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Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”
"Microsoft Word 97 - 2003" file format is not compatible with Microsoft SharePoint. In this file format, you can’t use the “autosave” function, and multiple people are not able to collaborate in the document concurrently. Updating format to "Microsoft Word Document" will likely improve user workflows.
(Same with Word and Excel files in GLM/SLM. Will post idea there too)
36 votes -
History of Fund Advisors for a Fund
I would like to be able to see who has been a Fund Advisor for a specific fund over the course of time.
45 votes -
Admin Fee Edit
It would be very helpful to be able to edit the calculated admin fees prior to posting. Similar to how distributions/spending calculations can be edited prior to posting.
37 votes -
Add the ability to import custodial statements
We would like to be able to download account values directly into the Community Suite at least once each month to improve efficiency and keying errors. The best would be the ability to download daily market close information for each investment position held that post a price at market close and quarterly for investments which value once per quarter.
4 votes -
set distribution amount
For those funds that specify a dollar distribution (ex: $6,000/year), it would be nice to have the ability to create and apply that distribution type. I understand it can be modified during review but could be easily missed, particularly by newer staff. If there's a good work around I'd appreciate suggestions.
22 votes -
Wealth search third party software to integrate with CSuite
We are looking for a third party "wealth search" software to integrate with CSuite. iWave, DonorSearch and WealthEngine do not integrate with CSuite. Please partner with a third party for this type of software.
23 votes -
Portal / Dashboard: for campaigns
Be able to email / text an invite to campaign from a profile and/or campaign and when registered, not create a new profile. Ideally, have a user portal experience like the fund advisors. This would create ability to see donations, campaigns, ticket purchases, etc.
3 votes -
Attached files sorted most recent at the top (or options to select sort).
It would be helpful to see most recent activity at the top of the attached files instead of having to scroll down to the bottom or have an option to sort by whatever column you'd like.
42 votes -
Print/Generate Fund Statements grouped by Fund Advisor/Individual
Bring back the ability to pull all fund statements for funds under a specific fund advisor. Previous to the revamp of the fund statement workflow, there was an ability to select the Fund Statement ID for the specific month or quarter and to select "Print Individual." We could then generate a PDF file of all fund statements for that time period associated with a particular fund advisor. There is no way to do this in the new workflow, but we constantly have fund advisors calling and requesting all the fund statements for their funds. For those fund advisors managing more than one fund, pulling fund by fund just isn't efficient.
Bring back the ability to pull all fund statements for funds under a specific fund advisor. Previous to the revamp of the fund statement workflow, there was an ability to select the Fund Statement ID for the specific month or quarter and to select "Print Individual." We could then generate a PDF file of all fund statements for that time period associated with a particular fund advisor. There is no way to do this in the new workflow, but we constantly have fund advisors calling and requesting all the fund statements for their funds. For those fund advisors managing more…
31 votes -
Opportunity Tasks Notes Need to Show Up on the Fund
When marking an opportunity related task "done" and subsequently adding a note, the note shows up on the profile of the household and/or individual, but not on the fund profile DESPITE the fund field being specified. In normal notes, if you make a note in a profile and add the fund, the note will show up under the fund, too. This does not happen with the opportunity task notes, which is not efficient or streamlined. It would greatly enhance opportunities if the task notes show up under the fund designated in the notes, just like normal notes.
37 votes -
Create New Fund Online and Edit Existing Fund Online
As a foundation, I would like for community members visiting my website to be able to select "Start a Fund" from my website and enter details/intentions about that fund.
Additionally, when fund advisors are logged in to their existing fund through the portal, I would like them to be able to request changes to the fund: Ex.: investment strategy.
5 votes -
Admin Fee Report/Audit Support
When generating the admin fees, I would like to see the total calculation that the fee is being processed on. It shows in a description box but not in a column on it's own (nor does it show the total). Would be very helpful to make sure fees are calculating on portfolio balances accurately. This was something that FIMS included on their admin fee report, it showed both the full portfolio balance along with the fee column.
33 votes -
Display default payment type when entering grant
There should be a way to know that a grantee is set up to receive ACH payments while you are entering the grant. Right now I have to go all the way back to the profile to see if they are ACH. This would help when choosing what letter template to use.
