CommunitySuite Idea Lab

  1. Scholarships in Donor Portal not showing in Total Grants amount

    Currently on the Donor Portal when the fund is a scholarship, the Total Grants amount on the Home page shows $0, even though the Grants From The Fund page shows all scholarships granted from the fund. It is confusing to our donors to originally see that $0 grants have been made from the fund, but then click in a different tab and see all of the scholarships/grants that have gone out of the fund. Can these two areas be connected?

    9 votes

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  2. Recurring Grant: Calendar End Date Option

    When entering a recurring grant through fund manager or directly through Csuite, there is currently no option to specifically enter a calendar end date. There is the option to choose the "number of recurring" or "max recurrence," but there is no option to choose an actual calendar year end date for the recurring grant. For example, if I want to end quarterly gifts on 1/5/2028 that began on 10/5/2021, instead of putting the end date as "1/5/2028" I actually have to count the recurrence as 26 and put in that specific number. The ability to put in a particular number…

    10 votes

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  3. In Profiles, show 10 or so last opened profiles

    Would it be possible to see (with links to profiles) the more recent profiles opened? Like the most recent 10-20?

    10 votes

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  4. GL History Report - include check number for voids

    Currently, the report shows "void of check" in the description, but if it included the check number (or had a specific field for check number) that would be incredibly helpful. We currently need to run a void check report which lists all voids and cross reference, which isn't great.

    10 votes

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  5. functional expense report financial view

    It would be much better if a functional expense report could be based on an income statement view. For example, for our audited statement of functional expenses, we condense the rows to approximately 12-14 categories. Currently we can't use the financial view to also get a functional expense report that breaks out the expense sub-accounts, by financial view account, into the different functions. Instead, we have to manually group the accounts into the proper categories. This manual process is very tedious and time consuming. Using the pivot table as suggested does not accomplish this either.

    38 votes

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  6. portal access when donor hasn't set password

    Hi! It would be helpful to have an easy way to see what a Portal account will look like without having to have the donor set their password already. It is strange to me that as an Admin, I do not have a way to access a donor's portal to answer questions about how it will work for them if they have not set up their own access yet. Admins should be able to log in to any portal account at any time, in my opinion.

    19 votes

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  7. change fund

    Change fund on donation

    I wish there was a way to do a fund adjustment on a donation. There is an option to change donor, but not to change fund. There are occasions where we find this out after the period has closed and there's no great way to fix it.

    14 votes

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  8. Inactivate Tributes

    There should be a way to inactivate tributes so that they don't show up on your tribute list without deleting all of the tribute information.

    11 votes

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  9. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

    We have donors who have designated multiple fund beneficiaries and request that one beneficiary receive a dollar amount, and then the others receive percentages of what is then available each year. Or several beneficiaries are to receive specific amounts and a final one to receive 100% of the residual. The work-around to set up recurring grants and process them before the percentages kick in is an opportunity for mistakes and is not sustainable for these perpetual grants. Please create the option of having a blend of percentages and fixed amounts so that we can fulfill donor intent efficiently. THANKS.

    9 votes

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  10. bulk delete duplicate invitees from a campaign

    With a list of 673 duplicate profiles in a campaign, I would love to be able to select, and bulk delete, the profiles from the Invitee list. It would also make it easier if a column with the profile number was included by the name.

    8 votes

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  11. Make Notes on Behalf of Someone Else

    Assistants should be able to make notes on behalf of their supervisors who have made the contact with a donor, without having to go through the additional step of editing the note and then changing the "Who" box. Allow that to be something that is set from the beginning, the same as the date or type of note is. Executive, donor services, program, and assistants of all other types throughout the user community who are regularly inputting notes for their supervisors will thank you!

    12 votes

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  12. Filter by TOTAL Donations in Donor Report

    We would like to be able to filter the donation report by cumulative donations in a specified time frame. We send certain mailings to donors who have cumulatively donated $501+ per year (even if they've made multiple $100 donations to equal $501+) and right now the Donation Amount filter only filters those who have made a one time donation of $501+ or more. We also send certain mailings to donors who have made cumulative lifetime gifts of $10k+. There is no way to filter by this option to easily add to a Campaign.

    9 votes

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  13. (Temporarily) Shut Down Donation Portal

    It would be great to have the ability to temporarily shut down the donation portal.

    We recently had an issue (our error--and of course Foundant helped us fix it!!) that caused fund balances to show incorrectly. We were worried, of course, about donors seeing bad information in the donor portal. While we could have taken the log in page off of our website, a fair amount of our donors have the site bookmarked, so still could have gotten in. We also thought about unlinking Fund Advisors on the affected funds, but we have over 800 funds, so that would have…

    6 votes

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  14. Detailed general ledger report

    It would be very helpful to have a detailed general ledger report of all the transactions for a particular fund or set of funds to review data. Most systems have a report that is often requested by auditors and fundholders to get a complete picture of all the detailed line items that have gone into their fund.

    This report would make it easier to review data.

    63 votes

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  15. Add Internal Grants to Grant Cycle

    Add the ability to include internal grants to a grant cycle

    9 votes

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  16. Shift-Select Multiple Checkboxes #letshifthappen

    When filtering a custom report on a field with dozens or hundreds of entries (Ex: fund account listings) you currently need to check one... checkbox...at...a...time. This forced exercise in patience and eye-straining focus is simply unjust. We don't need the carpal tunnel injury lawyer sharks to start circling our Foundat dev team. Let's agree that the humane solution is to grant the user the civilized option to hold down shift while selecting between checkboxes, to auto check all the ones between them. Just 2 clicks needed for a range, not 200.

    letshifthappen

    8 votes

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  17. Donor portal view multipayment grants

    Please show multi-payment grants in the donor portal with the status of the individual payments so that the donor can tell which payments have been paid. Currently the donor sees just the full amount of the grant with the status "Voucher."

    7 votes

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  18. Cancel Interfund Grant/Donation

    We have multi payment and multi year interfund grants/donations that sometimes need to be canceled or reversed. Right now they cannot be canceled unless you pretend to pay it and the pretend to pay it back by the receiving fund. There should be the ability to reverse the unpaid Receivable/Payable without pretending to pay it.

    11 votes

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  19. Please add Journal Entry approval date in custom reports

    We have been asked by our auditors in the past to provide a report showing when all journal entries are created and approved.

    6 votes

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  20. address type

    Would it be possible to select the address type as you are creating the record (rather than having to save the record, then edit to add the type)?

    19 votes

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