846 results found
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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
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Show primary email on household in relationships
It would be nice to see, for those profiles in a household with more than one email, which email is Primary when viewing the relationship tab. Right now, to see the Primary email, we have to open the profile to see which one is tagged Primary. It would be nice to see the Primary without opening the profile.
1 vote -
Add Vendor ID to Global Search
Are we correct in understanding that the Global Search does NOT include Vendor IDs? Meaning that if I enter a Vendor ID in the Search field at the top of page, it does not search against the Vendor List. Is there a reason why this is the case?
The Reference ID in a Notes report sometimes includes the vendor ID and we are unable to search for that ID either in the Global Search field or in the Vendor search field.
2 votes -
primary date
I fail to see the value of prim date on an address. If an address is made primary on that date each year, at what point is it made not primary? We have multiple donors/fund holders who vacation or winter somewhere other than their main place of residence. It would be great if there were start and end dates for an address to be primary or when to use that date instead of the primary.
2 votes -
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.
40 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?
26 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…
16 votes -
Deposit List - ability to sort by different column
When I deposit in the till - it would make it MUCH easier if the deposits could be alphabetized by the FUND NAME - because they all get deposited in the same account. When I have a large till, I have to carefully check that right boxes for different deposits.
17 votes -
sync mailchimp
Automate Mailchimp sync
The newsletter opt-in is a great way to easily add donors to a Mailchimp audience list. It would be nice if a manual sync were not required. An automated sync (which could be part of any campaign) could happen on a nightly (or other schedule), or perhaps after every donation.1 vote -
Fund Summary Report: Include Investment Gain/Loss
Fund Summary Report- Would it be possible to include Investment gain/loss?
1 vote -
attaching files
We have a donor who just made 33 grants from their DAF, not using the portal. In cases like this where the portal isn't used, we send them an email confirmation of the grant(s) they recommended and then attach a pdf of that email to the grants in case our auditors want to see the grant recommendation confirmation.
We also receive donations from donors who want the payment to be split over multiple funds, so the same issue arises on that side as well of attaching the same documentation to multiple records.
It would be great if there was a…12 votes -
Rich text in content please
No explanation needed. We really need this to look professional. I kill myself over looking good graphically and visually. I have an html/text transfer site open on my computer...for all your software does, this seems fairly high in importance.
12 votes -
Sync attachments in csuite and glm
It would be nice to have a feature to sync attachments in GLM &/or CSuite over to the other rather than having to attach in both places. Ideally, we would be able to pick which attachments we want to sync over. For Community Grants, we start our process in GLM so we start attachments here and then sync to CSuite for final processing. For Donor Advised/Designated Granting we start in CSuite and include attachments here then sync over to GLM for tracking purposes.
19 votes -
990 Report - Option to filter to DAF
We need the option to filter to show only DAF gifts and grants. The current report shows all donations. We are also required in Schedule D to show only DAF donations and grants. This cannot be accomplished with the 990 Report.
14 votes -
Hide donation amounts on fund statements if fund is marked to hide amounts
If a fund is set to hide donation amounts from fund advisors, then the amounts shouldn't pull in on fund statements. So, similar to hiding scholarship awardee names on fund statements, don't allow donation amounts to show either.
6 votes -
Fund Detail Summary needs to stay the way it is, please.
When you pull up a fund, you need to be able to see a description of the fund on the Details as it is now, not the new changes coming. There are too many processes to get the info you need.
1 vote -
Keep Attached Files When Tributes Merge
When merging tributes I'd like the ability to automatically move the attached files from the deleted tribute to the remaining tribute. Similar to the feature that was recently added when merging profiles.
16 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
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Separate Unlink Fund Profile from Delete Profile Permission
In our organization, the group responsible for managing fund profile relationships is not the same as those who are responsible for deleting profiles. However, the Delete Profile permission is required in order to unlink a profile from a fund. We need these permissions separated.
12 votes -
online donation receipts
Alert: Online Donation Receipts Merge INCORRECT DONOR INFO
If a donor with an existing CSuite profile enters new contact information while making an online gift, CSuite will port that information into their profile before emailing a tax receipt. However, the tax receipt is merged using the primary contact information, NOT the new info the donor has just shared. This is true for both the mailing address and the email address.
Example: Joe and Jane have an existing household profile; Joe’s email is marked as primary. For Joe’s birthday, Jane makes an online gift to a fund they love. She enters…
9 votes
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