1259 results found
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Grant Document Template Field listed in Grant Report
Hi, it would be great if we could pull the grant template/document name field from the grant report. We need to be able to filter by this field in the merge file so we can print four different cover letters.
7 votes -
Cart Button for Affiliates in Portal
When an affiliate logs into the portal and submits grant requests, the "cart" button does not appear for them. They must go to the left hand navigation to navigate to the Grant Requests page where the grants are in the cart. It would make more sense for them to have the same "cart" button appear like other funds.
12 votes -
USPS Address Validation - Spell out city name
When validating addresses in CSuite with the USPS validation, please spell out the entire city name as preferred by the post office (see screenshot below) instead of abbreviating city names that are 13 or more characters.
16 votes -
dashboard
The dashboards for grants and donations are excellent It would be amazing to have something similar for reporting on our organization's finances and investment performance. Graphic presentation of info is important to our finance committee, and it seems a shame to have to create everything manually from exported reports now that CSuite has dashboard capabilities.
Create a dashboard for financial performance. (budget YTD and full year, year over year, trends, etc.) Allow user to select and save filters (accounts, fund groups, etc.)
6 votes -
Toggle off closed accounts in bank reconcile
I would like to be able to toggle off the closed accounts in the bank reconciliation page. I see the sense in being able to see them sometimes, but I think the reconciliation page will become cluttered over time.
46 votes -
Need to easily confirm data within the Data Visualization Tool
The data visualization tool is a great addition. However, I would like to be able to review and check the data that is being pulled into the charts, numbers, and graphs. Currently the only way to check the data is to create a separate custom report, and then cross check with the data visualization. Ideally, I should be able to click on a chart/graph/number in the data visualization tool and it should automatically bring up the data that is being pulled into the visualization. Manually creating a separate report to check each data point is a bit frustrating and redundant.
11 votes -
Pay email for customer invoices
When we email customer invoices the primary email is the default email, even if there is a separately marked pay email on the profile. Invoices should default to going to the pay address, not the primary. If you email invoices individually you can select what email address to use but you can't see which email is marked primary or pay unless you go back to the profile which is tedious, and the bulk email does not even list the option to switch the recipient email . We have some organizations we email invoices to and also email grant letters to…
4 votes -
unused check
We should be able to add multiple unused checks at one time in a batch instead of needing to add them one by one. For example, if you have a printer error and need to mark 30+ checks as unused this is very tedious to do one by one.
4 votes -
% Probability Field within Opportunities
I would love if there were a % probability field within opportunities for development/philanthropic services financial projections & reporting!
14 votes -
Fundraising Campaign - Goal Thermometer
We noticed the new feature you added for using Campaigns in fundraising—it's a great addition and works well for efforts like the annual appeal or other targeted campaigns. It would be even more exciting and engaging if a goal thermometer could update in real time as gifts are received. That visual element could really help boost motivation and momentum!
23 votes -
aallieri@cfpbmc.org
Enable entry of Grant Type on Refund Grants to ensure accurate grant reporting. This will allow grants to be correctly grouped by Grant Type in reporting. Currently, capturing this information requires manual adjustments in Excel after exporting the report.
6 votes -
Fund Advisor Portal Inconsistencies
Adding a fund to the grant catalog functions differently in the fund portal-facing catalog than it does in the public-facing catalog. There are also differences in how funds function when added to a portal-facing catalog, as opposed to all other imported requests. I’ll give an example and explain the problems this presents.
In the portal-facing catalog, there is no “Learn More” button. This is inconsistent with the “Learn More” buttons on other requests imported from GLM or added manually. Additionally, clicking on a fund does not take you to an intermediary screen to read the full fund description (as do…8 votes -
Duplicate Issue -- Accents
Within the Duplicates option, any duplicate profiles that have accents or umlauts are not able to be deduplicated from the current workflow being:
Profiles>Duplicates> then clicking the accented name.
In lieu of returning a page where you can merge the profiles, you get a yellow warning that says "Not Found". Therefore, foundations with more individuals/names with accented names are not able to fully use the dedupe functions.
24 votes -
Require Primary Advisor Approval
Require Primary Advisor Approval - Multiple Advisors
On a fund with multiple advisors, currently only one Primary may be indicated when requiring approval of a grant request. If someone other than the Primary submits a request, the Primary is notified to log in and approve the request. If the Primary submits a request, none of the other advisors are notified for approval. We need to be able to require equal approval from all advisors, so that when any advisor makes a grant request, the other advisors will be prompted to log in for approval.
13 votes -
aallieri@cfpbmc.org
Allow new Chat box to pop out so can still see when moving from the page where it was initiated. This feature was available with the old chat.
8 votes -
password
Many of our donors or grantees with access to the portal are having trouble setting (or resetting) a password because there is no guidance on the login page for what their passwords must contain, i.e. minimum characters, special characters, etc. I asked support if we could add info on the login page but they said, currently, there is no ability to do this. Please vote and thanks for considering!
5 votes -
Automatically add late fees to overdue invoices
It would be helpful to add the ability to set a late fee that is automatically applied to overdue invoices.
4 votes -
Add a total to the AR Detail page
The AR Detail screen gives you totals for each timeframe. It would also be helpful to list an overall total for that profile, like listed on the main AR page.
4 votes -
Task Description Field
Can the task description field be a long text field instead of a short text field? Also would be great to make this a rich text field so we can add bullet points. We like to create a general task with more information on what is needed to complete the task.
4 votes -
Single Year End Receipt for Recurring Donations
Please integrate an option for a yearly consolidated tax receipt that would issue a single tax receipt number for all annual recurring donations, instead of having to send12 separate receipts at year end. This is standard practice in Canada and is required to comply with Canadian law/CRA. We are not able to send a summary document with all receipt numbers listed, although being able to attach a summary to the single receipt is nice, but not necessary.
4 votes
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