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  1. Many donors recommend the same grants from their DAFs every year. I'd like to be able to copy grants that have been made before and have the custom fields carry over into the new copied grant instead of having to fill them all out again.

    8 votes

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  2. We noticed the new feature you added for using Campaigns in fundraising—it's a great addition and works well for efforts like the annual appeal or other targeted campaigns. It would be even more exciting and engaging if a goal thermometer could update in real time as gifts are received. That visual element could really help boost motivation and momentum!

    8 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  3. It would be helpful if the Relationships and Engagement tabs had numbers like Files and Notes do.

    70 votes

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    Proposed Idea  ·  3 comments  ·  Profiles  ·  Admin →
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  4. When you click on "Donate" from the Fund Advisor Portal left navigation, can the Giving Hub be opened in a new browser tab so the Fund Advisor can more easily get back to the Fund Advisor Portal?

    We have disabled the Login button on the Giving Hub in order to reduce confusion for our donors who are not fund holders (we have not opened our portal for donors). So we are trying to figure out how to help our fund advisors get back to the portal. Of course, we can direct them to open a new tab or remind them…

    15 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  5. We have gift match programs going on most of the time. We need a way to check that incoming donations are all linked to the donors' pledges. Running a full donation report and whittling down to the donors who have made pledges is a time suck. I've tried writing a custom report, but there isn't a sort or field for "Pledge is Linked to Donation" or "Donation is Linked to Pledge."

    Please consider adding a "Pledge Linked" column on the Profile/Donor page. The "Pledges" tab only shows that the donor ever made a pledge, not the status of a pledge.

    14 votes

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  6. We would love the ability to bulk update tasks. I am looking at a report with unique IDs and 150 tasks to manually reassign to a current staff person.

    I see this idea was proposed previously and archived, so I'm posting fresh to hopefully gain some new interest in this idea. Thanks!

    8 votes

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  7. When a profile is created, auto-populate 'Service Area' from the list of cities/states defined for each service area. This provides consistency when pulling lists based on Service Area.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  8. At our foundation we routinely have fund advisors making multi-year & multi-payment grants. How these grants are presented in the portal is slightly misleading, as it shows the full grant commitment. When fund advisors look, it requires digging into the details to see the payment schedule. This is also true for the grantee presentation in the portal. If the non-profit doesn’t look close enough, it could appear that the full commitment was paid out instead of just the 1st payment. It would help to lessen confusion for the fund holders & grantees if these grants could have the current payment…

    13 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  9. It would be great if when adding a new note, you could add it to a household as well as individuals within the household. Or add multiple people onto one note.

    8 votes

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  10. We share the cost of SLM across Scholarship fund group and the cost of GLM across Unrestricted and Field of Interest fund groups. Currently, there's no way to RevShare an expense across FUND GROUPS nor is there a way to import long list for INTERNAL GRANTs. We have to hand enter each fund's share of the cost for ~200 funds. If one of these options was available, we'd save hours of our precious time.

    So I request:

    1) the option to RevShare across FUND GROUP

    and

    2) the ability to import for INTERNAL GRANTs

    Thank you for considering these!

    12 votes

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    Proposed Idea  ·  3 comments  ·  Other  ·  Admin →
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  11. We love the new Outlook integration. Can it include attachments from emails when using the new Outlook sync?

    21 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  12. Since we are able to run income statements for Campaigns, it would be nice to create a budget as well. We hold events and use this option and each event usually has their own budget. - I know you archived but this is extremely IMPORTANT.

    8 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  13. Allow a new column under a grantee profile's Email section when you can select one or multiple profiles to be the Award Letter Recipient.

    Currently when Award Letters are submitted in bulk it goes only to the Primary email address for the organization. Many times an alternative email at the organization need to receive the Award Letter, and other emails need to be copied such as the Accounting or Accounts Receivable departments.

    8 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  14. It would be beneficial to be able to filter on custom reports or in the grant buckets whether or not a grant is multifund. Currently only available in Home > Grants > Reports.

    9 votes

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  15. Foundant for Outlook is a great App but it doesn't allow for specifying a Note Type which is important for our internal reporting. Please add the option to specify the Note Type when using Foundant for Outlook.

    8 votes

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  16. We have been instructed by Foundant's support team to populate the "Sponsored Org" field on grants with the Sponsoring Org. Can this field be renamed to "Fiscal Sponsor" so that it aligns with how it is intended to be used. This would also require "Sponsor", which appears on grant reports, to be renamed to "Sponsored Org". If that cannot be implemented across CSuite due to other clients using these fields as they are named, can we be given the ability to rename these fields within our specific CSuite site?

    9 votes

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  17. We are thrilled to have the ability for our fund advisors to search Candid. However, there are still too many clicks in the process and it is buried. Our donors don't want to think about whether a grantee is already in the One Valley database or not. Please make Candid the default search for "search for a new grantee". Or let us choose that as a setting. If the fund advisors add an org that is already in our database, it is easy to manage through the CSuite grant request bucket. This would simplify things for our advisors.

    12 votes

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    Proposed Idea  ·  6 comments  ·  Portal  ·  Admin →
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  18. I would like the ability to set 'No Default Template', as opposed to leaving the field blank and having the system automatically assign the predetermined default template.

    Most of our grant notification happens via GLM/SLM, and we do not need to generate a 'Grant Letter' or 'Scholarship Letter', or 'Award letters' for individual grants in CSuite.
    However, we have some programs that run through CSuite only, and need a letter attached. Because these programs are the only ones using the 'Grant Letter' template type, the system automatically pulls this letter template for ALL grants, at this time. As it currently…

    9 votes

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  19. A donor requested that we make the CREATE GRANT REQUEST button larger/more visible so making a grant request is more intuitive on the new portal.

    15 votes

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    Proposed Idea  ·  3 comments  ·  Portal  ·  Admin →
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  20. Before the system automatically creates a profile, add a 'review' step with options to choose to create the profile or add to an existing profile, or place the new profiles in a buffer where they can be easily identified and reviewed.

    Auto-creation of profiles from event checkout, and online donations, is challenging our ability to maintain the integrity of our database.

    16 votes

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    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
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