80 results found
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Use organization domain for email communications
Enable sending automated emails from the organizations actual domain via the use of domain authorization rather than sending everything from fcsuite.com.
Emails from fcsuite.com are confusing, often caught in spam, and it is impossible to ensure that every online customer recognizes and properly whitelists it. This has caused significant overhead on our staff to manage missed communications. In addition, some organizations spend a lot of time and money to build their brand reputation and improve name recognition within the community. The many thousands of automated emails that go out every year should be representative of, and enhance, this investment. While…
42 votes -
Formatting for "Amount" fields in all Content areas
Please format the "amount" field for all Content notifications to display as $#,###.## (e.g., $64,500.00). Formatting currency with commas is essential for clarity, especially with larger numbers.
I realized a similar idea was posted but later archived. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/42438682-amount-formatting-in-content
87 votes -
Indicate required fields with an asterisk
A great enhancement would be to indicate which fields are required when creating a new record (profile, donation, grants, voucher, etc.) --- such as an asterisk to indicate that a field is required. This is a well-known standard.
Currently, the only indicator is an error message when saving/posting.103 votes -
New look navigation top menu
With the new CSuite Look that was rolled out, we can no longer customize what's on the top menu. This has impacted both our finance team and grants/scholarship team. For grants - I now have to click on Money Out or Home to get to the grants bucket (or likewise for scholarships). Will we get the functionality back to customize the top menu?
7 votes -
New Quick Tips / Quick Reference Guide Update - Please Make Optional!
Please make the update that moves quick tips to the quick reference guide an opt in / optional update. Maybe some will find this a better interface, but as it shows in this roll out video (http://player.vimeo.com/video/1086467921), it would be a big step back for us. Being able to just hover over the ? icon and see the quick tips makes the system super intuitive and easy to verify field purposes. But with this update we would have to click a link to another page and search for that field through that list to see the tip instead.
14 votes -
CSuite Interface Contrast
While the updates to the menu and profile layouts for CSuite are exciting, it is really hard to look at now. I am in my thirties and I have a hard time reading the screen. Is there a possibility of making the CSuite page more UI-friendly? It's just so hard to look at and I use CSuite for like 80% of the day. I don't want my eye sight to fade away this early in my life.
5 votes -
Add a downvote option in Idea Lab
I have recently been surprised by some new implementations/announcements that are very disruptive to my work (specifically, the change in the fund search function and the announcement that there will now be a Donate button next to the grant request button in the advisor portal). Can there be a more democratic process for the ideas that get implemented? Currently it seems that the process is to get some/lots of votes in Idea Lab or to be an "important" person/organization and get your wishes granted.
At the very least, can we have a downvote option in Idea Lab so we can…
8 votes -
Assign Learning Center Courses to Specific Users
To train our Users, we would like for our Admin to be able to assign individual courses in the Learning Center to specific Users.
9 votes -
RevShare by Fund Group AND Import Internal Grants
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 -
Add dates to recorded webinars
The dates of recorded webinars/trainings are not shared. This is really confusing. I just watched one saying an update will be pushed out "next Wednesday" and I have no idea when that will be or was. Makes it hard to know when information is outdated - I don't want to waste my time watching a webinar that is no longer relevant.
5 votes -
Tribute information fields should be added to Donation Notify Email Content
We need the fields for tribute information on a donation to be available to pull into the donation notify email body content. Right now, the tribute fields aren't available for this template.
We send agencies notifications about donations made to their agency endowment, and we need tribute information to be included. If it's not, the agency doesn't get the full context of the gift.
5 votes -
New Quick Reference Guide - Allow Users to Edit/Customize
Please make the quick reference guide able to be edited by users to create an org-specific guide within CSuite, rather than having to create guides outside of CSuite (in PowerPoint, Canva, Scribe etc). If we were able to add text to, or highlight, or change language in the Quick Reference Guide, it would make this functional in a few more important ways. For example, we could indicate in the Quick Reference fields our org requires staff to populate and which we do NOT want staff to utilize.
5 votes -
Link Grants to Campaigns
We’d love to see the ability to link grants to a fundraising campaign, the same way donations can be linked. Sometimes grants come in as a direct result of campaign efforts, and right now there’s no way to capture that connection.
Having this feature would give us a clearer picture of the true impact of our campaigns and make reporting more meaningful. It would also help us tell the full story of how our campaigns generate support—not just through donations, but through grants too.
3 votes -
interfund grants import
I would like the ability to import a spreadsheet for internal grants. It is possible for 'regular' grants, but not for internal grants at this time.
3 votes -
Bring back the old support
Please bring back the Old Support click. The new Search Help Articles are not as easy to find the information you are looking for. By clicking an article and browsing through the 5x7 area is ridiculous. Why would you make a support site so small and not user friendly?? I don't understand the changes CS is making. I really hope this goes back to the old way.
2 votes -
Change global search bar search options
Have the ability to change the way the global search bar/other search bars pull up data. example: right now the global search bar alphabetizes by last name, then prefix, then first name. Would like to be able to switch that order to Last name then first name.
2 votes -
Additional information for Grantees (T3010) Report
In the Grantees (T3010) Report (under CRA Reporting), it would be helpful to add a field for the expense account related to each grant. Then one could sort the data and tie back to the financial statements much more easily. I'm adding this information manually and would love to eliminate this step!
6 votes -
Dashboard
Change/Edit Date Range for Dashboard display should be sticky. Currently, the Start and End Date for Dashboard can be edited to display a different range than the default, pre-populated range. However, navigating away from the Dashboard reverts the date range back to default values. It would be amazing if the Start and End Dates were sticky, so I don't have to edit/re-select dates every time I go to the Dashboard.
7 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 -
Interface Color Customization
We’d really like to suggest adding the option to customize the color scheme in Csuite. This idea has been mentioned here before but was archived. Many commonly used platforms now offer some level of visual customization, so adding this feature would bring Csuite more in line with user expectations. It is a small change that users would likely appreciate.
Even just a few preset themes or the ability to use an organization’s branding colors would make the platform feel more modern and visually appealing. The current interface is very neutral, and adding some color options would help make the experience…
2 votes
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