1579 results found
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Color code major sections
It would be helpful to color code the major sections in CSuite to have a visual clue as to what section we're in.
1 vote -
work salutation
Optional salutation for work addresses - it is not always appropriate for the work salutation to appear on the home address. For example, Judge John Jones may not want mail delivered to his home to have that salutation but it is needed if mailing to his office. I'd like an optional salutation tied to the business address.
1 voteHello,
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Chat support before 9am EST
Please consider providing customer support through the chat feature or some other quick-response mechanism before 9am EST. Note: sending an off-hours email request for support typically results in a slower response than initiating a chat right after 9:00.
1 vote -
Fund Summary Fields - have one that can be made "public" for the grant catalog and one that remains internal
Right now we are using the fund summary field to capture static internal information on the fund we need on a regular basis for grant administration. The purpose of the fund, processes related to that specific fund, whether annual fund letters are sent out etc.
We want to eventually begin using the grant catalog and providing an option to promote the fund. But, this means that the internal info we have summarized on each fund would have to moved to a different field (Likely a note).
It would be so much easier if there were both an internal and a…
1 vote -
Include engagement strategy in profile merge comparison screen
It would be helpful to be able to see the engagement strategy on each profile when comparing the two and deciding which direction to merge.
1 vote -
Delete Fund Advisor
Ability to delete a Fund Advisor even when they have been attached to statements.
Currently you are only able to remove an Advisor from a Fund. An error occurs when an Advisor Profile is being deleted if they have every had statements. Even when a fund is not associated, reports will continue to show them as a Fund Advisor even though it is false.
1 vote -
To be able to update the covid coding in CS after it has been synced to GLM
I have about 20 grants that I cannot update the COVID coding in CS after it has been synced to GLM. The need for this is for grants done in the beginning where the coding was still a new thing. I really would like to be able to update the coding in CS so that it matches what is in GLM.I get a red error message if I try to do this. Thanks very much!
1 vote -
When in the general ledger "show transactions" search.
It would be nice to be able to search the transID in a range.
1 voteHello,
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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Filter by Org name and individual name (first or last)
I think it would be very helpful to be able to filter the profile list by names that include a certain combination of letters. Currently if I use the general search box at the top left of the screen and search for "KISU" I can see three profiles in the drop down that have some combination of those letters. I would like to be able to go to the profiles list and do the same thing: filter by "KISU" and have all there of those profiles appear in a list.
1 voteHello,
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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Reconciliation Success
As new users, we are super happy! BUT, we would love to see balloons r confetti flow down the screen after successful reconciliations.
Loving Foundant so far!
-Athens, GA
1 vote -
Make the Blue Box in the top left of a section clickable to home for that section
There are some sections of the system where you need to click Home on the top menu and then click on the section you want. Profiles is one example. It would be nice if the Blue Box that indicates the section you're in was clickable back to "home" for that section. It would save time!
1 voteHello,
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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copy and paste statements
Hello, many of my fund advisors/accounts would cut and paste their statements into an excel file for the purpose of keeping more detailed records. For some reason, this is no longer an option. Can you fix it so that they can do this? Thanks
1 voteHello,
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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Color Code Invitee Primary & Guest Profile Sections
When you're looking at the list and trying to check off the primary and/or guests who had RSVP'd or Attended the campaigns, it becomes difficult to follow the lines across since they're all the same color (white w/blue lines). It would be nice to have the Primary Name (Business/Person) a fill color (possibly light blue) then every other guest name have a fill color as a green or white....something opposite to set off from the primary color.
This should be available to all levels of licenses in CSuite.
1 voteHello,
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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Back Dating Checks
When printing checks we should not be able to backdate checks, especially crossing over fiscal years. Normally, we can enter the checks with a date 6/30 date, but print the check current date or future date. I would really like to see some type of lockdown related to backdating checks.
Auditors are looking for gaps in check numbers when reviewing the yearly audit, so this would help in reducing the risk of printing checks when the checks should be shown as payable.
0 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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Scholarship note/summary field
It would be ideal to have a summary field on the scholarship records, like we do on grant records, to be able to capture notes in a report.
0 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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Templates: country field in template
Country field in Grant Letter template.
0 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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Audit Details Amounts - Incl Quarter Dates Headings & aligned properly + Revised Total
When exporting the Audit Detail amounts it would be great to show the amounts with the actual quarter dates (headings), in which they are aligned. It's not a big deal if all the funds have 12 quarters, but for those with less we must move them over to fix the actual period they belong.
Also, it would be nice to have one more column to show the total revised amounts, when an overridden amount is included.
0 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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recurring donations - ability to link to opportunity
Recurring donations link to an Opportunity
I'd like to be able to link a recurring donation to an opportunity0 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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reference number
We use the reference number on the vouchers to put in the account number or date for many payments. However, it does not allow us to use the same reference number for the same vendor, which makes it difficult to add the account number for payments made to the same vendor at different times. It would be nice if the system allowed the same reference number. If no reference number is entered, the system can still create one as it does now.
0 votes
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