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264 results found
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Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data
In an effort to move to more ACH payments, we would like an integration of a cloud-based, third party billing service. At our foundation, we have no interest in collecting our vendor and grantee's sensitive bank information and storing and entering it ourselves. That is why we believe a successful third-party billing option is the best way to go. We have heard that CSuite is experimenting with Bambora, however, upon our research, we find that this may not completely suit all our needs. Has CSuite looked into working with another billing service, like bill.com, for instance? If not, I suggest…
18 votes -
Stripe fee percentage
Stripes non-profit credit card fee is 2.2% +.30, it would be nice if we had the option to charge that exact fee amount in CSuite to prevent over charging our donors and causing confusion and extra activity on the fund statements. It should be a complete wash if the donor wants to cover the charge.
12 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Add Pending Label to Future Internal Transfer Grants on the Fund Holder Portal
How pending Internal Transfer grants are displayed on the destination funds portal is misleading. They appear to be complete but are not included in the balance above. Please add “pending” label to future grants under “recent contributions” on the grantees’ fund holder portal so that it is clear on both the destination and source fund portals.
12 votes -
Annual grant letter for an organization - customized merge fields
We would like to create a custom letter that exports all the grant data for an organization in a fiscal year - similar to a donation report for funds.
We are looking at ways to reduce the administrative burden on our grantee partners and one of the things we are looking at is reporting.
Currently in GLM we require our grant recipient organizations to complete a report for every single grant they receive. As some organizations receive over 10 general purposes grants a fiscal year, they have to complete 10 individual reports. To try and relieve this burden, we would…
14 votes -
Bring back counts in Fund Statement generation
See attached below. This is what it used to look like when I would generate fund statements (back before a lot of updates), I WOULD LOVE THIS FEATURE TO COME BACK!!!!
I generate the files but someone else reviews and it doesn’t provide a number now until the review is complete, which does not help me in making sure all have been accounted for prior to sending for review.
This is what shows now but it gives me the number AFTER the fact.
It would make my life so much more efficient to have this feature back in the generation…
14 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Grant letter edits
Would make such a difference if we could make the mini edits we often need to do in a letter (to personalize, make a small correction, etc.) right in the platform. Downloading to word in order to make the edits and then being left with no record of the actual letter sent unless we re-upload it to just an attached file just adds to the clicks and time to do the task.
11 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Fund Statement processing - (want counts back on main screen) and need ability to choose two criteria when selecting funds
We had used the counts to verify that we were getting the number of statements needed, now you can't see this until you are done with everything and have to open each batch to see counts. Not effective when you have another person doing the approvals.
We have multiple investment portfolios and with the change to fund statement processing it has been changed to one criteria selection. We like to keep the portfolio's separate to check that the investment return is posting accurately. Previously, when generating a batch of statements it would just notify you that some had already been…
15 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Outlook integration - attach to a fund or funds, profile or profiles and note type, and sticky; create a task
When we use outlook, we have to manually add the fund name and note type. We also have to manually add the sticky. Would be helpful if we could choose this. Would also be helpful to be able to create a task from the outlook email. And, if multiple funds/profiles could be chosen, bonus!
4 votes -
Opportunity Closed Date
Currently, when you mark an opportunity as closed, and select successful or unsuccessful, the system automatically stamps the opportunity with the current date and time. There is no option right now to select a prior date. Because we are linking funds to opportunities, I don't want to close it until that is complete. It would be helpful to select the closed date so that I can more accurately use this data in custom reports to view what closed in each month.
12 votes -
Add Org Contact to Profile Import
Would like to be able to add "contact" and "contact title" when using the bulk profile import to add organizations to CSuite. Currently, to do this in bulk, a profile import needs to be completed, then a bulk update for names to add the org contact name and title. It would be great to do this all in one step. Thanks for considering this!
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Indicate Required Fields on Catalog Request Form
In the Fund Advisor portal, on the Catalog Request Form, there is no indication (such as with an asterisk) which fields are required, so a NPO copmleting the form must click the submit button before they are advised which fields are required. It would be helpful if required fields could indicate they were required when the form is first loaded.
Currently, if they click the "next" button without completing ALL the required fields, it just clears out the form. Would also be helpful if we could add sub-directions for each field. For instance, put "max 200 characters" as sub-directions for…
13 votes -
Mass edit/delete fund links/profile fund categories
It would be great to be able to bulk edit or delete fund links/profile fund categories. We brought over a lot of fund associations from FIMS to help us until we got our data cleaned up. Now that our CSuite coding is complete, we no longer need many of these profile fund categories. Currently we have to manually remove them from each profile before deleting the code, which is very tedious.
11 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!
9 votes -
Develop Login Report that also shows Profiles logging in with PIN
Currently, the Fund Advisor Login Log only shows Fund Advisors who have logged into the Portal with Username and Password. Since most/all first-time portal users log in with email and PIN (and some may continue after that), we would like to be able to track all portal users that are logging in -- whether using username and password, and/or email and PIN. Currently, there's no visible record of portal users logging in by PIN. This results in things like receiving grant requests from Fund Advisors without a record of a fund advisor having logged in, and when portals are launched,…
12 votes -
Donor Portal should display only posted donations
Currently, if a user logs in to their donor portal, they are able to see donations that are in the "new" bucket - AKA donations that are not yet posted and may contain inaccuracies.
This has caused confusion for a couple of our donors, particularly those that are also fund advisors and contribute to their fund via check. If we've just entered the check donation but it has not yet been posted, the fund advisor could log-in, see a low balance on their fund advisor portal, but then go to their donor portal and see the "pending" donation, though it…
12 votes -
The Public Fund name should be used across the board on anything that is not completely internal.
The Public Fund name should be used across the board on anything and everything that is not completely internal. Currently, the INTERNAL fund name shows on the checks that go out to the DAF grantees and the confirmation emails that go out to the DAF Advisors when grants go out, which makes no sense at all. These show the donors and the recipients of their grants the wrong name for the fund.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Yearly tax receipt - would like to bulk email to those with emails and mail to those without emails
We would like to email our yearly tax receipts to donors, but if a profile doesn't have an email the bulk job doesn't complete and all of the profiles without emails are listed so we can add an email to the profile to them run the job again for emailing receipts. In many cases we don't have the donor's email (when they mail a check for example). It would be great if the job would complete and send to those with an email and then create an 'exception report' for those without an email so we can mail those receipts…
9 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Fund Advisor Login Log
It would be great if the Fund Advisor Login Log went back further and showed a complete history of logins. Currently, it only displays a set number of rows. Knowing the full history of login attempts would be very useful. Thanks for considering!
9 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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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…
6 votes -
Closing last month in fiscal year separate from closing year
Please leave the closing of the last month on fiscal year separate from closing the fiscal year. I like to close our last month while the audit is going on so nothing gets entered while they are working. After the audit is complete the fiscal year can be closed.
9 votes
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