- or
No existing idea results
- ~ No ideas found ~
1232 results found
-
Make radio button options more visible on giving hub checkout
Please make the choice between individual vs household vs org more visible. They're easy to miss!
That, or add the option for a customizable header for further instruction.
7 votes -
Fund Advisor Options - Donations and Grants Emails
We would love the option of toggling donations and grants notifications BY THE FUND for fund advisors. We add designated funds for our designated fund recipients so they can see previous year's grants, BUT we don't want them to receive the grants notification email when the grant is made, since some funds benefit more than one organization.
41 votes -
Download NACHA files by batch, not just date
Currently, I can only download a NACHA file by date. It would be easier if I also had the option to download a NACHA file by batch because sometimes I want to pay them on the same day but post them in separate batches. Or if I just forget one grant, currently I have to pay it on a different day.
7 votes -
Allow Fund Advisors to manage their notification settings
I think that the Fund Managers should be able to toggle the "Grant Notify" and "Donation Notify" buttons on our off at their leisure. It would be nice if this is something that they could have a hand in managing for themselves when they login to the portal.
9 votes -
Vendor Permissions Separate From Profile Permissions
Have the vendor area of a profile have different view, edit, delete, etc. permissions form the regular profile so that vendor info can be locked down to control payment information
13 votes -
Custom Reports
Is there a way, if not, could there be a way to filter the Custom Reports by employee. For example I'd like to only see my reports listed at times. Also, the headings of each area...could those be changed to a bold print or color print?
8 votes -
opportunity beneficiaries
The listing of beneficiary opportunities on the Org relationship tab is great. However, could you please add the donor's name on that listing? We don't know who these donors are because there is no name listed. This would be very helpful.
Thank you.3 votes -
Auto-populate & Log all emails in Grant Email Award Letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields. This would save so much time and not require staff to remember and manually add ccs each time. Alert notes don't even show up in the Email Grant Documents area so there's not an easy way to be reminded of who needs to be cced. There should be an option to automatically include more than just the primary email. Please also add any cc emails sent to the log of the grant and profile. Currently only the primary email is logged as sent even when a secondary cc email is included. This is important for tracking who received the grant letter and confirming it was sent. Thanks for considering!
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields. This would save so much time and not require staff to remember and manually add ccs each time. Alert notes don't even show up in the Email Grant Documents area so there's not an easy way to be reminded of who needs to be cced. There should be an option to automatically include more than just the primary email. Please also add any cc emails sent to the log of the grant and profile. Currently only the primary email…
6 votes -
tribute
Please add the ability for staff to edit non-notify tribute donations. Many times our donors make a tribute donation knowing that the person named is known to our community foundation, so they don't feel the need to fill in the notify fields. Other times, they don't know the address or email of the person/the family to notify, but our staff does.
Right now we are manually pulling that data for every non-notify tribute, increasing staff time on this administrative task. Also, our tribute lists are not accurate because these non-notify gifts do not show in it. We have had a family reach out to double-check that they had the full list of who gave in memory of their loved one and staff have missed names that should be on the list. If we could edit the non-notify gifts, we could have an accurate list of who gave a tribute gift for a certain person.Please add the ability for staff to edit non-notify tribute donations. Many times our donors make a tribute donation knowing that the person named is known to our community foundation, so they don't feel the need to fill in the notify fields. Other times, they don't know the address or email of the person/the family to notify, but our staff does.
Right now we are manually pulling that data for every non-notify tribute, increasing staff time on this administrative task. Also, our tribute lists are not accurate because these non-notify gifts do not show in it. We have had a…8 votes -
User Experience for "ADD" Button & Basket
It's great that Csuite tried to make updates to allow for donors to give to multiple requests from the main grant catalog page, but the user-experience needs improvement.
The "basket" is hard to find, and the new "ADD" button below each grant catalog request is not intuitive. Please change "ADD" to "ADD TO BASKET" or allow us to edit the "ADD" button language. (It's surprising this is not editable).
On mobile, the "Basket" is especially hard to find, buried under the menu, which is how most donors give. And, the basket total amount does not update on mobile like it does on a desktop browser.
