682 results found
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Add Indicator on Profiles to identify them as having been created by Import Donations Tool
Add indicator on profile records that indicates the profile was created from the import donations tool. Allow this field to be filtered on in reports. This will help greatly in identifying duplicate profiles created by imports.
9 votes -
bulk clear needed
Be able to mark donations as not needed in bulk.
1 vote -
Payments - Search by name.
Need a search method by name or list in order to view if an individual made a payment. Possible add to donor profile under donor designation tab along with grants/donations/etc.
1 vote -
Account Transfer Parent/Child Account Warning
It would be helpful to have a warning/recommendation to use the child account if a parent account is selected for an account transfer. Requested by GMF
7 votes -
minimum grant
It would be great if you could set different minimum grant amounts for each fund or at least the fund type in the system.
3 votes -
Balance Sheet Liabilities List Order
Traditionally in financial statements, long-term liabilities are listed after current liabilities. Currently, it's the opposite, long-term liabilities are listed before other liabilities.
8 votes -
Budget Reporting
Greater Milwaukee Foundation would like a more finance-oriented approach to financial statements and variances. Specifically, when looking that the budget variances on the Income Statement/Budget Column option, the revenue section is correct in that the variance is 'actual minus budget'. However, the expense section is backwards, and should be 'budget minus actual'. We currently have to edit this in excel.
9 votes -
Export Date / Run Date
It would be helpful to have the date that an export was run on the export itself (donations, grants, financials, reports). This would be helpful to know how recently the report was run.
13 votes -
Add Email address "Other Detail" to a reporting object.
The email address has an associated data field named "Other Detail". There is not a way to add the email address "Other Detail" field to a report. The "Other Detail" field is currently only viewable in the CSuite application screen. We would like to use the email "Other Detail" field to hold codes to subscriptions allowed at that address.
There is a similar data field for the Phone number named "Detail" which is available in a reporting object.
3 votes -
Users v. Fund Advisors
Fund Advisors are literally users with unique access and it would be valuable for Foundant users to always consider them this way. I know some will disagree, but adding User as a designation made things more simple. Categorizing a User as a Fund Advisor - if coded efficiently and for effectiveness - could make things more simple as well.
1 vote -
Have ability to set system wide "reduce spendable" to Vouchers rather on a voucher by voucher input.
Currently when processing a voucher you have to check the box to reduce spend on each voucher for a endowed fund. Have the ability to set this system wide on all vouchers which are endowed rather than it closing to unrestricted.
7 votes -
Add Changes Made on "Edit Pay Schedule" to the Grant Log
CSuite is not logging anything that happens on the “Edit Pay Schedule” page (….\grant\schedule?grant_id=xxxx) for a Grant record.
Is there any way that you can capture changes to the payment lines on a grant that are made on the "Edit Payment Schedule" page and record them in the log file for the grant?
Not sure how reasonable this request is, but right because changes are not captured, the log does not always line up with what is on the grant record for payment details.
7 votes -
Edit a Pledge
Please offer an option to edit a pledge after it's creation; whether it be to change the amount (accidental zeroes happen!) or change the donor from a household to an individual, it should be allowed to edit. Having to delete or 'write off' a pledge if a mistake occurs can have large and messy complications in our financials. This was posted previously but did not get moved along. Thank you!
4 votes -
Permission to Delete Others' Shared Reports
Create a level of permission that allows select admins to delete, rename, or reassign ownership of other users' shared custom reports.
14 votes -
Grant Approver: Easier way to create new approver
Provide the functionality to be able to either copy a grant approver to another grant approver, mirroring the funds they can approve, or allow for bulk adding of funds to a grant approver based on fund group.
22 votes -
Security Issue: Inactivating a User
We have a security issue that I hope can be addressed. We need to give someone the ability to inactivate a user without giving them extensive access throughout CSuite. This is necessary for immediate off-boarding. Right now, the only way to provide the ability to inactivate someone is to give them Edit permission on Users. Once you have that permission, you can add anyone to groups, sufficient enough to give almost anyone system-wide permissions. That’s sensitive and dangerous. We just want to give someone the ability to do user maintenance functions, such as resetting a password, unlocking a user, or…
7 votes -
Title and Org in Address Block
We have a lot of profiles that we mail for different reasons and therefore send to different address types (home vs. business). It would be useful to have a space to include the individuals title and organization name in the address block for business addresses. Right now we are de-duping and doing a lot of external clean up (in excel) to remove the title and organization name from individuals using a home address.
2 votesYou should be able to do this with current functionality. In Profiles, select Profile Type from the left side menu. Select the id of the address type that is a "work" address. Enable the "work" check box. That should add the organization name and title to the address block.
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Opportunity balance should reflect when the opportunity is committed by a pledge
Opportunities are plans that detail and track fundraising efforts to build relationships with prospects and secure major gifts; 2 different types to secure a major gift are cash and pledge.
When a commitment is made through a pledge, the remaining balance should reflect the variance between the solicited amount and the pledged amount. This shouldn't be limited strictly to cash contributions.10 votes -
Authentication - UX
Make the authentication box on the login screen automatically populate the cursor and ability to type. Once you try to log in, it prompts for authentication. Then, you have to click on the text box, but most of the time, I forget to click the box because on most websites, it automatically is ready to have someone type in it. So I am left typing the authentication on my phone into nothing.
2 votes -
Show Steward Active/Inactive Status in System Configuration Steward List
Show inactive stewards in italics at bottom of the steward list just as inactive org roles show in the org roles section of the relationships tab in organization profiles. Also add active/inactive as report and filter options on steward custom reports and other reports that can include steward information.
11 votes
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