15 results found
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Please remove the drop-down menu from the "Recent Grants" section on the summary page of the portal
Please remove the drop-down menu from the "Recent Grants" section on the summary page of the portal. Currently, this view only displays the most recent 20 grants, which can be confusing for donors who have more than 20 recent grants. On the Welcome Page, there is a drop-down menu allowing users to select 10, 25, 50, or 100 grants. However, this functionality is not available on the summary page, it is available and useable on the Grant Request page only.
6 votes -
Address Validation
It has been a few years since this was posted and archived so I'm trying again. It would be amazing to have a way to standardize/validate addresses and add zip+4 based on how the USPS wants them. There should be the ability to have a valid address suggested and/or option to keep the address as entered.
6 votes -
Campaigns Without Tickets for Online Donations
Event Campaigns should be able to be created without needing to sell tickets. This would streamline online donations targeted for a specific purpose or campaign. The campaign could then have a specific URL and QR code created, like campaigns already do, but without needing donors to purchase a ticket, it could take them right to a donation page that is tied to the fund attached to that campaign. This would create more efficiency around event campaigns, continue the trend of online donations becoming more popular and accessible at events, and reduce the additional time it takes to manually attach donations…
109 votes -
Reporting for multiple objects at once
When building a custom report, it would be very useful to be able to report on fields from multiple objects at once. Systems I have used with this capability approached it by starting with a primary object selection (donations for example) and then once you add the unique field for another object (profile id of the donor for example), your list of fields would expand to show all of the fields associated with that new object. Event just the ability to expand into 2 objects would solve a lot of cases where we currently need to pull multiple reports into…
14 votes -
Campaign Ticket Guests
Three thoughts on potential future functionality for campaign ticket guests:
1). Implement a system for matching guest names to profiles (or creating new profiles automatically, a la Stripe payments) that lines up with the existing profile DEDUPE functionality. This could tie in with/be more robust if item 2 is considered:
2). Allow customization of the fields that purchasers fill out concerning their guests (for example, adding emails, phone numbers, etc.)
3). Implement a batch functionality for converting ticket guests to profiles (right now, it must be done on a one-by-one basis)
11 votes -
Ability to build custom dashboards
Similar to HubSpot's dashboard features, it would be useful to build custom dashboards where a collection of reports are saved on a particular page with a customized name.
With this feature, the user could build custom reports and save them in a collection on a page where other users could access the dashboard to check metrics.
This would help users who need to track custom metrics that aren't necessarily represented on the dashboards already created by CSuite.
HubSpot example attached.
51 votes -
Grant Letters - Need Ability to Customize Process & Edit Letters
It would be helpful to 1. choose the grants for which you do not want grant letters automatically generated and 2. review/edit the letters before they are automatically uploaded to the grant record.
Not all grants utilize the grant letters feature. We need the ability to use the feature for some grants but not all of them. Also, some grant letters need to be customized or revised before they go to the grant record.
Currently, the "disable grant check documents" feature offers an all or nothing approach. Either we use templates for all of our grants and the letters are…
66 votes -
Visual Presentations Using Charts (with GL data)
In the old saying, "a picture says a thousand words", could pie and/or bar charts be available in the following areas:
Balance sheet - Cash and Investments, by GL account number, be shown in a pie chart.
Statement of Activity - Investment income items, interest income, dividend income, realized gains (losses), unrealized gains (losses) be shown by month in bar chart
Statement of Activity - Donations/Gifts, Grants actual compared to budget be shown in a bar chart.
13 votes -
QR Code generated for online tickets sold for fundraising events & check in capabilities
Our world has moved to paperless tickets, it would be awesome when people purchase an online ticket for a fundraising event, they can receive a receipt that has a QR code they can save on their phone and can be scanned at the door when they check-in. Like they have for concerts/ball games. It would be nice if there was a platform then to scan those tickets and the system can record that they are checked in on Csuite. Don't want to use another site/platform to do it.(Eventbrite). Would be nice to have them all in one place and since…
26 votes -
Grant Letter emails should be included in an organization's email history!
Grant Letter emails should be included in an organization's email history!
18 votes -
One Log In Across Foundant Platforms
It's pretty frustrating for folks to have to remember all their passwords across C Suite / GLM / SLM / Compass and Idea Lab. Especially when they don't all update on the same schedule. Would be great to have some synching of the platforms.
223 votes -
Grant request notification for staff - add more data to email
Currently when an advisor requests a grant we have four staff members who receive the notification email about the request. However, the email only includes the advisor name in the notification. Is it possible to have the notification include the grantee and amount that is being requested?
31 votes -
Log for Online Grant Requests Before Creating the Grant
Currently the first log item for an Online Grant Request is once the grant is created. However, the grantee can be changed before the grant is created. If an incorrect change was made to the grantee field, there's no backup of the original Fund Advisor's request. Please have the log show when changes are made to the grantee before the online grant request is created.
37 votes -
Bank reconciliations - option to hide checked items for easier list of open transactions
It would be helpful on the Bank Rec screen to be able to refresh or filter the screen based on checked/unchecked items. So once items have been checked off, you can refresh the screen to show only what has been left open. It would save a lot of time scrolling up and down while doing a rec.
46 votes -
Change Grantee in Grant Request to internal fund
After a grant request has come over from the portal and is in the new bucket, we have the option to change the grantee. However, this only allows us to select a grantee profile and does not include any of our internal foundation funds. It would be nice if there was also the option to change the grantee to a foundation fund and process as an internal grant. Thanks for considering!
58 votes
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