It's great that Csuite made updates to allow for donors to give to multiple requests from the main grant catalog page, but the user-experience needs improvement.
It's great that Csuite tried to make updates to allow for donors to give to multiple requests from the main grant catalog page, but the user-experience needs improvement.
The "basket" is hard to find, and the new "ADD" button below each grant catalog request is not intuitive. Please change "ADD" to "ADD TO BASKET" or allow us to edit the "ADD" button language. (It's surprising this is not editable).
On mobile, the "Basket" is especially hard to find, buried under the menu, which is how most donors give. And, the basket total amount does not update on mobile like it…
5 votes -
Student Name Display on Scholarship Record
On a scholarship record the name from the profile comes over as Last Name, Title, First name. We would like to have student names read first, last retaining the ability to sort alphabetically by last name. This causes problems with the award letter(see previous ideas) and with the check name when we use the student as the payee- it comes out as Last Name, First Name. Most banks don't take that so we need to fiddle with it in excel.
19 votes -
Custom Fields on Scholarships
We need to be able to track scholarship specific information (such as associated high school, minimum award amounts, maximum award amounts, criteria, funding use limitations, etc.). Custom fields on scholarships that are REPORTABLE are needed! Custom fields on awards or funds won't suffice because a fund can have multiple scholarships and an award is too far downstream in the workflow. SLM doesn't allow for tracking of this information either so without custom fields in CSuite we are forced to continue tracking this information in Excel :(
18 votes -
Allow payable amounts to stay in checking during balance swap
Each fund has an option to keep spendable amounts in the checking account. We use this for all invested funds. For several long term grants, we post the grant long before it's paid which will take it out of spendable so our program staff doesn't overspend the fund. However, during the cash swap process, CSuite wants to roll those funds back into the investment. Since we've already committed those funds, we don't want them at risk in the market. The only current option is to remember to uncheck those transactions when balancing the asset accounts so it doesn't swap. This is not a great solution. We would much rather depend on the system than our memories!
Each fund has an option to keep spendable amounts in the checking account. We use this for all invested funds. For several long term grants, we post the grant long before it's paid which will take it out of spendable so our program staff doesn't overspend the fund. However, during the cash swap process, CSuite wants to roll those funds back into the investment. Since we've already committed those funds, we don't want them at risk in the market. The only current option is to remember to uncheck those transactions when balancing the asset accounts so it doesn't swap. This…
5 votes -
Expand Notification - Tasks and Notes
Currently the only notification related to tasks and notes is the notification that is sent to a user when they are assigned to a task that they do not own. If I add myself to a task I am creating, I would not receive an email.
It would be nice if the creator and anyone that the task is share with could receive a notification when any notes are added by the user that the task is assigned to.
6 votes -
Better Notes layout in Reports - include carriage return
When note text is output in reports it loses all carriage returns. This makes it rather difficult at times to read notes that have been laid out in a specific manner.
18 votes -
Opportunity Stage Adjustment
Currently, when attempting to sort the stages within an opportunity, you need to use the numeric sorting method -- I believe a drag & drop option could be more impactful and user-friendly. This style of sorting is seen throughout the Csuite and would benefit opportunities.
8 votes -
bequests
Money In / Bequest Pledge -- our foundation deals with complicated bequests every year which need detailed reports for our Audit. Please create the ability to have a Pledges-Bequest section which can be booked to our GL account for bequests receivable, which could map to our correct net assets GL code. Using Opportunities for bequests receivable does not allow for our desired Audit reporting requirements. We have experimented in the Sandbox for setting up bequests as a pledge, but currently it is too cumbersome having to constantly change the pledge default codes.
10 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!
4 votes -
Connected Profiles in Notes
While there is the current ability to copy (duplicate) notes, it would be extremely helpful to have a Connected Profiles field, just like we are able to do with Opportunities. That way, if a note needs to be updated/edited, all connected profiles will show the update/edit. As of now, we'd have to find all copies of the note and update/edit each one separately.
3 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 so we need the ability to easily send these notification emails to different individuals.
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…
3 votes
- Don't see your idea?