38 results found
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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 -
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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Support Hub
When you are trying to find helpful information in the Support Hub, you should have CommunitySuite Release Notes 2021, 2022 or 2023. Please be more precise on where you can find the info. You have to scroll through the release notes to find what you are looking for. Please try to be more helpful.
1 voteThere is an option to use Microsoft's <ctrl>f function to search for key words in the different release note area's. Information on how to do this can be found at the top of the release note list.
Here is the link to that direct page: https://support.foundant.com/hc/en-us/articles/19612670098455-CommunitySuite-Release-Notes-2024
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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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"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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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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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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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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Please make it possible to remove TASKS from the custom menu at the top of our site.
Please make it possible to remove TASKS from the custom menu at the top of our site. This is something that we do not use very often and just takes up space in the top menu.
3 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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The Public Fund name should be used across the board on anything that is not completely internal.
The Public Fund name should be used across the board on anything and everything that is not completely internal. Currently, the INTERNAL fund name shows on the checks that go out to the DAF grantees and the confirmation emails that go out to the DAF Advisors when grants go out, which makes no sense at all. These show the donors and the recipients of their grants the wrong name for the fund.
4 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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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.
If you have any questions, issues or concerns please let us know!
Thank you
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Stop rearranging csuite layout!
Please stop changing the layout of csuite! Rearranging menus and pages without adding any new information is confusing and is a total time suck, as we have to continuously re-learn how to get to different screens/accomplish our work. The old layout was much better.
2 votes -
tax receipts
It would be nice to auto attach a copy of the tax receipt to the donation once it has been printed. Right now, I print the letter, save it to a folder and then go back to attach the document. All of this could be avoided if there was a way to have it auto attach.
3 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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Integrated Mapping Capabilities
I’m interested in a mapping tool that can address verify (like address validation on Google) and where applicants can put in the project location start and end points. Our program funds street projects so we need valid addresses for start and end points, that could be placed on a map with x/y or lat/long coordinates automatically, rather than general areas/intersections, where as of now these have to individually and manually be changed to a map-able format for each location. Also, I’m interested in a mapping tool that can confirm if the verified addresses are located within the City (like a…
2 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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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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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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Jobs: File (or file name) and more info in terms of what that job was about
We need for information for the jobs that are/were created.
There is a "File" column in Job page, but it never shows anything. Can we have it show the file or at least the file name we submitted?
Right now there is no way to back track/recall what we have done in those previous jobs.It would be nice if the Job page shows more comprehensive information in general: what the job was about, if it is actively running or paused/stopped/reactivated, etc.
Thanks
2 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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