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815 results found
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New Login Screen - Default to PIN
The new functionality to get MFA by email has now ADDED more clicks for users who have been regularly using MFA apps/PIN. Now we have to select the PIN option before entering. Can we make PIN the default and if someone wants the code by email, they can click that option? Usability and the number of clicks a normal user has to make really needs to be taken into account when making updates to the system. New functionality should try to avoid add more work to the common user.
10 votes -
Stripe Terminal
Currently only one person can be assigned to a Stripe Terminal and therefore is the only person that can process payments. We hold multiple events where different staff members will need access. Please add the option of multiple users per terminal. There could be a check box list of all users for our foundation and we could select which ones could have access. Thank you!
15 votes -
Donor Portal suggestion to increase visibility of Create Grant Request
A donor requested that we make the CREATE GRANT REQUEST button larger/more visible so making a grant request is more intuitive on the new portal.
3 votes -
Return to PROFILE instead of campaign when deleting from campaign
When I'm looking at a profile, under Engagement, there's an option to delete the profile from a campaign. The problem I'm having is that after choosing delete, I'm taken to the CAMPAIGN instead of back to the profile so that I can delete it from other campaigns or make a note. It makes more sense to me, and would improve my work flow, if the system returned me back to the profile where I started.
Related to this, it would be helpful to have a Delete button on the archived campaigns found under List All Campaigns within a profile, rather than having to search each campaign. Or perhaps there can be a "delete from all campaigns" button, considering you can't delete a profile attached to a campaign.
If it's not possible to return to the profile, it would be helpful to have a "Recently viewed profile" area on the dashboard for quick access. I'm constantly having to search for the same profile over and over again. This would be helpful in a lot of situations, so if it makes sense to have this as a separate idea, I'm more than happy to do that.
When I'm looking at a profile, under Engagement, there's an option to delete the profile from a campaign. The problem I'm having is that after choosing delete, I'm taken to the CAMPAIGN instead of back to the profile so that I can delete it from other campaigns or make a note. It makes more sense to me, and would improve my work flow, if the system returned me back to the profile where I started.
Related to this, it would be helpful to have a Delete button on the archived campaigns found under List All Campaigns within a profile, rather…
6 votes -
Option to Sort Custom Reports by Date Last Run
On the Custom Reports page, have option to sort by Date Last Run oldest - newest. This would help with cleaning up old reports if the report list is lengthy and if they haven't been run in a few years.
6 votes -
"Logout" button design and position in Csuite
I would like to see the design and position of the "Logout" button to be changed within Csuite so it's easily distinguished from "Portal," "Reports" and the other menu options.
Most user interfaces have the logout option at one corner of a page and usually the font or design is different so it's not mistaken for another menu option. After the update adding the "Portal" option to the menu bar at the top of CSuite, I find myself sometimes misclicking and accidentally logging myself out.
8 votes -
Portal: Change Profile Content Area
Please add a content area to the "change profile" page of the Portal. If someone logs in and has multiple profiles associated with the same primary email address, it would be great to have the ability to add some instructions for our fund advisors, donors, etc. about which profile to select in order to accomplish their desired task (donate, grant request, etc.). Thanks!
3 votes -
GLM/SLM changes syncing with csuite profiles
Please add a notification of some kind when a csuite profile's address, phone, email has been updated due this updated information provided in GLM (and vice versa; when GLM is changed due to csuite change) We are finding this out after the fact and GLM contact information has overridden existing intentional csuite profile information. If we received notice when the data update happens, we can make an informed decision for data accuracy.
24 votes -
Custom Sort Order for Checks & Letters
It would be very helpful if we we could customize the order in which checks and check letters were sorted. We would like to be able to sort by the Grant Letter template. We have eight difficult templates that involve multiple constituencies and a number of letters. If they were grouped, we could process each type all at once which would reduce the opportunity for errors when processing the mailing.
16 votes -
Add Proxy Information in System Log when Login As is used - Audit Purposes
When I login as another CSuite User and then make an update, the system log shows the action was made by the CSuite User, not by me proxied in as the CSuite user. Is there any way for you to record in the system log when an action has been completed by someone else proxied in as the user? We feel this is critical for audit purposes.
6 votes -
All Bulk Update Files Consolidated into a Single Bulk Update File
When Bulk Updating profiles, there are four different files to bulk update the profiles with. When editing profiles, we usually need to update all four areas of the profile and this requires us to download and manipulate all four.
Instead, it would be better if they were consolidated into a single file/sheet so we could update all of those fields in one go. This would make this process much less tedious and allow us to make one bulk edit, instead of four individual bulk edits.
