30 results found
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Multiple Email Options for Communications
When individuals unsubscribe from Mailchimp emails, it is impossible to discern if they want to unsubscribe just from marketing/ communication emails and who should just simply be marked "do not email". If Foundant could add choices on emails that indicates something to the effect of, "Marketing Emails" and/or "Foundation business" as boxes to check as options, similar to "mailing" or "inactive" for mailing addresses, that would be very helpful. Currently, if someone unsubscribes from a MailChimp blast, there is no way to realistically remove that person from marketing email blasts unless you go 1-by-1 and remove them from every campaign…
12 votes -
Add conditional logic to custom fields
It would be great if we had the ability to enable conditional logic to custom fields.
11 votes -
it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.
If you are already logged into CS you should not have to log into Idea Lab...it should be accessible through CS
131 votes -
Review all letters in CSuite similar to the Fund Statement review function
Implement the same viewing and reviewing capabilities that exist for fund statements for all letters including tax receipts, grant letters, and award letters—possibly adding the send option after it is reviewed.
8 votes -
tax receipt labels in WORD, not pdf.
Please have the option of printing tax receipts labels in WORD. You can run the tax receipts letters in WORD or pdf, but not the labels. We have so many situations where we may need to edit the labels and cannot in the pdf form.
5 votes -
idea lab
Often when Foundant support is unable to help with a situation due to product limitations, they'll suggest that I submit it to the Idea Lab. I understand that I have a vested interest and want to see the product improve, but sometimes I'm in a state of doing my best to get work completed. I don't always have time to log into the Idea Lab, search to see if the idea is already out there, then, if it's not re-explain my situation in a new Idea Lab post.
I wonder if Foundant support might develop a mechanism where, when they…
4 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
Thank you for this suggestion. We are working on improvements to Idea Lab and our process.
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chat box
Can you please have the chat box stay up on the screen instead of disappearing each time you have to move to a different tab, it's very annoying to have to restart the chat each time.
Thanks!21 votes -
Increased Ability to Make Bulk Changes
Many issues we face could easily be resolved if we had more ability to apply bulk changes. This includes updates and deletions to records in most areas of the system, but particularly grants, donations, profiles, and funds. We realize that Foundant may be reluctant to do this, since bulk changes can be dangerous. However, at some point, we have to be accountable for our own actions. As long as these areas have permission levels, we could selectively assign them to our best people, taking responsibility for whatever changes are made.
6 votes -
Manual entries - Admin Fees, Distributions, Journal Entries
I'd like to see a link to "create" another entry immediately after posting a manual admin fee, distribution, or journal entry. It's cumbersome to have to back up multiple screens to get back to the "create" link.
4 votes -
Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware
One of the most limiting things about using Foundant is the lack of connectivity to other platforms that we all use. Even in cases where there is some integration (like with MailChimp) that integration is extremely limited.
I found those ideas all via one quick search in the Idea Lab for the word "integrate." I bet there are many other requests that could also be solved this way.
If you're considering voting for this and want to know more, you can see all of the integrations available via Zapier, Make, and MuleSoft at these locations:
Zapier: https://zapier.com/apps
Make: https://www.make.com/en/integrations
MuleSoft: …21 votes -
Clean Up Idea Lab
Remove implemented and archived ideas from Idea Lab search results - makes it really difficult to look for whether my idea already exists or not.
4 votes -
New hire training videos that I could assign upon hire
I have them do the walk me trainings but I would love deeper dive new hire training videos that I could assign (beyond the walk me trainings) upon starting work? I have all our initial trainings saved but so much has changed in CSuite since we initially became a client in 2021.
I am aware of YouTube but that is by date order and mostly updates. Looking for a subset of area specific trainings, grants vs development vs finance vs marketing.
Please consider this. Due to updates to CSuite alot of our instructions that were created upon our start has…
20 votes -
Sync attachments in csuite and glm
It would be nice to have a feature to sync attachments in GLM &/or CSuite over to the other rather than having to attach in both places. Ideally, we would be able to pick which attachments we want to sync over. For Community Grants, we start our process in GLM so we start attachments here and then sync to CSuite for final processing. For Donor Advised/Designated Granting we start in CSuite and include attachments here then sync over to GLM for tracking purposes.
19 votes -
Fund Advisor Portal page title shows /erp/fundmanager in browser
Donors and staff at affiliates have noticed the page title that shows in the browser for the Fund Advisor Portal is /erp/fundmanager. Can it be set to something that's more helpful, especially when multiple tabs are open? "Fund Advisor Portal" or "Donor Portal" would work.
5 votesUnder Consideration ·AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
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Widgets on Home Page
Live-updating "widgets" on the CSuite home page that can show info about chosen funds, campaigns, or profiles. There is a lot of wasted open space on the home page, and it would save a lot of clicking if we could select certain pieces of information to be surfaced automatically like this when we open CSuite. I imagine a button on each profile/campaign/fund page like "add to home page" that would then add the corresponding widget. A fund widget could show the balance and the last two transactions, for example. A campaign widget could show tickets sold for an event.
PS:…
2 votes -
1099-R - IRS 1099 Field in Account Section
IRS 1099 Field - Please Add R as one of the categories to choose from the drop-down menu in the Account section.
5 votes -
CC and BCC E-mail to attach donor correspondence
I would like to suggest adding a function that allows users to cc or bcc a email sent externally (through Outlook or Gmail) to that donors profile. In past roles, I have had this ability - If I included this address in my email it was attached to the donor profile with a matching e-mail address. It's good and soooooo valuable in communicating!
Little Green Light is an example of a CRM that empowers this.
23 votes -
Login for Donors, without a fund.
Would be really helpful for donors, who do not have a fund, that give the foundation often had a login where they can access their giving history and tax receipts.
13 votes -
email history
I would like to be able to create a custom report or have a report option that showed me email history. This way, I can filter on status for those emails that were not delivered across areas within Foundant.
2 votes -
Allow Users to Adjust Font Size
We love the new user interface but the font is rather small for some of our users. It would be amazing to have the ability for each user to pick from a Small, Medium, Large font size
Using CTRL and Zooming in Zooms the entire browser (all tabs, no matter the website) meaning other websites are now huge font.
20 votes
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