892 results found
-
'Balance Change' report cannot be drilled down by month/qtr/year
While I'm encouraged that a 'Balance Change' report has been added, there is no option to drill down by month/quarter/year...please add the option to do so, or this report is not nearly as helpful as it could be.
3 votes -
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 -
List of Fund Advisors
In the portal, a donor has asked if we can give him some way to see who is allowed to make a grant request on a fund. For example, the Fund Advisor would allow their children to make grant requests, and they want to see that list of people when he looks at this fund. Quentin said that this isn't currently a feature on the portal, but you can see the list of advisors when you look at grants that have already been created (in the grants tab).
3 votes -
Multiple Advisors on one grant
We have many donor advised funds with multiple advisors. There are often times when they want two or more advisors listed on the same grant. Is there a way to add this option? Otherwise we need to contact the grantee and let them know all of the advisors involved in a grant.
18 votes -
Recurring Grant Notifications
We would like to see CSuite generate notifications to grant approvers for recurring grants to help remind staff when the grant is due to go out. A generated email with general grant information would be extremely helpful.
1 vote -
correct formatting
With the addition of the print option in the left hand menu of pages with C-Suite, the print page option now prints vertical lines between column headings and a box around the data on a page. This visually clutters up the report. Could you please reformat to the old format that just included the horizontal lines making the report easier to read but not cluttered?
Also, it would be EXTREMELY helpful to repeat column headings on multiple page printouts. It's next to impossible to know what data is in each column that is being reported on page 2 of an…
2 votes -
Add filters to grant document bucket
It would be helpful to add filters to the grant document bucket similar to all of the other buckets in the grant module.
5 votes -
Reporting for multiple objects at once
When building a custom report, it would be very useful to be able to report on fields from multiple objects at once. Systems I have used with this capability approached it by starting with a primary object selection (donations for example) and then once you add the unique field for another object (profile id of the donor for example), your list of fields would expand to show all of the fields associated with that new object. Event just the ability to expand into 2 objects would solve a lot of cases where we currently need to pull multiple reports into…
13 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.
-
(multiple) Stripe Accounts
Is it possible to have different stripe accounts for each affiliate/supporting organization’s giving hub URL ?
5 votes -
Fiscal Sponsor Field on Grantee Designation to Auto-Populate on Grants
We would like for the option to pick a Fiscal Sponsor on the Grantee Designation of a grantee's profile so that it automatically populates on a grant record when it is created for that grantee. Similar to how the Grant Type field on the Grantee Designation automatically populates on a grant record, this would save us time and clicks.
6 votes -
Don't notify advisor any grant adjustments
The other day we had a check that printed on plain paper by accident. We had to adjust all the grants in the batch (cancel payment and then pay again) in order to re-print the check. Every advisor received a notice that payment was cancelled. This caused a lot of confusion. Is there a way to program CSuite so it does not send a notice when "cancelling" a grant payment?
42 votes -
Capitalization
When creating a profile the State should always be capitalized. The system puts it in lower case. Would be great if it was automatically uppercase as it should be.
18 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 -
Add Profile ID to Profile Type Report
Would love for Profile ID to be be added as a Field on the Profile Type report. When working to maintain the data integrity, particularly within Profile Types, it's incredibly difficult and time consuming to do when you cannot easily get a count of profiles that are associated with each Profile Type. By adding Profile ID, I'd at the very least be able to export all to Excel and create a pivot table.
1 voteProfile Type can be added as a column to a profile report OR from profile types in the profile left menu, select the profile type id, then list profiles.
-
annette@icfoundation.us
General Ledger Report
I just completed my first audit using CSuite. My auditors missed having a GL report that listed all transactions by account with a beginning balance and total for each account, with the overall GL total at the end of the report.
To do this in CSuite, I had to run a GL report for each account as running the GL report for the entire FY did not have a beginning balance - even though it could be sorted by account and formulas added for account sub-totals once exported into Excel.
3 votes -
Email Tax Receipt Preview
It would be a great help to be able to preview the way emails will look prior to sending. We emailed some stock letters that were missing gift data and I had no way to know that. Irksome.
16 votes -
Scholarship list
A new release has changed my scholarship list to include closed funds and designated scheduled funds. It would make my workflow easier if it could go back to just the list of scholarships that I use instead of having to add filters.
7 votes -
Allow changes to Recognition Name field and description shown during online donation checkout
The new "Portal Options -> Settings" areas in the sandbox (and rolling out to live site tomorrow) are great -- lots of customization! I would love to have the ability to edit the "Recognition Name" field name and description from the Checkout area of the donation portal/giving hub. Our donors don't interpret that field in quite the same way our staff do, and we would like to customize how it appears as we can with the Cover CC, Anonymous, and Newsletter fields.
7 votes -
Fund Balance Check on Grant Posting
When posting a grant, the system should check the balance of the fund no matter what the grant date or posting date is. Currently the system only checks the fund balance and gives a warning message if the grant date and date it's being posted are the same. If the grant date is in the future (as all of ours are), the system will allow you to post grants over the balance in the fund. As we are not posting grants on the same day as the grant date, it would be ideal if the system would give a warning…
14 votes
- Don't see your idea?