38 results found
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Spelling error in system data - "Doner" vs. the correct "Donor"
I want to resurrect a suggestion that was archived. This misspelling in the system can appear like our error when working with board and volunteers on tasks. please correct. I have attached the original post.
10 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Convert an existing Csuite question to an integrated custom field
We would like to have a service area field on GLM org profiles that integrates with CSuite. We have that field in CSuite now, but we would like it to automatically update when an org is synced from GLM. As things stand now, the information cannot flow from GLM to CSuite; we can only add an integrated custom field in GLM that will pull in information from CSuite. We would like information to flow the opposite way.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Connect with Eventbrite or OneCause for Event Management
It would be nice to have a connection with OneCause or even EventBrite for events. Similar to the connection with MailChimp, CSuite clearly lacks in the event management space and there are much better options out there that have open APIs. Maybe consider devoting resources to syncing with these services, instead of building a basic in-house solution.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Auto logout after period of inactivity
For security purposes, we think it would be a good idea to have C-Suite automatically log-out after a certain time (e.g. 30 minutes, 1 hour). Currently, it only seems to log-out overnight
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Search: "AND" "OR" logic / combination of values in multiple fields
It would be nice to allow combination of searches in different fields / "AND" "OR" logic for searching.
Example: when we receive a name with typos (and we don't know what the correct name is), if we put in the first few characters/letters in the search, it can generate a gigantic dropdown, but it will much easier if we can search one of the below:
(1) Last name AND company
(2) First name version 1 OR First name version 2 AND Last name7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Easy enhancement(s) to left side menu
One frustrating thing about the left menu is that menu items move up and down the list in seemingly random order, depending on which screen you're on. I think the first step is to the most common items at the top of all pages. First priority should be "Add task" and "Add note", then "list", "search", and "edit".
Another nice touch would be to make the blue box at the top of the left menu function as a "home click" so if I click the blue box it goes back to the root menu for that section.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Bulk year-end receipts - remove extra $ above the Total line
When printing bulk year-end receipts, the Total of gift receipt amount is generated and added to the receipt although the receipt letter has an extra $ above the $ with the total gift amount. Small thing but it looks like a mistake when we send this to donors. And also add, to gift Total with no cents, .00. Right now it just prints gift amount without decimals if it is an even amount.
6 votes -
"Profile Type" Has Two Meanings in Foundant-Language Update?
I recently discovered that "Profile Type" is used twice in Foundant to describe two different meanings. Profile Type is first affiliated with labels such as 'individual', 'household' and 'organization.' It's second association is when you click into a profile, select the Relationships tab, on the right-side menu, "Edit Profile Type" is an option. This selection though takes you to a menu of other types of profile designations or "tags", not 'profile types'. Could this language be changed or updated somehow to reflect that when you click "edit profile type" you are adding a different tag or association with the profile,…
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Allow revision of field labels in CSuite
Allow fields labels to be revised, such as 'Steward' on Profiles.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Sync with Constant Contact
Please develop a connector with Constant Contact similar to one with MailChimp.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Integrate with an analytics platform, Tableau or another
Our staff is asking for analytics reporting of the data and a wealth engine type of search. What options are available that integrate with CS?
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Overall Search Functionality Improvement
Search Functionality has to be improved, please! Perhaps you can add a place to search, hit enter, and anything that is related to the search can show up in one report-like page? The search functionality is hamstringing my work!
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Name file downloads for what they are
It would be great if the default file name when downloading reports or fund statements included better identifying information. For instance, a fund statement could include the name of the fund and the date of the statement; and a custom report export file name could include the name of the report. It's not a terrible inconvenience when running one or two reports at a time, but when running many reports over a short period of time, it's easy to lose track of which report is which.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Minimize left menu
it would be great if we could minimize the left menu. Sometimes I'm working on a smaller screen and it takes up so much space. Having a little carrot to minimize and maximize as needed would be great!
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add more identifies in Sandbox to remind users they are working in Sandbox
Additional identifiers would be useful in Sandbox to remind users they are working in Sandbox. Maybe font color of all fields can be different from production or red boxes around all fields? One banner isn't enough.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Search Database
I would like to be able to search the entire database for a word and have it return all results from all fields. For example, we have a donor with multiple profiles. Somewhere, the last name is misspelled. It is not in the profile names. It must be in a salutation, address, or some other field. I would like to be able to search on the misspelling so that we can locate the problem. I chatted with support today and they said this is not possible. FIMS was able to do this which we used this function from time to…
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Completed tasks should have a notification ot historical log for the person who assigned the taks
The person who assigns a task does not receive notification, nor can they view completed tasks that they have assigned to others. Even the "shared with others" does not include completed tasks. It would be wonderful to have the option to email the person who assigned the task when the task is completed, especially since there is a Note that can be attached to the task. It would be a great way to leave a note and notification for the task assigner.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Allow 'Copy' of a Custom Field to create another
Provide the ability to 'copy' custom fields to create a similar custom field.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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syllabus
I'd love to see a syllabus for Community Suite courses, same as exists for GLM. If there is on, I cannot locate it.
5 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Texting to donors and grantees
I would like the capability to text donors, grantees, etc. regarding events, seminars, campaigns, etc.
5 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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