes because currently each note is shown in it's entirety. I was wondering if we could only show the first 5 (?) lines of a note on the profile. Then have the option to click on a "show more" button or click on the note itself to get the full note to appear. This would allow for an 'at a glance' option to find the note we need to view.
48 votes -
pledge reminders - option to download to word
When generating Pledge Reminders/Statements, it would be very helpful to be able to merge them into Word so changes can be made to specific letters. Currently after clicking on Payment Documents all the pledge letters are merged into a PDF.
14 votes -
export task notes
We have a custom Task report we use for activity around Opportunities. It works well EXCEPT there is no field for task notes. (If you are in the process of adding one - and I hope you are - the following idea is moot).
It would be helpful to be able to export from the Tasks field. Specifically, completed tasks, in order to get the notes in a spreadsheet that we can merge with our activity reports.
I'm not sure if there is a notes field in All My Tasks, but it would be helpful to have one and also…13 votes -
checks: notification of approval
It would be great to get an email when check approval has been done by the approval so the person who prints/posts the payments would know it was time to continue the process.
39 votes -
Make Opportunity Type Inactive
Past users sometimes create Opportunity/Note/Task types that are no longer useful to current staff. Please create an option to make those types "Inactive" rather than simply deleting them - we may want to keep the historic data in CSuite, but NOT on the Drop down list. It would help to clean things up and streamline categories.
27 votes -
Adding prospect profile reports and incorporating prospect research fields
In other DBs I’ve used there is a way to export a complete donor/prospect profile report that lists all information in the person’s record (contact info, prospect ratings, relationships, giving, granting (is applicable), notes, etc. in an exportable report – preferably into Word or a PDF. This is very useful for us to use as a working doc in a prospect meeting. (Perhaps I’m just to old school, but paper one can make notes on is still very helpful.)
Another VERY helpful element would be the ability for Foundant to pull in fields from one of the major prospect research…
8 votes -
View Tasks Upon Logging in to CSuite
The Tasks feature in CSuite is a great feature, but it would be even more effective if we had the option to view our current tasks after logging in, rather than seeing the Home Page. This would automatically prompt users to review everything on their current To-Do list rather than having to remember to review tasks.
4 votes -
salutation/mailing label auto fill
Salutation/mailing label areas of Profile set to auto fill. When entering a profile, it would be helpful to have these auto fill rather than entering each time. Then they could be overridden based on if the profile needs a change. Such as instead of Mr. and Mrs. Jones, override to Bill and Mary.
23 votes -
Revenue Share option for Impact Investing
It would be great to have the ability to also add balance sheet accounts to the statement vouchers to automate the impact investing activities.
9 votes -
Google Data Studio Integration
I think you guys talked about working with Google Data Studio for data visualization. What happened to that?
I've been exporting data from Csuite into Data Studio, but having live data exchange would be great.
5 votes -
Destination funds for internal grants named on fund statements
We just realized that when we pull fund statements, the grantee for internal grants is listed as our Foundation rather than the destination funds. We want the donors to know their grants went into the correct funds, so we'll have to hand write the destination funds on all the paper statements. It would be great if fund statements could name the destination funds for internal grants.
27 votes -
Link one note to multiple profiles or funds
Often times, we have to copy the same note to multiple profiles or funds because either there were multiple contact people for one fund or there was one contact person for multiple funds. Right now the only way to show up in multiple places is to copy the note.
41 votes -
Fund statements - sort by fund advisor or fund
Give foundations the option for fund statements to sort by either fund advisor or fund.
30 votes -
Navigation - Add Save option to left side menu
Save Button on left side menu
It would be great to have the save button also located on the left side menu instead of at the bottom and/or top of the screen.
Thanks!
51 votes
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