1343 results found
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New Look
If the Shiny New Look is here to stay, please fix the coloring or let us fix it. This is so ******* the eyes. This has been asked in multiple suggestions and still is very hard to see.
24 votes -
Grant Notify for Internal Grants
Currently, when a fund advisor submits a grant request that is fulfilled via an internal grant (a transfer to another fund within the same foundation), the Grant Notify email is not triggered upon posting the internal transfer check.
This creates an inconsistency in the donor experience:
Fund advisors receive Donation Notify emails when their fund receives an internal grant
But they do not receive Grant Notify emails when their fund gives an internal grant
This lack of communication may cause confusion for fund advisors, especially if they are used to receiving confirmations for external grants.
Request:
Please enable the Grant…44 votes -
Amount-Based Grant Approval Thresholds with Assignable Approvers
Clients need approval tiers configured by grant dollar amount (e.g., grants over $50K require VP approval) rather than percentages, which don't reflect how most organizations structure financial controls. The addition of named approver assignment per tier would further close a workflow gap that is creating friction for clients with formal governance requirements. This is a broadly applicable enhancement with high adoption potential across nonprofit and foundation finance teams.
Currently, this workflow exists for check approvals only, we are requesting it for grant approvals.
Requested on behalf of CF of the Ozarks, the Foundant sales, success, support, and consulting teams!
4 votes -
aallieri@cfpbmc.org
Enable customization of the top navigation bar. Most of our staff use only a limited portion of CSuite, so giving them direct access to the sections they rely on most is essential for efficiency and ease of use. For example, Funds, Donations, Grants, and Opportunities are features our team uses regularly. Requiring staff to locate these items within dropdown menus—where many of the options are not relevant to their roles—has been frustrating and may ultimately lead to reduced use of CSuite.
10 votes -
Hyperlinks to Reports
It is incredibly difficult to share reports. It is cumbersome and inefficient to share reports without a hyperlink. Please make individual reports able to share via hyperlink - thanks!
7 votes -
nakeia@cobbfoundation.org
When processing grants, it would be very helpful if we could assign a letter template to a specific payment type. If a default payment type is saved for a grantee, it would be great if CSuite could automatically generate the correct letter. Currently, we have to manually select the electronic payment letter when processing grants paid by ACH bank transfer.
8 votes -
Update opportunities so new funds can be created easily from the opportunity
Add three new features in opportunities, that would allow us to (1) merge Deed of Gift templates with data (much like the send letter field does now), (2) create the fund in CSuite, and (3) have the notes carry forward from opportunities to the new fund profile.
Ideally, we would have these additional fields in the opportunity that we currently use in creating a fund related to the Deed of Gift in the opportunity:
- Name [of fund]
- Group
- Division
- Internal Description [which we use for the Fund Purpose]Then, two new left side menu options in…
7 votes -
Tax receipt letters and grant letters automatically uploaded to Portal
When a tax receipt letter and/or grant letter is generated, have an option or a box to check to automatically upload it to the Portal. Right now, I save the letter to our server, then have to upload the letter to the portal. This is too many steps for the volume of letters that I create.
6 votes -
Task/Note Types
When clicking on a Note/Task Type ID number under Opportunities, List Types, please add the ability to list all specific notes/tasks associated with that ID number. For example, when clicking a Profile Type category ID, you can click List Profiles, which displays a list of all profiles with that Profile Type. I want to see all the notes/tasks associated with that type.
6 votes -
Journal Entry Sort
Currently, journal entries are displayed sorted by debit and credit values, which makes it difficult to review and approve entries efficiently.
When comparing entries against the entry spreadsheet, which lists them in the order of journal entry ID, the current sorting method disrupts the sequence and increases the likelihood of oversight or error. This misalignment between the system view and the entry format complicates the review process and slows down approvals.
Requested Change:
Please update the journal entry review interface to list entries by journal entry ID by default, rather than by debit/credit values. Alternatively, providing a sorting option that…35 votes -
Show GLM Reports in CSuite
When you go visit an organization's page in C-Suite, it would be great to show a list of GLM submissions that you could click to open the PDF, much like the list of grants can open the individual grants. These could be arranged by date, so you could easily see the most recent.
