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77 results found

  1. Sending emails in csuite

    I asked about this last year, but posting fresh again to maybe get back on radar. If you want us to use your platform for sending emails and keeping track of correspondence, we need to look professional when doing it. Sending an email in Courier with no signature or logo won't cut it.

    https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45114142-layout-for-sending-emails

    8 votes

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  2. voucher refund

    It would be really helpful if there was a voucher refund feature, similar to a grant refund. Occasionally we have EFTs that bounce due to a data entry error, or incorrect account information provided by vendors. Currently, we have to record this as an invoice coded against the same expense account as the voucher, but this doesn't faithfully represent the nature of the transaction. An "invoice" shouldn't be issued in this situation, and it's less clear in reporting, whereas a voucher refund would make more sense.

    11 votes

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  3. Ability to Build Custom Financial Statements in the Reports Section

    There are numerous reports that can be customized when you go to the Reports section. I do not see any for creating financial statements. It would be great if you could add more than one column option to a report. Currently we are copying and pasting exported reports to build our desired reports. We have to export 12 financial reports to get to the 6 we want.

    10 votes

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  4. email history

    I would like to be able to create a custom report or have a report option that showed me email history. This way, I can filter on status for those emails that were not delivered across areas within Foundant.

    2 votes

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  5. 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

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  6. Vendor Default GL Account

    It would be helpful if the vendor's default GL account can be automatically populated as the GL expense account when creating a new voucher.

    9 votes

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  7. import voucher - add check memo field

    Since the check memo field is now entered at the voucher creation stage, it would be great if the import voucher CSV template could be updated to include a check memo field.

    4 votes

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  8. fund advisor portal summary

    It would be helpful to include the Fund Summary on the Home page of a Fund in the Fund Advisor Portal. This is especially important for advisors who may only log in quarterly or annually to make grant requests. While you're at it, show the fund's Image with the summary.

    2 votes

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  9. Reclassify Grant Distribution Requests from Fund Advisors

    Some of our Funds are Fiscal Sponorships and we'd like to use the Fund Advisor Portal for them to submit vendor payment or reimbursement requests. At the moment, their only option is a grant distribution request and there is no way to copy or reclassify the grant w/o manually re-entering the info.

    1 vote

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  10. 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

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  11. Public Securities Sort

    Thanks for making previous changes to the main public securities screen and sorting it by reverse date rather than randomly. I have an additional request for sorting within an individual public security donation. We recently received 101 individual stocks from a donor. Using the public security feature for that worked great; however, the stocks are listed in a random order. In CSuite and on the tax receipt, instead of being listed in an alpha order by ticker symbol (which we would prefer and is how we received the stocks), 101 individual stocks are listed in a random order. This makes…

    24 votes

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  12. canceled grant status

    When a grant is canceled the status should say "canceled' not "paid" - this is very confusing especially for the fund advisors using the portal

    9 votes

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  13. 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

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  14. Goaled Fundraisers through the Online Donation Portal

    Have the ability to set up goaled fundraisers for specific funds, that will populate a unique link in the Donation Portal. Also, have the ability to track the progress towards the goaled amount, similar to GoFundMe.

    4 votes

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  15. Photographs and modernization for Donation Pages

    In reviewing some historical ideas, I've come across this:

    So often, a photo tells the story. Most online giving sites have space for an image to accompany a story. As a Community Foundation, we often receive gifts given to uphold the legacy of a loved one. We would like the ability to upload an image for each fund.

    and in that same string -

    "The donate to a fund page is so bare and "sparse" as one of our donors said."

    It still is folks - one doesn't even see the uploaded fund image on the subsequent donate page. How…

    8 votes

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  16. CRA and provincial Societies

    As of January 1, 2023, CRA will be allowing non-profit organizations to apply for grants that are normally only for charities. This would be a change to both CommunitySuite and GLM as the AJAH check only checks for charity numbers and we will need to also be able to use Society numbers. Can this be modified to check either?

    2 votes

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  17. Obtaining ACH information

    We'd like a secure way to obtain ACH information from grantees and vendors that feeds directly into CSuite. We obtain it now through an outside system and it's very manual and requires extra communication.

    136 votes

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  18. Remove Profile button from donor portal login page

    The button for advisors to view their profile info is visible on the login page of the donor portal, which is confusing.

    3 votes

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  19. 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.

    19 votes

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  20. 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

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