Reid DiRenzo
My feedback
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190 votes
I am looking for 10-15 CSuite clients who would be willing to provide feedback on enhancements planned for Stripe duplicates and profile merge. If you are interested please reply to this email.
Best,
Holly Spitz
Reid DiRenzo
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1 voteReid DiRenzo
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14 votesReid DiRenzo
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8 votesReid DiRenzo
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2 votes
An error occurred while saving the comment Reid DiRenzo
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3 votes
An error occurred while saving the comment Reid DiRenzo
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They implemented this, but the grant advisor doesn't carry over. It also annoying that you have to change the grant date and payment schedule date. It doesn't just populate today's date.
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3 votesReid DiRenzo
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6 votes
An error occurred while saving the comment Reid DiRenzo
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This would be very helpful. Especially when donors use the portal, the date the grant submitted does not align with our payment chart dates, so it has to be changed manually ever time. As it currently stands.
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5 votesReid DiRenzo
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25 votesReid DiRenzo
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6 votesReid DiRenzo
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19 votesReid DiRenzo
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16 votesReid DiRenzo
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143 votes
An error occurred while saving the comment Reid DiRenzo
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It would also be nice to not have to upload documents on different pages - i.e. the grant award letter on the Grant page, but also on the Fund page. If there was some central location or permission sharing on one page that would be very helpful and save staff time uploading in multiple locations.
Reid DiRenzo
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61 votes
An error occurred while saving the comment Reid DiRenzo
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I agree this would be super helpful. After three years of having CSuite and uploading letters some funds have well over 100 documents that are unmanageable for them to find. I also agree that we should be able to edit the file name after the fact. There could be a typo or we could have changed how we label files. It makes it hard for consistency reasons to have not delete a file, then reupload and rename.
Reid DiRenzo
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13 votesReid DiRenzo
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12 votesReid DiRenzo
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24 votesReid DiRenzo
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8 votes
An error occurred while saving the comment Reid DiRenzo
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Agree - We have donors ask this all the time.
Reid DiRenzo
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This would be extremely helpful to import internal transfer grants. As well as adding the ability to bulk upload attachments to the grant imports as they often share the same backup.