We aren't asking to get rid of the four individual bulk update files, but instead, add a fifth option that has all fields in one file.
When Bulk Updating profiles, there are four different files to bulk update the profiles with. When editing profiles, we usually need to update all four areas of the profile and this requires us to download and manipulate all four.
Instead, it would be better if they were consolidated into a single file/sheet so we could update all of those fields in one go. This would make this process much less tedious and allow us to make one bulk edit, instead of four individual bulk edits.
We aren't asking to get rid of the four individual bulk update files, but instead,…
8 votes -
Unique URLs to Easily Share Reports
It would be great to be able to email a URL link for a Report, so Users can quickly access shared reports, rather than having to tell them the report name and hope they find it on their own. Currently URL for all reports is: https://columbusfdn.fcsuite.com/erp/report/display
I know there is functionality to email reports, but those don't have live links to profiles, so that is less ideal for many projects and processes.
17 votes -
Primary email for grant letters
It would be SO helpful for the primary email that gets pulled in to email grant letters be for the development person (or whoever should get the letter). This is usually different than the primary email for the grantee (CEO, info account, etc.). I think the best way to do this is on the profile have the ability to mark an email for specific tasks (primary, grant letter recipient, etc.). Thanks!
4 votes -
Grant Catalog in Left Menu of new Portal
In the new portal, the Grant Catalog feature is "hidden" behind multiple clicks. Previously, when there was an active Grant Catalog the tab showed at the top alongside all other tabs. Those tabs are now on the left menu in the new portal, but the Grant Catalog information can only be found after you click Grants - adding in an additional click. Our donors have found this to be confusing and hard to find. Could the Grant Catalog be pulled to the left menu?
6 votes -
It would be helpful if anonymous grants were marked in red.
When a donor checks the anonymous box after submitting a grant request online from their DAF, it would be extremely helpful if this was emphasized somehow.
6 votes -
Fund Anniversary/Upcoming Anniversary Reporting Functionality
I am in a strategic process here at the Foundation thinking through further ways to engage fundholders and we would like to pursue using the “Fund Open Date” data to acknowledge anniversaries.
Currently, reporting will allow "Fund Open Date" field to be pulled by Month (regardless of year) but Relative date options are tied to year and will not produce a whole list.
I’m able to pull the report and work in excel, but wanted to work with y’all if there might be a non-external way to do this entirely on the CSuite system.
Desired improvement would be a functionality within Reports or elsewhere where milestone (especially "Upcoming") events are easily alerted and tracked to engage donors. A quick reference to "Upcoming fund open anniversaries" or "Upcoming Birthdays" would be a fruitful improvement to allow less external data manipulation.
Thank you for your consideration.
I am in a strategic process here at the Foundation thinking through further ways to engage fundholders and we would like to pursue using the “Fund Open Date” data to acknowledge anniversaries.
Currently, reporting will allow "Fund Open Date" field to be pulled by Month (regardless of year) but Relative date options are tied to year and will not produce a whole list.
I’m able to pull the report and work in excel, but wanted to work with y’all if there might be a non-external way to do this entirely on the CSuite system.
Desired improvement would be a functionality…
64 votes -
Balance Sheet Liabilities List Order
Traditionally in financial statements, long-term liabilities are listed after current liabilities. Currently, it's the opposite, long-term liabilities are listed before other liabilities.
18 votes -
Budget Reporting
Greater Milwaukee Foundation would like a more finance-oriented approach to financial statements and variances. Specifically, when looking that the budget variances on the Income Statement/Budget Column option, the revenue section is correct in that the variance is 'actual minus budget'. However, the expense section is backwards, and should be 'budget minus actual'. We currently have to edit this in excel.
19 votes -
Edit a Pledge
Please offer an option to edit a pledge after it's creation; whether it be to change the amount (accidental zeroes happen!) or change the donor from a household to an individual, it should be allowed to edit. Having to delete or 'write off' a pledge if a mistake occurs can have large and messy complications in our financials. This was posted previously but did not get moved along. Thank you!
16 votes -
giving hub
It would be great if a fundholder could make a credit card donation to their fund through the Fund Advisor Portal, rather than through the public webpage of the giving hub. We would prefer if not all our funds were listed on the giving hub, since most of our funds are not trying to publicly fundraise and some of the funds would like to be anonymous. However, if we make a fund "private" a fundholder can no longer contribute money to their fund via a credit card donation on the giving hub. Thank you for your consideration!
4 votesA fund holder will be able to donate to their own private fund when logged into the new portal. The new portal must be enabled, and the profile must be logged in as a Fund Advisor. Their private funds then display after the promoted funds when they select donate.
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