11 votes -
Don't Require a Primary Fund Advisor
We have many funds with both spouses as Fund Advisors, neither should be "primary" but C Suite forces one to be primary and it can't be unchecked. Please allow the option not to have a primary Fund Advisor. We don't want either to be primary but C Suite doesn't give us the option to remove the primary tag.
Please see this previous Idea Lab post with many votes that requested the same thing but Foundant's response was that the primary tag could just be moved to another Fund Advisor. That response does not address the need. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45764248-would-like-ability-to-change-fund-advisor-to-not-p
Thank you
10 votes -
Word Document Option for Donation Receipt Envelopes
Currently, the Print Envelope feature only generates PDFs. Having the ability to download envelopes as a Word document would be extremely helpful, as envelopes often need minor edits before printing. With the current PDF format, the template formatting frequently shifts and addresses spill onto a second page, making them difficult—or impossible—to edit and print accurately.
Since Donation Receipts already include a Word download option, it seems this functionality may already exist on the development side and could potentially be extended to envelopes as well. Adding a Word option would provide much-needed flexibility and significantly improve usability.11 votes -
Voucher refund - allow edit fields
Please update the Voucher Refund process and the ability to edit fields. Currently when we process a refund on a Voucher, the word “Refund” is in the Description field and we are not able to update any other fields should we want to. It would be helpful if it either copied over the original description and included the word “refund” within that copied description OR if we had the ability to update it ourselves so we could reflect what the refund entailed. We find that when we look at the transaction through the GL lens, we must dig into what…
8 votes -
Enforce or Guide Household Naming Conventions in Giving Hub
When Household Giving is enabled in the Giving Hub, donors have the option to give as a household by selecting a radio button and entering household information.
However, donors often do not know how to properly format the household name, which can lead to:
-Duplicate households
-Inconsistent naming conventions
-Data cleanliness challenges for staffSuggested Enhancement:
Provide the ability to enforce or guide a standardized household naming format during entry
Examples of best practice formats:
-Last, First and First
-Last, First and Last, First (for different last names)Possible Solutions:
-Add format guidance text near the input field
-Allow admins…7 votes -
Add Donation
Thank you for the updates to the Add Donation page. I wanted to share a few observations that might help improve the user experience:
The Process button currently appears in the middle of the page, which can feel awkward unless you’re on a larger monitor.
Since most of our gifts come via check, the workflow for entering check donations could be more intuitive. After selecting “Check,” the next section is Tributes, and the Check Number field appears much further down. On smaller screens, this makes the page feel cramped, while on larger screens, it feels overly spread out and difficult…
13 votes -
Task Reports Not Connected to Opportunity
It would be extremely helpful to be able to use the custom Tasks report for tasks not connected to an opportunity. It seems strange to me that we have the ability in CSuite to link tasks to Donors, to Funds, to Gifts, etc., and then are not able to report out on the details of those Tasks. I know we are not alone in using Tasks outside of tracking Opportunity Tasks. Using tasks has become a way for us to manage our workflows internally across departments, so would like to see more robust reporting that matches the existing functionality.
9 votes -
Event Registrant Email Reminder
Would like the ability for the system to send email reminders to people who have registered for events, reminding them of the details of the event and what they purchased.
5 votes -
Changing and Customizing the Buttons in Portal
Allow us to customize and change the Changing and Customizing the Buttons in Portal "Previous Grantee or Fund, Search Grantee, and or Manual Grantee"
5 votes -
Add Tribute to Online Donation Email Body Content
It would really be helpful if Tribute was an available field in the Donation Content area, Online Donation Email Body. We had a case where a series of online donations were made to a fund, all with the same description and amount, but honoring different people each time. What the fund advisor receives are multiple emails, all looking identical, since the Tribute field isn’t available to show why they are different. If we could add the Tribute field to the content area this would be much clearer for the fund advisors.
14 votes
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