CommunitySuite Idea Lab

  1. Freeze Profile and/or Fund Name at the top of the page

    when working in a fund or profile record it would be really helpful if the name was pinned at the top of the screen so that as you scroll down it is easy to see which record you are working in.

    84 votes

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  2. Assigning School and Student ID in Bulk for UA Scholarships

    We process around 200 scholarships to around 100 students annually. We love the SLM to CSuite integration, but we feel there is a huge oversight regarding assigning the school and student ID. This all has to be captured individually and manually entered into the payment in CSuite. This was quite an arduous process this year. It was easier to upload it into CSuite as we used to be able to do before SLM.

    There was a release on 4/6/22 to implement this for standalone processes ("The School (Payee in SLM) and Student ID will sync between the two systems.") But…

    43 votes

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  3. Inactive profile should not allow you to process any transaction against it. (Gift or Grant)

    When a profile is marked INACTIVE, you should not be able to cut a check or a grant or post a donation. We had a grant check go out in error to an inactive profile. At the very minimum there should be a warning that you are processing on an inactive profile. FIMS did not allow you to have transactions pushed through on an inactive record.

    75 votes

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  4. One Log In Across Foundant Platforms

    It's pretty frustrating for folks to have to remember all their passwords across C Suite / GLM / SLM / Compass and Idea Lab. Especially when they don't all update on the same schedule. Would be great to have some synching of the platforms.

    74 votes

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  5. Ability to sort the Fund Statements

    Currently, we cannot sort the order in which the fund statements appear on the individual fund screen or on the Donor Portal. As a result, the fund statements often do not list in date order. This makes it hard to find the latest statement. It would be great if the Fund Statements could be sorted to show the newest fund statement at the top.

    25 votes

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  6. Change Fund Group at a Point in Time

    For audit purposes, it would be helpful to be able to change a fund group type at a point in time instead of changing all of history. We have memorial funds that come in as "Unrestricted" but turn into restricted scholarship funds (or others). When we change the fund group it changes the data for all of time which makes our ending balances for PY not match beginning balances in terms of audit categories.

    Right now we are closing the memorial funds completely and opening a new scholarship fund but this has us lose the donor/donation history for the fund.

    44 votes

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  7. stock gift entry

    1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time

    2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security

    3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry

    86 votes

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  8. annualized budget percentage on income statement

    On the Income Statement budget format, the variance amount and percentage only shows the variance stated in proportion to the current month. My board and I would prefer to see this amount as a percentage of the annualized rather than month to month budget. Can you please add an option for this such as a "budget ann" or "budget ytd"? Selecting the option "this year" will give me the annualized amounts, but there is no way to change the effective date and retain that format as it reverts back to the month over month.

    46 votes

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  9. Font issues

    The new font is still ******* the eyes when you are in CS for hours a day. The color is okay, but the font itself is hard to look at. And the font used for numbers should be updated to have the same size field for each digit. It is deceiving to look at a list of numbers and not see which one is the largest because all the numbers are not the same size.

    27 votes

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  10. New color scheme

    The font color in the Custom Reports is still too light. We pay a lot of money to use this software, and we should be able to use it without it hurting your eyes.

    25 votes

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  11. Household yearly tax receipt

    We would like to see the ability to run yearly tax receipts for donations for a household even if donations were added to individuals within the household separately. It would be nice to have the option to combine donations.

    34 votes

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  12. Add a Total Number RSVP/Attending Column to Campaigns

    Many of our campaigns are made up of households or organizations that don't include individual profiles so the campaign is not able to give us a true RSVP or Attended count. We are forced to maintain a separate sheet for an accurate head count.

    26 votes

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  13. Docusign Integration

    Foundant is considering integrating Docusign with GLM & SLM. Is this under consideration for C Suite as well? We'd love to have this integration capability on the C Suite side too.

    19 votes

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  14. Fund statement page in portal

    It would be helpful to have some editable text space on the fund statement page. About the same time every quarter donors start asking where their statement is and if we could have a space on the Statements page, we could put a message with approximate date to expect next statement.

    43 votes

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  15. Search by EIN

    Please add the ability to search profiles by EIN it would make it much easier to find the correct organization as SO MANY use similar names or DBA other names

    61 votes

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  16. Fund Advisor Grant Notifications

    I see that it appears fund advisors used to received notification once they had submitted a grant request, and that, after user feedback, it was changed to send the notification after the grant was approved and paid. However, I would love to see both options available. We do have some fund advisors who want a confirmation email of their submitted request in real time, as immediate back up. While I recognize that they could print the home page showing the submitted request, for some of our "older school" advisors, this is still not satisfactory.

    26 votes

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  17. Allow fund advisors to run fund statements on portal

    We are getting an increasing amount of fund advisors wanting the flexibility to run fund statements on demand on the donor portal. It would be great if this could be introduced and if management are able to set date restrictions in system data

    35 votes

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  18. Include the type of profile in header (i.e. Individual, Household, Org)

    In the gray box where it says "Profile," include the type of profile it is (i.e. individual, household, organization). At first glance, it is sometimes hard to tell if you are looking at an organization or individual -- causing donations to sometimes be attached to the wrong profile. Or update the gray bar to different colors for different profiles.

    19 votes

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  19. History of Fund Advisors for a Fund

    I would like to be able to see who has been a Fund Advisor for a specific fund over the course of time.

    20 votes

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  20. Color code outward facing fields

    In an effort to keep us from changing a field that is outward facing PLEASE color code them all a certain color. It is difficult for us to keep track of which fields have an effect on the portals. Having them all a certain color would keep us from changing them unintentionally.

    16 votes

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