1106 results found
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task report missing steward name
Add Steward Name or Assigned Employee Name to Task Report when Tasks are created without being associated to Opportunities.
1 vote -
Field Commentary for Edit/Data Entry Modes
It would be nice if we could write comments for fields. It would enable us to have in-line recommendation for our conventions when entering new information. The system already does this as provided by Foundant, for instance:
When entering a donation, the donation field has italicised text next to it "Donor wishes this donation to be anonymous" when in edit mode. It would be nice if we could add that kind of text ourselves to any field so that when we had edit mode open, it would show us our own recommendations for fields.
For our tax receipts, we have…
5 votes -
Fund Sort Key searchable
Some of our funds have fund names that do not indicate the donor name. In the sort key we reference the donor name. However, the sort key is not a searchable reference. We can't leverage the short name because we use our legacy fund ids there and want to continue that system. We would like the sort key to be a searchable term so if we were searching it pulls up the fund wherever we would put a fund name/id.
4 votes -
Include Custom Fields in Standard and Customized Reports in System
We utilize a custom field to filter our expenses and vouchers by department. However, when creating reports or pulling a standard report from the system, this custom field is not included as a filtering option. It would be helpful to include custom fields in all reports that the system generates and not require additional steps to get the report to filter appropriately.
2 votesAt this time we do not plan on adding filters to default reports. Custom Fields are available in filters in custom reports and the list area of objects.
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recurring invoice
Please add capability to set up recurring invoices for incoming cash payments such as rent that is received on a regular basis (most commonly monthly in our case)
5 votes -
Add Contact Block, Link or Section to Portal
Want to be able to have generic contact information on the portal should there be any questions/concerns that is available from all pages, not just the steward block on the fund summary screen.
2 votes -
Hide Amounts as an option in Bulk Edit Funds
Add Hide Amounts as a global-checkbox option in the Bulk Edit Funds area. Hide Memorial Amounts is a Bulk Edit Funds option - Hide Amounts should also be.
1 vote -
donor id
Please make the Donor ID visible on the donor record, in custom reports, and as an upload option. While many reports include it as output, its absence in these areas prevents us from linking the Donor ID to a Profile.
1 vote -
bulk complete task
From the task list, please add an option be able to mark all or multiple tasks complete, similar to how you can do so with the "Approve All" feature in the grants bucket.
3 votes -
Revenue Share Deposits - Impact Investment Interest Income
Revenue Share for Deposits
We get interest income from impact investments which are in our investment pool. We would like to be able to revenue share these deposits rather than do a negative voucher to allocate the interest income.
15 votes -
Present Funds in Chronological order
Changing the way the funds are presented in the Fund section in CSuite so that chronological is an option, instead of only alphabetical, would be helpful. I'd like to find my new funds faster.
2 votesYou can filter in the fund list to reduce the list based on creation date.
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Add Meeting Information to Task
Would really like to have the ability to include meeting invite information in a task when it is sent ouf of CommunitySuite. Ideally, would have another field on the task, in addition to description, where they could enter Zoom meeting credentials, a room, etc.
5 votes -
Bring back the option for archived campaign to show on a profile!
I love the ability to archive campaigns and get them off the campaign list, but we would like to be able to continue to see some of the campaigns on profiles. We track programming participants through campaigns and we would like that history to remain easily visible on their profile.
22 votesThere is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
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custom fields
Please add custom fields that come with date and comment fields. The date so we can easily see when a particular custom field was last updated, and comments gives us the ability to add more details. This would be a huge enhancement. Similar to Raiser's Edge functionality.
2 votes -
CommunitySuite Upcoming Releases Page should have a link to the product roadmap
I like to check the Community Suite release notes and frequently visit the upcoming releases page (https://support.foundant.com/hc/en-us/articles/8239927327127-CommunitySuite-Upcoming-Releases). Right now there there isn't anything upcoming and has this message:
We look forward to releasing the following enhancements to your software. Watch for future announcements about when this new functionality will be available in your CommunitySuite solution.
Coming SoonCheck back later for more upcoming releases.
What would be helpful is if it also linked to the product roadmap on this page so we can see the ideas that may become an upcoming release: https://idealab.foundant.com/discovery/roadmap/16777
4 votesThe link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.
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Clear Charity Status Check on Grant when Changing Grantee
When changing a grantee after having ran the Charity Check in C-suite, it would be great that the Charity Status Check gets cleared with the change as right now it keeps the date from the previous grantee and doesn't stop you from pushing the grant to GLM if using that function.
1 vote -
(multiple) Stripe Accounts
Is it possible to have different stripe accounts for each affiliate/supporting organization’s giving hub URL ?
5 votes -
Is it Nickname (Profile field label) or Nick Name (Reporting field label)?
I love the new Nickname field! We had a custom field that we were using for Nickname, but today I exported our custom field nicknames, then imported them into the new Nickname field and then removed them from the custom field and deleted the outdated custom field. In doing all that, I noticed that in Reporting when you select fields or filters that the field is labeled "Nick Name". Would it be possible to get it to match the Profile field label which is "Nickname"? Thanks!
0 votes -
Include the new nickname field on org profiles
It would be very helpful to have the new nickname field on org profiles. We have both primary contacts for orgs and orgs that have nicknames.
0 votes -
Fund Advisor Tab Options Default
Have the ability to have certain tabs on the Fund Advisor Portal default to "Remove/Add from/To Everyone.
We don't currently use the majority of the tabs and I have to remember to turn these tabs off when adding a fund advisor. It would be helpful to have these already default to "Remove from everyone" instead of individually edit.
5 votes
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