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  1. Allow Custom Fields to help select a tax receipt template. For example, we have a custom field to indicate if a certain tax receipt should be tied to a fund. It would be great if when we change that field, the tax receipt template is then also updated. I know there is functionality to include funds to templates based on their group, subgroup, segment and division but those are fields already used that don't apply to how we want to differentiate our templates.

    2 votes

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  2. Can you PLEASE add an additional field to the securities section of the tax receipt? We need the Net Deposit Amount. We would also appreciate have the Fees as an option to pull onto our tax receipt. We would like to communicate to donors the amount that will show in their fund. Thanks so much.

    2 votes

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  3. For the fund level restriction coding Default Restriction has a reporting field name of "funit type Id" and "Fund Restriction" but Spendable restriction and Principal Restriction are "spendablefunittypeid," "spendablefunittypecode;" and "principalfunittypeid," "principalfunittypecode."The naming convention is not consistent with the front end field display, and is not intuitive. Additionally the Fund (Default) Restriction is available in custom reporting, the others are not, and in the fund export the Fund (Default) Restriction is not near the other fields. I would prefer them all to be consistent in naming, and all reportable in custom reporting.

    1 vote

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  4. Please update the website so the colors on the category buttons can be adjusted. Currently, there is no way to edit these, and they are illegible to users.

    2 votes

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  5. We will often build campaigns by adding/removing profiles based on the same parameters used in an earlier campaign, though the profiles themselves differ based on data updates: e.g. invitations to our annual reception, generating the e-newsletter mailing list. There are usually several steps required to correctly add profiles to these campaigns; we have been writing them down and recording them as notes attached to the campaigns (e.g. "filter profiles by profile type id=xyz and add as household; then filter donations by last donation date<xyz and remove from campaign," etc.) It would be wonderful if CSuite could record these steps for…

    3 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  6. Please provide a way for us to edit/delete an automatic pledge adjustment. There is no way to do that in the system, and if you accidentally miskey something that causes an automatic pledge adjustment, it's permanently recorded. This not only messes up the GL details, but it also creates an inaccurate pledge total amount that shows up in the system.

    Case in point, we accidentally added an extra number on a payment which then increased a pledge by $2.5 million. It was a simple mistake, pure accident. However, we're stuck now in perpetuity with the wrong figure showing on this…

    21 votes

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  7. Could C-Suite consider integrating single sign on capabilities with Microsoft 365 for employees? This would increase security and cut back on the number of passwords to maintain per user.

    7 votes

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    Planned  ·  2 comments  ·  Other  ·  Admin →
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  8. When campaigns are created for events, and a linked is shared to RSVP, is it possible, for people who RSVP with demographic information, for CSuite to identify if they already have a profile in our system? And if so, could it prompt them to update their demographic information in there profile?

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  9. Add a feature for grants that they can link to a Pledge on a profile. When someone gives a grant from a Pass-thru fund to a fund that they have a pledge, I am not able to link it. I need to cancel the payment.

    1 vote

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  10. In order to track our commitments, we would like to use GLM and have it sync to CS. The advantage to using it in GLM instead of recurring grants in CS, is that we can refer back to the commitment to see the awarded amount, what has been paid, and what is left to pay. The problem is, if it is a multi year commitment, when created, the total amount will hit the GL. We would only want the $ amount to hit the GL as it is being paid, not the full amount in the 1st year. Can this…

    1 vote

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  11. Add Organization Name and Contact Title as Template Fields for Grant Award letters. This addition will allow for proper acknowledgment of those fund advisors who advise Corporate DAFs and list their business address as their primary contact.

    1 vote

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  12. When entering the information to calculate interest on term investments in bulk, is there a way for the Select Dates for Interest Calculation Description to include the term investment “Investing Fund” or “Short Name”? This would be similar to the merge fields in the templates.

    When these entries are exported and sorted, there is no reference to what term investment the interest goes to.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. It would be nice to assign yearly tax receipts based on funds similar to regular tax receipts. We only send yearly receipts to our annual campaign fund donors. There is no way to segregate these tax receipts at this time.

    3 votes

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  14. Create a way to add different "Alert Areas". We can add additional Notes/Task types, it would be great to add additional alert types, or enable a sticky note to be pasted to the main profile or fund page.

    3 votes

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  15. It would be nice to have to ability to close a Functional Expense, similar to how you can close a GL Account. We use a lot of Functional Expense codes, some of which are not being used anymore, and it would be nice to be able to hide those from the list without deleting them entirely.

    3 votes

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  16. Would like the ability to create a custom report for an event campaign guest list. Ideally all fields from the "Guest List" export (located in the campaign profiles tab) would be included as well as "work organization" and "work title" from an individual profile.

    Use case: Professional advisors attend an event and are invited by an organization that is not their employer. When printing name tags for the event, if a profile has a work organization and title, would like to pull this information onto the name tags (not the organization that registered the individual for the event).

    14 votes

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  17. Copied task from an idea that was flagged "implemented" ... it is not implemented!

    It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up like notes do (or at least having that option for them to show up). We are used to the "contacts" tab in FIMS which both informed the team of communications between donors and staff as well as provided an option to follow up if necessary. Thanks

    12 votes

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    Proposed Idea  ·  3 comments  ·  Profiles  ·  Admin →
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  18. Please can you revisit the idea of allowing tax receipt to be sent to multiple contacts on a profile even when sending in bulk. Please also give us the possibility to have a copy of the communication sent to our system email.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Please add the donation advisor field to the donation import file for bulk donation uploads. This would be extraordinarily helpful for our workplace giving program.

    3 votes

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  20. It would be helpful if we could nest one opportunity within another. For instance, we use an Opportunity to track our relationships with BIPOC donors, focusing on engagement rather than immediate fundraising goals. It would be ideal to add this relationship-building Opportunity under a larger, overarching Opportunity, such as New Fund or Legacy Society.

    1 vote

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