974 results found
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check labels
ALL labels and envelopes should be downloadable in Word for easy editing. The area where they are not that I have had issues with today is in check batches. I use that feature when we do our large designated check run each year and the labels always need adjusted. Even with Acrobat Pro, this is difficult to do.
6 votes -
Add Arrow to Drop-Down List When Making a Grant Recommendation
In the new Portal, when a fund advisor is making a grant recommendation under the 'Choosing from a Previous Grantee or Fund' option, can you add a drop-down arrow in white boxes so that the advisor knows to click in the box for a drop-down list?
5 votes -
Fund Design - Permission for adding fund images and description(s)
Our Communications team would like to be able to add photos and fund descriptions but we are very hesitant to give them full fund edit permission. Can you provide a new "Fund Design" permission so that this can be accomplished?
14 votes -
All in One Master Report
A common issue when reporting is building multiple different types of custom reports to pull all necessary data. This splits the information across multiple reports and requires Excel knowledge to combine them together. Instead, it would be much better if there was a single report that had all of the most commonly used/reported fields.
Most of the custom reports in CSuite contain many extraneous fields that are never even reported on. Given that trying to load every single one of the fields on a page would be difficult, let's ignore the unused and un-reported fields and include only the most…
18 votes -
Add primary label to email and phone number on profile area of portal
"Primary Address" is labeled in the profile area of the Portal but Phone/Email are not. Suggest adding Primary to Phone and Email labels to reinforce the user may have additional contact information on file.
4 votes -
Editable Unique URL for Funds
It would be great to have the option to customize the fund URLs so they are more donor-friendly and better reflect the fund name. Instead of a URL like /create/fund?funit_id=xxxx, it would be nice to have something like /donate/EarlyChildhoodEducation.
12 votes -
Grant Approver: Easier way to create new approver
Provide the functionality to be able to either copy a grant approver to another grant approver, mirroring the funds they can approve, or allow for bulk adding of funds to a grant approver based on fund group.
33 votes -
Add Yearly-Tax Receipt to Portal in Files or Statements
Create option to generate yearly tax receipts via a template (like we can with Fund Statements) that we can add to the portal in either Statements or Files. Currently donors can see and print their receipts individually, but not a yearly tax receipt. A yearly tax receipt on the portal would be an great addition!
7 votes -
Add Portal Content Areas for Grant History and Recurring Grants
Please add content areas in the Portal for the Grant History and Recurring Grants Secondary Navigation areas. All other secondary navigation areas appear to have this option. Thank you.
7 votes -
E-Tickets for Events in CSuite
It would be great to have the ability to generate an event ticket that the attendees could show to get into the event instead of needing a paper ticket to enter.
Bonus points if there could be a QR Code or other scannable barcode generated that would auto-mark them as attended in CSuite.
13 votes -
aallieri@cfpbmc.org
Create pop up window upon logging into CS showing all tasks assigned to the login email that are due or overdue.
7 votes -
Serial Numbers for Tributes
Please allow for the serial number functionality that can be enabled for tax receipts to also be an option for tribute notifications. At this time, what is sent out for the tribute notification is not captured in the system (the "receipt" PDF specifically).
Currently, CSuite allows for tax receipts to be serialized. It would be amazing if the Tribute Notifications allowed for this as well to see what was sent out and when.
6 votes -
Grantee Report by year
Want to be able to pull up a fund or multiple funds grantee history, and have it show the years along the top, with grantees along the side and each grant made to that grantee under its year made without doing a pivot table from the data. See attached example.
7 votes -
Allow Grant Catalog content to be customized
If you visit a grant catalog while it is closed (specifically the URL of a specific grant request), the text is not customizable. Right now, it says "Sorry, that grant cycle is closed," which I think is unfriendly and almost unprofessional? There's not even a period at the end of the sentence. I'd love to be able to edit this content.
13 votes -
Hide or Deactivate Letter Template
There is a closed post related to this but it still doesn't seem to be resolved: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46455940-inactivate-a-letter-template
I'd like to be able to hide, delete, or deactivate a grant letter template even if it has been used with a check. When used with a check, you cannot delete a template. This would help clean up the list of available grant letter templates to choose from when some become defunct.
6 votes -
Improve Functionality of Adding Profiles to a Campaign
Right now, if you add profile groups from the campaign directly, or from a report, you get four option buttons for how to add them (see attached screenshots). If you add profiles to a campaign from some other part of CSuite, such as a search and filtered group, for some odd reason it only gives you two of those options instead of all four. Why? That doesn't make any sense. Can you please change the system so that all four of those options come up wherever you add profiles from to a campaign? Thank you.
16 votes -
Dedupe by address and also by "similar" name.
Please add the ability to dedupe by address and also by "similar" name. Right now, the dedupe feature will not allow us to dedupe by address. That needs to be added. Also, the majority of dupes in organizations systems are not there because the are exact matches, they are there because of small differences. Such as Robert vs Bob Smith or 106 10th Avenue vs 106 Tenth Ave. I have worked with many other CRM's that could detect "similar profiles" (i.e. the name is slightly different but the address is the same, etc.) and offer them up for suggestions for…
15 votes -
Accept Combination of $ and , entered in Grant Request Amount on Portal
When creating a grant request, an error is still presenting if the user enters a dollar sign and a comma in the Amount field.
It does not error out if they only enter one of these.
Can you strip out the characters rather than display an error message?
5 votes -
From Portal - List all Fund Advisor's Funds at Top on Giving Hub
When a Fund Advisor clicks on "Donate" from the new Portal, they go to the Giving Hub and are presented with a list of their funds and promoted funds.
As of a release made in January 2025, their Private funds are listed first, followed by a mixture of their not private funds and our promoted funds listed in alpha order.
This is confusing for our fund advisors because they are not thinking about whether the fund is private or not, and it is not clear why their funds are in a mixed sort order.
Is it possible to list all…
5 votes -
Fund Reminders
Can we create a reminder when a fund reaches a certain age or balance that is sent to our outlook?
5 votes
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