1126 results found
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Ability to edit "Who" when first entering a note
When entering a note for another individual, it would be great if the "Who" was an option to change when entering the note. Currently I have to enter the note, then edit the note to change the "Who." Thanks!
8 votes -
manual fund statements
Currently, Manual Fund Statements can be created to include days that are outside of the closed period -- This has caused issues for Fund Advisors when they (through the portal) create a manual fund statement. They are including periods that the foundation has not closed, and it is leading to confusion.
Ask:
Can there be a warning associated with the Manual Fund Statements to alert a Fund Advisor that the time period they've selected is not within a closed period and therefore the information may not be accurate?Thank you, Team!
14 votes -
Custom Fields on Scholarships
We need to be able to track scholarship specific information (such as associated high school, minimum award amounts, maximum award amounts, criteria, funding use limitations, etc.). Custom fields on scholarships that are REPORTABLE are needed! Custom fields on awards or funds won't suffice because a fund can have multiple scholarships and an award is too far downstream in the workflow. SLM doesn't allow for tracking of this information either so without custom fields in CSuite we are forced to continue tracking this information in Excel :(
17 votes -
Better Notes layout in Reports - include carriage return
When note text is output in reports it loses all carriage returns. This makes it rather difficult at times to read notes that have been laid out in a specific manner.
17 votes -
Add Fund Steward as a field for grant letter templates
Consider adding the Fund Steward as a field for grant letter templates, just like the fund statements. We use a custom field to present this information on our grant letters but having the Fund Steward available is ideal. It's available in other templates so hopefully this is easily implemented.
9 votes -
Allow Fund Advisors to manage their notification settings
I think that the Fund Managers should be able to toggle the "Grant Notify" and "Donation Notify" buttons on our off at their leisure. It would be nice if this is something that they could have a hand in managing for themselves when they login to the portal.
8 votes -
Sandbox Grant Approval
It would be helpful if the sandbox feature that prevented anyone but the creator of a grant from approving the grant was turned off.
I struggle to understand why would preventing other people from posting my grants help in training?
If the intent is for a user to be able to approve their own grant, CSuite offers a togglable setting that provides for this. Hard coding sandbox to prevent any user other than the creator of the grant from approving the grant is an un-necessary restriction.In reality it, prevents users from testing their internal control environments. It also requires…
8 votes -
aallieri@cfpbmc.org
Enable the 'CC' field in Grant Document emails to automatically populate using the email address labeled 'CC' in the profile. This is currently done manually but automating it would save staff time. Referring to Grant Documents> Process Documents> Choose Batch> Email Documents.
6 votes -
Custom Reports
Is there a way, if not, could there be a way to filter the Custom Reports by employee. For example I'd like to only see my reports listed at times. Also, the headings of each area...could those be changed to a bold print or color print?
7 votes -
Make Fund Type Visible in Giving Hub
One Big Beautiful Bill includes a new above-the-line charitable deduction for non-itemizers that goes into effect 1/1/26 which specifically excludes DAFs. Between now and then, we need Foundant to offer a solution for noting which funds are DAFs in the Giving Hub, so donors know whether their gift is actually going to be tax deductible for them. Possibly "Group" and/or "Donor Advised Y/N" could become visible.
NOTE: This is a customer service issue that will impact ALL Foundant clients that sponsor DAFs and use the Giving Hub.
Thanks! - TCF
11 votes -
Portal Login email send option from CSuite for all login types
It would be highly beneficial to have the Portal Login Email option available in CSuite for all designations, not just Fund Advisors. Our team regularly creates login emails for Donors and Grantees, and enabling this feature for these groups would: Standardize communication across all designations & reduce reliance on Outlook for manual sends and save significant time and reduce errors through automation
Currently, this functionality appears limited to Fund Advisors. Expanding it to Donors and Grantees would materially improve efficiency.
4 votes -
Expand Link Profile to Fund Feature
We would like the profile-fund link feature to function more like profile to profile linking and org role feature, with the ability to add start/end dates, mark the link as active, and have a record of historical links.
We are utilizing profile-fund linking to track folks who participate on committees for specific scholarship funds. It would be very useful to have a record of who has participated in the past and when folks began participating.
9 votes -
Auto-populate & Log all emails in Grant Email Award Letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields. This would save so much time and not require staff to remember and manually add ccs each time. Alert notes don't even show up in the Email Grant Documents area so there's not an easy way to be reminded of who needs to be cced. There should be an option to automatically include more than just the primary email. Please also add any cc emails sent to the log of the grant and profile. Currently only the primary email…
5 votes -
Custom Reports: Using "And" and "Or" between multiple filters for the same report
For custom reports with multiple fields for criteria, we can currently select either "And" to exist between the filters or "Or". We'd like to be able to have a combination of "And" and "Or" between the filters within the same report.
8 votes -
Add descriptive text to existing CRM fields for end user understanding of attribute
Proposed Enhancement: Attribute Descriptions via Hover Information
We recommend adding an information icon or hover-over tooltip for data attributes across the platform—especially within profile fields. This feature would provide users with quick, contextual descriptions of each attribute without leaving the page or consulting external documentation.
Why This Matters:Improves Usability: Users can instantly understand what a field represents, reducing confusion and data entry errors.
Accelerates Adoption: New team members learn the system faster when guidance is embedded in the interface.
Enhances Data Quality: Clear definitions lead to consistent and accurate data input across teams.5 votes -
public name
It would be awesome if the option to bring in the Public Name of a fund was available everywhere Fund Name is. Anytime I send out correspondence, I am using the Public Name, not our internal name.
4 votes -
Opportunity Beneficiary Profile
Beneficiary and Additional Beneficiaries can be added, but they seem to be underneath the incorrect section. These fields are included under the "add opportunity tasks" rather than the actual opportunity itself. This gives the false impression that this field will be visible on Tasks, when in reality it won't.
7 votes -
Public Facing Campaign Display
Allow public facing campaigns to display similar to Fund listings. The Header and body text have a large amount of space between them. Feels like a mistake visually like something is missing. It gives the graphic designer in me the twitches. Examples below.
8 votes -
Ability to edit Profile Fund Link categories versus deleting and relinking
Allow Profile Fund link Categories to be edited vs having to delete the Profile Fund link and adding the fund back with the newly desired Category. Example, we are changing 'advisor' to 'primary advisor' or 'secondary advisor' and having to delete the Profile Fund link w/ 'advisor' category and then adding the fund back with the Profile Fund link of 'advisory-primary' or 'advisor-secondary'.
62 votes -
List both Individual and Household opportunities under Household profile
It would be great to access both Individual and Household opportunities under the Household's profile. I am imagining something similar to how you can view all the donations under the household whether it be the individual or household.
7 votes
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