55 results found
-
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.
192 votes -
reconciliation - add filters
It would be very helpful to be able to filter the reconciliation. For example, by transaction/payment type, dollar amount, profile name, or description.
3 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
-
Add more than one picture to a campaign
We were discussing a future campaign and looking at how it looks on our website when people register for tickets. It would be a great idea to be able to have more than one picture on the website. For example, the first page with the campaign information would have one picture, the tickets page would have another, and the thank you page could have a third. We also would like to be able to size our pictures appropriately instead of just using a small square picture. The main page would ideally have a long header type picture, for example.
4 votes -
Column Options and Order for Financial Statements - SOA & SFP
Could you please consider updating financials to include easier options as to which columns to pull in and it what order when you need a number of columns on the report? (e.g., monthly amounts for current year/prior year/budget, year-to-date amount for current year/prior year/budget, and associated dollar and % variances between any two columns)? For our board report, we currently have to pull together three templates into another custom report, then extract numbers from that custom report, delete various columns, and then drop that into an Excel file. Overall, your software is great, but the limitations with column setup in…
6 votes -
Fund Advisor Portal page title shows /erp/fundmanager in browser
Donors and staff at affiliates have noticed the page title that shows in the browser for the Fund Advisor Portal is /erp/fundmanager. Can it be set to something that's more helpful, especially when multiple tabs are open? "Fund Advisor Portal" or "Donor Portal" would work.
5 votesUnder Consideration ·AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
-
Change "no-reply@fcsuite.com" to Default Email Reply To
We are continuing to have problems with Fund Advisors telling us that they are not receiving system-generated emails from us. We believe this is because the name and the email address do not match. That is, our organization's name is in the sender name but the domain in the email address is fcsuite.com.
Has there been any discussion to investigate the possibility of changing "no-reply@fcsuite.com" to what is entered in the "Default Email Reply To" setting in Systems Data?
We believe this would pass more smoothly through spam filters.
33 votes -
Event campaigns - adding fund advisor ability to view in portal
Please consider adding the ability for us to check/uncheck a fund advisor who is associated with a fund of an event campaign, so that fund advisor can see who has purchased tickets.
7 votes -
Widgets on Home Page
Live-updating "widgets" on the CSuite home page that can show info about chosen funds, campaigns, or profiles. There is a lot of wasted open space on the home page, and it would save a lot of clicking if we could select certain pieces of information to be surfaced automatically like this when we open CSuite. I imagine a button on each profile/campaign/fund page like "add to home page" that would then add the corresponding widget. A fund widget could show the balance and the last two transactions, for example. A campaign widget could show tickets sold for an event.
PS:…
2 votes -
stock gift entry - import, update description and entry order
1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time
2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security
3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry
108 votes -
1099-R - IRS 1099 Field in Account Section
IRS 1099 Field - Please Add R as one of the categories to choose from the drop-down menu in the Account section.
5 votes -
CC and BCC E-mail to attach donor correspondence
I would like to suggest adding a function that allows users to cc or bcc a email sent externally (through Outlook or Gmail) to that donors profile. In past roles, I have had this ability - If I included this address in my email it was attached to the donor profile with a matching e-mail address. It's good and soooooo valuable in communicating!
Little Green Light is an example of a CRM that empowers this.
23 votes -
Bank Reconciliation with Outstanding Items List
It would be nice on the bank reconciliation to show a list of outstanding items with the totals at the bottom of the bank reconciliation, so it's a complete report which will tie into the Balance Sheet.
31 votesUnder Consideration ·AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
-
User Portal / Dashboard
Be able to email / text an invite to campaign from a profile and/or campaign and when registered, not create a new profile. Ideally, have a user portal experience like the fund advisors. This would create ability to see donations, campaigns, ticket purchases, etc.
1 vote -
Available to Grant in Fund Advisor Portal Should Not Show a Negative Number
With the downturn in the markets we have more funds than usual that are underwater and have no spendable income available to grant. Those funds are currently showing a negative number in the Fund Advisor Portal. This is confusing to Fund Advisors. Is it possible to update the calculations so that if the available to grant is negative it would show as a zero on the Fund Advisor Portal. Or is it possible to turn off the showing of the Available to Grant by fund instead of all or nothing?
4 votes -
investment strategy: option set a dollar amount
It would be nice to have the ability to set investment strategies by dollar amount and not just percentages. We have some funds that have multiple investment strategies and need to be able to hold a flat dollar amount rather than a percentage of the fund.
14 votes -
Grant Catalog Amount Field instead of Donate Button
Instead of having the Donate button in the Grant Catalog, have an field for each organization where an amount can be entered. This way a donor can give to mulitiple organizations without having to go back and forth from the catalog to the cart.
13 votes -
Bank reconcile - approvals and log
For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:
Approvals, to support our actual workflow. We have one team member that reconciles the account, and another that approves the work. It would be wonderful if we could enable approvals like we can with Vouchers or other areas of the system.
Log, showing the date/time and username who processed the bank rec. If approvals were turned on it could document when each step happened. Rather than only being able to see a history report that it was done, we need to…
114 votes -
financial reports columns
Please make the option available to exclude columns not needed (e.g., remove YTD Actual if we don't want it) from the canned financial reports.
4 votes -
Donor Portal description vs. notes: it is hard to know what the difference is!
It would be helpful if, in the donor portal, it was clear to the fundholder that the Description field is visible to grantees but the Notes field is visible only internally. We have donors enter info in Notes that they want the grantee to see (e.g. "Thanks for all you do, from Joe Smith"), and we have to choose to copy it into the Grant Description field (labor intensive) or ignore it.
16 votes -
E-Mail Attachment and Responses
It would be great if you could attach a document to an e-mail and also when the person responds, it goes into their Profile record
4 votes
- Don't see your idea?