1463 results found
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Ability to report on which address a voucher is set to send to once processed
We would like the ability to run a report that shows which address a voucher payment will be sent to once processed. Our Finance Director would like the ability to review these addresses before approving them for payment to ensure the payments are sending to the correct address.
Most of our records default to the primary address. A few direct to the pay address if we have used it, and sometimes we enter an address under "other" so it's currently not easy to pull those fields into a report for our director to review.
6 votes -
Fund Reminders
Can we create a reminder when a fund reaches a certain age or balance that is sent to our outlook?
7 votes -
Fund Anniversary with Thank You Letter Template
We would love to be able to add a fund's anniversary (this could be at the fund advisor level?) with a letter template option to send a "Thank your for partnering with us" letter on the anniversary date.
5 votes -
Bank Reconcile - Reconcile List button within the reconciliation
Would love to have the "Reconcile List" button that takes you back to the list of reconciling accounts within the completed bank reconciliation page. As I'm now approving bank recs within CSuite, I currently have to press "Back" and then "Reconcile List" once I've approved a bank rec and I'm ready to go to another one.
7 votes -
Report Filtering
When running reports, it would be helpful to expand filtering options in general. For example, I can currently add a filter for "Ref" under the Notes report and stipulate "NOT profilepayment" but I cannot add multiples such as "NOT profilepayment and NOT donation". The help desk said the only way to do this would be to build multiple reports. I've run into this filtering limitation with other reports/fields as well.
9 votes -
spell check
The addition of Spell Check in all areas of Csuite would be fantastic!
2 votes -
Is there a way to put giving levels on our grant catalog? I have them set up for the Giving Portal but they don't show up here.
There should be a way to put giving levels on our grant catalog. I have them set up for the Giving Portal but they don't show up here.
4 votes -
New Portal FUND SUMMARY Recent Grants - 20 displayed only
When a fund advisor is looking at the FUND SUMMARY page and Recent Grants, the list of Recent Grants that displays on this page is a maximum of 20 grants. It’s not a list determined by a lookback of a month or anything that seems to make sense, in fact an advisor of ours made a bunch of grants on the same date and this list was only showing some of them, which led her to believe that not all of them had gone through. Adding to the confusion is that it looks like the advisor can choose to edit…
8 votes -
Create a report for removed files "found to contain a virus and no longer accessible"
We had an attached file removed by the system and it was only by chance that it was noticed.
An auto email notifying of removal, or the ability to have on demand or regularly scheduled reports listing removed files so they can be re-uploaded would be useful.
1 vote -
Donation Receipt only after posted
Generate receipt option only after donations are posted to avoid errors and accidentally sending a receipt too early, but still allow you to save the donation in the system as a placeholder.
2 votes -
Customize MFA Text for Portal Login
We would like to be able to update the MFA communication from Foundant when our clients login to the Fund Portal. Currently the MFA sends a text with just numbers. Some of our Fund Advisors are weary of Spam/Phishing. Can we add the ability to customize the message.
Example: Austin Community Foundation is sending your one time passcode: 000000
2 votes -
Balance Swaps related to public securit donations
When a public security donation comes in to an investment account for a fund that is associated with a different account, a balance swap recommendation appears as of that donation date. It should not show up until the sale of those securities has been recorded, so the swap amount equals the actual cash in hand rather than the donation value. Without a change, errors can easily occur and create confusion with reconciliation of transactions at the end of the month.
1 vote -
Grant Request Log - Add changes to grantee before grant creation
If an online grant request is submitted and the grantee is changed by a staff member before the grant is created, the log should show us the original information. It only shows the original grantee IF the original was already a profile. If the grantee was manually entered, and a staff member changed the grantee to an existing profile, the original grantee is blank in the log.
Please add a log of all grantee information from the original request (grantee name, address, etc.) if it was entered manually and then the grantee was changed before the grant was created.
This…
1 vote -
kerry@centre-foundation.org
Option to post recurring donations automatically instead of having to go into recurring donations to post every month, quarter, and year.
3 votes -
Fundraising Campaigns - Campaign Profiles Tab/Profile Engagement Tab
Excited to use the new Fundraising Campaigns option. Would love to have the Campaign Profiles tab reflect which profiles have contributed to the campaign (versus using RSVP or Attended) and in turn have that info reflected on the profile's Engagement tab for that campaign.
3 votes -
Add Email Subject field for Scholarship Award Letter
It would be very helpful to have a field for the email subject when sending out scholarship letters. Currently needs to be populated every time and also the body of the email doesn't keep the format set within the field under content.
2 votes -
Option for online donation processing fee to be mandatory
We would like an option to require a donor to cover the processing fees for online gifts. This would help eliminate the cost to the foundation during a Give Day campaign.
4 votes -
1 vote
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Open Scholarship Bucket
When a scholarship refund comes to us and we refund the amount but are waiting to hear from the student to determine whether to defer or cancel, the scholarship is open. The bucket tab shows there are open scholarships but does not list them. The only way to see the list is to click Undecided/Unassigned. Is there a way to either list them in the Open Bucket, and/or create the option to put them On Hold similar to Grants?
6 votes -
Opportunity Letter per Stage
Hi, I'm exploring the use of opportunities to manage our bequest administration process. It might be useful to be able to set a different Opportunity Letter template for each stage (e.g. Acknowledging Bequest Notification, Follow-up, etc).
4 votes
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