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1476 results found
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Enable Charity Check Option from the Voucher Bucket
Grants can sometimes remain in the voucher bucket for extended periods and may require a charity check before processing. Currently, there is no option to perform this directly from the voucher bucket.
Allowing users to initiate a charity check from the voucher bucket would streamline workflows, reduce extra navigation, and help ensure compliance for grants that have been pending for longer periods.
TCF4 votes -
Use more consistent names and labels functions in Csuite
Why is called "duplicate" in one screen and "copy" in another. Please use consistent names and labels for functions in Csuite.
3 votes -
Show Tribute Type in the Tribute Search
Show Tribute Type in the Tribute Search. There are often Honor/Memorial tributes for the same Tribute Name - CSuite requires the type to be defined.
4 votes -
Adding multiple campaigns to one donation
Adding this again...
The ability to add multiple campaigns to one donation would come in handy. Sometimes there are events that two campaigns would apply.
i.e. We have a anniversary campaign that goes all year, but a donation might come through that meets that criteria and it was given at an event, so we'd like to add it to that campaign as well.
2 votes -
Fund List Group Count
When you look at the fund list and pull by group, there is no count of how many funds are in that group. It would be nice to have a number, maybe at the bottom of the list, that tells you exactly how many funds make up that group. We advertise what types of funds we have, scholarship, endowed, etc. and being able to quickly look at how many would be very beneficial.
Currently we have to hand count from the screen or copy/paste into an excel document to count. Something that should be very easy is made very difficult.
7 votes -
Interfund transfer and promises
We would like to be able to apply an interfund transfer to a Promise as payment.
16 votes -
Internal Grants in Bulk
Can a process be created where we can upload in bulk internal grants? Each year there are many funds in Community Suite that transfer funds to our Grant Making fund. It would be quicker and easier if this were able to be completed with a CSV upload instead of having to do all the steps of an internal grant multiple times.
7 votes -
Recurring Grants Need to Populate in the Request Window Automatically Whenever they Come Due
Recurring grants are not automatically added to the main grant bucket when they come due, whether monthly or annually. Instead, you have to manually open the recurring grants section and move them over yourself. This creates a risk of missing scheduled grants, especially if you only have a few. Automatically moving recurring grants into the main grant bucket at the appropriate time would prevent these oversights.
5 votes -
populate household address
When creating individual profiles from an existing household profile, please automatically populate the household address.
22 votes -
Add Donation Advisor as Receipt Template Merge Field
Simple, or maybe not so simple, request to add “donation advisor” as a receipt merge field option.
For us this would allow build out of conditional formatting related to acknowledgement of Donor Advised Gifts. See original support email below for reasoning and/or more details.
I was hoping you could help us finalize a new template we are developing for our “simple acknowledgement” receipt. This is the version we use when we want to provide a record of the gift but intentionally do not include tax language.
The issue we are running into is that I have not been able to locate the correct merge field for “donation advisor.”
What we are hoping to accomplish is to include conditional formatting that acknowledges gifts advised through other organizations. We currently only use the advisor field when a contribution comes from a source like another donor advised fund, so we are trying to apply logic similar to what we use successfully for tribute gifts.
In plain terms, we are aiming for:
If “advisor” is not blank, then display:
“We have received the grant you suggested from {{recognition_name}}.”Here is an example of similar conditional logic we have working:
IF "{{tributetype}}" <> "" "Your gift {{tributename}} will be acknowledged to the family." ""And here is what we have so far for this line:
IF "{{NEED ADVISOR TAG HERE}}" <> "" "We have received the grant you suggested from {{recognition_name}}." ""Simple, or maybe not so simple, request to add “donation advisor” as a receipt merge field option.
For us this would allow build out of conditional formatting related to acknowledgement of Donor Advised Gifts. See original support email below for reasoning and/or more details.
I was hoping you could help us finalize a new template we are developing for our “simple acknowledgement” receipt. This is the version we use when we want to provide a record of the gift but intentionally do not include tax language.
The issue we are running into is that I have not been able to…
4 votes -
Ticket Report with Guest Name
I'd like to be able to view the guest name when looking at ticket reports, currently I have to choose between knowing which ticket it is or who it is for
11 votes -
Gmail Integration
Utilize the Google Suite, would like to have integration with Gmail so they can send emails from their inbox into CSuite.
2 votes -
Fund Portal Recurring Donations to Advised Fund
Create an option so that fundholders can still set up recurring donations to the funds they manage. With the recent change from the left hand option to the Donate button, recurring donations to a private fund are no longer possible.
4 votes -
Reporting and Data Viz Templates
Every reporting system: Tableau, Power BI...have templates for standard reports that give you a starting point.
If you're going to spend time creating something, please make it useful and easy to get started. Even the AI on the Data Viz bombs out for no reason.
If you're unable or unwilling to do this, create a simple way to share Report and Viz templates.
2 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.
6 votes -
fund advisor
I discovered today that the left menu under Fund Advisors no loner has an export. It only has "Export Email" on the left menu. Would you please put the normal export on the left menu. To work around I would need to create a report that provides all the information that I used to be able to just export from the Fund Advisor screen with one click.
4 votes -
New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page
In the legacy portal there is a clear way for an Advisor to search for another foundation fund to recommend a grant. In the new portal you have to click "Previous Grantee", even if the Advisor has never given to that fund before. There should be a button that says Grant to Another Foundation Fund so that Advisors know where to go to make interfund grants. This is especially important for emergency & disaster response funds and giving circles. Please make it clearer so our Fund Advisors know how to recommend grants to other funds at the foundation.
73 votes -
Resend Auto Emails for Granters and Grantees
When an email did not send and the issue is corrected, we would like the option to resend the emails to granters or grantees notifying them of the grant completion.
3 votes -
Grant Notify
Grant notifications should be triggered when they are moved to paid/complete bucket. Currently the notifications are triggered when the grant is posted/unposted, rather than when the grant is processed for payment. Requested on behalf of Community Foundation of the Ozarks.
3 votes -
Remove Archived/Inactive Campaigns from Donation/Voucher Dropdown List
Remove archived/inactive campaigns from the donation/voucher dropdown list. Requested on behalf of Community Foundation of the Ozarks.
3 votes
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