892 results found
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Yearly tax receipt - would like to bulk email to those with emails and mail to those without emails
We would like to email our yearly tax receipts to donors, but if a profile doesn't have an email the bulk job doesn't complete and all of the profiles without emails are listed so we can add an email to the profile to them run the job again for emailing receipts. In many cases we don't have the donor's email (when they mail a check for example). It would be great if the job would complete and send to those with an email and then create an 'exception report' for those without an email so we can mail those receipts…
9 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…
22 votesThank you for this suggestion. We are working on improvements to Idea Lab and our process.
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"Grant Letter Template" name as grant report field
"Grant Letter Template" name as grant report field:
It would be very helpful to be able to add the grant letter template name as a field to CSuite grant reports.
This field would allow us to do a quick check of all the recent grants to ensure the right template was applied before printing our grant letters.
6 votes -
PROBLEM: There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primar
PROBLEM:
There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primary Advisor. Can it be configured differently?
Note: This is a major competitive disadvantage for us vs Schwab, etc., and other foundations that do not use CSuite. It causes embarrassment.
From CSuite Chat Support:
Unfortunately, there is not a way to configure this in a different way, it is working as intended. You can add an idea to the idea lab if you would like something changed to make it less confusing! That is where our…8 votes -
Enhance Budgeting Tools - Scenarios, Forecasts
It would be so helpful to bring some enhanced budgeting tools into CSuite.
Currently, only one Budget is allowed per fiscal year as far as I can tell. Having the ability to populate and maintain different budget "scenarios" for each fiscal year would be amazing. The adjustment to Projected Budget seems quite limited and we are not able to "calendarize" the total adjustment or have multiple versions. With this the idea would be to apply a filter to select which "scenario" we are opting to look at for a given report with budget involved and ensure our headers reflect that…
8 votes -
Grant description field should be larger so it can be viewed without scrolling
Could you please modify the grant description field so that it automatically wraps text when adding or editing descriptions?
Currently, the field allows up to 255 characters, but it's challenging to verify entries because we can't view the entire description at once. It would greatly improve usability if the description text wrapped within the field during data entry, allowing us to see the complete description without having to scroll. Once the grant is saved, we can read the entire description in one field but still have to scroll when editing.
18 votes -
Filtering should include nulls/blanks unless the filter is to exclude it
Currently when filtering on a field to to exclude something, it is also removing all fields that are null as well. For example on a donation report, when I put the filter on the field Donation Type ID so it is NOT "In-Kind", one of our options, then it will remove all "In-Kind" donations from my report as well as all donations without a Donation Type ID, which is every Stripe donation.
5 votes -
New Portal - Grant Request History Export to show Advisor Name field
The Grant History page shows the name of the advisor that made the grant request.
When you go to export this page to a spreadsheet using the Export option, the exported spreadsheet does not include this field. Please add the name of the advisor who made the request to the export spreadsheet.
4 votes -
Pay Email Address for EFT Grant Notifications
When emailing grantees for Electronic Payments, there is the CC email field (which is great!) - it would be super helpful for this field to automatically pull in the Email from the grantee profile that is marked as "Pay". So that the email can automatically be sent to the grantee ED and the person who should be notified of payments.
53 votes -
Allow edits to password reset email for fund advisor portal
Allow password reset email to be customized within the content section similar to the other email notifications.
17 votes -
Pledge Reporting - Custom Reports
Add partial cancelation field in pledges in custom reports. This will allow for a formula to get the true amount outstanding for a pledge in custom reports.
I am aware the information is available in the pledge module. Unfortunately, the reports in the pledge module are not able to be linked to PowerBI or Google Looker Studio.2 votes -
Affiliate Portal Logo
It would be great if there was an easy way to upload a logo for the affiliate portal that would automatically change it from the overall system logo. Right now, the only way to update the logo for our affiliate's Giving Hub is through complicated coding that our team is not able to do. Thank you!
2 votes -
Export Balance Swap
We would love the ability to export the balance swap screen to Excel. We have historically printed the potential swaps, evaluated, and then come back in to accept/deny the swaps but would love if we can export to Excel.
15 votes -
The option to edit the label or remove "Login with email" option on Fund Advisor Portal
Some of our Fund Advisors are confused by the "Login with email" option on the Fund Advisor Portal. Our Fund Advisors' usernames are their primary email and they click the "Login with email" thinking that is how they log in. They get to the next screen and are asked to "Verify your pin". Could you make the "Login with email" either editable, with an explanation or give us the option to remove it. Anything would be an improvement!
2 votes -
Show Steward Active/Inactive Status in System Configuration Steward List
Show inactive stewards in italics at bottom of the steward list just as inactive org roles show in the org roles section of the relationships tab in organization profiles. Also add active/inactive as report and filter options on steward custom reports and other reports that can include steward information.
15 votes -
Auto-Format Dates and Phone Numbers for Profile Imports and Bulk Updates
When using the Profile Import and Profile Bulk Update features, it would be great if CSuite auto-formatted phone numbers and dates during the import process. Rather than having to format these phone numbers and dates up-front in Excel, it would be great if CSuite automatically formatted these values during the import process. Getting the choice of how they format (phone numbers with or without dashes, dates with slashes or dashes, etc.) would also be helpful and could be a setting under profile settings.
6 votes -
Return Check
It would be great to have a return check feature. When you complete a bank deposit and a check gets return, there needs to be a way to show that check was deposited but returned. The current way requires you to unpost and delete the check/donation. This is problematic especially when crossing months and the reconciliations don't match your bank statement.
2 votes -
For Profiles that are flagged Do not Mail
Profiles that are flagged Do Not Mail, Do Not Email, and or Do Not Call should not appear in a Campaign. They do not appear on "Mailing Labels", but do appear when you on a CSV File.
9 votes -
Ability to Import Recurring Grants
There are times throughout the year where it is necessary to put several recurring grants into the system to set everything up for the next year or based upon requests from a fund holder. In order to do this it has to be done one by one in the system. It would be helpful to have a way to get several recurring grants into the system via a front-end import.
6 votes -
Financial Package
It would be great if we could create a financial package of specific financial statements with certain filters and column settings and then be able to run it as of a specific time frame and it generates all of the reports into Excel or something.
17 votes
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