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1042 results found
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Use Existing Statement Accounts in Financial Views
Please allow for pre-built statement accounts to be selected/utilized when building out a new financial view.
When building financial views currently, the accounts must be re-selected for each financial view when netting them together.
Instead, it would be better if we could pick from an existing list of statement accounts as they already have the related accounts netted together and renamed. Of course, it would still be nice to have the option to choose within the financial view as well without impacting the existing statement accounts.
11 votes -
Ability to edit labels in WORD doc
Please add the ability to edit labels in a WORD doc for tax receipts/donations and export labels in campaigns. This saves us precious processing time.
22 votes -
FA Donation notifications should include tribute information
Fund Advisor donation notifications currently don't include tribute information, if the donation has been made in honour/memory of someone. It would be helpful if that was a field that could be added to donation notifications, as it's very important to some of our fund advisors to keep track of this for their own fundraising purposes.
73 votes -
Ability to Rename "Other Foundation Funds"
Please add the option to rename "Other foundation funds" in the Portal when fund advisors submit grant requests (Grant Request > Previous Grantee > Other Foundation Funds). Changing the name would help fund advisors better understand how to use this drop down.
9 votes -
Allow Profile Edit on a Per Designation Basis
Please change the Allow Profile Edit setting in Portal Settings to be on a per designation basis as opposed to an all-or-nothing setting.
For instance, it would be great to allow fund advisor to edit their profile information in the portal but restrict nonprofits from doing so. This is not currently possible as the Allow Profile Edit setting applies to all or none depending on whether or not it is enabled.
Essentially, include the Allow Profile Edit checkbox on each designations' settings as opposed to just the general profile settings.
10 votes -
Detail Trial Balance - Add to Left Menu
Add Detail Trial Balance to the list of reports on the left menu when in a fund record. Right now, if we go into a fund record we have to select Trial Balance, then the date, then go back to reports and select Detail Trial Balance and then adjust the date range.
7 votes -
Multiple Opportunity Beneficiaries
(Reposting an archived idea) Please add the ability to link multiple beneficiary profiles to one opportunity. It is common for us to track gifts (e.g. bequests or planned gifts) that will end up benefiting multiple organizations in our community, and we would like to be able to report on opportunities benefiting each organization without having to create duplicate opportunities for each beneficiary of a gift.
11 votes -
Page Titles Reflect Navigation & Tab Changes
When you change the Navigation or Tab, these changes should extend to the title on the page. For example, currently if you change the left side navigation "Donations" to "Gifts", Donations will still show on the inside of the page above the listing of the gifts.
7 votes -
Online silent auction
An option for an online silent auction including a way to add photos of the item and logos of donating business. Include a payment link for the winners.
Basically, the same function as a site like Givergy but all built in to this system.7 votes -
Online Donation Email Subject
Please implement content for the subject of an online donation email. There is currently a content area for the body of this email, but not for the subject of this email.
8 votes -
Display age based on birthday
Calculate and display the age based on the profile date of birth.
9 votes -
List Cart Emails
Love the new option to send emails to fundholders who still have grants left in their cart. Currently the only option is to send emails to all fundholders on list. Is there a way to select individual donors who would be receiving the email?
11 votes -
Foundant for Outlook add-in: add date to note
Please bring over the date of the email when the Foundant add-in is used to copy an email to a note in CSuite from Outlook. Currently the note date is the date the email is copied (even if that is not the day the email was sent/received), and the original email send date is not recorded anywhere in the body of the CSuite note.
12 votes -
maria casey
I would like to propose a change of the drop-down "ACTION" choices. Instead of the current default "replace with validated address" have the "Do nothing" as the default. This is helpful and will save time because profiles may have old addresses that we dont need to touch. Choosing the "do nothing" as the default will allow us to only click what is needed. Also, change the caps to lower, as someone else suggested, please. Thank you
5 votes -
default text in content
Could you create a setting in system data that allows users to set organization-wide default content settings for font family (i.e. all content uses Arial font)?
This would help us ensure that all the content in all the possible places could be the same font type, in line with our brand standards and creating a necessary professional look. Since content exists in CS in so many places, it would be much more difficult to check all the spots and settings one by one.
20 votes -
Expand Reports for Opportunities
With thanks to @Jessika Ellis: We really need this
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp Task Name field, Stage Name, AND Task Description text field
Note custom report pulls in:
Task Type Name field +
full Note Text field
Ref Name field shows Opportunity ID#, BUT no Label/Name etc field for the Profile associated with the Opportunity, and no Task Description fieldOpportunity custom report pulls in:
Profile ID#/Label etc fields
Stage Name
Opportunity Type Name, BUT no fields for Task Name, Task Description, or any Note fieldsFor full integrated reporting, one custom report should have all these possible Available Fields, with both names (of Stages, Task Type, Opportunity Type) and ID#s as options, and certainly with the ability to capture the 'full' contents of an Opportunity record with Note and Descriptions text.
With thanks to @Jessika Ellis: We really need this
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp…
5 votes -
Grant Catalog Donate vs. Grant Request Options
In the new portal, when a grant catalog is visible to fund advisors there are two options after you choose to donate to the grant catalog - 1. complete a donation through the Giving Hub, 2. choose Grant Request to request a grant through the fund advisor's DAF. We currently only market our Grant Catalogs to our DAF holders to encourage them to use their DAF spendables to support local non-profits. It is confusing to have both options available. Could the "Donate" option be turned on or off at our discretion instead of always included?
16 votes -
New Fund Advisor Portal Grant Request Style
The Legacy Fund Advisor Grant Request page had a "side by side" styling with "instructions" on the left and the grant request submissions on the "right". The new Fund Advisor portal Grant Request page has a "vertical Top to Bottom" style so that the "instructions" or Header is on the top and the grant submission are on the bottom. Unfortunately, this means that the Fund Advisor cannot see the listing of their grant requests in the Cart which means that unless they scroll down, they cannot see the final step "Review and Submit" button that must be clicked on to finalize the grant request. This will leave many grant requests unsubmitted in the cart. Can the style be changed or somehow each "grant request page" can have it's own style? The header needs to allow for instructions for this new portal but it will result in many grants being left in the cart.
The Legacy Fund Advisor Grant Request page had a "side by side" styling with "instructions" on the left and the grant request submissions on the "right". The new Fund Advisor portal Grant Request page has a "vertical Top to Bottom" style so that the "instructions" or Header is on the top and the grant submission are on the bottom. Unfortunately, this means that the Fund Advisor cannot see the listing of their grant requests in the Cart which means that unless they scroll down, they cannot see the final step "Review and Submit" button that must be clicked on to…
14 votes -
Upload IDs - Legacy Profile Code
It would be extremely helpful to us, as we continue to clean up our data after implementation, to be able to create reports, and group profiles, by Uploading Legacy Profile Code IDs. We're still grabbing data from our previous system, and those records do not have any connection to their counterpart Profile Id in CSuite.
5 votes -
Hide/Archive Option for Templates
Since it is not currently possible to delete templates that have grants/donations attached to it, it would be super helpful to be able to "hide" or "archive" old templates. Since so many hands touch these systems over time, it can get pretty overwhelming and difficult for anyone using the system.
8 votes
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