19 votes -
Distribution Audit Details - Make available prior to posting
It would be highly beneficial for the Audit Details export information to be available prior to posting distributions. Without posting distributions first, the quarter ending values used to calculate distributions are not available. This makes it difficult to compare year over year data to ensure accuracy. Having the quarter ending values used in the distribution calculations prior to posting distributions would negate the need to run all distributions in Sandbox first. We discovered 2 errors in cSuite calculations due to posting in the sandbox where cSuite was not calculating QEV correctly. Access to these values first is paramount to quality review before posting.
It would be highly beneficial for the Audit Details export information to be available prior to posting distributions. Without posting distributions first, the quarter ending values used to calculate distributions are not available. This makes it difficult to compare year over year data to ensure accuracy. Having the quarter ending values used in the distribution calculations prior to posting distributions would negate the need to run all distributions in Sandbox first. We discovered 2 errors in cSuite calculations due to posting in the sandbox where cSuite was not calculating QEV correctly. Access to these values first is paramount to quality…
15 votes -
Turn off notifications when deactivating CSuite user
When we "Make Inactive" a CSuite user when an employee leaves, it should automatically turn off any notifications to that user.
Currently, we have to remember that a person is receiving "grant request notification" emails for example, and uncheck the box manually BEFORE deactivating the user, or else those emails will continue. Worse, when you go to see whether they are included in the list of people receiving this notification, their name won't even appear... which requires you to reactivate the user just to be able to turn the notifications off.
It's nice when you don't have to do these things after the fact, so that our user list accurately reflects the date we removed their access to the system, for audit purposes. Seems like this functionality should be baked into the deactivation of a user. Can you please consider adding it? Thank you.
When we "Make Inactive" a CSuite user when an employee leaves, it should automatically turn off any notifications to that user.
Currently, we have to remember that a person is receiving "grant request notification" emails for example, and uncheck the box manually BEFORE deactivating the user, or else those emails will continue. Worse, when you go to see whether they are included in the list of people receiving this notification, their name won't even appear... which requires you to reactivate the user just to be able to turn the notifications off.
It's nice when you don't have to do these…
41 votes -
investment strategy: option set a dollar amount
It would be nice to have the ability to set investment strategies by dollar amount and not just percentages. We have some funds that have multiple investment strategies and need to be able to hold a flat dollar amount rather than a percentage of the fund.
19 votes -
Custom Field Type - number option
It would be great to have a # option in the custom field types, that can then be counted or sorted like other numbers in a Report.
33 votes -
Recurring Grant: Calendar End Date Option
When entering a recurring grant through fund manager or directly through Csuite, there is currently no option to specifically enter a calendar end date. There is the option to choose the "number of recurring" or "max recurrence," but there is no option to choose an actual calendar year end date for the recurring grant. For example, if I want to end quarterly gifts on 1/5/2028 that began on 10/5/2021, instead of putting the end date as "1/5/2028" I actually have to count the recurrence as 26 and put in that specific number. The ability to put in a particular number of recurrences is useful in some situations, but awkward in other situations. It would be very helpful to have the option to name a specific calendar year end date (i.e. 10/5/2028) along with the option to enter a certain number of recurrences.
When entering a recurring grant through fund manager or directly through Csuite, there is currently no option to specifically enter a calendar end date. There is the option to choose the "number of recurring" or "max recurrence," but there is no option to choose an actual calendar year end date for the recurring grant. For example, if I want to end quarterly gifts on 1/5/2028 that began on 10/5/2021, instead of putting the end date as "1/5/2028" I actually have to count the recurrence as 26 and put in that specific number. The ability to put in a particular number…
41 votes -
Navigation: Shift-Select Multiple Checkboxes #letshifthappen
When filtering a custom report on a field with dozens or hundreds of entries (Ex: fund account listings) you currently need to check one... checkbox...at...a...time. This forced exercise in patience and eye-straining focus is simply unjust. We don't need the carpal tunnel injury lawyer sharks to start circling our Foundat dev team. Let's agree that the humane solution is to grant the user the civilized option to hold down shift while selecting between checkboxes, to auto check all the ones between them. Just 2 clicks needed for a range, not 200.
letshifthappen
48 votes -
Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.
We have donors who have designated multiple fund beneficiaries and request that one beneficiary receive a dollar amount, and then the others receive percentages of what is then available each year. Or several beneficiaries are to receive specific amounts and a final one to receive 100% of the residual. The work-around to set up recurring grants and process them before the percentages kick in is an opportunity for mistakes and is not sustainable for these perpetual grants. Please create the option of having a blend of percentages and fixed amounts so that we can fulfill donor intent efficiently. THANKS.
46 votes
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